Technology, Media & Telecom

GLG News^SM Analyses in Technology, Media & Telecom

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China: Ten Years after WTO

February 7, 2012

Analysis by:Lin Sun, Consultant,

When China joined the World Trade Organization in late 2001, it pledged to open its vast telecom market to foreign investment. Ten years later, the market has remained closed and static. China succeeded in tricking the world to its advantage;Kudos to the Middle Kingdom game master. What can we do now?

Facebook IPO : Is mobile a significant risk factor?

February 3, 2012

Analysis by: GLG Expert Contributor

Analysis of:FaceBook, Inc. Registration Statement, Form S-1 | www.sec.gov

In its S-1 Facebook identifies use on mobile devices as a risk factor for future business. More broadly, Facebook’s future performance hinges on the evolution of the broadband access market and whether this market becomes an operator-controlled “walled garden” or duopolistic “walled gardens”. That outcome is likely in the U.S. if the Verizon/Cable MSO transactions are approved and AT&T follows suit.

What do the Verizon/cable MSO transactions mean for Sprint-Nextel?

February 1, 2012

Analysis by: GLG Expert Contributor

I believe Verizon’s initiatives with four major cable MSOs  (multiple system operators) - three of whom have been partners with Sprint and Clearwire – are the result of yet another example of  Sprint management’s ineffable ability to set the wrong priorities for itself, and make harmful strategic and tactical moves that waste the potential of its assets, from spectrum to partners.  Verizon’s spectrum transactions and accompanying commercial arrangements with cable MSOs place Sprint’s path to establishing a competitive mobile broadband network (its Network Vision) in peril, while strengthening Verizon’s already formidable position against Sprint, AT&T and T-Mobile.

Gains appear likely for Spanish language radio in U.S.

January 30, 2012

Analysis by: GLG Expert Contributor

The U.S. Spanish language radio sector continues to be a vibrant audience delivery and advertising vehicle reaching varied and multiple demographics.

SOPA and the wisdom of Yogi Berra

January 19, 2012

Analysis by: GLG Expert Contributor

“Déjà vu all over again.”  The bitter brawl over the Stop Online Piracy Act, featuring blackouts by notable Internet sites and services, is eerily reminiscent of the battle 15 years ago over the Digital Millennium Copyright Act.  If the outcome can be the same – a negotiated compromise that protects copyrights, but does not endanger the fundamentally free nature of communications online – content providers, the information technology community, and the public will all be better off.