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All GLG News Analyses Filed Under: Telecom

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
Analysis of: MTNL inks CDMA deal with IOL Netcom | www.business-standard.com
MTNL CDMA (Garuda) has been a loosing business. IOL Netcom has now been roped in as franchisee to compete with Garuda and others in Delhi and Mumbai. Gains of economies of scale and customer intra-network usage incentives, as achieved in pan India CDMA networks of RCom and TataTeleservices, are not...
Analysis of: 3G auction to also include CDMA: Raja | www.utvi.com
Given the tough climate and price challenges associated with building mobile networks in India, the most likely winners will be ZTE and Huawei if CDMA is selected by Reliance and Tata for 3G radio technology. Nortel and Alcatel-Lucent have to bleed in order to get this business.
P.J. Louis, President
PJ Louis LLC
Analysis of: Alcatel Picks 2 Europeans To Take Over Its Top Posts | online.wsj.com
Pat Russo and Serge Tchuruk have gone.  I wish them well.  Now we have Ben Verwaayen and Philippe Camus to run Alcatel-Lucent.   Healing is a bad word to describe what Verwaayen and Camus need to do,
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com
The iPhone potential to become the leading business handset is constrained by enterprises allowing employees to choose the carrier with the best network coverage for their work.
Analysis of: Symphony deploys Ekinops 360 in Bangkok optical network | lw.pennnet.com
1.      The ability to do firmware changes in the field and to do software adaptations of port speeds or protocols has been around for a while – and Ciena has been a leader with this type of capability. 2.      There is no question that as feature sets...
September 2, 2008
Canada goes WCDMA
Analysis of: Bell, Telus in 3G Pact | www.financialpost.com
With spectrum auctions concluded and multiple new entrants coming into the Canadian mobile wireless market, it seems that Bell Canada and Telus had to react in order to remain competitive in their market. More bad news for the CDMA technology as a whole and Nortel (a Canadian darling) specifically since...
Analysis of: BPL appoints advisors for Loop stake sale | www.business-standard.com
Having acquired 2G licenses at low prices ($400 million for pan India license and spectrum), companies like Datacom Solutions, Unitech, Loop Telecom and Swan Telecom are seeking enterprize valuations of $ 2-3 billion dollars while offering majority stakes to foreign Telcos. With more than 10 service...
Analysis of: Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com
When a company allows the employee to select his/her phone from an approved list supported by a Service Provider, then having the cool iPhone to flash at  a meeting will be a big factor in the purchase decision. BUT only if that phone can support the key business functions of push email (MS Exchange...
Analysis of: Power-control software blamed for iPhone 3G reception issues | news.cnet.com
The question posed at the end of the article is key:- The unanswered question--assuming this account is accurate--is why the iPhone 3G shipped with balky power-control software, something that ostensibly could have been discovered in testing? It is true this could have been discovered, but...
Joe Weingarten, Executive Director
Joe Weingarten, Executive Director
Macintosh Reseller Association
Analysis of: Power-control software blamed for iPhone 3G reception issues | news.cnet.com
The problem has been found the solution developed but it does not solve the problem right away and may never.
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