GLG News by WAN Communications Testing Equipment Experts

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.

P.J. LouisPresident and OwnerPJ Louis LLC

Dan Hesse and Sprint – Setting The Bar – Defines “Unlimited”

March 13, 2011

Analysis of:Sprint CEO Dan Hesse defines “unlimited” in new TV ad | www.sys-con.com

What can I say? Dan Hesse is the face of Sprint and has plenty of guts. Hesse and Sprint have just set the bar for “unlimited” data plans. Now that is what I call gutsy.

P.J. LouisPresident and OwnerPJ Louis LLC

Sprint/T-Mobile Merger – Why It Is A Good Idea and a Few Thoughts

March 10, 2011

Analysis of:Sprint In Talks To Take Over T-Mobile | www.businessinsider.com

Last year and the year before that I voiced opposition to a merger between T-Mobile and Sprint. Sprint is a CDMA carrier and T-Mobile is a GSM carrier. In short, I was fearful that we would be seeing another Nextel situation. However, as in every turnaround situation, timing is everything.

P.J. LouisPresident and OwnerPJ Louis LLC

Tablets – Finding a Home; is it a laptop replacement?

March 6, 2011

Analysis of:Tablet Computer Demand Putting a Dent in PC Sales | online.wsj.com

As I have said in past blogs, the netbook’s biggest competition was and is the tablet. The tablet’s rise as a media device should come as no surprise. Back in the late 1990s, the tablet was first portrayed as a type of mini-laptop (i.e., netbook) and then in the early to mid 2000s, the tablet was being portrayed as a platform for wireless TV.

P.J. LouisPresident and OwnerPJ Louis LLC

Motorola’s Xoom and Atrix May Be Setting the Stage For Next Gen Devices;Maybe?

February 25, 2011

Analysis of:Will Motorola’s Atrix and Xoom change the mobile landscape? | blog.connectedplanetonline.com

I like Motorola’s Atrix platform because of its simplicity.

P.J. LouisPresident and OwnerPJ Louis LLC

Advice to Alibaba Founder, Jack Ma

February 23, 2011

Analysis of:Alibaba Founder Takes on Task of Polishing Company's Reputation in Wake of Fraud Scandal | online.wsj.com

I have no idea what is going on with Alibaba.com. However, having been through so many restructuring and turnaround situations, I will say this: it all boils down to regaining consumer confidence and maintaining credibility.

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