All GLG News Analyses Filed Under: Telecom

Sony Ericssion’s Move Towards Reviving its Market Share

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:Sony Ericsson launched Satio, Aino, Yari | www.financialexpress.com

Sony Ericssion has come up with there new products for Indian market restore the fortune of the company and make a move towards smartphone segment. Satio, Aino and Yari, are priced at Rs.35, 950, Rs.28, 950 and Rs.16, 950 respectively. The phones are positioned around the imaging, gaming, applications and content services quotient.

P.J. LouisPresidentPJ Louis LLC

China’s Grey Market – Will Keep on Growing

November 9, 2009

Analysis of:China's smartphone shipments to triple by 2013 | www.totaltele.com

The Chinese grey market did not exist 10 years ago. However, all of the signs that it was about to appear were there and Wall Street analysts ignored the signs.

P.J. LouisPresidentPJ Louis LLC

Windstream – Thumbs Up on Rollup Effort

November 8, 2009

Analysis of:Windstream Buys Another Rural Carrier | online.wsj.com

I give Windstream’s recent rollup efforts a thumbs up. The company is currently performing its own version of a rural telecom carrier consolidation. Up until recently, Windstream had purchased Lexcom and D&E Communications. Now it has just agreed to buy NuVox.

Has RIM become the AOL of the handset market?

November 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:Blackberry Offers Low-Hanging Fruit (WSJ Thursday, 11/5/2009) | wsj.com

The release of the Motorola's Droid Smartphone was predicted to impact Apple's iPhone business. This article points out that it is Research in Motion ("RIM's") Blackberry business that is threatened. The article provides facts and figures on the iPhone, Android devices on impact on RIM's Blackberry business and market share. And predicts a continuing revenue decline.

End Of Exclusivity Of O2, Orange To Sell Iphone In UKOn November 10

November 6, 2009

Analysis by: GLG Expert Contributor

Analysis of:Orange to sell iPhone in UK from 10 Nov | www.totaltele.com

France Telecom SA's Orange is all set to start selling iPhone from November 10. It has entered into two years agreement with Apple to sell iPhone in UK market. This agreement had ended the exclusivity of its rival Telefonica SA's O2 mobile network It will sell 3G and the latest model 3GS. This deal will hoist a cutthroat competition between the two players to acquire subscribers one’s network and finally customers will get the best of the deal.

P.J. LouisPresidentPJ Louis LLC

Google’s Voice Service – Needs Help From Carriers – So What!

November 5, 2009

Analysis of:The eight telecom companies behind Google Voice - and what it means | blog.telephonyonline.com

Anyone remember the Reseller Carrier (some use to refer these carriers as Wholesalers), the CAP, or the CLEC?

Tal RaesideManaging DirectorInsight Strategic Services

Nokia, Apple and Google - Driving the Mobile Revolution

November 5, 2009

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

Nokia, Apple and Google, along with several other companies, will shape the next phase of the mobile revolution.

Dangers And Limitations Of Shareholder Value - Cisco And The Fate of Lucent

November 5, 2009

Analysis by: GLG Expert Contributor

Analysis of:breakingviews.com - cisco’s run of spending - nytimes.com | www.nytimes.com

The ideology of shareholder value has dominated the thinking of many U.S. companies for at least two decades, to the detriment of longer-term strategies and internal investments, and often in practice mostly to the benefit of management's compensation packages. This article questions whether even Cisco will ultimately suffer the sad fate of other former U.S. icons (Lucent, GM), following a relative neglect of investment in internal development and excessive reliance on financial maneuvering.

NSN's HLR is not yet up to the task

November 5, 2009

Analysis by: GLG Expert Contributor

Analysis of:T-Mobile US suffers another network outage | www.telecomseurope.net

T-Mobile US suffered a major network outage where a large number of subscribers could not send or receive voice or text messaging due to an outage in Nokia-Siemens' Home Location Register (HLR) as a result of an overload condition. This was the second incident that NSN has with their HLR that could prove to be costly.

IMS Backers Take Life Out of VoLGA

November 5, 2009

Analysis by: GLG Expert Contributor

Analysis of:Operators Rally Round IMS for LTE Voice | www.unstrung.com

With the announced support of IMS-based voice and messaging over 4G/LTE by major mobile operators, T-Mobile International (now Deutsche Telekom) and other technology backers of VoLGA (a GSM-signaling over IP approach) are left with a key decision as whether to follow or remain isolated. Companies supporting VoLGA will be highly exposed, unless change course quickly.

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