Technology, Media & Telecom News by GLG Council Members

Google, Nokia and Apple in the Mobile War

November 11, 2009

Analysis by: GLG Expert Contributor

Analysis of:Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk

The battle for the domination in the mobile space is set to take many forms. The first may be regarded as the device or hardware and software element and thus far we can see two clear leaders in this respect with Nokia fighting desperately to maintain its lead, with a 35% global market share as per the Guardian article while Apple has its iPhone device as a the thin edge of the wedge while the iTablet may could give some impetus to this drive.

Future Is Murky For Clear and Clearwire

November 10, 2009

Analysis by: GLG Expert Contributor

Analysis of:Clearwire Reaches Deal to Raise $1.56 Billion | online.wsj.com

The most significant aspects of Clearwire's recent fund raising are what it does not include, as well as coincidental changes in its management.

Cathy StaufferFounderCathy Stauffer Consulting

Droid - The Insecure Macho Phone?

November 10, 2009

Analysis of:With $100M Saturation Campaign, Droid Will Be Impossible to Avoid | adage.com

The tone (and cost) of this campaign seems completely over-the-top -- why all the negative energy Verizon?

Michael AlbanoOwnerCommunication Depot

Leap and Metro PCS Christmas and New Years Expectations

November 10, 2009

Analysis of:UPDATE 2-Leap Wireless cuts 2009 subscriber adds view | www.reuters.com

Since Boost is still relatively new and will continue to sustain growth for quite some time and other carriers are now getting into the prepaid game, or are making their prepaid plans more competitive, it may be a rough Christmas and New Years for Leap and metro PCS.

P.J. LouisPresidentPJ Louis LLC

Sprint Nextel and Partners – Is Pumping Another $1.5B into Clearwire Wise?

November 10, 2009

Analysis of:Sprint, Partners to Pump $1.5 Billion Into Clearwire | online.wsj.com

I am a supporter of Clearwire. I like the concept. However, a year ago I had expressed my doubts about Sprint Nextel and its Partners’ ability to find the cash in 2009 to build the network unless Clearwire could demonstrate it had a plan it could execute to.

P.J. LouisPresidentPJ Louis LLC

Nokia – Getting Hammered By The Recession – Are It's Actions Correct?

November 10, 2009

Analysis of:UPDATE 4-Nokia Siemens to cut 5,800 jobs, save $1.5 bln | www.reuters.com

Last year, 2008, I had noted that the telecom manufacturers would get slammed and hammered by the recession. It is going to get worse before it gets better. Even if you assume that 2010 will be the end of the recession, the end will not result in instant sales of handsets. If anything there will be a consumer delay. People will be employed with new jobs, pay old bills, pay current bills, and then focus on the things like fancy new costly handsets.

Cathy StaufferFounderCathy Stauffer Consulting

The Tale Of Two Droids

November 9, 2009

Analysis of:Think The Droid Launch Was A Let Down? Not So Fast. | www.washingtonpost.com

Over the launch weekend, I saw strong, consistent traffic for the Droid along with great enthusiasm from salespeople. But not just for the Motorola Inc. Droid – the HTC Droid Eris was also generating a lot of interest, and sales.

What Are EA's Reasons For Purchasing Playfish?

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:Electronic Arts Buys Playfish For At Least $275 Mln | online.wsj.com

Electronic Arts (ERTS) is acquiring development and marketing expertise in a non-traditional and fast-growing segment of the video game industry EA is also taking ownership of Playfish's valuable player network, which can be heavily leveraged via future cross promotional tactics. EA may be overpaying -- only time will tell -- but EA's interest in the social-network game space is merited, and Playfish was likely the "cheapest" of the three established game developers in this space.

Leap and Metro Expect a Not so Merry Christmas

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:UPDATE 2-Leap Wireless cuts 2009 subscriber adds view | www.reuters.com

Both Leap's Cricket and MetroPCS are lowering their projected customer totals in the face of holiday promotions by the Tier 1 carriers. Perhaps being the low cost provider of services might be more sustainable if a combined company could achieve the lowest operating costs. Aside from combining operations, lease optimization might be an easier way to cut operating costs.

JDA and i2 acquisition - second attempt

November 9, 2009

Analysis by: GLG Expert Contributor

Analysis of:JDA Software Group to Acquire i2 Technologies | www.jda.com

November 5, 2009 - JDA announced it will acquire Supply Chain solutions competitor i2 for $396m. In August 2008 JDA first announced its intention to acquire i2 for $346m. JDA called that deal off in December 2008 paying a $20m termination fee. Should this second attempt acquisition go through, it will be JDA's 11th acquisition since 1998.

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