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Ronald Gruia, Program Leader-Emerging Communications Solutions &

Ronald GruiaProgram Leader-Emerging Communications Solutions &FROST & SULLIVAN, INC What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

Nortel Optical Sweepstakes

August 14, 2009

Is Ericsson the Hope for Nortel's MEN? | www.lightreading.com

As Nortel disposes of its business units, gaining market share via acquisition will be an way for vendors in the optical space to give the top two players (Huawei and Alcatel-Lucent) ar run for the money. This article examines the potential suitors for the Nortel MEN unit and their likelihood to bid on these assets, in addition to key considerations for each vendor. The list includes Ciena, Cisco, Ericsson, Fujitsu, Huawei, Infinera, Juniper, Nokia Siemens Networks (NSN) and Tellabs.

Ronald Gruia, Program Leader-Emerging Communications Solutions &

Ronald GruiaProgram Leader-Emerging Communications Solutions &FROST & SULLIVAN, INC What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

Nortel Fire Sale Begins

June 22, 2009

Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com

Wireless assets acquired by NSN from Nortel include the CDMA business and LTE IP (Intellectual Property).  NSN gets relationships with operators such as Bell Mobility, VerizonWireless, Sprint Nextel, KDDI, China Telecom. CDMA is still profitable and will have a long tail. NSN also expands its footprint in North America, which represents only ~ 5% of its revenues and this acquisiton will certainly better position the company to tackle one of its Achilles heels. NSN gets Nortel's IP on LTE including SON (Self-Organizing Networks) and ongoing LTE relationships (NT had won KDDI tender and was carrying out a trial at T-Mobile AG); 400/2,500 employees that NSN is getting from Nortel were working on LTE, other 2,100 on CDMA. Who will fill in the void in terms of R&D spend in Canada? NSN will open up a lab and there are rumors that Huawei will expand its presence, but look for more from other entrepreneurs such as Sir Terry Matthews. It will be tough to match Nortel's R&D budget.

Ronald Gruia, Program Leader-Emerging Communications Solutions &

Ronald GruiaProgram Leader-Emerging Communications Solutions &FROST & SULLIVAN, INC What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

AT&T LTE Trial and Its Implications

May 7, 2009

Rumor Mill: Did AT&T pick Ericsson, Alca-Lu, Huawei for LTE trial? | www.fiercewireless.com

1- Details of the AT&T LTE buildout begin to emerge
2- Chinese NEVs such as Huawei and ZTE will become forces to be reckoned with in North America.
3- Ramifications to the other NEVs and LTE

Ronald Gruia, Program Leader-Emerging Communications Solutions &

Ronald GruiaProgram Leader-Emerging Communications Solutions &FROST & SULLIVAN, INC What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

NETC Q1 2009 Results & A Forward Look

May 4, 2009

Net Serviços: Resilient in a Tough Lat Am Macro Environment | finance.yahoo.com

Earlier this past week, NETC reported solid Q1 2009 results, which while expected by some, were met despite the worsening of macro conditions in Brazil.  In fact, from all Carlos Slim companies reporting this past week (i.e. AMX, TMX, NETC), NETC arguably had the strongest performance.  Issues going forward: Deteriorating macro environment and mitigating an unfavorable decision by the local regulator.

Andrew FlowerPrincipalFlower LNG 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.

Petronet and RasGas Implement Second Phase of their LNG Price Agreement

December 30, 2008

RasGas to revise LNG prices for India every month | www.reuters.com

The monthly revision in the LNG price in Petronet's contract with RasGas from January 2009 was agreed when the pricing arrangemnets were finalised in 2001 and will take place routinely. RasGas agreed to  five years of fixed prices ($2.53/MMBtu FOB Qatar) after start-up of deliveries in January 2004 followed by 5 years when the price will move to full oil price indexation. In January 2014, when fully indexed, the price of LNG FOB Qatar will be 12.65% of the oil price as measured by the Japanese Crude Cocktail (JCC). The move to full oil price indexation will be gradual. In January 2009, fifty nine sixtieths of the price will be fixed at $2.53/MMBtu and one sixtieth linked to the average JCC oil price for the previous 12 months. In February it will be fifty-eight sixtieths fixed and two sixtieth oil price linked and so on until January 2014 when it will be entirely oil linked.

Joseph DelaneyManaging PartnerHilb Rogal and Hobbs of Metropolitan Washington, Inc. 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.

Cat Modeling is Here to Stay

April 22, 2008

Insurers Overly Focused On Cat Models, Says Expert | www.propertyandcasualtyinsurancenews.com

Primary insurers and reinsurers will demand that catastrophic modeling be used in order to justify their underwriting decisions of this type of insurance.  These newer models in conjunction with in-house capacity aggregation tools (Insurers now know where and how much of their capacity is in play) will guide their underwriting decisions from windstorm and earthquake to workers compensation in terrorism prone cities like DC and NYC.  The process is another way to spread the risk, so that any one insurer does not take a huge hit from any one event.  Using technology to spread risk will utimately decrease volatility in insurance markets. 

Amanda Atkins, Chief Executive Officer

Amanda AtkinsChief Executive OfficerAfinia Capital Group 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.

AAA Subprime 80 cents on the dollar – a good estimate not wild speculation

November 7, 2007

AAA Sub-Prime Valuation Issues | ftalphaville.ft.com

Recent suggestions that the ABX index is a poor proxy for AAA subprime RMBS fail to recognise its value.

Amanda Atkins, Chief Executive Officer

Amanda AtkinsChief Executive OfficerAfinia Capital Group 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.

The Florida Legislation will exacerbate pricing pressures in the reinsurance industry.

January 31, 2007

Reinsurers Bigger Losers From Florida Legislation Than Primary Insurers | biz.yahoo.com

Managing expectations of shareholders, managers or finance directors is not easy, especially when a third party removes a significant part of your premium base at a stroke.  

Amanda Atkins, Chief Executive Officer

Amanda AtkinsChief Executive OfficerAfinia Capital Group 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.

Plus Ça Change – Reinsurance renewals 2007 or was that 1987?

January 31, 2007

Willis Re 1st View: The Tipping Point? | biz.yahoo.com

After twenty years in the industry, the industry cycle looks to me just like it looked last time and the time before. Despite apparent changes to expertise, capital providers and products; in 2007 the reinsurance industry appears to be heading in pretty much the same direction as in previous cycles – down.

Amanda Atkins, Chief Executive Officer

Amanda AtkinsChief Executive OfficerAfinia Capital Group 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.

Underestimating Life Expectancy could hamper growth of a profitable LS Exchange.

July 12, 2006

Cantor Eyes Life Settlement Exchange | www.iddmagazine.com

In my view future prospects for a Life Settlements exchange will be significantly hampered by life expectancy uncertainty.

Trading debt is not the same as trading lives, Industry players are reliant upon industry models which have continuously underestimated life expectancy and medical examiners who have consistently assumed individuals will die relatively quickly from whatever ails them.

Regulatory scrutiny of a transaction whereby a third party makes a return based on someone else’s life span will also hamper the growth of a simple exchange mechanism, especially as generally the longer the individual lives the less profitable the policy for the third party.

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