GLG News by TMT Council Members in Member Programs

Lin SunConsultantSelf Employed

Chinese wireless operators: Midyear review

September 7, 2011

A closer look at the numbers at the major Chinese wireless operators.

Robert SethreSenior ConsultantPhotizo Group

HP without printing: What are they thinking?

September 1, 2011

Analysis of:HP could sell printing division within two years, reports claim | www.printweek.com

Spurred by recent surprising developments and announcements at HP, an M&A intelligence firm predicts that HP could consider divesting the entire printing division. While there may be some high-level reasons why such a move might seem plausible, I consider it unlikely. Taking a closer look at the business drivers of the imaging industry in general and HP/IPG in particular, my conclusion is that this scenario, while worth a quick look, makes little business sense.

Kenan MasicOwnerEutel Consulting

M2M shipments head to 100 million -- IMS

August 26, 2011

Shipments of cellular modules for machine-to-machine (M2M) communications will reach over 100 million in 2015, according to IMS Research’s new report “The World Market for Cellular Modules in M2M Communications”. While dropping module prices, reduced connectivity rates from carriers, and increased availability of cellular networks worldwide are all key drivers behind this growth, the report also finds that the level of uptake of cellular M2M will vary widely among different vertical markets.

Eric GakstatterPrincipalDISCOVERY MANAGEMENT GROUP, LLC

Will the FCC rule for LightSquared, the GPS Industry or neither?

August 22, 2011

In January 2011, the FCC granted a conditional waiver for LightSquared, a wireless broadband company, to proceed with rolling out its 4G LTE wireless wholesale business. Recently, LightSquared and the GPS industry exchanged taunts. LightSquared claimed that the GPS industry didn’t follow Department of Defense standards when designing GPS receivers and the GPS industry retorted that LightSquared is an incompatible spectrum neighbor. What happened?

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal

August 15, 2011

Analysis of:Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal | bit.ly

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal. Next Microsoft should buy RIM and/or Nokia. Here's why: http://bit.ly/r8uV9ZNext we will share our comprehensive analysis of the implications of this acquisition.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Open Text Q4 Results Disappoint - License Slippage, Weaker Margins

August 12, 2011

Analysis of:Open Text Q4 Results Disappoint - License Slippage, Weaker Margins | akbaspost.blogspot.com

Open Text (TM) Corporation (TSX: OTC), announced financialresults for its fourth quarter ended June 30, 2011. The company missed the Wall-Street estimates due to license slippage at Metastrom and weaker margins.

William StueberSenior PartnerTelecom Partners Group LLP

August 10 - Amazon Announces HTML5-Based Cloud Reader for Chrome & Safafi

August 10, 2011

Amazon announces a Kindle Cloud Reader based on HTML5 that runs on Google Chrome and Apple Safari - other browsers to follow. This signals the most effort to by-pass App Store purchases & In-App billing that Apple's revenue model demands a slice of.

William StueberSenior PartnerTelecom Partners Group LLP

HTML5 – Disruptive Technology or Next Evolution of the Web?

August 6, 2011

HTML5 refers to a broad group of proposed and new technologies that provide for significantly enhanced functionality, ubiquitous user experience across browser/handset/OS platforms,“app” functionality, improved browsing, local storage of app/user data and richer interactivity. Make no mistake - HTML5 is a game-changer for the wireless industry. · Does HTML5 replace mobile applications & App Stores?· Will Flash become obsolete?· What is the security risk of locally-stored data?

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint – Posting Wider Losses – The Fight is Not Over Yet

July 28, 2011

Analysis of:Sprint Posts Wider Loss, Reaches Network Deal With LightSquared | online.wsj.com

It may be me as a restructuring and turnaround professional, as a telecom engineer, or someone who still has faith in Sprint but I think Sprint’s deal with LightSquared is a smart move.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint – Launches Push to Talk CDMA Phones –Next Generation

July 25, 2011

Analysis of:Sprint Prepares for 4Q Launch of Sprint Direct Connect with Feature-Rich, CDMA Handsets | www.marketwatch.com

I never liked the whole idea of Nextel and Sprint merging. I was sure Dan Hesse was going to dump Nextel when he first took over the reins of Sprint. However, the recession cam in 2008 and he rolled with the punches and embraced Nextel. He could not sell Nextel so he embraced it.

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