GLG News by TMT Council Members in Member Programs

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

RIM – The Investment Community is Finally Reacting

July 7, 2011

Investment Firm Rebukes RIM Leadership's Tactics | www.informationweek.com

Well I feel vindicated. The folks from Glass Lewis are absolutely, correct.

Gerry Christensen, Founder and CEO

Gerry ChristensenFounder and CEOWireless Waypoint What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

A Google Acquisition of Hulu would Leverage User Generated Content Programming

July 7, 2011

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.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Twitter – Building a Team First

July 6, 2011

New Financing Values Twitter As High As $7 Billion | online.wsj.com

Well, it is about time; a company that is not rushing to go IPO. Wow, who is Twitter’s financial advisor.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

RIM’s Board Has a Plan – Doomed to Failure

July 2, 2011

RIM Addresses Anonymous Criticism | www.wirelessweek.com

RIM is in trouble and the board has developed a plan that results in a set of recommendations that are due in January 2012. The company is finished.

Rathi Dasgupta, Managing Partner

Rathi DasguptaManaging PartnerThe Strategic Sourcing Group What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Feb 2011 - Cognizant is positioned as India's No. 3 IT services vendor

June 30, 2011

Cognizant Reports Fourth Quarter and Full Year 2010 Results | news.cognizant.com

Cognizant Technology Solutions Corporation (Nasdaq: CTSH), a leading provider of information technology, consulting, and business process outsourcing services, today announced its fourth quarter and full year 2010 financial results.Highlights – Fourth Quarter 2010Quarterly revenue rose to $1.31 billion, up 45.2% from the year-ago quarter and 7.7% sequentially.Quarterly diluted EPS on a non-GAAP basis, which excludes stock-based compensation expense, was $0.70, compared to $0.50 in the year-ago

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

RIM – More Bad News – Spinning Out of Control Fast

June 29, 2011

RIM Loses Miami Dolphins Fans as Software Developers Defect | www.bloomberg.com

As if things could not get any worse for RIM, it is now losing apps developers.

P.J. LouisPresident and OwnerPJ Louis LLC What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

RIM – This Company is Headed for a Disaster

June 26, 2011

Misfires in Marketing at BlackBerry | online.wsj.com

RIM is no different from any technology company that has failed to understand market changes and its place in the changed marketplace.

Kenan Masic, Owner

Kenan MasicOwnerEutel Consulting What is a GLG Scholar?|GLG Scholar denotes Council Members with a CouncilRank(SM) in the top 20%.

Mobile data peak demand is an all-day phenomenon

June 26, 2011

There’s no rest for a busy network. With video now accounting for the lion’s share of mobile data traffic on wireless networks, peak demand has become an almost all-day phenomenon, running from noon to midnight daily.

William Stueber, Senior Partner

William StueberSenior PartnerTelecom Partners Group LLP What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Death Spiral for RIMM?

June 23, 2011

RIM is black-burying carriers with half-baked BlackBerrys | www.bgr.com

It is widely rumored that Research In Motion   is exerting considerable pressure on carriers to truncate their normal technical acceptance testing procedures and typical timeframes.  Given the pressure to perform RIMM is under, this may not seem unusual, however, this is not likely the first time the BlackBerry manufacturer has sought to by-pass established quality control procedures designed to protect consumers, carrier and RIM itself from ill-conceived product launches.

Robert Sethre, Senior Consultant

Robert SethreSenior ConsultantPhotizo Group What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

What is Xerox Becoming?

June 22, 2011

Xerox Chief Looks Beyond Photocopiers Toward Services | online.wsj.com

Historically, Xerox was a (the) copier company: copiers were the products, the business model and the overall corporate identity. As the world went digital, so did Xerox, rebranding themselves as "the document company." Now, Xerox is moving beyond the document into the broader business of technology-led services. This re-rebranding will certainly influence their offerings and approach to market and present certain challenges for understanding the Xerox business model and future prospects.

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