GLG News by Radio Frequency Identification Experts

Gerry ChristensenFounder and CEOWireless Waypoint

Carriers to focus on Applications that add Value with LTE

January 4, 2011

Analysis of:HP unveils LTE-capable netbook, likely destined for Verizon | www.fiercewireless.com

Carriers rolling out LTE will identify applications, such as video, that add value with LTE. LTE adds significant capacity to carrier networks, allowing carriers to offer broadband services that have been heretofore impractical. One key offering is video.

Gerry ChristensenFounder and CEOWireless Waypoint

Growth in LTE and M2M for AT&T and others

January 4, 2011

Analysis of:AT&T Looks Beyond the iPhone for Growth | online.wsj.com

The advent of 4G via LTE will be a boon for carriers in terms of increased capacity, but they must use it wisely. It is recommended that they focus on new Value-added Service (VAS) applications. It is also recommended that they offer “dialable” VoIP via VoLTE as a competitive response to Google Voice, Skype for Mobile, etc. It is likely that carriers will also focus much attention on Machine-to-Machine (M2M) communications and services as P2P is peeking.

Gerry ChristensenFounder and CEOWireless Waypoint

TNS to realize synergies?

December 27, 2010

Analysis of:TNS Finalizes Acquisition of Communications Services Group from VeriSign | www.tradingmarkets.com

It has been a while since TNS acquired the assets from VeriSign for the telecom services division. How have they done so far? Marginal. There are some opportunities to expand existing business and others to use existing assets and relationships for new business opportunities. It is recommended that TNS explore areas that can leverage carrier data. More specifically, they can leverage API’s and interfaces into carrier databases to utilize for support in various commerce transactions.

Peter Shih-Hsin YingPresident Knight Investment Consulting

TSMC Should Separate LED R&D And Brand Name When Not To Provide Foundry Service

October 28, 2010

Analysis of:TSMC Invests In LED Manufacturing Line | www.ledsmagazine.com

1. It surprised everyone when TSMC spokesman saying that TSMC will develop and sell LEDs under ''TSMC brand'' and will not provide foundry services for LED makers. 2. Consequence of this approach could trigger patent war of LED process and product design, against TSMC as an IDM. 3. The flame of patent war could spread across to Non- LED related processing and products. 4. TSMC should separate the LED R&D and brand name when they are not prepare to provide foundry service.   

Gerry ChristensenFounder and CEOWireless Waypoint

TNS Managed Communication Services

September 2, 2010

Analysis of:TNS Finalizes Acquisition of Communications Services Group from VeriSign | www.tradingmarkets.com

TNS remains strong player in telecom outsourcing space.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Valuation of Nortel's LTE Patent Portfolio

July 22, 2010

Analysis of: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 JiangPresident and Chief Executive OfficerHJ Solutions, LLC

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 JiangPresident and Chief Executive OfficerHJ Solutions, LLC

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

July 22, 2010

Analysis of: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.

Peter Shih-Hsin YingPresident Knight Investment Consulting

Nokia Once More Reshuffles Top Execs: No-key-Ah

May 25, 2010

Analysis of:Nokia once more reshuffles top execs | www.telecomasia.net

From 1995 to 2005, Nokia and TI were the dynamic duo, achieving such feats as cutting the cycle time for new production models from 2 years to a mere 3 months. However, things began going downhill. New executives have too much to fix without enough infrastructure. Nokia has lost “key” of marketability for killer attributes: No-Key-Ah.

Hany SalamaVice President, Worldwide OperationsNEOSTRATA COMPANY, INC.

CROs - Beyond Cost Savings

May 6, 2010

The concept of utilizing Contract Research Organizations (CROs) is not foreign to many large and small pharma and biotech organizations. However, in today's competitive markets, pharma and biotech organizations are looking beyond the costs savings and focusing on how they will be leveraging CROs to advance drug discovery and development. Organizations are now viewing CROs as a strategic asset and a key contributor to the drug development process.

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