All GLG News Analyses Filed Under: Telecom

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting

3Q09 Handset/Smartphone Performance Summary

November 12, 2009

Analysis of:Strong Sell Through in the Third Quarter, and a Good Holiday Season Will Result in 2009 Sales Being Flat over 2008 | www.gartner.com

Overall, the handset market was flat in 3Q09. The Smartphone segment was up 13%. Apple continues to gain in market share, threatening to overtake RIM (Blackberry). Nokia continues a downward spiral, but remains the market share leader (over 35% in overall handset and Smartphone categories). Samsung and LG are advancing. Details: Check out the Garter report here.

HP shakes the Network palm with 3Com acquisition

November 12, 2009

Analysis by: GLG Expert Contributor

Analysis of:H-P to Acquire 3Com for $2.7 Billion | online.wsj.com

Whouah, good and right move for HP. Even with ProCurve product line, Mike Hurd, HP CEO, continues his rush in IT with this strategic acquisition. 3Com is an important player in emerging countries and has for a long time a very good brand and mind-share. HP aggressively confirms its IT leadership. So now, how competitors will react ? such as IBM, Cisco, Juniper, Huawei... ?

WiMAX shall not meet its launch goals due to Wi-Fi and LTE deployments

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:WiMAX Poised for Portable Broadband Success | 4gtrends.com

In spite of immense investments by Intel to support start-up operations by WiMAX operators around the globe, the WiMAX standard has failed to meet even reduced expectations. The reasons are simple: the ubiquity of Wi-Fi devices, poor spectrum allocation by regulatory bodies, and reductions in CapEx by carriers to preclude WiMAX investment when LTE offers an easier path for upgrades.

HP acquisition of 3Com boosts HP Services Unit, adds VoIP strength and Juniper?

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:H-P to buy 3Com for $2.7 billion | www.marketwatch.com

Hewlett Packard has finally made its next move after making significant buys in software and services. After the failure to get approval to put 3Com under Chinese partner Huawei, the company needed to find a way beyond H3C, the combined enterprise business, to compete against Cisco, especially in the Americas and EMEA. With this deal, Hewlett-Packard will have placed its excellent ProCurve line, a favorite of resellers, alongside 3Com in more integration deals, which will move more revenue into the HP top from Cisco, and place HP in a good position to take advantage in the Enterprise and SOHO Voice over IP segments.Once settled, Juniper may need to look hard at partnering more deeply in order to align itself with a much stronger competitor against Cisco.

Indian Mobile Operators align for market share battle!!

November 11, 2009

Analysis by: GLG Expert Contributor

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

Whilst Indian Mobile market is nowhere as mature as China;it faces common pressures to Chinese market inasmuch as base price of handsets ,call rates charged by operators and their profit margins as well as competitive products ( eventually from foreign suppliers) will play increasingly important/critical role in the battle for revenue/market share.Indian mobile market is strongly constrained in its growth potential by global downturn and by price of products/services in the local market.

Portable And Mobile Broadband - A Distinction Without A Difference

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:WiMAX Poised for Portable Broadband Success | 4gtrends.com

This analysis is an attempt to redefine expectations for WiMAX to divert the attention of investors and regulators from the realities of its very limited applicability and failure to fulfil earlier claims of superiority. It also invokes the general purpose excuse of a "poor economy" to downplay the impact of the fundamental competitive limitations of WiMAX  that are independent of the overall economic environment.

How safe is Apple's IPhone?

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Worm attack bites at Apple's IPhone | news.bbc.co.uk

Worm attack on so-called "jail-broken" Apple's IPhone in Australia shows how easy it is to hack its software and vulnerable smart phones are to virus attacks-threatening security of 3GS based software/networks!! This is a severe threat/major problem with Grey/Black market Apple's IPhone handsets sold illegally or exported from China worldwide since they form such a large segment of the total market sales.- see my analysis dated 11/06/2009 titled "China -a future bonanza for Apple's IPhone?"

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting

Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.

November 11, 2009

Analysis of:Droid launch draws tech-savvy crowd to Verizon stores | www.computerworld.com

According to estimates, Verizon is to have sold through roughly half their 200K inventory of Droids this past weekend. I believe that Google app users who do light browsing, photos, and heavy media play will probably be very happy with either Droid. Both displays are very good quality for video. I predict that Verizon will continue to do well with their initial line-up of Droids. I don't think anyone envisioned either of these Droids as being iPhone killers but they have been respectable sellers coming out of the gate.

Nokia: cuts will only prevent more loss, not secure back margin

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:UPDATE 4-Nokia Siemens to cut 5,800 jobs, save $1.5 bln | www.reuters.com

Nokia days as a market leader are numbered, and although it tries to reinvent itself as a service company, and the best partner to mobile operators, it needs a major overhaul to move on and face the new competition.

Google, Nokia and Apple in the Mobile War

November 11, 2009

Analysis by: GLG Expert Contributor

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

The battle for the domination in the mobile space is set to take many forms. The first may be regarded as the device or hardware and software element and thus far we can see two clear leaders in this respect with Nokia fighting desperately to maintain its lead, with a 35% global market share as per the Guardian article while Apple has its iPhone device as a the thin edge of the wedge while the iTablet may could give some impetus to this drive.

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