GLG News by Stored Value Credit Product Experts

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.

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.

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

William StueberSenior PartnerTelecom Partners Group LLP

LightSquared - Form over Function?

April 1, 2011

The wireless industry has undergone a tremendous amount of change over the past couple of years. We've seen a lot of unexpected functionality, and hype, turn into reality - and quite profitably. Although many players in the wireless echo system have changed, network has been the most resistant. LightSquared appears to be bypassing the requisite checklist for building out a nationwide network. Is this another wave of industry change or just a short-sighted business plan running ahead of itself?

William StueberSenior PartnerTelecom Partners Group LLP

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.

Steven DennisPresident and FounderSageBerry Consulting

Crazy Eddie and Sears’ Hail Mary Pass

February 25, 2011

With years of dismal results and now the hiring of a new CEO with no retail experience, Sears' outlook looks even more questionable. 

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.

Leland DakePresidentStrategic Sourcing Partners

What is the Future of Traditional Grocery Stores in the Mass Attack?

February 8, 2011

What is the future of the traditional Supermarkets when Walmart (WMT) already owns 33% of the Grocery Channel and Target (T) is on fire with their PFresh format?  Some will say Target in the next 10 years will gain 20% Market Share of the Grocery Channel.  If you couple that will Walmart's current 33% and projected 40% in 10 years which retailers will survive the squeeze and which won't?. Who will be the next to fall,  will it be Kroger (KR)? Will it be Safeway (SWY)? Will it be Supervalu (SV)?

Gerry ChristensenFounder and CEOWireless Waypoint

Alcatel Lucent taking a step towards Network Optimization for 4G?

February 8, 2011

Analysis of:Alcatel-Lucent announces new base station architecture to handle data traffic | www.fiercebroadbandwireless.com

There will be many challenges and issues to deal with the rollout of 4G. One of those will be the question of what is the best strategy for base station optimization, antenna planning, and other specific macro cellular RF issues. Other issues that will arise will include RF offload onto WiFi. There will also be issues around Quality of Service (QoS) and Quality of Experience (QoE) management.

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