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GLG News by Wireless Data Services Experts (North America)

Jon AdamsDirector, Business DevelopmentFREESCALE SEMICONDUCTOR, 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.

Netbooks Promise a Sea Change in the PC Industry

August 28, 2009

Acer Q2 results show risks of cheap netbooks | www.reuters.com

The age of high-powered, application-generic desktop and notebook PCs is giving way to smaller, lighter, more targeted netbooks that satisfy most consumers' needs.

Peter Jarich, Research Director

Peter JarichResearch DirectorCURRENT ANALYSIS, 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.

Ericsson and Nortel: It's About Customers...Not CDMA

July 26, 2009

Ericsson Wins Nortel Auction | online.wsj.com

Ericsson's acquisition of Nortel's wireless assets has been positioned as a return to CDMA for the Swedish vendor.  That's true.  The deal, however, isn't about CDMA...or even LTE.  It's about an opportunity to snap up a good deal and get closer to CDMA operators worldwide who will be looking to LTE upgrades going forward.

Edward Moran, Principal

Edward MoranPrincipalInforan Int'l Telecom and Biofuels Advisory Services for Global Emerging Markets 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.

Shutting down Alt. Energy HQ does not mean complete exit from the Green Arena

July 7, 2009

BP shuts alternative energy HQ | www.guardian.co.uk

The shutting down of BP London Alternative Energy HQ is a simple measure of cost reduction in times of financial crisis and global economic instability. The exit from the solar and wind segments of alterntative energy is very well timed and synchronized with the alternative energy HQ: Both wind and solar areas are not part of BP core business but they did look good on the green banner and part of the slogan Beyond Petrolium. Both wind and solar are almost matured technologies but still not economically viable and can only make economic sense with government subsidies and grands. On the other hand, BP alternative energy activity in the area of biofuels is alive and well in Brazil. This is the only segment of alternative energy which is in line with BP core business of gasoline production and distribution.

Edward Moran, Principal

Edward MoranPrincipalInforan Int'l Telecom and Biofuels Advisory Services for Global Emerging Markets 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 (almost) final phase of demise of Telecom Italia as a top 3 regional telecom leader in South America

June 22, 2009

Telecom Italia starts tender for Argentina stake - report | www.telecompaper.com

The decline of Telecom Italia (TI) as a regional telecom leader in South America began a few years ago as TI began selling most of its in-country wireless operations. The TI Group remained in only two major markets where it had participation in both wireline and wireless segments: Brazil and Argentina. In spite of the board and management declarations from Italy that the group will not sell off in any assets in these two core markets, the moment of truth has arrived when TI had to admit (maybe not verbally / officially) that these two operations are declining as a result of competition and other market forces.

Peter Jarich, Research Director

Peter JarichResearch DirectorCURRENT ANALYSIS, 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.

Starent & Friends Do Femo Standards - Just Like Everyone Else

June 18, 2009

Starent Networks, picoChip and Continuous Computing First to Demonstrate 3GPP Standard Iuh Femtocell Interoperability | www.starentnetworks.com

In a continuing attempt to broaden its revenue base (facing limited GSM/WCDMA momentum) Starent has made the femtocell space a strategic focus.  Femtocell standard and interoperability demonstrations highlight its commitment - but do little to actually differentiate the company; every vendor in the market will be ready to follow suit.

Jon AdamsDirector, Business DevelopmentFREESCALE SEMICONDUCTOR, 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.

Alphabet Soup: The ABCs of LED Backlighting for Consumer LCD TVs and Monitors

June 15, 2009

What’s an LED TV? | gadgetwise.blogs.nytimes.com

While LED (light emitting diode) technology is used in a number of ways in displays, the overwhelmingly common use is in backlighting of consumer LCD displays. LED backlighting provides a more power-efficient method for providing the backlight illumination that is needed to see the image created by LCD displays. LED backlighting is more power-efficient (environmentally greener), has the ability to improve dramatically the perceived performance of LCD displays, is less likely to fail catastrophically unlike traditional cold-cathode fluorescent (CCFL) backlighting, and has the added green benefit of reducing the amount of hazardous materials that are used in manufacture.

Edward Moran, Principal

Edward MoranPrincipalInforan Int'l Telecom and Biofuels Advisory Services for Global Emerging Markets 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 war on Digital Right Management (DRM) between Univision and Grupo Televisa (NYSE:TV) goes to court

June 10, 2009

Univision and Televisa back in court | www.rbr.com

The war between the two North American Latino media giants return to court. It is a new version of an old war about who has the rights to distribute certain licensed content in a certain geographic area. The right of Univision to distribute the Mexican Televisa content via its US Latino broadcast channel is very well defined under the exclusive contract signed between the two media groups several years ago. But the agreement apparently does not cover new types of media that became available in recent years such as broadband Internet, 3G wireless and maybe event the new IPTV platform. It would be impossible to block the access of US based consumers to the Mexican Televisa web site, so Univision is likely to have lost the war even before the court makes its decision on the issue.

Peter Jarich, Research Director

Peter JarichResearch DirectorCURRENT ANALYSIS, 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.

Nortel & Alvarion: A Logical Move, Another Blow to WiMAX (And Nortel)

February 3, 2009

Nortel Will End Mobile WiMax Business, Venture with Alvarion | online.wsj.com

In the middle of a restructuring, nobody can argue with Nortel's decision to exit the WiMAX space.  Combined with the WiMAX shifts coming out of Alcatel-Lucent and Nokia, the implication for WiMAX is clear.  Combined with a pullback from WCDMA and an LTE strategy that's short on specifics, the implication for Nortel is just as obvious.

Peter Jarich, Research Director

Peter JarichResearch DirectorCURRENT ANALYSIS, 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.

Verizon's Network Extender Offers Solid Coverage - And Nothing Else

January 28, 2009

Verizon Wireless to sell $250 femtocell to boost indoor coverage | www.rcrwireless.com

The femtocell services coming out of Sprint and Verizon look similar - both focused on coverage and voice services. The reliance on voice services is logical given subscriber priorities and a lack of inexpensive, dual-mode 2G/3G femtocells.  Verizon's focus on coverage, alone, is nonsensical.

Carlton O'Neal, Principal

Carlton O'NealPrincipalAspiration Marketing 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 Money is in Vertical Markets

September 24, 2008

What now for wireless? | www.rcrwireless.com

WiMAX as a Niche Technology Use of Unlicensed Bands Here, There, and Everywhere Newer Frequencies Bands (4.9, 700MHz, etc.) in General Use Targeted Broadband Bandwidth Do It Yourself

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