All GLG News Analyses Filed Under: Telecom

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.

Future Is Murky For Clear and Clearwire

November 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:Clearwire Reaches Deal to Raise $1.56 Billion | online.wsj.com

The most significant aspects of Clearwire's recent fund raising are what it does not include, as well as coincidental changes in its management.

Michael AlbanoOwnerCommunication Depot

Leap and Metro PCS Christmas and New Years Expectations

November 10, 2009

Analysis of:UPDATE 2-Leap Wireless cuts 2009 subscriber adds view | www.reuters.com

Since Boost is still relatively new and will continue to sustain growth for quite some time and other carriers are now getting into the prepaid game, or are making their prepaid plans more competitive, it may be a rough Christmas and New Years for Leap and metro PCS.

P.J. LouisPresidentPJ Louis LLC

Sprint Nextel and Partners – Is Pumping Another $1.5B into Clearwire Wise?

November 10, 2009

Analysis of:Sprint, Partners to Pump $1.5 Billion Into Clearwire | online.wsj.com

I am a supporter of Clearwire. I like the concept. However, a year ago I had expressed my doubts about Sprint Nextel and its Partners’ ability to find the cash in 2009 to build the network unless Clearwire could demonstrate it had a plan it could execute to.

P.J. LouisPresidentPJ Louis LLC

Nokia – Getting Hammered By The Recession – Are It's Actions Correct?

November 10, 2009

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

Last year, 2008, I had noted that the telecom manufacturers would get slammed and hammered by the recession. It is going to get worse before it gets better. Even if you assume that 2010 will be the end of the recession, the end will not result in instant sales of handsets. If anything there will be a consumer delay. People will be employed with new jobs, pay old bills, pay current bills, and then focus on the things like fancy new costly handsets.

Cathy StaufferFounderCathy Stauffer Consulting

The Tale Of Two Droids

November 9, 2009

Analysis of:Think The Droid Launch Was A Let Down? Not So Fast. | www.washingtonpost.com

Over the launch weekend, I saw strong, consistent traffic for the Droid along with great enthusiasm from salespeople. But not just for the Motorola Inc. Droid – the HTC Droid Eris was also generating a lot of interest, and sales.

Leap and Metro Expect a Not so Merry Christmas

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:UPDATE 2-Leap Wireless cuts 2009 subscriber adds view | www.reuters.com

Both Leap's Cricket and MetroPCS are lowering their projected customer totals in the face of holiday promotions by the Tier 1 carriers. Perhaps being the low cost provider of services might be more sustainable if a combined company could achieve the lowest operating costs. Aside from combining operations, lease optimization might be an easier way to cut operating costs.

American Tower is "Building" Its Cell Tower Business

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:American Tower 3Q net income rises 11 pct | www.google.com

Buried in its 3Q earnings release, American Tower indicates that it finished building 267 cell sites. This is a higher total than most of the wireless carriers in the United States. The capital deployment also is a strong indicator of the free cash flows produced by the tower business. American Tower is bullish on the wireless industry and is actively positioning itself for long term growth.

SingTel's move to increase the stake with Bharti airtel is mutually beneficial

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:SingTel ups stake in Bharti Airtel | www.totaltele.com

Bharti Airtel is looking for additional finance for its future acquisitions and expansions in rural area and also for launching new products such as 3G services.Selling of another 4 % stake will benefit Bharti Airtel. For SingTel since the current valuation is very attractive after split it will benefit they in long run.SingTel is also looking for expanding its business and two big telecom service providers of two countries will have mutually beneficial synergetic collaboration

Vodafone emerging market strategy

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:Vodafone Qatar claims market share of 7% | www.totaltele.com

Vodafone may be regarded as taking its strategy in the merging markets to the next level. The operator has sought to consolidate its position in the South African network operator Vodacom, followed by a expansion across Africa via an acquisition in Ghana through Ghana Telecom (GT).The Qatar operation serves to highlight that those markets that represent a green field opportunity can surely deliver, even if it is on a small scale.The Qatar market is interesting as it is one of the Gulf Sates that still has a high ARPU and high penetration of services on mobile platforms with the driver being a mix of voice and data.

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