GLG News by Hardware Sellers

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

AT&T: LTE Can Wait

October 16, 2008

AT&T: 3G to hold out for 2-3 more years | www.electronista.com

AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Apple’s iPhone Raises the Bar

October 14, 2008

NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com

Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices.  The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in.  The clear winner will be mobile consumers who will benefit from improved mobile devices and a better user experience.

David Workman, Executive Director

David WorkmanExecutive DirectorPRO Group What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Loss of Credit Rating Adds to a Very Risky Situation for Suppliers

October 13, 2008

CREDIT Circuit City Loses Recommendation | www.washingtonpost.com

Vendors will continue to support Circuit until at least the first part of December Companies will watch carefully the weekly trends over the next 45 days Vendors can easily create a "run on the bank" if one or two large suppliers change their terms significantly 

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Mobile Will Weather the Storm

September 24, 2008

What now for wireless? | www.rcrwireless.com

Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.

Payam Maveddat, Chief Strategist & EVP - Product Management

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Impact of Recession on Wireless Services in the North America

September 24, 2008

What now for wireless? | www.rcrwireless.com

1. Consolidation of service providers & equipment vendors 2. Reduction in use of data services 3. Reduction in sale of high end mobile devices & PDAs

Payam Maveddat, Chief Strategist & EVP - Product Management

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nortel in Dire Need of Cash

September 18, 2008

Nortel Cuts Revenue Forecasts, Explores Sale of Metro Ethernet | online.wsj.com

Restructuring its Optical Business Unit and stopping development of LTE is a major indication that Nortel is in dire need of cash, in this depressed valuation time. New management must streamline the operation and bring focus to the areas where Nortel can effectively compete.

Payam Maveddat, Chief Strategist & EVP - Product Management

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

What Next for Nortel & Motorola?

September 18, 2008

Nortel 4G Plans Up in the Air | www.unstrung.com

Nortel announced that it is revisiting its 4G strategy, yet another time, in less than 3 months! What changed in these short few months that made Nortel rethink its 4G/LTE strategy? What about Motorola? When are they going to pull the plus on their 4G/LTE development?

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

RIM Continually Searching for Growth

September 18, 2008

Pre-paid B'Berry services soon | www.business-standard.com

RIM’s growth aspirations have led the company to expand its offering to include less-popular and unproven solutions like pre-paid and Blackberry Connect, especially in emerging markets like India.

Payam Maveddat, Chief Strategist & EVP - Product Management

Payam MaveddatChief Strategist & EVP - Product ManagementTaqua What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Challenging Time for VoIP Market

September 17, 2008

GenBand Scores Nextpoint | www.lightreading.com

GenBand announced the widely speculated acquisition of Nextpoint, a company that was itself a merger of two sub performing companies of Nextone and Reef Point in the VoIP security product lines! With the planned exit of AudioCodes from the Session Border Controller (SBC) market and financial struggles of Acme Packet, Veraz, and Sonus, the major question is how GenBand is going to be able to effectively compete and become profitable and what is the exit strategy for a company in this space.

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

RIM Beware: Consumer Segment is Appealing but Risky

September 16, 2008

CTIA: Blackberry aims for consumer appeal | telephonyonline.com

RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.

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