GLG News by Media Experts in GLG Member Programs

Ben SargentSenior AnalystCOMMON SENSE ADVISORY INC

The Slow Metamorphosis of China Re-imagining Itself

August 16, 2010

Analysis of:New generation shakes China labor landscape | www.reuters.com

The rise of the middle class in China has fascinated international observers and mesmerized entrepreneurs and captains of industry for many years. Some see colossal-sized consumer markets for goods and services, while others see a threat to the country’s previously inexhaustible supply of cheap labor. While predicting changes like these may be “shooting fish in a barrel,” the social and political changes inherent to China’s growing wealth and education are harder to guess.

Ben SargentSenior AnalystCOMMON SENSE ADVISORY INC

New Online Tools Move Translation into the Cloud

August 3, 2010

Analysis of:The New Vortex around TMS-in-the-Cloud | www.commonsenseadvisory.com

While established players Lingotek, Lionbridge, Sajan, SDL, and Welocalize continue to make noise about crowd-in-the-cloud translation management, upstart entrepreneurs are jumping into the fray with innovative technologies modeling new approaches to crowd and cloud-based translation systems. Most are web-resident applications (metaphorically “in the cloud”) but several go further, deploying literally in cloud-computing architectures such as Amazon Elastic Compute Cloud (EC2).

Lucy GreenManaging DirectorLarato

The high speed broadband race - will the telco or cable co network win out?

June 4, 2010

As Ultra High Speed Broadband services gain more market traction, this analysis looks at the pros and cons of a typical cable operator's HFC network and the fibre networks being rolled out by telcos. The bottom line is that both types of infrastructure can support delivery of Ultra High Speed Broadband to consumers and businesses but the underpinning financial models are very different. Fibre wins in the long term.

Lucy GreenManaging DirectorLarato

Will COLT's market repositioning deliver the growth it seeks?

May 24, 2010

COLT has clearly made significant investment in its rebrand and market repositioning. The rebrand to an ICT provider rather than a Telco is key to COLT attaining the market share it seeks. Yet, this is the 3rd rebrand for COLT within the last 6-7 years and so what is going to make the difference this time? The answer lies in execution not strategy. This article takes a look at the issues and challenges involved for COLT to succeed.

Lucy GreenManaging DirectorLarato

Why is Virgin Media Business' rebrand not working?

May 19, 2010

Analysis of:Why is Virgin Media Business' rebrand not working? | www.larato.co.uk

The tone of the first quarter results presented by Virgin Media was interesting. Having made the growth of the Business Division a group strategic priority for this year, the results contained 1 statement about progress - that data revenues were up 7%. This increase is against a market backdrop of double growth. Why isn't Virgin Media Business doing better?

Nigel CarrSenior Vice President--Director of Brand PlanningTHE CRAMER-KRASSELT CO

AT&T-the real issue: appalling customer experience--cool gadgets just a band-aid

May 16, 2010

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

1) at&t has to make a massive investment to fix a totally inadequate wireless network.2) locking new iphone users into contracts which many are not satisfied with (due to their crappy wireless network) isnt enough to stem wireless customers losses. 3) the elephant in the room--a horrible dsl customer experience--they must be bleeding at a massive rate there. desperate attempt to get revenue: blame every failure on in-home wiring and charge customers for call-out without fixing the problem...

Richard HinePrincipalRichard Hine

The "Good News" About Newspaper Circulation: Down Only 9%

April 27, 2010

Analysis of:Like Newspaper Revenue, the Decline in Circ Shows Signs of Slowing | www.editorandpublisher.com

The rate of circulation declines in US newspapers is slowing, which these days is considered good news.

Lucy GreenManaging DirectorLarato

New and developing risks to the telecoms infrastructure investor

April 13, 2010

Businesses and consumers are changing the way they buy communications. There is a shift towards communications applications like Skype for consumers, Microsoft’s OCS for smaller businesses and Avaya/ Alcatel etc for larger Enterprises.These market developments present risks to the infrastructure investor.

Lucy GreenManaging DirectorLarato

What opportunities and risks do unified communications offer the investor?

April 9, 2010

The inexorable migration to Unified Communications presents opportunities and risks to the investor communities. This analysis explores the key pluses and minuses of these advanced communications technology from the perspective of the investor.

Lucy GreenManaging DirectorLarato

Why demand still outstrips supply for converged communications.

April 9, 2010

Telecoms Service Providers are still unable to meet Enterprise demands for converged communications. This analysis explains why.

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