GLG News by Mobile Phone Handset Experts

Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning.  Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment...

The Baltimore Sprint deployment tells us a lot.  In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected.  As for the LTE v WiMax debate,...

Polycom has been a leader in corporate conferencing systems for years.  I recall using their systems in the early 1990s.

The 2.4 million 3G iPhone users are about a 5% contribution to net income over the next eight quarters or the 24 months of the contracted rate plan for $95 monthly APRU.

The belief that telecom would escape the effects of this long and deep recession is total folly.  I have been screaming recession since late 2007. The belief that telecom will survive is not folly.   Remember that telecom is infrastructure.

No one should be surprised by this development. With carriers cutting back spending it is important that vendors act early to conserve cash.  

Supposedly parties familiar with the Verizon-Alltel deal say that the contract between Verizon and Alltel is so strict neither party can alter the deal or back out entirely.   Are you serious? What knucklehead signed a contract without a back door?

Large carriers like Verizon will remain largely unscathed.  Small independent carriers will not be so lucky. Telecom vendors who are cash poor will not survive the recession either not well or not at all.

A RIM acquisition by Microsoft could be interesting but would face significant hurdles.

Green is not just about burning cleaner fuels in our cars or alternative energy.  It is also about operating equipment more effectively in a manner that requires less energy and release less waste.