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GLG News by this Author

Nokia will Gain more from Microsoft-Nokia Deal

August 13, 2009

Analysis of:Microsoft and Nokia Reach a Mobile Agreement | online.wsj.com

Nokia and Microsoft have been in the news together before, so why this one stirs so much press now? While many would like to see the end of the nokia giant, this collaboration:hails the success of nokia and its future prospectsis a clear message to developersanother step for nokia to try to get into the US market

Dell ophone: Not so Elegant First Step in the Smartphone Market, or is it?

August 12, 2009

Analysis of:Dell to launch China-only mobile phone after all, calls it “Ophone mini3i” (Updated) | www.mobilecrunch.com

Dell long rumoured move to smartphone now looks set with the "ophone".This is and is not a blatant iPone rip-off and hopefully a good move for Dell to experience the mobile market.

Mobile Handset in China: Nokia Needs Domination in all Standards

August 12, 2009

Analysis of:Nokia to launch TD-SCDMA phone in China before year-end | www.telecompaper.com

Nokia will release a TD-SCDMA device on China Mobile new 3G network this year, as, for the market leader in this region, to be a player and maintain market share, they need to have products for all standards.The market is set to take off again next year, and competition from local vendors will be more visible.

Apple Needs Cheap Memory to Stay Ahead of Competition and for New Products

August 12, 2009

Analysis of:Apple cuts $500 million flash memory deal | news.cnet.com

Controlling cost is a major competitive advantage, and how better to do that than by locking your supplier in a volume deal.But more than a cost issue, this deal shows the difficulty in making memory efficient software, is a tactic to counter the slow-down in the sales of its iPod range, and may support rumours for a new product range.

Green Strategy for Wireless Companies

August 11, 2009

Analysis of:Green is in for wireless companies | news.cnet.com

Green strategy objectives are twofold:company value positioningsavingsWhile there is limited to no impact now, stakes are high and could help the telecoms industry towards sustainable profit thanks to huge cost savings

MTS-Comstar Deal: Convergence or Response to Economic Downturn?

August 4, 2009

Analysis of:MTS eyes 51% of Comstar | www.totaltele.com

Why did OAO Mobile TeleSystems only bid for 51% of OAO Comstar United TeleSystems and not 100%?Analysis of the main owner JSFC Sistema brings some clarity.

Will Google (Nasdaq: GOOG) Android save Motorola's mobile device unit?

August 3, 2009

Analysis of:Motorola Breaks String of Losses, but Cellphone Sales Continue Slide | online.wsj.com

Motorola reported a profit based on special accounting items, while sales continue to fall. However, is a real recovery in sight? Will the vision for success thanks to android work materialise on time?

European telcos should know better than to fire-fight

August 3, 2009

Analysis of:European telcos cut costs to fight competition, regulation | www.totaltele.com

In the mature European telecommunication market a shift in focus is required, and some bold decisions to take a stance on the future. European telcos face a much bigger problem than revenue decrease due to regulation and cost cutting will only provide a short relief.

Is France Telecom heading for better or worse?

July 31, 2009

Analysis of:France Telecom H1 results suffer on economic slowdown | www.telecompaper.com

This is an overview of the Strengths and Weaknesses of France Telecom, which, added to the economic downturn effects, contributed to its poor H1 09 results.

Is Orange (NYSE: FTE) Still Ahead of the Curve?

July 31, 2009

Analysis of:Will the Blyk Orange Partnership Work Out Generating Advertise Interest? | www.gizmodesk.com

With new disruptive entrants in the mobile telecommunication world, are the key players of yesterday working their assets in the right strategy?This analysis looks at orange in particular, and gives an overview of key success factors for mobile operators.

Nokia (NASDAQ:NOK): Strategies to Close the iPhone Gap

July 28, 2009

Analysis of:Nokia Acquires Social Networking Software Company Cellity | www.eweek.com

This article provides an overview of the strategic directions Nokia is taking to close the iPhone gap.These include:- Acquisitions of skills- User Interface enhancement- Development of OVI platform- Distribution deals

Dell - expansion likely to be outside of the PC market

July 22, 2009

Analysis of:Dell Rejects Consolidation Strategy Popular With Rivals | bits.blogs.nytimes.com

Dell has been in the news recently about its appetite for acquisition and rumors have been many about where in the PC market this could lead the company.New comments by the management about being cautious as to what to acquire says to me that they are not going to expand as their direct competitors do, and they most likely eye the mobile phone market.

Dell new businesses

July 17, 2009

Analysis of:Dell Looks To Ramp Up Acquisitions For Growth | online.wsj.com

What Dell could divest/expand into has implications for several industries, from computing to storage, to mobile telecoms.

nokia: platform, devices and customer segments

July 15, 2009

Analysis of:Nokia and Intel Look to the Future of Mobile Devices | www.wirelessweek.com

nokia is evolving its offering, which has strong implications for its industry partners. Let's take a look at the likely development of nokia's portfolio, and the future of its platforms.

T-Mobile: Concentrating On Core Skills To Stay Ahead Of Changes

July 7, 2009

Analysis of:Financial Times FT.com | www.ft.com

T-Mobile leads the way in becoming a network pipe, and this might be the best decision to surf the wave of the telecoms changes: - Internet applications becoming mobile - appetite for consumers for well-defined brands - handset manufacturers brand and service push In addition, growth market also means reduced costs, thanks to lower customer acquisition costs.

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