All GLG News Analyses Filed Under: Telecom

Has RIM become the AOL of the handset market?

November 6, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Blackberry Offers Low-Hanging Fruit (WSJ Thursday, 11/5/2009) | wsj.com

The release of the Motorola's Droid Smartphone was predicted to impact Apple's iPhone business. This article points out that it is Research in Motion ("RIM's") Blackberry business that is threatened. The article provides facts and figures on the iPhone, Android devices on impact on RIM's Blackberry...

End Of Exclusivity Of O2, Orange To Sell Iphone In UKOn November 10

November 6, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Orange to sell iPhone in UK from 10 Nov | www.totaltele.com

France Telecom SA's Orange is all set to start selling iPhone from November 10. It has entered into two years agreement with Apple to sell iPhone in UK market. This agreement had ended the exclusivity of its rival Telefonica SA's O2 mobile network It will sell 3G and the latest model 3GS. This deal...

P.J. LouisPresidentPJ Louis LLC

Google’s Voice Service – Needs Help From Carriers – So What!

November 5, 2009

Analysis of:  The eight telecom companies behind Google Voice - and what it means | blog.telephonyonline.com

Anyone remember the Reseller Carrier (some use to refer these carriers as Wholesalers), the CAP, or the CLEC?

Tal RaesideManaging DirectorInsight Strategic Services

Nokia, Apple and Google - Driving the Mobile Revolution

November 5, 2009

Analysis of:  Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk

Nokia, Apple and Google, along with several other companies, will shape the next phase of the mobile revolution.

Dangers And Limitations Of Shareholder Value - Cisco And The Fate of Lucent

November 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:  breakingviews.com - cisco’s run of spending - nytimes.com | www.nytimes.com

The ideology of shareholder value has dominated the thinking of many U.S. companies for at least two decades, to the detriment of longer-term strategies and internal investments, and often in practice mostly to the benefit of management's compensation packages. This article questions whether even Cisco...

NSN's HLR is not yet up to the task

November 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:  T-Mobile US suffers another network outage | www.telecomseurope.net

T-Mobile US suffered a major network outage where a large number of subscribers could not send or receive voice or text messaging due to an outage in Nokia-Siemens' Home Location Register (HLR) as a result of an overload condition. This was the second incident that NSN has with their HLR that could...

IMS Backers Take Life Out of VoLGA

November 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Operators Rally Round IMS for LTE Voice | www.unstrung.com

With the announced support of IMS-based voice and messaging over 4G/LTE by major mobile operators, T-Mobile International (now Deutsche Telekom) and other technology backers of VoLGA (a GSM-signaling over IP approach) are left with a key decision as whether to follow or remain isolated. Companies supporting...

Competition Affected Slump In Docomo’s Profit

November 5, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Global handset shipments drop by 4% in Q3 | www.telecompaper.com

Inspite of having a control on half of the Japan’s mobile market NTT Docomo reported a drop in its profit by 21%. Since Japan’s market is reaching its maturity, it is facing tremendous competitive pressure within and outside its domestic market. Docomo is losing its subscriber to competitors like Softbank,...

Competition Affected Slump In Docomo’s Profit

November 4, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Docomo sees profits drop 21%, revises guidance | www.telecompaper.com

Inspite of having a control on half of the Japan’s mobile market NTT Docomo reported a drop in its profit by 21%. Since Japan’s market is reaching its maturity, it is facing tremendous competitive pressure within and outside its domestic market. Docomo is losing its subscriber to competitors like Softbank,...

Will the iPhone bring New Customers to Orange UK?

November 4, 2009

Analysis by:GLG Expert Contributor

Analysis of:  Orange to sell iPhone in UK from 10 Nov | www.totaltele.com

How can Orange gain competitor advantage over the other mobile operators by selling the iPhone?This analysis looks at the areas where Orange can differentiate.

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