All GLG News Analyses Filed Under: Telecom

AT&T will have to suggest new 3G VAS for iPhone 3G to drive people to buy it though it can sell itself. There should be some key differentiators products which AT&T should promote exclusively in order to mark itself as a unique player in the market

There are lots of reasons for launching the PTT over CDMA. Though it's a nieche product, it can still drive other VAS to be consumed by the subscribers.

1.      AT&T understands that it cannot afford to let its CAPEX slide very much.   2.      It does not have the luxury of being able to delay a major project six months to a year.   3.      If it does cut back in...

1.      Why is the leap made in the source article that moving push-to-talk to CDMA means that Sprint is going after the consumer space in a big way for this service? 2.      And even if that assumption was  correct, why is there no questioning...

While the US macro economic fundamentals are weakening, the market for data centers remains strong.  Further, the restriction in access to finance is limiting supply growth significantly.  The benefits of this environment will be reaped by the established players.

The Sprint-Clearwire deal gave Clearwire undeniable credibility in WiMAX development, and the company is moving forward with the technology in a big way. Beta tests are underway in Portland, with "more than 70 percent of [the] WiMAX sites...in construction or on air"; completion is slated for the end...

With Verizon Wireless acquiring Alltel, Syniverse is facing a rough road ahead. Syniverse needs to begin building up new lines of service for itself or building up its existing lines of service.

Wise investors will steer clear of MVNO's, unless they are hoping for some short term gain, as the days of MVNO's are over for various reasons.

I think the article is stating their opinion and being too vague and/or general.  The article needs to differentiate between post-paid subscribers who require credit checks and contracts and pre-paid, flat rate subscribers that do NOT require a credit check or contract.  I think the numbers...

I have been one of the loudest critics of the iPhone.  Lately it has been acting like the good vendor I expect handset vendors ought to be. Yes, I know the company is a driving force in the industry but it is AT&T’s customer. This is good news for the consumer. I have a few suggestions to the...