All GLG News Analyses Filed Under: Telecom

Idea cellular will face tough time in Indian market

November 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:Idea Cellular sees industry margins coming under pressure | www.totaltele.com

Off-late the Indian telecom regulator has instructed all telecom service providers to offer per second basic tariff. Moreover telecom regulator has released few more licenses to new telecom service provides such as ( unitech,air cell etc.) in last 6 months. This is going to pose stiff competition to Idea cellular obviously ,which will impact revenue as well as the margins will be under stress. This situation is true with all telecom service providers including Idea in India.

Why Google's Voice strategy required the acquisition of Gizmo5

November 17, 2009

Analysis by: GLG Expert Contributor

Analysis of:Google buys out Gizmo5 | www.itweb.co.za

The acquisition of Gizmo5 was not done solely because Skype was about to acquire them.  It was done because Google needs to acquire SIP competence quickly so its Google Voice platform can be prevalent on all future devices, applications and within the mobile operator's network.

What the wireless carriers can learn from small business

November 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:It can't hurt to ask for a rent reduction | realestate.msn.com

Nearly two-thirds of apartment landlords have had their tenants ask to have their rents reduced, and half of them granted the request. Wireless carriers are the best tenants building owners have. They pay much higher per square foot rates, always pay on time, and clean up after themselves. Yet some remain mysteriously reluctant to ask for a rent reduction.

Vendor Selection Has No Surprises

November 16, 2009

Analysis by: GLG Expert Contributor

Analysis of:Telefonica unveils LTE partners shortlist | www.telecompaper.com

Telefonica selecting almost every major vendor available as part of their LTE trial in Europe and Latin America has no real surprises. Additionally there is no real conclusion about who will ultimately benefit from this trial in terms of revenue other than the absence of some suppliers such as Motorola. Additionally since most of Telefonica's competition have already announced their intent to move towards LTE, the market dynamics are unchanged.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/16/09: Infinera Lobs Up Some More Softballs

November 16, 2009

Analysis of:Infinera Named Second Fastest-Growing Tech Company in North America | money.cnn.com

Infinera’s statements continue to make it very easy to hit them out of the park. It would be much better off if it was really forthcoming about its business. While there are some executives that have appeared to have been truly kept in the dark on the company’s execution, it is the high-level people that know better that have been the most disappointing in their responses.

P.J. LouisPresidentPJ Louis LLC

Samsung and Qualcomm – Cut Cross Licensing Deal

November 16, 2009

Analysis of:Samsung to Pay $1.3B to Qualcomm for Licenses | www.wirelessweek.com

There seems to be a lot of benefit to this relationship – financial and political.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/15/09: Ciena Should Avoid Manufacture-Discontinuing CoreDirector I

November 15, 2009

Analysis of:Ciena offers Carrier Ethernet certification program | www.cedmagazine.com

There is still no doubt that Ciena has a virtual monopoly on the optical cross-connectmarket. With AT&T having over 500 CoreDirectors, it makes it difficult for the RBOCto go with another supplier. However, upon closer analysis, the 5400 could be sodifferent that it may as well be from a second manufacturer.

Western Europe M Payment Competitive Landscape: Early Stages of Evolution

November 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:W. European m-payments market to grow EUR 4-5 bln by 2013 | www.telecompaper.com

The growing popularity of mobile payment services, technological advancements and efforts by mobile operators to create new revenue opportunities and by banks to provide more convenience to their customers is driving the market for mobile payment services in Western Europe. A growing number of mobile service providers have become active in countries in the region.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 11/14/09: Potential Ciena Counter-bid – Bridge Too Far

November 14, 2009

Analysis of:Nortel postpones optical, Ethernet unit auction | blog.telephonyonline.com

Most of Ciena’s acquisitions in the past have been train wrecks. While it may not be totally apparent from the supplier’s previous rhetoric, the strength of its optical transport and switching line has bailed the company out.  However, if Ciena decided to bid up (if there was a counteroffer), its continuing existence would be at a huge risk for any amount “above $750 million” and its solid product lines would perhaps not be enough to save the firm this time.

Fierce Competition, Price Wars, But Profit Opportunities Still Abound

November 14, 2009

Analysis by: GLG Expert Contributor

Analysis of:Idea Cellular sees industry margins coming under pressure | www.totaltele.com

Despite the low margins and the fierce competition, the Indian wireless sector is still full of opportunities. For one, India still has more that 500 million people without phones and secondly, penetration and usage of non-voice services is still very low. Given that, despite the growth the Indian market has seen in recent years, it is still at a stage from where it can only go up and up, at least for the next 5 years.

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