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October 7, 2008
The Mobile Web Is The Future
Analysis of: Nokia Aims to Be No. 1 on the Mobile Web | www.businessweek.com
Author: GLG Expert Contributor
Analysis of: Nokia Aims to Be No. 1 on the Mobile Web | www.businessweek.com
Author: GLG Expert Contributor
Nokia needs to make this play work to ensure their 500million sales keep going as phones mutate into mini-laptops and voice is a small part of the offering.
October 3, 2008
BSNL Dilemma - Opportunities Becoming Threats
Analysis of: From bureaucratic whims to business sense | www.financialexpress.com
Author: GLG Expert Contributor
Analysis of: From bureaucratic whims to business sense | www.financialexpress.com
Author: GLG Expert Contributor
The incumbent pan India Government telecom services provider status os BSNL sets it apart from the competition. The list of pluses include the largest wireline & wireless infrastructure, cash surplus, a vast pool of talent, economies of scale, first mover advantage in licensing and roll...
September 30, 2008
Cloud Computing = An Alliterative Marketing Term?
Analysis of: Larry Ellison’s Brilliant Anti-Cloud Computing Rant | blogs.wsj.com
Author: GLG Expert Contributor
Analysis of: Larry Ellison’s Brilliant Anti-Cloud Computing Rant | blogs.wsj.com
Author: GLG Expert Contributor
Like the credit crunch, you probably can't escape Cloud Computing.
September 29, 2008
Substantial Gains for New 2G Licensees. Whose Midas Touch For Whom
Analysis of: It's a windfall for new telecom operators | www.business-standard.com
Author: GLG Expert Contributor
Analysis of: It's a windfall for new telecom operators | www.business-standard.com
Author: GLG Expert Contributor
Beginning of 2008, some companies with no telecom experience pay $400 million and get pan India 2G licenses with spectrum. Next 3G licensing terms are formulated such as to compel foreign Telcos to tie up with 2G license holders to enter high growth Indian market. The valuations of these companies shoot...
September 29, 2008
Nortel Muddling Along
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: GLG Expert Contributor
Analysis of: Deconstructing Nortel, a former icon | www.canada.com
Author: GLG Expert Contributor
Nortel at its height commanded market valuation of US $398 billion in September 2000. This September the figure plummeted to menacingly low US $ 2.76 billion. The company is on the brink of failure due to unclear path on product portfolio & mergers to attain mega vendor status in past and now, accounting...
September 24, 2008Crunch may not impact wireless as many thought
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
While there is a definite impact on the low-income sector, and cable/telcos are seeing the impact with users canceling subscriptions, wireless/cellular does carry easy access (good for consumers) and higher margins (less susceptible economic low down) and will weather the storm.
So yes there will...
September 23, 2008Gmail vs. Exchange
Analysis of: Google's Office Intrigue | www.forbes.com
Author: Al Pappas, Partner, The StrataFusion Group
I agree with Paul's analysis and associated conclusions. I would also add that when Google reaches the level of reliability attained by other SaaS like suppliers (SalesForce.com, etc.) then their gmail offering will become acceptable to the enterprise businesses.
September 22, 2008HTC Android vs 3G iPhone
Analysis of: First Google Android phone to cost $199: report | news.yahoo.com
Author: Hong Jiang, President and Chief Executive Officer, Montina, Inc.
China Mobile is keen on the Android phones. In addition to HTC, China Mobile has formed a joint venture with a local startup to build Android phones.
September 22, 2008HTC Android vs 3G iPhone
Analysis of: 'Android' Cellphone to Showcase Google Brand | online.wsj.com
Author: Hong Jiang, President and Chief Executive Officer, Montina, Inc.
The HTC Android phone will be closely compared with the 3G iPhone. Most likely the look and feel won't be as sleek as the iPhone. However, Android phones will have the processing speed that is hard to beat. In addition, the open handset model features may not initially be impressive. ...
September 19, 2008The true cost of R&D
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
As was the case years back when ISDN and other carrier technologies first started coming out of the factory, the vendors have always argued,
- economy of scale will always bring real returns
- there is always a minimum entry price
- stay in or work a partnership
It would seem that having exited...
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