GLG News by TMT Council Members in Member Programs

Lin SunConsultantSelf Employed

What Will LTE Bring for China Mobile?

July 24, 2011

China Mobile’s plan to build TD-LTE networks has generated a lot of interest lately. The news came when the operator is trapped in TD-SCDMA after hefty investment, but new questions arise as to whether LTE will become a new driver. At this time, no one really knows, not even CMCC leadership. Here are some of my thoughts.

Jim HandyDirectorObjective Analysis

Major Shift in PC Memory Could Harm DRAM Makers

July 19, 2011

Analysis of:Could NAND Flash Kill DRAM in PCs? | www.cio.com

DRAM will soon have to compete against NAND flash in the PC.  Benchmarks have shown that, dollar-for-dollar, NAND provides more performance than does DRAM.This is bad enough news for Micron, Samsung, and Hynix, all of whom make both DRAM and NAND flash, but it is positively deadly for DRAM makers who do not have a strong NAND flash position: Elpida, Powerchip, ProMOS, and Nanya.SSDs will continue to lose out to HDDs in the PC, since a NAND layer gives SSD speeds at a HDD prices & capacities.

P.J. LouisPresident and OwnerPJ Louis LLC

TaskRabbit – What a Great Idea

July 19, 2011

Analysis of:Don’t Want to Run Errands? Site Lets You Outsource Them | blogs.wsj.com

TaskRabbit is a great idea. I liken it to personal assistants people hire to perform the mundane tasks they refuse to do for themselves. I liken it to temp hires.

Donald RheaultFounderOurSalesRep

Intel technology opens way into smart phones and tablets.

July 19, 2011

Analysis of:Press Release: Intel Vies to Stave Off ARM Challenge with Low-Power Technology | www.intel.com

By the end of 2011 Intel will be producing a Tri-Gate 3-D transistor technology in 22nm. This is directly aimed at ARM and Marvel's dominance of the mobile device market. Intel devices will offer half of the power of existing devices with the same capabilities thereby extending battery life. It will also blunt ARM's attempt to enter the notebook market with the help of Microsoft.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Open Text to Buy Global 360 for $260 million

July 18, 2011

Analysis of:Open Text to Buy Global 360 for $260 million | opentext.com

OpenText has acquired Global 360, a US software vendor specialising in case management for $260 million

P.J. LouisPresident and OwnerPJ Louis LLC

Groupon – Proves E-Advertising Works; Just Not Only for Them

July 16, 2011

Analysis of:Groupon's Boston Problem: Copycats | online.wsj.com

I applaud Groupon for its success. I am a supporter of the web-based discount coupon business model. It just makes sense.

Howard BruckChief Information OfficerHUDSON VALLEY BANK

S1 and Fundtech, The Latest Bank Tech Consolidation

July 14, 2011

Analysis of:CORRECT: Fundtech Agrees To S1 Merger In Deal That Values Co At $318 Million | online.wsj.com

Clearly, bigger is an advantage for bank tech providers. With Fiserv and FIS as the two 800 pound gorillas, the small and mid-tier players need to successfully consolidate to thrive. There is probably room for a third gorilla, and not many good reasons for keeping around the small chimps.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – Re-elects Board – Smart Decision? Royal Bank of Canada has a Great Idea?

July 14, 2011

Analysis of:Holders Re-Elect RIM Board | online.wsj.com

This has to be one of the worse decisions I have heard in the last year. However, the bright side of this is that Royal Bank of Canada came up with a good idea.

Kenan MasicOwnerEutel Consulting

WHO ARE THE WINNERS AND LOSERS OF THE ROAMING SHAKE-UP IN EU?

July 13, 2011

The European Commission has unveiled plans to make calling, texting and data services cheaper for European travelers by opening the roaming market to increased competition. It’s a radical shakeup that will produce winners and losers aplenty.The proposal, made public last week by Neelie Kroes, the European Commission Vice President for the Digital Agenda, constitutes the Commission’s first attempt to introduce structural measures to boost competition in the roaming market.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – EMEA Performance Is Not Enough – The Board Does Not Know Its Own Job

July 9, 2011

Analysis of:RIM Boasts of 1M New Subs in EMEA | www.wirelessweek.com

I congratulate RIM for boosting its numbers in EMEA. However, it is an age-old trick that new technology companies in North America have used to generate their first revenues and sometimes to boost unit sales. Unfortunately, RIM’s revenue numbers are dropping.

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