GLG News by GLG Leaders in the Telcommunications Council

Gerry ChristensenFounder and CEOWireless Waypoint

Carriers to focus on Applications that add Value with LTE

January 4, 2011

Analysis of:HP unveils LTE-capable netbook, likely destined for Verizon | www.fiercewireless.com

Carriers rolling out LTE will identify applications, such as video, that add value with LTE. LTE adds significant capacity to carrier networks, allowing carriers to offer broadband services that have been heretofore impractical. One key offering is video.

Gerry ChristensenFounder and CEOWireless Waypoint

Growth in LTE and M2M for AT&T and others

January 4, 2011

Analysis of:AT&T Looks Beyond the iPhone for Growth | online.wsj.com

The advent of 4G via LTE will be a boon for carriers in terms of increased capacity, but they must use it wisely. It is recommended that they focus on new Value-added Service (VAS) applications. It is also recommended that they offer “dialable” VoIP via VoLTE as a competitive response to Google Voice, Skype for Mobile, etc. It is likely that carriers will also focus much attention on Machine-to-Machine (M2M) communications and services as P2P is peeking.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Common mobile phone charger to drive consumer products

December 31, 2010

Analysis of:A Common Charger for Mobile Phones Now Expected in Early 2011 | www.cellular-news.com

With the agreement at both Standards and Government level of a specification for a common mobile phone charger, this now opens up the opportunity for equipment and device manufacturers to streamline their design and production facilities and introduce new products across a greater range of mobile phones from many more manufacturers.This break through should drive revenues and improve margins to the predominantly Taiwan and Chinese based manufacturers.

Gerry ChristensenFounder and CEOWireless Waypoint

TNS to realize synergies?

December 27, 2010

Analysis of:TNS Finalizes Acquisition of Communications Services Group from VeriSign | www.tradingmarkets.com

It has been a while since TNS acquired the assets from VeriSign for the telecom services division. How have they done so far? Marginal. There are some opportunities to expand existing business and others to use existing assets and relationships for new business opportunities. It is recommended that TNS explore areas that can leverage carrier data. More specifically, they can leverage API’s and interfaces into carrier databases to utilize for support in various commerce transactions.

Lin SunConsultantSelf Employed

Is Government Behind Huawei?

December 9, 2010

After China gained WTO membership in 2001, the government no longer plays the “big daddy” or “spokesman” for equipment makers, whether big or small, but let them go by business rules and practices such as open bid. In fact, China began open bid for vendor selection even before joining WTO despite questions of fairness. Today, bids for large projects are a norm for foreign and domestic vendors using established criteria like technical specs, performance data, price and delivery.

Lin SunConsultantSelf Employed

Worry Signs of China Mobile

November 8, 2010

As 2010 is winding down, I have mixed feelings about China’s telecom industry, and some of the ill signs will likely spread to the next year. Growth will remain relatively robust given the country’s population base and the momentum propelled by a number of factors such as improved handset supply and falling price, smartphones, and further cut in service charge.

Lucy GreenManaging DirectorLarato

UK Public Sector Telecoms, BT and C&W - is the future bleak or not?

November 3, 2010

On July 20th, C& W issued an interim statement stating that the UK's Public Sector cuts would adversely impact its business. On October 15th, BT announced that it had "struck a deal" with the UK Government and sought to reassure investors about its exposure to government spending cuts.This short analysis provides an independent insight into the dynamics behind the announcements.

Tarik FawziChief Executive OfficerAeneas Strategy

New CEO for KPN: background, expectations and impact

October 18, 2010

Analysis of:Eelco Blok to become new KPN CEO | www.broadbandtvnews.com

Today, KPN announced that it will propose to its shareholders that Eelco Blok would be named its new CEO. Blok is to succeed the successful Ad Scheepbouwer by April 2011. Mr Eelco Blok has a long track-record within KPN and is expected to follow continue KPN's existing strategy with is focused as maintaining it's strong multiplay position in the Dutch market, stimulate it's challenger position in neigbouring countries and a strong-focus on cash-flow.

P.J. LouisPresident and OwnerPJ Louis LLC

Microsoft and Facebook – Better Joint Efforts?

October 17, 2010

Analysis of:Facebook, Microsoft Deepen Search Ties | online.wsj.com

The Microsoft-Yahoo deal never made any sense to me unless Microsoft got Yahoo cheap. However, this deal with Facebook makes sense.

Lin SunConsultantSelf Employed

Smartphone Heat Up

October 10, 2010

After scuffles in netbooks, handset OSs and mobile apps, search for 3G success has turned to smartphone, which some believe could make significant impact in China because a good handset can spur usage, thus more app sales, higher data traffic and ARPU for operators; low-cost models will also entice more wavering customers. Overall, a smartphone can do a lot for its user, no matter what level he is at, a growth engine operators are looking for.

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