GLG News by Mobile Phone Handset Experts

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.

Sprint/T-Mobile Merger – Why It Is A Good Idea and a Few Thoughts

March 10, 2011

Sprint In Talks To Take Over T-Mobile | www.businessinsider.com

Last year and the year before that I voiced opposition to a merger between T-Mobile and Sprint. Sprint is a CDMA carrier and T-Mobile is a GSM carrier. In short, I was fearful that we would be seeing another Nextel situation. However, as in every turnaround situation, timing is everything.

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.

Tablets – Finding a Home; is it a laptop replacement?

March 6, 2011

Tablet Computer Demand Putting a Dent in PC Sales | online.wsj.com

As I have said in past blogs, the netbook’s biggest competition was and is the tablet. The tablet’s rise as a media device should come as no surprise. Back in the late 1990s, the tablet was first portrayed as a type of mini-laptop (i.e., netbook) and then in the early to mid 2000s, the tablet was being portrayed as a platform for wireless TV.

William Stueber, Senior Partner

William StueberSenior PartnerTelecom Partners Group LLP 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 Smartphone Wave

March 1, 2011

Smartphones are no longer a "niche" for the wireless industry - they are its future.  This analysis is a discussion of some of the drivers and overall impact these tiny computers will have on the industry landscape.

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.

Motorola’s Xoom and Atrix May Be Setting the Stage For Next Gen Devices;Maybe?

February 25, 2011

Will Motorola’s Atrix and Xoom change the mobile landscape? | blog.connectedplanetonline.com

I like Motorola’s Atrix platform because of its simplicity.

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.

Advice to Alibaba Founder, Jack Ma

February 23, 2011

Alibaba Founder Takes on Task of Polishing Company's Reputation in Wake of Fraud Scandal | online.wsj.com

I have no idea what is going on with Alibaba.com. However, having been through so many restructuring and turnaround situations, I will say this: it all boils down to regaining consumer confidence and maintaining credibility.

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.

Ericsson and Akamai – Cloud Computing Emerging – Enabling Content

February 17, 2011

Ericsson Forecasts Data Surge | online.wsj.com

The Ericsson-Akamai deal may have some far reaching consequences.

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.

The Smartphone Rush

February 17, 2011

The strong demand for iPhone 4 in China stunned everyone after cold reaction to iPhone 3G and 3GS. It is another sign that market runs not on senses but emotions. True, iPhone 4 is more powerful and Wi-Fi is definitely a plus, but it also costs more. In less than two months after debut, about 500,000 iPhone 4s were sold in China, more than 3GS sold in a year. Whatever the reason, the reality is iPhone 4 has run out of stock in China and anxious customers have to wait until shipment resumes.

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.

Sprint – Score Another One for Dan Hesse and the Sprint Team

February 12, 2011

Sprint gains contract subscribers in 4Q | online.wsj.com

Positive news for Sprint and Dan Hesse. Since the day Dan Hesse joined Sprint, I have expressed confidence in his ability to turnaround the company because he has done it before.

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 – Undergoing a Massive Restructuring and Turnaround

February 7, 2011

Nokia CEO Considers Big Shake-Up | online.wsj.com

When a company changes the executive and senior management team you have a massive restructuring of the company underway. Whether or not CEO Stephen Elop can effect a turnaround is another story.

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.

Technology and Patent Companies – Trolling for Value – Picking Nortel’s Bones

February 5, 2011

Bidders Emerge for Nortel Patents | online.wsj.com

Patent portfolio investing is not new; it’s just appears to be something new for the mainstream media to write about. The concept of buying patents for defensive and offensive purposes has been a legitimate business warfare weapon for the last couple of hundred years.

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