All GLG News Analyses Filed Under: Telecom

Peter Curnow-FordChairmanEisar Ltd.

As Orange launches iPhone in UK, Apple requests marketing assistance

November 3, 2009

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

As Apple expands beyond exclusivity in markets it is using additional means to ensure it delivers high levels of service to its end customers.France Telecom - Orange UK, along with Vodafone are now selling iPhone in competition with O2 and some of the Orange dealers are looking at the detail of the marketing costs that are emerging.Dealers will need to ensure they can both make the upfront investment in 'in-store' merchandising and also staff training, this means committing to some big sales targets.

P.J. LouisPresidentPJ Louis LLC

Qwest’s Fiber Strategy Works For Qwest

November 2, 2009

Analysis of:Qwest: Fiber to the cell is hot, FTTH is not | telephonyonline.com

If it were any other carrier I would flat out disagree with the statement that Fiber To The Home was not in favor of the carrier.

P.J. LouisPresidentPJ Louis LLC

Apple Gets a Lukewarm Reception in China – Is Anyone Surprised? I Am Not

November 2, 2009

Analysis of:IPhone Gets Lukewarm Reception in China | online.wsj.com

No one should be surprised over Apple’s lukewarm iPhone reception.

10 Habits of Incompetent Managers & The People They Hire

October 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:10 Habits of Incompetent Managers | www.fastcompany.com

After 25+ plus years in the corporate world, this is the bane of my existence and as an addendum to the FAST COMPANY list, I added the types of incoherent wheel spinners the incompetant managers typically surround themselves with:

Incumbent Carriers Find Many Ways To Inhibit Entrants

October 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Globalive phone battle headed to cabinet - The Globe and Mail | www.theglobeandmail.com

There are good reasons why the Government and regulator in Canada want to introduce more effective competition into the country's mobile market.  But Canadian incumbents, like all incumbents, are determined and innovative in finding arguments and ways and means to inhibit and delay entrants who may disturb their existing profitable arrangements.

P.J. LouisPresidentPJ Louis LLC

Tata Consultancy – A Force To Be Reckoned With

October 30, 2009

Analysis of:Software Exporter to Expand Footprint in Emerging Markets | online.wsj.com

Tata Consultancy Services has been making its presence known in North America for years. It has been operating under the radar.

Peter Curnow-FordChairmanEisar Ltd.

Orange UK sees strength while revenues suffer interim slide

October 29, 2009

Analysis of:Orange UK revenues down 15pc | www.mobilenewscwp.co.uk

The competitive UK mobile (cellular) market shows signs that it can weather the current financial strains.Orange (part of France Telecom group) has seen its revenues shrink 15% yet underlying margins are holding and customers, especially contract customers have increased in Q3.Orange is also in the throws of merging with T-Mobile UK, to create the UK's largest mobile operator with reach from MVNO's, low revenue SIM only customers through contract to large enterprise customers.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/29/09: At Last, AT&T’s U-verse As We Know It Will Start Going Away

October 29, 2009

Analysis of:U-Verse Growth Is Slowing | www.lightreading.com

We expect dramatic cutbacks in U-verse CAPEX over the next two years. The service has pretty much been a bust.   For AT&T, 3Q09 will probably “be identified as the quarter in which the U-verse star started to fade.”

Mobile Internet - Opportunities and Challenges

October 28, 2009

Analysis by: GLG Expert Contributor

Analysis of:AT&T tops estimates as customers flock to wireless | www.reuters.com

Mobile Internet use is growing extremely quickly in US and Europe (Japan made their move in this direction years ago).  This presents enormous opportunities for device makers of all sorts, service providers and carriers, and for businesses to find new ways to take advantage of the technologies.  With all that turmoil also comes challenges and heartaches for some.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 10/28/09: Chattanooga’s EPB Municipal Building Expensive Optic Network

October 28, 2009

Analysis of:EPB expands its fiber-optics services area | www.timesfreepress.com

EPB Fiber Optics has been working on its project for four years. It has put up with the usual delays for munis in fighting off lawsuits. EPB is going the Cadillac route with its network.

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