GLG News by GLG Leaders in the Telcommunications Council

Rathi DasguptaManaging PartnerThe Strategic Sourcing Group

Feb 2011 - Cognizant is positioned as India's No. 3 IT services vendor

June 30, 2011

Analysis of:Cognizant Reports Fourth Quarter and Full Year 2010 Results | news.cognizant.com

Cognizant Technology Solutions Corporation (Nasdaq: CTSH), a leading provider of information technology, consulting, and business process outsourcing services, today announced its fourth quarter and full year 2010 financial results.Highlights – Fourth Quarter 2010Quarterly revenue rose to $1.31 billion, up 45.2% from the year-ago quarter and 7.7% sequentially.Quarterly diluted EPS on a non-GAAP basis, which excludes stock-based compensation expense, was $0.70, compared to $0.50 in the year-ago

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – More Bad News – Spinning Out of Control Fast

June 29, 2011

Analysis of:RIM Loses Miami Dolphins Fans as Software Developers Defect | www.bloomberg.com

As if things could not get any worse for RIM, it is now losing apps developers.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – This Company is Headed for a Disaster

June 26, 2011

Analysis of:Misfires in Marketing at BlackBerry | online.wsj.com

RIM is no different from any technology company that has failed to understand market changes and its place in the changed marketplace.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – So Long, Good Bye – Time To Turn this Around or Sell It

June 21, 2011

Analysis of:RIM Shares Fall After Warning | online.wsj.com

I hate to say this but; I told you so. I said this months ago, this was going to happen if RIM was not going to develop a new product that would catch with the consumer.

Lin SunConsultantSelf Employed

Has WCDMA Turned the Corner?

June 13, 2011

China Unicom's WCDMA subscribers rose 1.8 million in April, two months in a row. By the Chinese norm, 1.8 million a month is a small feat compared with 5.2 million a month for 2G and China Unicom still lags behind China Mobile by a large gap as the latter also saw a jump in its TD-SCDMA customers during March-April. In other words, the growth for WCDMA is not exceptional and could be just seasonal. On the whole, 3G in China is still a drag with a meager 7.5% of total cellphone population.

P.J. LouisPresident and OwnerPJ Louis LLC

SMS/Text Messaging – The Beginning of the End

June 11, 2011

Analysis of:Carriers Sweat as Texting Cools Off | online.wsj.com

There are a few times in an industry’s history that you can point to an event and say “that is a turning point in that industry”. Well, Apple’s and Google’s announcements on their new messaging applications is one of those moments in the telecom business.

Gerry ChristensenFounder and CEOWireless Waypoint

Linkedin Successful IPO – What it Means

June 2, 2011

Analysis of:LinkedIn IPO likely a success, but risks real | www.reuters.com

The Linkedin IPO was successful in so much as it provided capital for expansion.As expected, the initial pop in share price occurred and then came back down to a more reasonable level.The long-term success of Linkedin will be measured by how well they can monetize their core offerings while attracting advertisers.

P.J. LouisPresident and OwnerPJ Louis LLC

Microsoft versus Einhorn

May 31, 2011

Analysis of:Einhorn Effect: Microsoft Shoots Higher After Hedge Fund Endorsement | blogs.wsj.com

Einhorn may have a point with what is going on with Microsoft. Wall Street operates by perception. It does not matter if Ballmer is a smart or a good guy, perception is reality. The tragedy of the stock market is that perception is reality and facts do not seem to matter.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Reliance mast, or tower sale now back on cards.

May 31, 2011

Analysis of:Reliance mast sale on the cards, as FY results mixed | www.mobilebusinessbriefing.com

Having just announced final year figures, with flat revenues and profits down 71.1 per cent, Reliance also declared that depreciation and finance costs had significantly increased.The previously announced sale of its Tower unit, Reliance Infratel which had been put on hold, is now back on the cards as it faces continuing high levels of debt, especially as Reliance can no longer draw down on its China Development bank financing.Interested parties, already chosen, can now start Due Diligence.

Lin SunConsultantSelf Employed

A Glazed Smorgasbord

May 8, 2011

In this posting, I will diverge from my usual errand but instead take a shot at Chinese stocks traded in the US exchanges (most on NASDAQ). Since most of the readers are keen on Chinese stocks, you may know since May 2010, overseas IPO has become viral in China, more than 30 companies have made the plunge, most of them small and carry an eye-catching hat, such as “green energy” and social media. This unusual surge has caught my attention.

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