Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Has RIM become the AOL of the handset market?
November 6, 2009
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
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...
Google’s Voice Service – Needs Help From Carriers – So What!
November 5, 2009
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?
Nokia, Apple and Google - Driving the Mobile Revolution
November 5, 2009
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
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
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
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
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
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
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.
AT&T, Inc. versus Verizon Wireless – Misleading Information? Wow!!!
November 4, 2009
The Effects of US Hispanic Media Concentration for Advertisers and Investors
November 3, 2009
Good news for both the Data Loss Prevention and the Encryption Marketplace
November 3, 2009
Apple Gets a Lukewarm Reception in China – Is Anyone Surprised? I Am Not
November 2, 2009
The European Commission's Own 2.6GHz Band Decision Is Seriously Flawed
November 3, 2009
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