GLG News by Telecom Infrastructure & Equipment Experts

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.

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.

Lin SunConsultantSelf Employed

A Glazed Smorgasbord

May 8, 2011

In this posting, I will diverge from my usual errand but instead take a shot at Chinese stocks traded in the US exchanges (most on NASDAQ). Since most of the readers are keen on Chinese stocks, you may know since May 2010, overseas IPO has become viral in China, more than 30 companies have made the plunge, most of them small and carry an eye-catching hat, such as “green energy” and social media. This unusual surge has caught my attention.

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.

Lin SunConsultantSelf Employed

Unicom’s Plight and Outlook

April 12, 2011

Recently, Chang Xiaobing, chairman of China Unicom, predicted 3G would see a “turning point” this year for rapid growth. His reason: smartphone and Internet access are the two main drivers. There is no secret that Unicom is in a better position with WCDMA platform and iPhone. Despite a promising outlook, Chang also suggested that his company could miss the opportunity if it should fail to fill the gap in smartphone and mobile Internet penetration, because rivals may run faster before Unicom.

Lin SunConsultantSelf Employed

News and Notes: CMCC, LTE and ZTE

March 20, 2011

The following is what has happened so far in March. Instead of lengthy analysis, I’ve decided to focus on some key areas you may have missed or of potential interest to you; and it is up to you to add opinion or draw conclusion. This way, you can have a better grip of ongoing trends in the largest telecom market.

Lin SunConsultantSelf Employed

The Smartphone Rush

February 17, 2011

The strong demand for iPhone 4 in China stunned everyone after cold reaction to iPhone 3G and 3GS. It is another sign that market runs not on senses but emotions. True, iPhone 4 is more powerful and Wi-Fi is definitely a plus, but it also costs more. In less than two months after debut, about 500,000 iPhone 4s were sold in China, more than 3GS sold in a year. Whatever the reason, the reality is iPhone 4 has run out of stock in China and anxious customers have to wait until shipment resumes.

Gerry ChristensenFounder and CEOWireless Waypoint

Sprint should consider both LTE and Differentiation

February 15, 2011

Analysis of:Sprint: Decision on LTE likely in four to six months | www.fiercewireless.com

In some ways, Sprint should be the same: they should go with LTE In other ways, Sprint should differentiate: they need to upgrade their PTT offering to one that is reliable yet offers compelling feature/functionality.

Gerry ChristensenFounder and CEOWireless Waypoint

Number Portability: Opportunities and Threats for Carriers & Service Bureau

February 10, 2011

Analysis of:Wireless Intelligence: Regulatory moves to stimulate mobile competition produces mixed results | www.wirelessintelligence.com

Service Bureau’s such as NeuStar, TNS, Syniverse, and will compete for upcoming LNP contract. There is a potential for database (DB) consolidation including many currently disparate DB and directories. At the same time, Google offering portability can cause problems for the traditional network operators as call processing migrates to the cloud.

Gerry ChristensenFounder and CEOWireless Waypoint

Alcatel Lucent taking a step towards Network Optimization for 4G?

February 8, 2011

Analysis of:Alcatel-Lucent announces new base station architecture to handle data traffic | www.fiercebroadbandwireless.com

There will be many challenges and issues to deal with the rollout of 4G. One of those will be the question of what is the best strategy for base station optimization, antenna planning, and other specific macro cellular RF issues. Other issues that will arise will include RF offload onto WiFi. There will also be issues around Quality of Service (QoS) and Quality of Experience (QoE) management.

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