GLG News by Wireless Services Experts

Lin SunConsultantSelf Employed

A Glazed Smorgasbord

May 8, 2011

In this posting, I will diverge from my usual errand but instead take a shot at Chinese stocks traded in the US exchanges (most on NASDAQ). Since most of the readers are keen on Chinese stocks, you may know since May 2010, overseas IPO has become viral in China, more than 30 companies have made the plunge, most of them small and carry an eye-catching hat, such as “green energy” and social media. This unusual surge has caught my attention.

William StueberSenior PartnerTelecom Partners Group LLP

More Bad News Ahead for RIMM

May 5, 2011

Research in Motion (NASDAQ:RIMM)'s business model is in trouble and the underlying problems extend well beyond selling less handsets at lower prices. Their handset/service model will come under continued pressure, forcing sales, margins and ultimately enterprise value to decline.

Ken KalinoskiPresident and General Partner100 Hill Rock LLC

RPX Corporation - Fast Track IPO for NPE Insurance Policy Writer Circa 1999?

May 4, 2011

Analysis of:IPO Pick of the Week: RPX Corporation | seekingalpha.com

RPX Corporation is the self proclaimed NPE Fighter that 'reduces patent litigation costs'. This fledgling company, with little more than 2 years of full operating income, is poised to IPO as fast as many 'internet boom and bust' startups. Will RPX be different? Is RPX's business model sustainable? Can RPX Corp turn patent licensing, a traditionally 'lumpy' revenue model, into a smooth predictable quarter on quarter performance? How big is the market?

William StueberSenior PartnerTelecom Partners Group LLP

RIM - Only the beginning of bad news

April 29, 2011

Analysis of:RIM Revises Gloomy Q1 Guidance, Shares Plummet | www.wirelessweek.com

Research in Motion's business model is in trouble and the underlying problems extend well beyond selling less handsets at lower prices. Their handset/service model will come under continued pressure, forcing sales, margins and ultimately enterprise value to decline.

William StueberSenior PartnerTelecom Partners Group LLP

4G/LTE Roadmap: AT&T/Verizon vs LightSquared, Clearwire, Sprint, PCS and Leap?

April 25, 2011

4G/LTE is both a requirement and competitive advantage for players in the new wireless ecosystem. Data resale rules aside, AT&T and Verizon will begrudgingly comply as they look to garner the lionshare of the M2M revenue pie.Sprint holds the key for LightSquared to succeed as a viable provider. Existing terrestrial network, backhaul, wireless topology expertise and an existing subscriber base all would serve as critical "missing pieces" in the LightSquared puzzle.

Lin SunConsultantSelf Employed

Unicom’s Plight and Outlook

April 12, 2011

Recently, Chang Xiaobing, chairman of China Unicom, predicted 3G would see a “turning point” this year for rapid growth. His reason: smartphone and Internet access are the two main drivers. There is no secret that Unicom is in a better position with WCDMA platform and iPhone. Despite a promising outlook, Chang also suggested that his company could miss the opportunity if it should fail to fill the gap in smartphone and mobile Internet penetration, because rivals may run faster before Unicom.

William StueberSenior PartnerTelecom Partners Group LLP

Latest Smartphone Metrics Signal Growth Direction

April 6, 2011

Analysis of:U.S. Data Traffic Doubles; Smartphones Up 57%, says CTIA | www.wirelessweek.com

The semi-annual CTIA study, conducted since 1985, is perhaps the most accurate picture of wireless industry trends as its data comes from companies serving 95.5% of US subscribers The report cited 226.5 billion megabytes of data were transmitted over US wireless networks during the second half of 2010, twice the 107.8B megabyte figure from 2009 2010 ARPU declined to $47.21 from $48.16 in 2009 Total revenues grew 5% to $159.9B and mobile data to $50.1B to early one third of revs

William StueberSenior PartnerTelecom Partners Group LLP

LightSquared - Form over Function?

April 1, 2011

The wireless industry has undergone a tremendous amount of change over the past couple of years. We've seen a lot of unexpected functionality, and hype, turn into reality - and quite profitably. Although many players in the wireless echo system have changed, network has been the most resistant. LightSquared appears to be bypassing the requisite checklist for building out a nationwide network. Is this another wave of industry change or just a short-sighted business plan running ahead of itself?

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.

Previous Page : 12345678910Next21 to 30 of 1649