GLG News by Wireless Communication Semiconductor Experts

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

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 JiangPresident and Chief Executive OfficerHJ Solutions, LLC

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

July 22, 2010

Analysis of: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.

Tal RaesideManaging DirectorInsight Strategic Services

Apple iPhone 4 - Product Innovation Continues

June 30, 2010

Analysis of:iPhone 4's First Users Report Reception, Color Problems | news.yahoo.com

Apple’s iPhone 4 is another impressive device that continues Apples history of product innovation, this one coming at an evolutionary rather than a revolutionary pace.

Tal RaesideManaging DirectorInsight Strategic Services

Nokia Needs an Effective Smartphone Shakeup

June 28, 2010

Analysis of:Nokia vows to defend smartphone territory | www.totaltele.com

Despite significant market leadership and several shakeup attempts, Nokia continues to struggle in the smartphone segment. Nokia may need to borrow a play from Apple and “Think Different.”

Tal RaesideManaging DirectorInsight Strategic Services

RIM Needs a Product Makeover

June 28, 2010

Analysis of:RIM May Feel Effects Of Competition | www.totaltele.com

Research in Motion, despite its current smartphone market share leadership, is in need of a product and software refresh in order to remain atop the industry.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics' Hardball: What Market Recovery?

June 27, 2010

While both AT&T and Verizon have indicated that their CAPEX budgets are flexible (translate that to mean cuts) they have tried to remain active in building out wireline networks, according to Telecom Pragmatics.   However, it has become increasingly clear that the recovery forecasted for this year is not happening in any substantial manner.  The latest blow to both companies came with the announcement that the secondary housing market lost ground in the last month.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Infinera’s Choice

June 12, 2010

To continue to pursue 40G on a PIC would not allow Infinera to make the statement that “this change is neutral to OpEx in 2010, and we intend to continue to bring R&D as a percent of revenue down year over year assuming moderate revenue growth.”  At the same time, there will be a price to pay in terms of customers’ confidence in the future development of the chip.   On the positive side, Infinera continues to offer novel solutions for problems from the engineers’ perspective.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Intel $ Directly Tied to Clearwire City Turn-Ups?

June 4, 2010

It seems that how much money Clearwire gets from Intel depends on how many cities it turns up at a particular time, according to Telecom Pragmatics.   Evidently, the wireless carrier has a clear incentive to penetrate more cities rather than fewer. Therefore, there could be an increased chance of Clearwire overextending itself in the market.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Follow FiOS Map for Bulk of VZ LTE Cities

May 30, 2010

The first 25 to 30 4G cities are expected to be operating by second quarter of 2011 for Verizon Wireless, according to Telecom Pragmatics.  Mainly the FiOS cities, including those outside of its incumbent landline territory, will be targeted.   In the past, we have written about the long-term strategic importance of Verizon ultimately tying its LTE network with FiOS. 

Peter Shih-Hsin YingPresident Knight Investment Consulting

Nokia Once More Reshuffles Top Execs: No-key-Ah

May 25, 2010

Analysis of:Nokia once more reshuffles top execs | www.telecomasia.net

From 1995 to 2005, Nokia and TI were the dynamic duo, achieving such feats as cutting the cycle time for new production models from 2 years to a mere 3 months. However, things began going downhill. New executives have too much to fix without enough infrastructure. Nokia has lost “key” of marketability for killer attributes: No-Key-Ah.

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