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P.J. LouisPresidentPJ Louis LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Samsung and Qualcomm – Cut Cross Licensing Deal

November 16, 2009

Samsung to Pay $1.3B to Qualcomm for Licenses | www.wirelessweek.com

There seems to be a lot of benefit to this relationship – financial and political.

Lynne Gregg, Tech Industry Consultant: Wireless, Software, Ent

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

3Q09 Handset/Smartphone Performance Summary

November 12, 2009

Strong Sell Through in the Third Quarter, and a Good Holiday Season Will Result in 2009 Sales Being Flat over 2008 | www.gartner.com

Overall, the handset market was flat in 3Q09. The Smartphone segment was up 13%. Apple continues to gain in market share, threatening to overtake RIM (Blackberry). Nokia continues a downward spiral, but remains the market share leader (over 35% in overall handset and Smartphone categories). Samsung and LG are advancing. Details: Check out the Garter report here.

Lynne Gregg, Tech Industry Consultant: Wireless, Software, Ent

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.

November 11, 2009

Droid launch draws tech-savvy crowd to Verizon stores | www.computerworld.com

According to estimates, Verizon is to have sold through roughly half their 200K inventory of Droids this past weekend. I believe that Google app users who do light browsing, photos, and heavy media play will probably be very happy with either Droid. Both displays are very good quality for video. I predict that Verizon will continue to do well with their initial line-up of Droids. I don't think anyone envisioned either of these Droids as being iPhone killers but they have been respectable sellers coming out of the gate.

P.J. LouisPresidentPJ Louis LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Sprint Nextel and Partners – Is Pumping Another $1.5B into Clearwire Wise?

November 10, 2009

Sprint, Partners to Pump $1.5 Billion Into Clearwire | online.wsj.com

I am a supporter of Clearwire. I like the concept. However, a year ago I had expressed my doubts about Sprint Nextel and its Partners’ ability to find the cash in 2009 to build the network unless Clearwire could demonstrate it had a plan it could execute to.

P.J. LouisPresidentPJ Louis LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Nokia – Getting Hammered By The Recession – Are It's Actions Correct?

November 10, 2009

UPDATE 4-Nokia Siemens to cut 5,800 jobs, save $1.5 bln | www.reuters.com

Last year, 2008, I had noted that the telecom manufacturers would get slammed and hammered by the recession. It is going to get worse before it gets better. Even if you assume that 2010 will be the end of the recession, the end will not result in instant sales of handsets. If anything there will be a consumer delay. People will be employed with new jobs, pay old bills, pay current bills, and then focus on the things like fancy new costly handsets.

P.J. LouisPresidentPJ Louis LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

China’s Grey Market – Will Keep on Growing

November 9, 2009

China's smartphone shipments to triple by 2013 | www.totaltele.com

The Chinese grey market did not exist 10 years ago. However, all of the signs that it was about to appear were there and Wall Street analysts ignored the signs.

P.J. LouisPresidentPJ Louis LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Windstream – Thumbs Up on Rollup Effort

November 8, 2009

Windstream Buys Another Rural Carrier | online.wsj.com

I give Windstream’s recent rollup efforts a thumbs up. The company is currently performing its own version of a rural telecom carrier consolidation. Up until recently, Windstream had purchased Lexcom and D&E Communications. Now it has just agreed to buy NuVox.

P.J. LouisPresidentPJ Louis LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Google’s Voice Service – Needs Help From Carriers – So What!

November 5, 2009

The eight telecom companies behind Google Voice - and what it means | blog.telephonyonline.com

Anyone remember the Reseller Carrier (some use to refer these carriers as Wholesalers), the CAP, or the CLEC?

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Nokia, Apple and Google - Driving the Mobile Revolution

November 5, 2009

Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk

Nokia, Apple and Google, along with several other companies, will shape the next phase of the mobile revolution.

P.J. LouisPresidentPJ Louis LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

AT&T, Inc. versus Verizon Wireless – Misleading Information? Wow!!!

November 4, 2009

AT&T Sues Verizon Over Wireless Coverage Ads | online.wsj.com

AT&T is suing Verizon Wireless over information it is calling misleading. Ain’t nothing new here.

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