GLG News by GLG Leaders in the Telcommunications Council

Gerry ChristensenFounder and CEOWireless Waypoint

Sprint should consider both LTE and Differentiation

February 15, 2011

Analysis of:Sprint: Decision on LTE likely in four to six months | www.fiercewireless.com

In some ways, Sprint should be the same: they should go with LTE In other ways, Sprint should differentiate: they need to upgrade their PTT offering to one that is reliable yet offers compelling feature/functionality.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint – Score Another One for Dan Hesse and the Sprint Team

February 12, 2011

Analysis of:Sprint gains contract subscribers in 4Q | online.wsj.com

Positive news for Sprint and Dan Hesse. Since the day Dan Hesse joined Sprint, I have expressed confidence in his ability to turnaround the company because he has done it before.

Gerry ChristensenFounder and CEOWireless Waypoint

Number Portability: Opportunities and Threats for Carriers & Service Bureau

February 10, 2011

Analysis of:Wireless Intelligence: Regulatory moves to stimulate mobile competition produces mixed results | www.wirelessintelligence.com

Service Bureau’s such as NeuStar, TNS, Syniverse, and will compete for upcoming LNP contract. There is a potential for database (DB) consolidation including many currently disparate DB and directories. At the same time, Google offering portability can cause problems for the traditional network operators as call processing migrates to the cloud.

Gerry ChristensenFounder and CEOWireless Waypoint

Alcatel Lucent taking a step towards Network Optimization for 4G?

February 8, 2011

Analysis of:Alcatel-Lucent announces new base station architecture to handle data traffic | www.fiercebroadbandwireless.com

There will be many challenges and issues to deal with the rollout of 4G. One of those will be the question of what is the best strategy for base station optimization, antenna planning, and other specific macro cellular RF issues. Other issues that will arise will include RF offload onto WiFi. There will also be issues around Quality of Service (QoS) and Quality of Experience (QoE) management.

P.J. LouisPresident and OwnerPJ Louis LLC

Nokia – Undergoing a Massive Restructuring and Turnaround

February 7, 2011

Analysis of:Nokia CEO Considers Big Shake-Up | online.wsj.com

When a company changes the executive and senior management team you have a massive restructuring of the company underway. Whether or not CEO Stephen Elop can effect a turnaround is another story.

P.J. LouisPresident and OwnerPJ Louis LLC

Technology and Patent Companies – Trolling for Value – Picking Nortel’s Bones

February 5, 2011

Analysis of:Bidders Emerge for Nortel Patents | online.wsj.com

Patent portfolio investing is not new; it’s just appears to be something new for the mainstream media to write about. The concept of buying patents for defensive and offensive purposes has been a legitimate business warfare weapon for the last couple of hundred years.

Matt StandishPrincipalInteractive Mobile Media

Google takes on foursquare with Latitude check-ins

February 3, 2011

Analysis of:Google takes on foursquare with Latitude check-ins | www.fiercemobilecontent.com

I guess it is of little surprise that Google is launching its Latitude mobile friend-finder service with the addition of new check-in features rivaling similar location-specific solutions from startups like foursquare, Yelp, Gowalla and Loopt. 

P.J. LouisPresident and OwnerPJ Louis LLC

Nokia – Not Adapting Fast Enough – Has the Train left the Station?

February 3, 2011

Analysis of:Nokia Shares Drop on Poor Q4 Earnings | www.wirelessweek.com

Nokia is still the 800 pound gorilla but it is clearly being challenged. If the company does not take aggressive action it will become another Motorola.

Gerry ChristensenFounder and CEOWireless Waypoint

Here Come the Alternative Wireless Networks

February 3, 2011

Analysis of:Dish Buys DBSD, Considering LTE Network? Is Dish Responding To DirecTV/Verizon LTE Plans? | www.broadbandreports.com

DISH is planning to acquire DBSD, but why? DISH is not necessarily going to become a MVNO as TerreStar has done, offering cellular and satellite service together in one dual mode smart phone. Instead, they may offer an alternative network for B2B purposes focusing on M2M communications. If the established cellular carriers such as AT&T, Verizon, and Sprint don’t act fast, they may miss out on a huge emerging market for connected devices.

Gerry ChristensenFounder and CEOWireless Waypoint

Apple’s Strategy vs. Google’s Strategy in the Application Store

February 2, 2011

Analysis of:Apple Responds: We Want Cut of Amazon, Sony E-Book Sales | www.wired.com

Google and Apple are operating their respective applications stores in very different ways. This includes an open development environment with the former and a closed one with the latter. This also includes a more stringent policy with respect to third party deals.

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