GLG News by GLG Leaders in the Telcommunications Council

Gerry ChristensenFounder and CEOWireless Waypoint

News Revenue Depends on More than Advertising: Targeted Content

May 4, 2011

Analysis of:8 in 10 Won’t Pay for Online Daily Newspaper | www.marketingcharts.com

While it is true that most people equate Internet and online with "free" and will thus not pay for (normal) newspaper material online, they will pay for highly targeted content.

P.J. LouisPresident and OwnerPJ Louis LLC

Nokia – Undergoing a Massive Turnaround

April 28, 2011

Analysis of:Nokia to Shake Up Workforce | online.wsj.com

Nokia’s recent actions are all signs of a massive turnaround that is underway. The company had announced layoffs months ago and now they are happening. My suggestion to Mr. Elop: make sure the investment community knows what you are doing and why. Transparency, an overused and misused word in Washington, D.C., is absolutely necessary in a turnaround of this magnitude.

P.J. LouisPresident and OwnerPJ Louis LLC

Google – It Takes Money to Make Money

April 16, 2011

Analysis of:High Costs Slow Google's Profit | online.wsj.com

I understand Wall Street’s concern about Google expenses rising. However, to make money you need to spend money. Wall Street stock brokers would love have a company generate massive profits without expenditures. Just ain’t gonna happen.

Lin SunConsultantSelf Employed

Unicom’s Plight and Outlook

April 12, 2011

Recently, Chang Xiaobing, chairman of China Unicom, predicted 3G would see a “turning point” this year for rapid growth. His reason: smartphone and Internet access are the two main drivers. There is no secret that Unicom is in a better position with WCDMA platform and iPhone. Despite a promising outlook, Chang also suggested that his company could miss the opportunity if it should fail to fill the gap in smartphone and mobile Internet penetration, because rivals may run faster before Unicom.

P.J. LouisPresident and OwnerPJ Louis LLC

The Need to Reexamine Semiconductor Chip Manufacturing

April 10, 2011

Analysis of:Is Japan Still a Stable Location for High-Tech Manufacturing? | www.ebnonline.com

As I had noted in my own website back in March 2011, the Japanese earthquake could have long-term impacts on the manufacturing of semiconductor chips in Japan and basically the entire electronics industry. Well, it appears it has all come true.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint Lobbying Efforts – Outspent by AT&T

March 30, 2011

Analysis of:AT&T Outguns Sprint in Lobbying | online.wsj.com

Well you live and learn. The problem with regulatory budgets is that they are massive and unless you have a specific set of short term and long term objectives in mind, then it is important not to spend the money just for the sake of it. In short, Sprint did not need to spend that kind of money on lobbying in the last few years.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – In Deep Trouble – No Surprise

March 27, 2011

Analysis of:RIM Stirs Investor Doubts | online.wsj.com

About a year ago, I commented in Wireless Week that RIM was facing an uphill battle and would lose market share. Now the company is in trouble and it may be too late.

Matt StandishPrincipalInteractive Mobile Media

The US Wireless MNOs must consolidate

March 21, 2011

Analysis of:AT&T to Buy T-Mobile USA | online.wsj.com

Economies of scale is king in the Mobile Industry.  The At&t acquisition is overpriced considering that T-Mobile churned over 14.5 million of its 32 million customers last year.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Impact of Japanese component shortages limited

March 21, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

The impact, in the short term, of the recent disaster in Japan will be limited as only certain sets of components are directly sourced from Japan nowadays.Those components affected include high capacity Li-ON batteries (for laptops, notebooks and tablets) and lower down the component value chain items such as glass substrate for LCD panels.A lot of other components such as CPUs, graphics chips, wireless chips etc are now all sourced to a greater extent from China and Taiwan.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Cell site Tower rationlisation on its way?

March 21, 2011

Analysis of:AT&T Acquiring T-Mobile For $39 Billion; Let The Scrutiny Begin | moconews.net

Over the weekend AT&T sent out an email to T-Mobile USA, we want to buy your network.One of the many benefits of the merger will be the rationalisation of cell sites and hence a reduction in ongoing Opex of both sites and backhaul.While AT&T is looking to gain additional sites to fill in holes, duplicated sites are a good candidate for a reduction in the numbers needed. This will have a knock effect for tower operators, where the sites are not owned by either AT&T or T-Mobile.

Previous Page : 12345678910Next31 to 40 of 2163