GLG News by TMT Council Members in Member Programs

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – So Long, Good Bye – Time To Turn this Around or Sell It

June 21, 2011

Analysis of:RIM Shares Fall After Warning | online.wsj.com

I hate to say this but; I told you so. I said this months ago, this was going to happen if RIM was not going to develop a new product that would catch with the consumer.

William StueberSenior PartnerTelecom Partners Group LLP

4G/LTE and M2M - A Golden Opportunity for AT&T and Verizon

June 19, 2011

LTE and 4G will greatly impact Mobile to Mobile (M2M) subscription offerings and accelerate the growth of entirely new revenue streams.  The characteristics of M2M are overwhelmingly appealing: Greater than 1B US devices Lower churn, stable ARPU Predictable, chargeable network burdenThis analysis details the likely impact of M2M on US carriers and the underlying wireless ecosystem.

Kenan MasicOwnerEutel Consulting

Smartphones driving global phone mobile market

June 17, 2011

The global phone market grew 17.9%  in the last quarter of 2010, driven by the increasing use of smartphones.

Ben SargentSenior AnalystCOMMON SENSE ADVISORY INC

European Online Language Preferences Revealed in Flash Eurobarometer Report

June 16, 2011

Analysis of:European Online Language Preferences Revealed in Flash Eurobarometer Report | www.commonsenseadvisory.com

The European Commission recently published a 125-page Flash Eurobarometer report (#313) based on a Gallup survey of language preferences among internet users in 23 European Union countries. The report charts volumes of data on language preferences by country and demographic segment and provides an excellent reference for information publishers and the language industry. We found the text to be heavy on data but light on analysis, so here are some thoughts that occurred to us while reading it.

Lin SunConsultantSelf Employed

Has WCDMA Turned the Corner?

June 13, 2011

China Unicom's WCDMA subscribers rose 1.8 million in April, two months in a row. By the Chinese norm, 1.8 million a month is a small feat compared with 5.2 million a month for 2G and China Unicom still lags behind China Mobile by a large gap as the latter also saw a jump in its TD-SCDMA customers during March-April. In other words, the growth for WCDMA is not exceptional and could be just seasonal. On the whole, 3G in China is still a drag with a meager 7.5% of total cellphone population.

P.J. LouisPresident and OwnerPJ Louis LLC

SMS/Text Messaging – The Beginning of the End

June 11, 2011

Analysis of:Carriers Sweat as Texting Cools Off | online.wsj.com

There are a few times in an industry’s history that you can point to an event and say “that is a turning point in that industry”. Well, Apple’s and Google’s announcements on their new messaging applications is one of those moments in the telecom business.

Ben SargentSenior AnalystCOMMON SENSE ADVISORY INC

Kilgray Launches TM Repository Product

June 10, 2011

Analysis of:Kilgray Launches TM Repository Product | www.commonsenseadvisory.com

Kilgray, the Hungary-based technology vendor responsible for MemoQ, has released a new product called TM Repository with functions for managing translation memory units and databases across multiple projects, vendors, and computer aided translation (CAT) tools. This application does not include its own translation environment. Rather, the system ingests and exports Translation Memory eXchange (TMX) data from other CAT tools, including Kilgray’s own MemoQ. 

Kenan MasicOwnerEutel Consulting

Diameter Routing Agent – some open questions

June 6, 2011

I want to share with you, some thoughts Diameter Routing Agent - DRA . DRA was defined in 3GPP Release 8 and onwards to manage PCRF interaction in LTE networks.

Gerry ChristensenFounder and CEOWireless Waypoint

Linkedin Successful IPO – What it Means

June 2, 2011

Analysis of:LinkedIn IPO likely a success, but risks real | www.reuters.com

The Linkedin IPO was successful in so much as it provided capital for expansion.As expected, the initial pop in share price occurred and then came back down to a more reasonable level.The long-term success of Linkedin will be measured by how well they can monetize their core offerings while attracting advertisers.

Kenan MasicOwnerEutel Consulting

What the DT-Orange procurement JV means for the telecom industry

June 1, 2011

How much will be jointly procured, and with what results?At a press conference in London, executives from DT and Orange added further details to the announcement that they will form a joint procurement function by the end of 2011.  In essence, the JV will be spending €13 billion a year after three years, achieving savings of €1.3 billion across both operators.

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