GLG News by Mobile Phone Handset Experts

William StueberSenior PartnerTelecom Partners Group LLP

Research in Motion Recalls Playbook - Deja Vu

May 16, 2011

Research in Motion announced a recall of roughly 1000 16GB Playbooks today that apparently had been shipped to Staples stores.  The tablets in question are not able to properly load  the initial operating system files. The severity and extent of the problem is unknown as most of the units remain in either distribution or storage. This is not the first time a RIM product launch met with initial disaster, as both Bold and Storm each suffered similar issues.

Lin SunConsultantSelf Employed

A Glazed Smorgasbord

May 8, 2011

In this posting, I will diverge from my usual errand but instead take a shot at Chinese stocks traded in the US exchanges (most on NASDAQ). Since most of the readers are keen on Chinese stocks, you may know since May 2010, overseas IPO has become viral in China, more than 30 companies have made the plunge, most of them small and carry an eye-catching hat, such as “green energy” and social media. This unusual surge has caught my attention.

William StueberSenior PartnerTelecom Partners Group LLP

More Bad News Ahead for RIMM

May 5, 2011

Research in Motion (NASDAQ:RIMM)'s business model is in trouble and the underlying problems extend well beyond selling less handsets at lower prices. Their handset/service model will come under continued pressure, forcing sales, margins and ultimately enterprise value to decline.

William StueberSenior PartnerTelecom Partners Group LLP

RIM - Only the beginning of bad news

April 29, 2011

Analysis of:RIM Revises Gloomy Q1 Guidance, Shares Plummet | www.wirelessweek.com

Research in Motion's business model is in trouble and the underlying problems extend well beyond selling less handsets at lower prices. Their handset/service model will come under continued pressure, forcing sales, margins and ultimately enterprise value to decline.

P.J. LouisPresident and OwnerPJ Louis LLC

Nokia – Undergoing a Massive Turnaround

April 28, 2011

Analysis of:Nokia to Shake Up Workforce | online.wsj.com

Nokia’s recent actions are all signs of a massive turnaround that is underway. The company had announced layoffs months ago and now they are happening. My suggestion to Mr. Elop: make sure the investment community knows what you are doing and why. Transparency, an overused and misused word in Washington, D.C., is absolutely necessary in a turnaround of this magnitude.

William StueberSenior PartnerTelecom Partners Group LLP

4G/LTE Roadmap: AT&T/Verizon vs LightSquared, Clearwire, Sprint, PCS and Leap?

April 25, 2011

4G/LTE is both a requirement and competitive advantage for players in the new wireless ecosystem. Data resale rules aside, AT&T and Verizon will begrudgingly comply as they look to garner the lionshare of the M2M revenue pie.Sprint holds the key for LightSquared to succeed as a viable provider. Existing terrestrial network, backhaul, wireless topology expertise and an existing subscriber base all would serve as critical "missing pieces" in the LightSquared puzzle.

P.J. LouisPresident and OwnerPJ Louis LLC

Google – It Takes Money to Make Money

April 16, 2011

Analysis of:High Costs Slow Google's Profit | online.wsj.com

I understand Wall Street’s concern about Google expenses rising. However, to make money you need to spend money. Wall Street stock brokers would love have a company generate massive profits without expenditures. Just ain’t gonna happen.

Lin SunConsultantSelf Employed

Unicom’s Plight and Outlook

April 12, 2011

Recently, Chang Xiaobing, chairman of China Unicom, predicted 3G would see a “turning point” this year for rapid growth. His reason: smartphone and Internet access are the two main drivers. There is no secret that Unicom is in a better position with WCDMA platform and iPhone. Despite a promising outlook, Chang also suggested that his company could miss the opportunity if it should fail to fill the gap in smartphone and mobile Internet penetration, because rivals may run faster before Unicom.

P.J. LouisPresident and OwnerPJ Louis LLC

The Need to Reexamine Semiconductor Chip Manufacturing

April 10, 2011

Analysis of:Is Japan Still a Stable Location for High-Tech Manufacturing? | www.ebnonline.com

As I had noted in my own website back in March 2011, the Japanese earthquake could have long-term impacts on the manufacturing of semiconductor chips in Japan and basically the entire electronics industry. Well, it appears it has all come true.

William StueberSenior PartnerTelecom Partners Group LLP

Latest Smartphone Metrics Signal Growth Direction

April 6, 2011

Analysis of:U.S. Data Traffic Doubles; Smartphones Up 57%, says CTIA | www.wirelessweek.com

The semi-annual CTIA study, conducted since 1985, is perhaps the most accurate picture of wireless industry trends as its data comes from companies serving 95.5% of US subscribers The report cited 226.5 billion megabytes of data were transmitted over US wireless networks during the second half of 2010, twice the 107.8B megabyte figure from 2009 2010 ARPU declined to $47.21 from $48.16 in 2009 Total revenues grew 5% to $159.9B and mobile data to $50.1B to early one third of revs

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