GLG News by Telecommunications 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 – EMEA Performance Is Not Enough – The Board Does Not Know Its Own Job

July 9, 2011

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.

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.

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.

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.

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

June 21, 2011

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 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.

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.

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