GLG News by Telecommunications Services Experts

Tarik FawziChief Executive OfficerAeneas Strategy

Is this the end of a business model for wireless operators?

October 27, 2011

Analysis of:KPN reports weaker Q3, but keeps FY guidance | www.telecompaper.com

The success of mobile internet is hurting wireless operators. Core revenues are being cannibalized and the costs for increased required data capacity are exploding.

Kenan MasicOwnerEutel Consulting

M2M shipments head to 100 million -- IMS

August 26, 2011

Shipments of cellular modules for machine-to-machine (M2M) communications will reach over 100 million in 2015, according to IMS Research’s new report “The World Market for Cellular Modules in M2M Communications”. While dropping module prices, reduced connectivity rates from carriers, and increased availability of cellular networks worldwide are all key drivers behind this growth, the report also finds that the level of uptake of cellular M2M will vary widely among different vertical markets.

Roberto DolciChief Information Officer & Director Customer CareSYSTEM SPA

HP buy Autonomy: what's next ?

August 19, 2011

Analysis of:HP Plans PC Spinoff, $10 Billion Autonomy Buy | www.cio.com

In a day where most stocks collapsed, HP confirmed rumors it is to dispose of the PC operation and acquire Autonomy at a premium.Autonomy is a well respected provider of semantic and Bayesian based tools to extract useful information from non-structured data, mainly text based.This news suggest semantic search and extraction of intelligence from natural language and pictures/drawings has become hot topic.I can witness the use of such tools for the bottom line.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal

August 15, 2011

Analysis of:Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal | bit.ly

Google to buy Motorola Mobility for $12.5B in cash, its largest ever deal. Next Microsoft should buy RIM and/or Nokia. Here's why: http://bit.ly/r8uV9ZNext we will share our comprehensive analysis of the implications of this acquisition.

Roberto DolciChief Information Officer & Director Customer CareSYSTEM SPA

When Smart-phones and IT Consumerization make you happy

August 12, 2011

Analysis of:Future Smartphones: How They Will Look, What They Will Do | www.cio.com

The latest Smart-phones do provide big improvements in users' productivity, making them a useful tool for business people.With screen sizes moving to 4-5" and possibly higher, and qwerty keyboards that can be handled even by adults at normal speeds, the latest products have the gear required.On top of that, the applications to chose from or the ability to create ad hoc ones, make the smart-phone a perfect companion for every professional not sitting at the office.

Hakan AkbasPresident & FounderGlobal Dealings, LLC

Open Text Q4 Results Disappoint - License Slippage, Weaker Margins

August 12, 2011

Analysis of:Open Text Q4 Results Disappoint - License Slippage, Weaker Margins | akbaspost.blogspot.com

Open Text (TM) Corporation (TSX: OTC), announced financialresults for its fourth quarter ended June 30, 2011. The company missed the Wall-Street estimates due to license slippage at Metastrom and weaker margins.

Roberto DolciChief Information Officer & Director Customer CareSYSTEM SPA

When IT projects turn sour: Ingram Micro and SAP implementation in Australia

July 30, 2011

Analysis of:SAP Project Issues Hurt Ingram Micro Profits Again | www.pcworld.com

It is really rare for a company to admit that the bottom line is affected by an IT project gone badly: Ingram Micro have taken this bold step.Naturally public statements are conciliatory and both parties claim the problem is soon going to be solved: yet this is the second quarter Ingram Micro state they are loosing because of the SAP project.What lessons can be learned from this ?

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint – Posting Wider Losses – The Fight is Not Over Yet

July 28, 2011

Analysis of:Sprint Posts Wider Loss, Reaches Network Deal With LightSquared | online.wsj.com

It may be me as a restructuring and turnaround professional, as a telecom engineer, or someone who still has faith in Sprint but I think Sprint’s deal with LightSquared is a smart move.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint – Launches Push to Talk CDMA Phones –Next Generation

July 25, 2011

Analysis of:Sprint Prepares for 4Q Launch of Sprint Direct Connect with Feature-Rich, CDMA Handsets | www.marketwatch.com

I never liked the whole idea of Nextel and Sprint merging. I was sure Dan Hesse was going to dump Nextel when he first took over the reins of Sprint. However, the recession cam in 2008 and he rolled with the punches and embraced Nextel. He could not sell Nextel so he embraced it.

Roberto DolciChief Information Officer & Director Customer CareSYSTEM SPA

CIO: a long overdue critique to offshoring tout court

July 25, 2011

Analysis of:IT Outsourcing: How Offshoring Can Kill Innovation | www.cio.com

Two Harvard Business School Professors, David Pisano and Willy Shih, argue that offshoring IT services can damage the corporation, and use Manufacturing as case in point.In the ICT industry outsourcing and especially offshoring (that is outsourcing to far away low cost countries) have long been pitched as panacea: quite to the contrary.Common sense is now restated by two HBS scholars after extensive research: one should be very careful in selecting the IT service that can be offshored.

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