GLG News by WAN Communications Testing Equipment Experts (North America)

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.

Nokia’s CEO Steps Down in Favor of an Outsider - Restructuring Nokia

September 12, 2010

Nokia CEO to Step Down | online.wsj.com

Nokia is still the largest handset maker on Earth. However, the company has lost market share in a relatively short time to a large number of smaller competitors.

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.

Tablet Wars, Samsung enters the Fray

September 6, 2010

Samsung Unveils Tablet to Compete With iPad | online.wsj.com

As I have said in the past, Apple has just revitalized a long dead device sector; the tablet PC. Wall Street should be thanking Apple for restarting a whole new consumer device segment.

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.

Google’s Master Plan Is a Mystery to Me

August 27, 2010

Google Adds Calls to Gmail, Challenges Skype | online.wsj.com

Nearly three years ago when Google announced its plans to partner with carriers like Verizon and develop an open operating platform (which eventually became Android) I was thrilled and I stated I had hoped for a coherent telecom strategy. I will be blunt this recent foray into telecom is just that another foray.

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.

Fairpoint’s CEO Asked to Resign

August 23, 2010

FairPoint CEO David Hauser Asked to Resign | www.billingworld.com

It is not unusual for secured creditors to request CEO’s or for that matter the entire management team to leave.

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.

Intel Acquires McAfee; Good or Bad?

August 19, 2010

Intel-McAfee Deal Bets on Building Security Into Hardware | online.wsj.com

Conceptually, the idea of building security into the chip is not new. However, the real question is: Does this particular deal make sense?

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.

Clearwire – Moving Ahead with LTE? Will Sprint Nextel Be Bailing out on WiMax?

August 7, 2010

Clearwire to Test Rival 4G Network | online.wsj.com

I am still a supporter of WiMax as a 4G technology. However, we may be seeing market forces at work here. Buying network equipment is partially about leverage and numbers.

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.

AT&T – Downplaying the IPhone Contract - An Opportunity for the Captivate?

August 6, 2010

AT&T Downplays iPhone Pact Risks | online.wsj.com

I don’t blame AT&T for downplaying the exclusive nature of the iPhone contract. Talking about it is a no-win situation.

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, 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.

Valuation of Nortel's LTE Patent Portfolio

July 22, 2010

Nortel Patent Auction Benefits LTE Market | www.isuppli.com

We analyzed the essentiality of Nortel's 4G patent portfolio that are crucial to deriving premium royalty rates. We have conducted multiple patent searches at several patent databases. We then compare Nortel's IPR position against its peers and the corresponding royalty rates that Nortel’s peers are expecting to charge. We obtained the reasonable royalty rates for Nortel over a lifespan of 15 years for LTE. We then calculate the valuation of Nortel's patents.

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, 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.

Soho Q2 Earnings Forecast

July 22, 2010

Due to the World Fair, FIFA World Cup events in Q2, Wall Street may be expecting a fantastic quarter for Soho due to increased online advertisement revenue. However, from our measurement data, the impact from the FIFA event on Sohu's online advertisement revenue is far short of our expectations. FIFA's impact on the month of June applies to Sina and other online advertisement firms as well.

Hong Jiang, President and Chief Executive Officer

Hong JiangPresident and Chief Executive OfficerHJ Solutions, 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.

Ramifications of Harbinger's $7B LTE pact with Nokia Siemens

July 22, 2010

Harbinger forges $7B LTE pact with Nokia Siemens | www.fiercewireless.com

A nationwide, wholesale, terrestrial-satellite, mobile broadband network – one that uses a globally endorsed LTE (Long Term Evolution) technology. A vision - imbued with an inherent openness and possibilities - unencumbered by walled-gardens and the status quo. The twin motivating factors of high-speed, and high-capacity, coupled with mobility are significant pillars in the inexorable demand for connectivity to multimedia services, in the information age.

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