Study Group: Wireless Data Services Experts (North America)

GLG News^SM Analyses by this Study Group's Leading Experts(?)

Netbooks Promise a Sea Change in the PC Industry

August 28, 2009

Analysis by:Jon Adams, Director, Business Development,

Analysis of: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.

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

July 26, 2009

Analysis by:Peter Jarich, Research Director,

Analysis of: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.

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

July 7, 2009

Analysis by:Edward Moran, Principal,

Analysis of: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.

The (almost) final phase of demise of Telecom Italia as a top 3 regional telecom leader in South America

June 22, 2009

Analysis by:Edward Moran, Principal,

Analysis of: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.

Starent & Friends Do Femo Standards - Just Like Everyone Else

June 18, 2009

Analysis by:Peter Jarich, Research Director,

Analysis of: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.

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