GLG News by Wireless Services Experts

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Valuation of Nortel's LTE Patent Portfolio

July 22, 2010

Analysis of: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 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.

Lin SunConsultantSelf Employed

3G Handsets and LTE

July 13, 2010

By May, China had 20 million 3G customers, according to data from operators. China Mobile held 9.3 million while China Unicom saw the largest monthly increase for WCDMA with more than 1 million. In part growth is propelled by handset selection, price cut and subsidies. If the momentum can hold, there is a possibility 3G users will reach 35 million by year’s end. During the past two years, 3G projection has been scaled down from 120 million to a subdued 50 million and downward as June passed.

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.

Lin SunConsultantSelf Employed

The Drama of NC

June 14, 2010

Anxiety over network convergence (NC) is finally settled. After a long wait in more than a decade and turf wrestling for a month, NC in China is seeing some light at the end of the tunnel but its outlook is far from clear.

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.

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