GLG News by Mobile Phone Handset Experts

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.

Tablets, Netbooks, MIDs - All Vying for Their Place

September 10, 2010

Samsung Unveils Tablet to Compete With iPad | online.wsj.com

As the collection of connected devices expands, consumers are faced with more choices of overlapping products vying for their attention and budgets.

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.

Nokia Brings in a New CEO - Too Little Too Late?

September 10, 2010

Nokia CEO Kallasvuo Replaced By Microsoft's Elop | online.wsj.com

Nokia has been struggling recently, especially in its core mobile handset business, and after several management reorganizations has finally brought in an outsider to run the company. Is it too little too late?

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.

Tablet Wars, Samsung enters the Fray

September 6, 2010

Samsung Unveils Tablet to Compete With iPad | online.wsj.com

As I have said in the past, Apple has just revitalized a long dead device sector; the tablet PC. Wall Street should be thanking Apple for restarting a whole new consumer device segment.

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.

Google’s Master Plan Is a Mystery to Me

August 27, 2010

Google Adds Calls to Gmail, Challenges Skype | online.wsj.com

Nearly three years ago when Google announced its plans to partner with carriers like Verizon and develop an open operating platform (which eventually became Android) I was thrilled and I stated I had hoped for a coherent telecom strategy. I will be blunt this recent foray into telecom is just that another foray.

Lynne Gregg, Tech Industry Consultant: Wireless, Software, Ent

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting 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.

Is WindowsPhone 7 Doomed?

August 25, 2010

Many analysts are predicting doom for WindowsPhone 7. Will the window of opportunity slam shut on MSFT in the mobility space?

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.

Fairpoint’s CEO Asked to Resign

August 23, 2010

FairPoint CEO David Hauser Asked to Resign | www.billingworld.com

It is not unusual for secured creditors to request CEO’s or for that matter the entire management team to leave.

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.

Intel Acquires McAfee; Good or Bad?

August 19, 2010

Intel-McAfee Deal Bets on Building Security Into Hardware | online.wsj.com

Conceptually, the idea of building security into the chip is not new. However, the real question is: Does this particular deal make sense?

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 at Crossroads

August 17, 2010

We are awaiting midyear results by the three Chinese operators which will be available in about a week. However, indications point to little excitement but moderate growth. While operators continue to add new customers, thanks to a large population, double-digit growth has become a thing of the past. One area that is dragging their feet is 3G.

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.

Clearwire – Moving Ahead with LTE? Will Sprint Nextel Be Bailing out on WiMax?

August 7, 2010

Clearwire to Test Rival 4G Network | online.wsj.com

I am still a supporter of WiMax as a 4G technology. However, we may be seeing market forces at work here. Buying network equipment is partially about leverage and numbers.

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 – Downplaying the IPhone Contract - An Opportunity for the Captivate?

August 6, 2010

AT&T Downplays iPhone Pact Risks | online.wsj.com

I don’t blame AT&T for downplaying the exclusive nature of the iPhone contract. Talking about it is a no-win situation.

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