GLG News by Telecommunications Council Members in Member Programs

P.J. LouisPresident and OwnerPJ Louis LLC

The Need to Reexamine Semiconductor Chip Manufacturing

April 10, 2011

Analysis of:Is Japan Still a Stable Location for High-Tech Manufacturing? | www.ebnonline.com

As I had noted in my own website back in March 2011, the Japanese earthquake could have long-term impacts on the manufacturing of semiconductor chips in Japan and basically the entire electronics industry. Well, it appears it has all come true.

William StueberSenior PartnerTelecom Partners Group LLP

Latest Smartphone Metrics Signal Growth Direction

April 6, 2011

Analysis of:U.S. Data Traffic Doubles; Smartphones Up 57%, says CTIA | www.wirelessweek.com

The semi-annual CTIA study, conducted since 1985, is perhaps the most accurate picture of wireless industry trends as its data comes from companies serving 95.5% of US subscribers The report cited 226.5 billion megabytes of data were transmitted over US wireless networks during the second half of 2010, twice the 107.8B megabyte figure from 2009 2010 ARPU declined to $47.21 from $48.16 in 2009 Total revenues grew 5% to $159.9B and mobile data to $50.1B to early one third of revs

William StueberSenior PartnerTelecom Partners Group LLP

LightSquared - Form over Function?

April 1, 2011

The wireless industry has undergone a tremendous amount of change over the past couple of years. We've seen a lot of unexpected functionality, and hype, turn into reality - and quite profitably. Although many players in the wireless echo system have changed, network has been the most resistant. LightSquared appears to be bypassing the requisite checklist for building out a nationwide network. Is this another wave of industry change or just a short-sighted business plan running ahead of itself?

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint Lobbying Efforts – Outspent by AT&T

March 30, 2011

Analysis of:AT&T Outguns Sprint in Lobbying | online.wsj.com

Well you live and learn. The problem with regulatory budgets is that they are massive and unless you have a specific set of short term and long term objectives in mind, then it is important not to spend the money just for the sake of it. In short, Sprint did not need to spend that kind of money on lobbying in the last few years.

P.J. LouisPresident and OwnerPJ Louis LLC

RIM – In Deep Trouble – No Surprise

March 27, 2011

Analysis of:RIM Stirs Investor Doubts | online.wsj.com

About a year ago, I commented in Wireless Week that RIM was facing an uphill battle and would lose market share. Now the company is in trouble and it may be too late.

Matt StandishPrincipalInteractive Mobile Media

The US Wireless MNOs must consolidate

March 21, 2011

Analysis of:AT&T to Buy T-Mobile USA | online.wsj.com

Economies of scale is king in the Mobile Industry.  The At&t acquisition is overpriced considering that T-Mobile churned over 14.5 million of its 32 million customers last year.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Impact of Japanese component shortages limited

March 21, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

The impact, in the short term, of the recent disaster in Japan will be limited as only certain sets of components are directly sourced from Japan nowadays.Those components affected include high capacity Li-ON batteries (for laptops, notebooks and tablets) and lower down the component value chain items such as glass substrate for LCD panels.A lot of other components such as CPUs, graphics chips, wireless chips etc are now all sourced to a greater extent from China and Taiwan.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Cell site Tower rationlisation on its way?

March 21, 2011

Analysis of:AT&T Acquiring T-Mobile For $39 Billion; Let The Scrutiny Begin | moconews.net

Over the weekend AT&T sent out an email to T-Mobile USA, we want to buy your network.One of the many benefits of the merger will be the rationalisation of cell sites and hence a reduction in ongoing Opex of both sites and backhaul.While AT&T is looking to gain additional sites to fill in holes, duplicated sites are a good candidate for a reduction in the numbers needed. This will have a knock effect for tower operators, where the sites are not owned by either AT&T or T-Mobile.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Pressure on Sprint as AT&T buys T-Mobile USA

March 21, 2011

Analysis of:T-Mobile USA Sold to AT | www.cellular-news.com

While everyone had been expecting a Sprint - T-Mobile USA merger, AT&T shows it has the money in the bank to snap up T-Mobile's US network and customers, so moving it up to the number one spot.The question now, does Sprint buy the small guys or does Verizon buy Sprint? To understand this however you need to see why AT&T jumped when it did, Spectrum!AT&T needed T-Mobile for a) spectrum, b) cell sites and c) customers and T-Mobile did not have the money to fund a LTE roll out in the next 5 years.

P.J. LouisPresident and OwnerPJ Louis LLC

AT&T Merging with T-Mobile – Sprints ahead of Verizon and Sprint

March 20, 2011

Analysis of:AT&T to Buy T-Mobile USA | online.wsj.com

Well, all I can say is YIKES. That is what I get for listening to stock analysts. Congratulations to AT&T.

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