GLG News by TMT Council Members in Member Programs

Gerry ChristensenFounder and CEOWireless Waypoint

News Revenue Depends on More than Advertising: Targeted Content

May 4, 2011

Analysis of:8 in 10 Won’t Pay for Online Daily Newspaper | www.marketingcharts.com

While it is true that most people equate Internet and online with "free" and will thus not pay for (normal) newspaper material online, they will pay for highly targeted content.

Ben SargentSenior AnalystCOMMON SENSE ADVISORY INC

DHL.com Serves 141 Countries Using a Global Template

May 2, 2011

Analysis of:Web Globalization: How Well Does Your Company Score? | www.commonsenseadvisory.com

As the world’s largest logistics company, DHL does business in 141 countries using a single “master” that then gets localized into 42 languages. With so many countries and languages to consider, how does the company manage its global web presence?  We evaluated DHL’s website, and spoke with Thorsten “TJ” Michel, who oversees the global web efforts from Bonn, to learn more.

Cliff BellChief Information OfficerINFOGAIN CORPORATION

Ma Bell to AT&T, "the consumer rules the new economy".

April 30, 2011

Analysis of:Ma Bell Stifled Innovation, AT&T May Do the Same | uk.ibtimes.com

When Ma Bell ruled the phone lines, most products were developed for businesses first and only later small versions were done for consumers. Today, it is the opposite. Products are built for consumers first and only later developed for businesses. This change is so significant that it will be difficult for even AT&T to stifle creativity.

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.

P.J. LouisPresident and OwnerPJ Louis LLC

Nokia – Undergoing a Massive Turnaround

April 28, 2011

Analysis of:Nokia to Shake Up Workforce | online.wsj.com

Nokia’s recent actions are all signs of a massive turnaround that is underway. The company had announced layoffs months ago and now they are happening. My suggestion to Mr. Elop: make sure the investment community knows what you are doing and why. Transparency, an overused and misused word in Washington, D.C., is absolutely necessary in a turnaround of this magnitude.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Lexmark: Is It Finally Game Over?

April 26, 2011

Analysis of:Lexmark: Is It Finally Game Over? | akbaspost.blogspot.com

Lexmark has missed the boat on many fronts; The office products industry has been consolidating rapidly due to oversupply of commodity products offered at incredibly low prices particularly in the low to medium segment. Lexmark does’t have deep financial pockets, secured customer access in new markets particularly in non-US and emerging economies, a credible footprint of managed print services capabilities and captive channels of distribution.

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.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Autonomy Q1 Results - Revenue Ahead of Consensus, Earnings Light

April 21, 2011

Analysis of:Autonomy Q1 Results - Revenue Ahead of Consensus, Earnings Light | autonomy.com

Autonomy, a leading vendor in the high-growth markets of Enterprise Search, eDiscovery and Content Management., has announced a strong quarter with good growth in revenue, profits and other key metrics today.  Revenues were $220 million ahead of consensus $216 million,  PBT (adj.) $95 million ahead of consensus $90 million, operating margin (adj.) 43% vs consensus 42%.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Xerox Q2 Results Average, but Upside Catalysts Remain Elusive Despite ACS

April 21, 2011

Analysis of:Xerox Q2 Results Average, but Upside Catalysts Remain Elusive Despite ACS | news.xerox.com

After announcing its Q2 results today, Xerox was trading at $10.22 a share after dropping more than 5% on intensifying competition, slowing industry wide unit volume growth, continued mix shift towards lower-margin services contracts and incremental supply chain costs (particularly in 2Q) related to Japan to pressure near-term results. We are working on a very detailed assessment of the company, trends in the technology business, update on ACS merger and its outlook for 2011.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Turkish mergers reach $30 billion in 2010

April 20, 2011

Analysis of:Turkish mergers reach $30 billion in 2010 | akbaspost.blogspot.com

The volume of mergers and acquisitions, or M&As, in Turkey approached $30 billion in 2010, according to estimates from Ernst & Young. 241 M&A transactions took place in Turkey last year, representing a rise of 108 percent. 

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