GLG News by Telecommunications Council Members in Member Programs

P.J. LouisPresident and OwnerPJ Louis LLC

Nokia – Undergoing a Massive Restructuring and Turnaround

February 7, 2011

Analysis of:Nokia CEO Considers Big Shake-Up | online.wsj.com

When a company changes the executive and senior management team you have a massive restructuring of the company underway. Whether or not CEO Stephen Elop can effect a turnaround is another story.

P.J. LouisPresident and OwnerPJ Louis LLC

Technology and Patent Companies – Trolling for Value – Picking Nortel’s Bones

February 5, 2011

Analysis of:Bidders Emerge for Nortel Patents | online.wsj.com

Patent portfolio investing is not new; it’s just appears to be something new for the mainstream media to write about. The concept of buying patents for defensive and offensive purposes has been a legitimate business warfare weapon for the last couple of hundred years.

Matt StandishPrincipalInteractive Mobile Media

Google takes on foursquare with Latitude check-ins

February 3, 2011

Analysis of:Google takes on foursquare with Latitude check-ins | www.fiercemobilecontent.com

I guess it is of little surprise that Google is launching its Latitude mobile friend-finder service with the addition of new check-in features rivaling similar location-specific solutions from startups like foursquare, Yelp, Gowalla and Loopt. 

P.J. LouisPresident and OwnerPJ Louis LLC

Nokia – Not Adapting Fast Enough – Has the Train left the Station?

February 3, 2011

Analysis of:Nokia Shares Drop on Poor Q4 Earnings | www.wirelessweek.com

Nokia is still the 800 pound gorilla but it is clearly being challenged. If the company does not take aggressive action it will become another Motorola.

Lin SunConsultantSelf Employed

Can LTE Boost China Mobile?

January 22, 2011

After some delay, China will launch TD-LTE this year. China Mobile (CMCC) plans to build trial networks in six cities including Shanghai and Guangzhou with an average 500 BTSs per city, large enough for commercial service. CMCC plans to spend 1.5 billion yuan ($225 million) for the project. In the meantime, MIIT, the government agency that regulates the telecom industry, has reportedly allocated a bandwidth of 50MHz between 2.5-2.6GHz, a spectrum very likely for future LTE service.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Femto cells - will 2011 be the start of a new trend?

January 19, 2011

Femto cells were long characterised as being the holy grail for users who want to get more speed and better coverage when at home.Now, with the elimination of some of the issues (interference, cost) we might just see operators looking to deploy femto on a network basis, not just for home use but also in the Enterprise as traffic demand increases.This is all about data off-load and now its getting serious, femto's in volume can offer a neat solution especially in dense metro areas.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Demand for mobile data drives up tariffs

January 19, 2011

Analysis of:10 per cent of users take 90 per cent of mobile data, say researchers | www.telegraph.co.uk

Its clear that in 2011 demand for mobile broadband will continue to outstrip network operator capacity and carriers will have to look to,a) increasing capacity by diverting capital spending into backhaulb) curtail 'all you can eat' data tariffsc) continue to monitor traffic type, especially video which forms the bulk of all trafficThe above also questions whether new technologies, such as LTE and the hype regarding peak achievable speeds, will ever deliver all that is being promised.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Common mobile phone charger to drive consumer products

December 31, 2010

Analysis of:A Common Charger for Mobile Phones Now Expected in Early 2011 | www.cellular-news.com

With the agreement at both Standards and Government level of a specification for a common mobile phone charger, this now opens up the opportunity for equipment and device manufacturers to streamline their design and production facilities and introduce new products across a greater range of mobile phones from many more manufacturers.This break through should drive revenues and improve margins to the predominantly Taiwan and Chinese based manufacturers.

Lin SunConsultantSelf Employed

Is Government Behind Huawei?

December 9, 2010

After China gained WTO membership in 2001, the government no longer plays the “big daddy” or “spokesman” for equipment makers, whether big or small, but let them go by business rules and practices such as open bid. In fact, China began open bid for vendor selection even before joining WTO despite questions of fairness. Today, bids for large projects are a norm for foreign and domestic vendors using established criteria like technical specs, performance data, price and delivery.

Lin SunConsultantSelf Employed

Worry Signs of China Mobile

November 8, 2010

As 2010 is winding down, I have mixed feelings about China’s telecom industry, and some of the ill signs will likely spread to the next year. Growth will remain relatively robust given the country’s population base and the momentum propelled by a number of factors such as improved handset supply and falling price, smartphones, and further cut in service charge.

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