GLG News by GLG Leaders in the Telcommunications Council

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Pressure on Sprint as AT&T buys T-Mobile USA

March 21, 2011

Analysis of:T-Mobile USA Sold to AT | www.cellular-news.com

While everyone had been expecting a Sprint - T-Mobile USA merger, AT&T shows it has the money in the bank to snap up T-Mobile's US network and customers, so moving it up to the number one spot.The question now, does Sprint buy the small guys or does Verizon buy Sprint? To understand this however you need to see why AT&T jumped when it did, Spectrum!AT&T needed T-Mobile for a) spectrum, b) cell sites and c) customers and T-Mobile did not have the money to fund a LTE roll out in the next 5 years.

P.J. LouisPresident and OwnerPJ Louis LLC

AT&T Merging with T-Mobile – Sprints ahead of Verizon and Sprint

March 20, 2011

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

Well, all I can say is YIKES. That is what I get for listening to stock analysts. Congratulations to AT&T.

Lin SunConsultantSelf Employed

News and Notes: CMCC, LTE and ZTE

March 20, 2011

The following is what has happened so far in March. Instead of lengthy analysis, I’ve decided to focus on some key areas you may have missed or of potential interest to you; and it is up to you to add opinion or draw conclusion. This way, you can have a better grip of ongoing trends in the largest telecom market.

P.J. LouisPresident and OwnerPJ Louis LLC

Dan Hesse and Sprint – Setting The Bar – Defines “Unlimited”

March 13, 2011

Analysis of:Sprint CEO Dan Hesse defines “unlimited” in new TV ad | www.sys-con.com

What can I say? Dan Hesse is the face of Sprint and has plenty of guts. Hesse and Sprint have just set the bar for “unlimited” data plans. Now that is what I call gutsy.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint/T-Mobile Merger – Why It Is A Good Idea and a Few Thoughts

March 10, 2011

Analysis of:Sprint In Talks To Take Over T-Mobile | www.businessinsider.com

Last year and the year before that I voiced opposition to a merger between T-Mobile and Sprint. Sprint is a CDMA carrier and T-Mobile is a GSM carrier. In short, I was fearful that we would be seeing another Nextel situation. However, as in every turnaround situation, timing is everything.

P.J. LouisPresident and OwnerPJ Louis LLC

Tablets – Finding a Home; is it a laptop replacement?

March 6, 2011

Analysis of:Tablet Computer Demand Putting a Dent in PC Sales | online.wsj.com

As I have said in past blogs, the netbook’s biggest competition was and is the tablet. The tablet’s rise as a media device should come as no surprise. Back in the late 1990s, the tablet was first portrayed as a type of mini-laptop (i.e., netbook) and then in the early to mid 2000s, the tablet was being portrayed as a platform for wireless TV.

P.J. LouisPresident and OwnerPJ Louis LLC

Motorola’s Xoom and Atrix May Be Setting the Stage For Next Gen Devices;Maybe?

February 25, 2011

Analysis of:Will Motorola’s Atrix and Xoom change the mobile landscape? | blog.connectedplanetonline.com

I like Motorola’s Atrix platform because of its simplicity.

P.J. LouisPresident and OwnerPJ Louis LLC

Advice to Alibaba Founder, Jack Ma

February 23, 2011

Analysis of:Alibaba Founder Takes on Task of Polishing Company's Reputation in Wake of Fraud Scandal | online.wsj.com

I have no idea what is going on with Alibaba.com. However, having been through so many restructuring and turnaround situations, I will say this: it all boils down to regaining consumer confidence and maintaining credibility.

P.J. LouisPresident and OwnerPJ Louis LLC

Ericsson and Akamai – Cloud Computing Emerging – Enabling Content

February 17, 2011

Analysis of:Ericsson Forecasts Data Surge | online.wsj.com

The Ericsson-Akamai deal may have some far reaching consequences.

Lin SunConsultantSelf Employed

The Smartphone Rush

February 17, 2011

The strong demand for iPhone 4 in China stunned everyone after cold reaction to iPhone 3G and 3GS. It is another sign that market runs not on senses but emotions. True, iPhone 4 is more powerful and Wi-Fi is definitely a plus, but it also costs more. In less than two months after debut, about 500,000 iPhone 4s were sold in China, more than 3GS sold in a year. Whatever the reason, the reality is iPhone 4 has run out of stock in China and anxious customers have to wait until shipment resumes.

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