GLG News by Wireless Services Experts

According to a Reuters 12/3/08 article, a Brazilian Mining Supplier is cutting back because of the current credit crunch and economic contraction.  Other supply base impact evidence includes an American Scrap Coalition which is advocating for additional trade-restrictions.

With Clearwire targeting to provide coverage for over 140m people across continental US - and assuming it reaches a penetration rate of 10% over 3 years - thats 14m devices or nearly 5m per year. Clearwire will be supplying either directly or indirectly WiMAX modems, USB Dongles and laptops with...

Nuance and Zi Corporation face a similar challenge of getting presence in the mobile handset space driven by the usability of touchscreens for search input.

1.      Vikram Saksena worked at AT&T for 16 years constructing its data network. 2.      He has an intimate understanding of the previous layers of the infrastructure. 3.      Tellabs’ new CEO is changing the corporate...

1.      Insufficient spending on new equipment at AT&T could lead to significant degradation, especially in residential networks across the country. 2.      It is not out of the question that huge fines could be assessed to the RBOC. 3.     ...

1.      The source article is referring only to AT&T’s wireless spending. 2.      However, at this point, it appears that it is not out of the question that AT&T’s total CAPEX spending could be down even more than 10 percent in 2009 – if...

1.      Direct competitors of Infinera including Alcatel-Lucent, Ciena, Ericsson, Fujitsu, Nokia Siemens, and Nortel initially appeared apprehensive about the newcomer’s disruptive technology. 2.      However, Infinera’s entry into the market did not...

Verizon’s aggressive launch of the RIM Storm model and the perceived flaws in the “clickable” touchscreen and mobile OS could change the landscape for carrier exclusives and return policies.

According to a NY Times, 11/6/08 article, consumer spending has decreased by 3.1% during the third quarter.   Additional evidence includes a similar article written by Newsweek on 11/22/08 discussed China, Factory to the World, impact on global demand.

Consumers aren't in a buying mood this holiday, but there are opportunities for new companies.  I don't recommend the hi-tech plays that won't actualize for another decade, but rather look at some opportunities that should spark demand in a 1-3 year time frame.  Anyway, it is the holiday season,...