GLG News by Council Members in North America who know Wireless Data Services Software

Tarik FawziChief Executive OfficerAeneas Strategy

Is this the end of a business model for wireless operators?

October 27, 2011

Analysis of:KPN reports weaker Q3, but keeps FY guidance | www.telecompaper.com

The success of mobile internet is hurting wireless operators. Core revenues are being cannibalized and the costs for increased required data capacity are exploding.

William StueberSenior PartnerTelecom Partners Group LLP

August 10 - Amazon Announces HTML5-Based Cloud Reader for Chrome & Safafi

August 10, 2011

Amazon announces a Kindle Cloud Reader based on HTML5 that runs on Google Chrome and Apple Safari - other browsers to follow. This signals the most effort to by-pass App Store purchases & In-App billing that Apple's revenue model demands a slice of.

William StueberSenior PartnerTelecom Partners Group LLP

HTML5 – Disruptive Technology or Next Evolution of the Web?

August 6, 2011

HTML5 refers to a broad group of proposed and new technologies that provide for significantly enhanced functionality, ubiquitous user experience across browser/handset/OS platforms,“app” functionality, improved browsing, local storage of app/user data and richer interactivity. Make no mistake - HTML5 is a game-changer for the wireless industry. · Does HTML5 replace mobile applications & App Stores?· Will Flash become obsolete?· What is the security risk of locally-stored data?

William StueberSenior PartnerTelecom Partners Group LLP

Death Spiral for RIMM?

June 23, 2011

Analysis of:RIM is black-burying carriers with half-baked BlackBerrys | www.bgr.com

It is widely rumored that Research In Motion   is exerting considerable pressure on carriers to truncate their normal technical acceptance testing procedures and typical timeframes.  Given the pressure to perform RIMM is under, this may not seem unusual, however, this is not likely the first time the BlackBerry manufacturer has sought to by-pass established quality control procedures designed to protect consumers, carrier and RIM itself from ill-conceived product launches.

William StueberSenior PartnerTelecom Partners Group LLP

4G/LTE and M2M - A Golden Opportunity for AT&T and Verizon

June 19, 2011

LTE and 4G will greatly impact Mobile to Mobile (M2M) subscription offerings and accelerate the growth of entirely new revenue streams.  The characteristics of M2M are overwhelmingly appealing: Greater than 1B US devices Lower churn, stable ARPU Predictable, chargeable network burdenThis analysis details the likely impact of M2M on US carriers and the underlying wireless ecosystem.

William StueberSenior PartnerTelecom Partners Group LLP

Research in Motion Recalls Playbook - Deja Vu

May 16, 2011

Research in Motion announced a recall of roughly 1000 16GB Playbooks today that apparently had been shipped to Staples stores.  The tablets in question are not able to properly load  the initial operating system files. The severity and extent of the problem is unknown as most of the units remain in either distribution or storage. This is not the first time a RIM product launch met with initial disaster, as both Bold and Storm each suffered similar issues.

William StueberSenior PartnerTelecom Partners Group LLP

More Bad News Ahead for RIMM

May 5, 2011

Research in Motion (NASDAQ:RIMM)'s business model is in trouble and the underlying problems extend well beyond selling less handsets at lower prices. Their handset/service model will come under continued pressure, forcing sales, margins and ultimately enterprise value to decline.

William StueberSenior PartnerTelecom Partners Group LLP

RIM - Only the beginning of bad news

April 29, 2011

Analysis of:RIM Revises Gloomy Q1 Guidance, Shares Plummet | www.wirelessweek.com

Research in Motion's business model is in trouble and the underlying problems extend well beyond selling less handsets at lower prices. Their handset/service model will come under continued pressure, forcing sales, margins and ultimately enterprise value to decline.

William StueberSenior PartnerTelecom Partners Group LLP

4G/LTE Roadmap: AT&T/Verizon vs LightSquared, Clearwire, Sprint, PCS and Leap?

April 25, 2011

4G/LTE is both a requirement and competitive advantage for players in the new wireless ecosystem. Data resale rules aside, AT&T and Verizon will begrudgingly comply as they look to garner the lionshare of the M2M revenue pie.Sprint holds the key for LightSquared to succeed as a viable provider. Existing terrestrial network, backhaul, wireless topology expertise and an existing subscriber base all would serve as critical "missing pieces" in the LightSquared puzzle.

William StueberSenior PartnerTelecom Partners Group LLP

Latest Smartphone Metrics Signal Growth Direction

April 6, 2011

Analysis of:U.S. Data Traffic Doubles; Smartphones Up 57%, says CTIA | www.wirelessweek.com

The semi-annual CTIA study, conducted since 1985, is perhaps the most accurate picture of wireless industry trends as its data comes from companies serving 95.5% of US subscribers The report cited 226.5 billion megabytes of data were transmitted over US wireless networks during the second half of 2010, twice the 107.8B megabyte figure from 2009 2010 ARPU declined to $47.21 from $48.16 in 2009 Total revenues grew 5% to $159.9B and mobile data to $50.1B to early one third of revs

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