All GLG News Analyses Filed Under: Telecom

Competition Affected Slump In Docomo’s Profit

November 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Docomo sees profits drop 21%, revises guidance | www.telecompaper.com

Inspite of having a control on half of the Japan’s mobile market NTT Docomo reported a drop in its profit by 21%. Since Japan’s market is reaching its maturity, it is facing tremendous competitive pressure within and outside its domestic market. Docomo is losing its subscriber to competitors like Softbank, KDDI and eMobile. Thus Docomo’s slump in profit is helping its competitors to make a gain.

Will the iPhone bring New Customers to Orange UK?

November 4, 2009

Analysis by: GLG Expert Contributor

Analysis of:Orange to sell iPhone in UK from 10 Nov | www.totaltele.com

How can Orange gain competitor advantage over the other mobile operators by selling the iPhone?This analysis looks at the areas where Orange can differentiate.

P.J. LouisPresidentPJ Louis LLC

AT&T, Inc. versus Verizon Wireless – Misleading Information? Wow!!!

November 4, 2009

Analysis of:AT&T Sues Verizon Over Wireless Coverage Ads | online.wsj.com

AT&T is suing Verizon Wireless over information it is calling misleading. Ain’t nothing new here.

The European Commission's Own 2.6GHz Band Decision Is Seriously Flawed

November 3, 2009

Analysis by: GLG Expert Contributor

Analysis of:EC begins legal action over 2.6GHz frequency band | www.telegeography.com

The European Commission (EC) has initiated an infringement procedure against Germany for failing to respect the principle of service neutrality in its regulations for use of the valuable 2.6GHz band. Yet the EC's own 2008 Decision on this 2.6GHz band is internally inconsistent, and likely to place more unnecessary handicaps on users, operators, and national regulators than the restriction it is criticizing.

Peter Curnow-FordChairmanEisar Ltd.

As Orange launches iPhone in UK, Apple requests marketing assistance

November 3, 2009

Analysis of:Orange to sell iPhone in UK from 10 Nov | www.totaltele.com

As Apple expands beyond exclusivity in markets it is using additional means to ensure it delivers high levels of service to its end customers.France Telecom - Orange UK, along with Vodafone are now selling iPhone in competition with O2 and some of the Orange dealers are looking at the detail of the marketing costs that are emerging.Dealers will need to ensure they can both make the upfront investment in 'in-store' merchandising and also staff training, this means committing to some big sales targets.

P.J. LouisPresidentPJ Louis LLC

Qwest’s Fiber Strategy Works For Qwest

November 2, 2009

Analysis of:Qwest: Fiber to the cell is hot, FTTH is not | telephonyonline.com

If it were any other carrier I would flat out disagree with the statement that Fiber To The Home was not in favor of the carrier.

P.J. LouisPresidentPJ Louis LLC

Apple Gets a Lukewarm Reception in China – Is Anyone Surprised? I Am Not

November 2, 2009

Analysis of:IPhone Gets Lukewarm Reception in China | online.wsj.com

No one should be surprised over Apple’s lukewarm iPhone reception.

10 Habits of Incompetent Managers & The People They Hire

October 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:10 Habits of Incompetent Managers | www.fastcompany.com

After 25+ plus years in the corporate world, this is the bane of my existence and as an addendum to the FAST COMPANY list, I added the types of incoherent wheel spinners the incompetant managers typically surround themselves with:

Incumbent Carriers Find Many Ways To Inhibit Entrants

October 30, 2009

Analysis by: GLG Expert Contributor

Analysis of:Globalive phone battle headed to cabinet - The Globe and Mail | www.theglobeandmail.com

There are good reasons why the Government and regulator in Canada want to introduce more effective competition into the country's mobile market.  But Canadian incumbents, like all incumbents, are determined and innovative in finding arguments and ways and means to inhibit and delay entrants who may disturb their existing profitable arrangements.

P.J. LouisPresidentPJ Louis LLC

Tata Consultancy – A Force To Be Reckoned With

October 30, 2009

Analysis of:Software Exporter to Expand Footprint in Emerging Markets | online.wsj.com

Tata Consultancy Services has been making its presence known in North America for years. It has been operating under the radar.

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