GLG News by Mobile Phone Handset Experts

Lin SunConsultantSelf Employed 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.

Huawei Gains in TD-SCDMA and WCDMA Chip

August 1, 2010

Last week China Mobile announced the result of latest bid for TD-SCDMA construction. As I said in my last posting, the bid, the fourth in the past two years, is probably the last large-scale project, aims to extend 3G coverage to 330 cities (238 now) and improve service in current cities. Under pressure from rivals and suffering from a negative public opinion, China Mobile pins high hopes on continuing expansion after spending about 100 billion yuan ($15 billion) for the first three rounds.

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC 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.

Valuation of Nortel's LTE Patent Portfolio

July 22, 2010

Nortel Patent Auction Benefits LTE Market | www.isuppli.com

We analyzed the essentiality of Nortel's 4G patent portfolio that are crucial to deriving premium royalty rates. We have conducted multiple patent searches at several patent databases. We then compare Nortel's IPR position against its peers and the corresponding royalty rates that Nortel’s peers are expecting to charge. We obtained the reasonable royalty rates for Nortel over a lifespan of 15 years for LTE. We then calculate the valuation of Nortel's patents.

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC 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.

Soho Q2 Earnings Forecast

July 22, 2010

Due to the World Fair, FIFA World Cup events in Q2, Wall Street may be expecting a fantastic quarter for Soho due to increased online advertisement revenue. However, from our measurement data, the impact from the FIFA event on Sohu's online advertisement revenue is far short of our expectations. FIFA's impact on the month of June applies to Sina and other online advertisement firms as well.

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC 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.

Ramifications of Harbinger's $7B LTE pact with Nokia Siemens

July 22, 2010

Harbinger forges $7B LTE pact with Nokia Siemens | www.fiercewireless.com

A nationwide, wholesale, terrestrial-satellite, mobile broadband network – one that uses a globally endorsed LTE (Long Term Evolution) technology. A vision - imbued with an inherent openness and possibilities - unencumbered by walled-gardens and the status quo. The twin motivating factors of high-speed, and high-capacity, coupled with mobility are significant pillars in the inexorable demand for connectivity to multimedia services, in the information age.

P.J. LouisPresident and OwnerPJ Louis LLC 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.

E-Readers – Have We Reached a Turning Point? Do We See a Perfect Storm?

July 22, 2010

Amazon Says E-Book Sales Outpace Hardcovers | online.wsj.com

Are paperback/hardcover books on their way out? Have e-books begun replacing paperbacks/hardcovers?

P.J. LouisPresident and OwnerPJ Louis LLC 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.

Nokia Seeking New CEO – In Trouble

July 20, 2010

Nokia Conducting Search for New CEO | online.wsj.com

Bottom line, Nokia is in trouble. The company is seeking a new CEO because of the changing market environment and its dwindling fortunes.

Lin SunConsultantSelf Employed 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.

3G Handsets and LTE

July 13, 2010

By May, China had 20 million 3G customers, according to data from operators. China Mobile held 9.3 million while China Unicom saw the largest monthly increase for WCDMA with more than 1 million. In part growth is propelled by handset selection, price cut and subsidies. If the momentum can hold, there is a possibility 3G users will reach 35 million by year’s end. During the past two years, 3G projection has been scaled down from 120 million to a subdued 50 million and downward as June passed.

P.J. LouisPresident and OwnerPJ Louis LLC 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– Network Glitches; Apple– iPhone 4 Antenna Problems; A Verizon Opportunity?

July 9, 2010

AT&T Finds Glitch Affecting iPhone 4 | online.wsj.com

It makes you wonder why anyone would want cell service from AT&T Mobility or spend gobs of cash on the iPhone.

P.J. LouisPresident and OwnerPJ Louis LLC 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.

WiMAX Enhanced – Positive Development for Sprint Nextel and Clearwire

July 9, 2010

If HSPA can have a plus, why not WiMax? | connectedplanetonline.com

The recent news regarding the enhancement of WiMAX is a positive development for Sprint Nextel and Clearwire.

P.J. LouisPresident and OwnerPJ Louis LLC 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.

The Fairpoint Reorganization Troubles – Public Interest Standard

July 5, 2010

FairPoint Reorganization: Vermont Denies Post-Bankruptcy Plans | www.billingworld.com

The Vermont Public Service Board rejects Fairpoint’s plan of reorganization (PoR) on grounds that Fairpoint remains financially unsound. In a word; YIKES.

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