GLG News by Mr. P.J. Louis, President and Owner
GLG News is now G+ Insights
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G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.
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Alcatel-Lucent – Are Things Going to Improve for It?
May 22, 2010
Alcatel CEO sees telco spending boost | www.moneycontrol.com
I agree with Ben Verwaayen, there will be a spending boost in 2011.
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Nokia – Running Scared? Who Should They Really Worry About?
May 15, 2010
Nokia once more reshuffles top execs | www.telecomasia.net
There is only one way to describe Nokia’s recent reshuffling of executives; running scared.
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AT&T Mobility and The iPhone – The Tail Wagging the Dog
May 15, 2010
AT&T Looks Beyond the iPhone for Growth | online.wsj.com
Exclusive vendor relationships are good and bad. I think exclusive vendor relationships are generally (long term) bad for the carrier and the vendor. Exclusivity sounds exciting and great because there is always a short-term bump in perceived value but in the long-term, the value diminishes.
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Net Neutrality and Usage-Based Pricing – Calling all Recording & Billing Experts
May 14, 2010
Net Neutrality: Not the End of the World | www.wirelessweek.com
It has been years since I have participated in any discussion regarding usage based pricing. Usage based pricing disappeared in the early to mid-1990s with the appearance of flat rate plans. However, with net neutrality on the horizon, the concerns regarding overall network capacity has reared its head.
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FCC – Pushing The Limit? Has The FCC Gone Too Far?
May 12, 2010
FCC Web Rules Create Pushback | online.wsj.com
The judicial and legislative processes are interesting. The federal courts tell the FCC that it is overstepping its authority in how the agency enforces certain broadband rules. The FCC responds by ignoring the courts and looking for a loophole to create rules that will allow them to do what the courts said it is not allowed to do. I have stated that I did not expect the FCC to take the court’s decision lying down. I just find the entire process interesting. It has not reached the level of sausage making but it certainly is getting there.
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Alcatel-Lucent – On the Selling Block? Verwaayen May Need To Consider It
May 11, 2010
Alcatel-Lucent's Net Loss Widens | online.wsj.com
Alcatel-Lucent has had a rough time in the global marketplace for the last few years. With China going full steam ahead, it is hard to see how Alcatel-Lucent will survive the next year or two without a miracle.
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Sprint Nextel – Segmenting the Prepaid Market – Right or Wrong?
May 7, 2010
Sprint Nextel Adds Prepaid Cellphone Brand | online.wsj.com
Sprint Nextel is taking aggressive and proactive steps towards better defining the prepaid market; smart idea.
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Sprint – Is Prepaid a Force in the Future? – Is Dan Hesse Correct?
May 6, 2010
Sprint: It's a prepaid world | connectedplanetonline.com
I am an advocate for prepaid services. The prepaid marketplace is not the refuge of the lower economic strata; the prepaid market is where customers go when they wish to have greater control over the fees they pay and services they use. In the 1990s, folks with poor credit ratings used prepaid; there was a stigma about prepaid.
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Fairpoint Wants to Go Back on its Word – What is Fairpoint Facing?
May 5, 2010
FairPoint Wants to Renege on Terms of Verizon Merger | www.billingworld.com
What Fairpoint is asking for is not unreasonable from a creditor’s or equity holder’s perspective. In restructuring, the request is a “request for relief”.
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Motorola – Recovering; Now Facing H-P/Palm – Trouble?
May 2, 2010
Sales Fall but Motorola Is Upbeat | online.wsj.com
I once said, Motorola needs time to turn itself around. The turnaround is occurring but now Motorola is facing stiff competition.
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H-P Buys Palm – Good Move or a Gamble?
April 29, 2010
H-P Gambles on Ailing Palm | online.wsj.com
Here I am thinking the Chinese (Lenovo, etc.) was going to buy Palm. Then H-P goes and ruins that assumption.
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RIM – Blackberry is Crackberry No Longer – We Have Gone through Withdrawal
April 28, 2010
RIM Tries to Close Gap on Software | online.wsj.com
No one should be surprised that RIM would fire back at detractors and those picking on it, like me. Once an addictive device that never had any trouble finding users, today the Blackberry is having trouble finding customer. The Blackberry is no longer the Crackberry. The iPhone, Motorola’s Droid, HTC’s EVO, HTC’s Nexus, etc., have all served as the methadone for Crackberry addicts.
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CenturyTel – Did it Make the Right Decision? A Message For Rural Carriers
April 26, 2010
CenturyTel Gambles on Qwest Merger | online.wsj.com
Glen Post III made a bold decision to invest in the landline business even more so than he has already. Across the industry, analysts and telecom professionals are either scratching their heads or applauding the action.
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April 17, 2010
The iPad Revolution: Naysayers Miss the Big Picture | seekingalpha.com
I have always been a big supporter of the tablet concept. In past GLG postings and my own site’s postings I have sung the praises of the tablet. Of course, when I say “tablet” I am going back about a decade when Microsoft was actively promoting the concept. Now were there other companies that were promoting the tablet concept? I am sure there were but I just cannot recall who they were at this time.
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Sprint and Verizon – Carry More Data Than AT&T Mobility
April 16, 2010
Report: Sprint, VZW Carry More Data Than AT&T | www.wirelessweek.com
According to ABI Research of the three big cellular carriers in the USA, AT&T carried less data traffic than either Verizon Wireless or Sprint Nextel. That is not exactly a catastrophe because you are sort of comparing apples and oranges.
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Twitter Rolls Out Ads – The Impact on the Wireless/Landline Carriers and OSS
April 15, 2010
Twitter Rolls Out Ads | online.wsj.com
In the past have opined on Twitter’s valuation; wondering how and why the company’s original valuation was set at $1 Billion. You can read my past postings for those opinions. One of the things I had been wondering is how the site would generate real revenue. In general, I have had the same opinions about social networking and collaboration sites. However, there is a bigger issue for the carriers.
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Rumors Have Become Reality? Palm is Now Actively Courting Buyers
April 12, 2010
Palm Said to Tap Goldman, Quattrone to Find Buyers (Update3) | www.bloomberg.com
I give Palm CEO Jon Rubenstein a lot of credit for taking action now.
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Gossip Causes a Rise in Palm Shares – Acquisition Target or Not?
April 12, 2010
Palm Shares Like Talk of HTC or Lenovo Buyout | www.billingworld.com
Palm has been the talk of the telecom tech street for the last few weeks. Everyone has an opinion. I have been especially tough on the company because I am disappointed in the way in which the company has mishandled its opportunity. Of course, with all of this gossip, someone is making money.
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Palm Pre Plus – What Went Wrong? The Party is Over
April 10, 2010
Verizon Offers Deals to Move Palm Phones | blogs.wsj.com
I guess I should have realized something was amiss with the Palm Pre when the company failed to release a software development kit for months.
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Orange Reinvents the Telephone Booth – An Idea for Landline Carriers?
April 8, 2010
Orange reinvents the phone booth | www.wirelessweek.com
Orange may have hit on an idea.
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