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Technology, Media & Telecom News by GLG Council Members

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

Mobile Advertising Set To Soar ? Yes, But What Is The Engine For Growth

November 17, 2009

GLG Expert Contributor

Mobile Advertising Set To Soar | www.mediapost.com

Mobile advertising is set to soar but only if all mobile channels are used and the combination of enabling technology, analytics and advertiser mindset is focused on identifying the exact context of the consumer before ads are served.

Idea cellular will face tough time in Indian market

November 17, 2009

GLG Expert Contributor

Idea Cellular sees industry margins coming under pressure | www.totaltele.com

Off-late the Indian telecom regulator has instructed all telecom service providers to offer per second basic tariff. Moreover telecom regulator has released few more licenses to new telecom service provides such as ( unitech,air cell etc.) in last 6 months. This is going to pose stiff competition to Idea cellular obviously ,which will impact revenue as well as the margins will be under stress. This situation is true with all telecom service providers including Idea in India.

Why Google's Voice strategy required the acquisition of Gizmo5

November 17, 2009

GLG Expert Contributor

Google buys out Gizmo5 | www.itweb.co.za

The acquisition of Gizmo5 was not done solely because Skype was about to acquire them.  It was done because Google needs to acquire SIP competence quickly so its Google Voice platform can be prevalent on all future devices, applications and within the mobile operator's network.

Gordon Borrell, CEO

Gordon BorrellCEOBorrell Associates Inc What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Mobile Advertising's Gold Rush

November 16, 2009

Mobile Advertising Set To Soar | www.mediapost.com

Mobile advertising is definitely the new-new thing, but it sounds like the hype we heard when the Web was born as a graphical interface and banner ads started appearing in 1995. Be careful -- mobile advertising isn't going to produce overnight riches. For proof, look at your own mobile device. Where are they ads? And if you see any, tell me if they're prompting you to buy anything. Timing is everything, so before you jump in, read on.

LED Lighting Industry Leaders Shine at 2009 Greenbuild Expo

November 16, 2009

GLG Expert Contributor

Greenbuild 2009 showcases LED lighting innovations | www.examiner.com

The 2009 Greenbuild Conference and Expo was a major event for showcasing innovations in solid state lighting; as a result, three of the top LED industry leading chipmakers including Nichia, Cree and Philips exhibited at the trade show. Since there are only a few major high-brightness LED chipmakers in the industry, more overall product ingenuity, design, commercial application innovation is necessary for differentiation among fixture companies

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cypress Continue To Improve PSOC Family Performance

November 16, 2009

Cypress Introduces New PSOC 1 Device With Enhanced Analog Performance | finance.yahoo.com

1. Cypress Semiconductor has introduced PSOC 1 devices with enhanced analog performance. This should help with the adoption of these devices in touch screen phones, appliances, automotive applications, etc.2. Over the last few years Cypress has obtained hundred of design wins with it's PSOC family of devices and has obtained design wins with at least 5 of the leading cell phone manufacturers.

Jerald KolanskyFormer Worldwide VP of SalesPLX TECHNOLOGY, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Potential TSMC Entry into LED Market Could Effect Current Supplier Base

November 16, 2009

TSMC Looks at Solid State Lighting Market | www.eetimes.com

1. Per this article and other commentary in SEA, it appears that TSMC is going to invest $46M in setting up a product line to make LED's for the lighting market.2. The $46M to be invested in setting up this line represents a substantial sum of money that could benefit equipment manufacturers such as Aixtron and Veeco.

Running for cover... Comcast turns into a program producer

November 16, 2009

GLG Expert Contributor

Comcast closes in on NBC stake | www.ft.com

Cable companies start feeling the pressure of online distribution methods. Broadcast TV feels the pressure of cable programming. NBC (with its cable channels) could be the easiest way of enter the program supplier field.

Nokia Maemo may be the future for the company

November 16, 2009

GLG Expert Contributor

Nokia's N900 Maemo device starts shipping | www.totaltele.com

As the Smartphone market continues to expand, Nokia's launch of the N900 with Maemo marks the latest in the continuing land grab by OEM's who want to have differentiation in the market. While only time will tell if this effort will attract the developers and excitement needed to become what other platforms such as the Apple iPhone, Research in Motion or Google's Android have captured, there is no doubt that the world's largest handset maker still wields significant power in the space.

What the wireless carriers can learn from small business

November 16, 2009

GLG Expert Contributor

It can't hurt to ask for a rent reduction | realestate.msn.com

Nearly two-thirds of apartment landlords have had their tenants ask to have their rents reduced, and half of them granted the request. Wireless carriers are the best tenants building owners have. They pay much higher per square foot rates, always pay on time, and clean up after themselves. Yet some remain mysteriously reluctant to ask for a rent reduction.

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