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Gerry ChristensenFounder and CEOWireless Waypoint

A Google Acquisition of Hulu would Leverage User Generated Content Programming

July 7, 2011

Analysis of:Netflix Shouldn’t Fear a Google or Microsoft Buyout of Hulu | www.investorplace.com

Google is the most likely acquirer to successfully realize synergies and it is a future threat to Netflix. Google could create various UGC viewing channels that people could subscribe to share mutual content on either a closed and/or open basis for broadcast.

Gerry ChristensenFounder and CEOWireless Waypoint

Linkedin Successful IPO – What it Means

June 2, 2011

Analysis of:LinkedIn IPO likely a success, but risks real | www.reuters.com

The Linkedin IPO was successful in so much as it provided capital for expansion.As expected, the initial pop in share price occurred and then came back down to a more reasonable level.The long-term success of Linkedin will be measured by how well they can monetize their core offerings while attracting advertisers.

David ColeDirectorChelgate Systems Ltd

EMV Smart Cards and the US Market

May 19, 2011

Is EMV coming to the US with all this means. Spend on terminals, ATM, payments software, processing facilities, fraud services, security systems and retail banking systems to name a few. Impacting companies such as, all of the banks, VeriFone, Hypercom, Ingenico, NCR, TSA, First Data etc:

Gerry ChristensenFounder and CEOWireless Waypoint

News Revenue Depends on More than Advertising: Targeted Content

May 4, 2011

Analysis of:8 in 10 Won’t Pay for Online Daily Newspaper | www.marketingcharts.com

While it is true that most people equate Internet and online with "free" and will thus not pay for (normal) newspaper material online, they will pay for highly targeted content.

Peter Shih-Hsin YingPresident Knight Investment Consulting

A Real Case Study -- T Mobil Deal

March 25, 2011

Analysis of:T-Mobile Deal Faces Antitrust Barriers . | online.wsj.com

My wife used T Mobil since 2002 and the contract ending in May 2011. Her pink Razor keeps running out of battery and facing upgrade options with higher prices. She could remain in low cost deal and replace a battery. Concessions for AT&T's T- Mobile Deal are inevitable, i.e., to offer a low broadband price with option of extend to wider broadband for her to upgrade. Also, not to restrict access to content to 3rd party online video distributors. Both may be imposed by FCC or DOJ. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Company Needs to Do More Donation Not Marketing

March 24, 2011

Analysis of:Cause-Tied Marketing Requires Care | online.wsj.com

Gaining intangible benefit from cause- Tied Marketing is not new but the bottom line is public approval of its image as a moral player in society. US companies donate less than 5% of overall donation each year. All companies need to do more donation not the cause- tied marketing. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Impact of Japan Nuclear Disaster Will Not Be Short Time Only

March 22, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

Japan's Fukushima Daiichi nuclear power plant, seriously damaged by the 11 March earthquake. Smoke and steam have never stop seen above nuclear reactors. The dangerous is that no one know what will happen next.  Facilities located north of Tokyo are all at risk currently. The unbalance of the semiconductor supply chain, in short time, may be made up by China or Korean suppliers. However, the inflation is inevitable. The impact of the inflation will not be short time only. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

No-Key-Ah Continues: Chapter Two- Jumping Through The Window...from Which Story?

February 27, 2011

Analysis of:Nokia vows to defend smartphone territory | www.totaltele.com

Nokia is out of focus concerning the supply chain problem. The Android Open Source OS is the easy solution. But instead of strolling out the front door with winning lottery ticket and running to the wide market field to cash it in like a #1 generalist handset provider should do, Nokia jumps out of a window! Windows 7 OS. The remaining question is from which story? It won't take too long then you can tell from the length of the screaming when it has fallen from the high window: No-key-AAaaahhh!

Gerry ChristensenFounder and CEOWireless Waypoint

Sprint should consider both LTE and Differentiation

February 15, 2011

Analysis of:Sprint: Decision on LTE likely in four to six months | www.fiercewireless.com

In some ways, Sprint should be the same: they should go with LTE In other ways, Sprint should differentiate: they need to upgrade their PTT offering to one that is reliable yet offers compelling feature/functionality.

Gerry ChristensenFounder and CEOWireless Waypoint

Number Portability: Opportunities and Threats for Carriers & Service Bureau

February 10, 2011

Analysis of:Wireless Intelligence: Regulatory moves to stimulate mobile competition produces mixed results | www.wirelessintelligence.com

Service Bureau’s such as NeuStar, TNS, Syniverse, and will compete for upcoming LNP contract. There is a potential for database (DB) consolidation including many currently disparate DB and directories. At the same time, Google offering portability can cause problems for the traditional network operators as call processing migrates to the cloud.

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