GLG News by Wireless Data Services Experts

Who could blame Nokia for putting a hold on the NSN merger following news of fraud investigations at Siemens?  With the basic tenets of the merger - improved scale, new portfolio breadth, geographic synergies - intact, the odds of a cancelation seemed minor.  The fact that both companies...

Cingular's posting of record quarterly profits did not come as too much of a surprise especially with many watching the events unfolding at Sprint Nextel.  Somebody has to pick up all the ones jumping ship...Cingular's network add were quite good. Overall Cingular's performance is in line,...

Current carriers (the incumbents) are not the places to be looking for WiMax leadership - instead watch for new carrier startups (i.e. Clearwire and Jiffy Networks).Very few people expected to see mobile WiMax any earlier than 2008, so this article isn't a surprise, but it doesn't mean that mobile WiMax...

--The Golden Age of Mobile Applications and Services in the U.S. is about to begin, 5 years after it did in Asia and Europe--The "Walled Garden" approach taken by US operators is crumbling, some may try to evolve into Media Companies (Verizon Wireless and Sprint are taking that course) while others...

--Although Qualcomm swung and missed with Sprint around adoption of Flarion OFDM vs WiMax, they've picked up a solid operating exec --This is the third leader of the MediaFlo initiative: problems?--Sanjay Jha is a well regarded, meticulous operating manager who will complement Steve Altman (who was...

--This purchase strengthens Qualcomm's competitive position vs Intel in the upcoming WiMax wars--Airgo has a strong technology and leadership team and solid position in MIMO based 802.1xx developments in the future--This deal puts the Qualcomm chip division in position to satisfy CDMA licensees being...

Reasons behind the fall of ESPN mentioned in the article are true but not complete.Helio's market segmentation is very well defined but there are some obstacles in execution as subscriber acquisition prove to be more difficult that both JV partners anticipated. 

--Stringer names a strong operating manager with marketing flair to manage Playstation business for next 3-5 years--By moving Ken Kutaragi, a brilliant but difficult manager and a polarizing influence in the company, to the "Chairman" role Stringer demonstrates some command over the core electronics...

MVNO market will evolve - but current high flyers may not make it.Focus on an under served market - the youth market is NOT under served anymore.Don't compete head to head with the big carriers - you will almost always lose.

--its way early to judge the "success" of Helio, with its .01% of the US mobile market--would like to see some solid numbers from them in Q1 2007--they are certainly doing interesting things and have created an image of success and innovation and we should look forward to more innovation and interesting...