GLG News by Wireless Services Experts

William StueberSenior PartnerTelecom Partners Group LLP

August 10 - Amazon Announces HTML5-Based Cloud Reader for Chrome & Safafi

August 10, 2011

Amazon announces a Kindle Cloud Reader based on HTML5 that runs on Google Chrome and Apple Safari - other browsers to follow. This signals the most effort to by-pass App Store purchases & In-App billing that Apple's revenue model demands a slice of.

William StueberSenior PartnerTelecom Partners Group LLP

HTML5 – Disruptive Technology or Next Evolution of the Web?

August 6, 2011

HTML5 refers to a broad group of proposed and new technologies that provide for significantly enhanced functionality, ubiquitous user experience across browser/handset/OS platforms,“app” functionality, improved browsing, local storage of app/user data and richer interactivity. Make no mistake - HTML5 is a game-changer for the wireless industry. · Does HTML5 replace mobile applications & App Stores?· Will Flash become obsolete?· What is the security risk of locally-stored data?

Lin SunConsultantSelf Employed

What Will LTE Bring for China Mobile?

July 24, 2011

China Mobile’s plan to build TD-LTE networks has generated a lot of interest lately. The news came when the operator is trapped in TD-SCDMA after hefty investment, but new questions arise as to whether LTE will become a new driver. At this time, no one really knows, not even CMCC leadership. Here are some of my thoughts.

William StueberSenior PartnerTelecom Partners Group LLP

Death Spiral for RIMM?

June 23, 2011

Analysis of:RIM is black-burying carriers with half-baked BlackBerrys | www.bgr.com

It is widely rumored that Research In Motion   is exerting considerable pressure on carriers to truncate their normal technical acceptance testing procedures and typical timeframes.  Given the pressure to perform RIMM is under, this may not seem unusual, however, this is not likely the first time the BlackBerry manufacturer has sought to by-pass established quality control procedures designed to protect consumers, carrier and RIM itself from ill-conceived product launches.

William StueberSenior PartnerTelecom Partners Group LLP

4G/LTE and M2M - A Golden Opportunity for AT&T and Verizon

June 19, 2011

LTE and 4G will greatly impact Mobile to Mobile (M2M) subscription offerings and accelerate the growth of entirely new revenue streams.  The characteristics of M2M are overwhelmingly appealing: Greater than 1B US devices Lower churn, stable ARPU Predictable, chargeable network burdenThis analysis details the likely impact of M2M on US carriers and the underlying wireless ecosystem.

Lin SunConsultantSelf Employed

Has WCDMA Turned the Corner?

June 13, 2011

China Unicom's WCDMA subscribers rose 1.8 million in April, two months in a row. By the Chinese norm, 1.8 million a month is a small feat compared with 5.2 million a month for 2G and China Unicom still lags behind China Mobile by a large gap as the latter also saw a jump in its TD-SCDMA customers during March-April. In other words, the growth for WCDMA is not exceptional and could be just seasonal. On the whole, 3G in China is still a drag with a meager 7.5% of total cellphone population.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Investors, Traders, Private Equity Listen Up- Are Federal Contractors Ready?

June 5, 2011

Analysis of:Federal Acquisition Regulation; Sustainable Acquisition | www.gpo.gov

DoD, GSA & NASA are driving the Federal Government's Environmental Performance Program.  A sustainability procurement interim rule was issued last week which will impact 600,000 Federal Contractors and hundreds of investment portfolios. This rule impacts at least 95 percent of future Federal contracts. 

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Reliance mast, or tower sale now back on cards.

May 31, 2011

Analysis of:Reliance mast sale on the cards, as FY results mixed | www.mobilebusinessbriefing.com

Having just announced final year figures, with flat revenues and profits down 71.1 per cent, Reliance also declared that depreciation and finance costs had significantly increased.The previously announced sale of its Tower unit, Reliance Infratel which had been put on hold, is now back on the cards as it faces continuing high levels of debt, especially as Reliance can no longer draw down on its China Development bank financing.Interested parties, already chosen, can now start Due Diligence.

William StueberSenior PartnerTelecom Partners Group LLP

Research in Motion Recalls Playbook - Deja Vu

May 16, 2011

Research in Motion announced a recall of roughly 1000 16GB Playbooks today that apparently had been shipped to Staples stores.  The tablets in question are not able to properly load  the initial operating system files. The severity and extent of the problem is unknown as most of the units remain in either distribution or storage. This is not the first time a RIM product launch met with initial disaster, as both Bold and Storm each suffered similar issues.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

Microsoft Purchases Skype and Why this Makes Perfect Business Sense

May 10, 2011

Analysis of:Microsoft to Buy Skype for $8.5 Billion in Catch-Up Bid | www.bloomberg.com

As a UC Collaboration expert, and one experienced in the field of video acquistions, the announcement of Microsoft's $8.5B all cash deal certainly looks RICH on the surface, but fills a HUGE product void for the company. This software giant recognizes the world is getting flatter and smaller because the planet is increasingly MORE CONNECTED. At the core of consumer and enterprise connections is Unified Communication and Collaboration which will allow the greatest number of human touch points.

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