GLG News Analyses of the following article:

Nortel Will End Mobile WiMax Business, Venture with Alvarion

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Published at: online.wsj.com

More About Nortel Than Anything New About WiMax

February 3, 2009

GLG Expert Contributor

Nortel cannot afford to devote any resources to niche markets in which it has not built a leading position. Its abandonment of WiMax even as a reseller helps remaining WiMax vendors who are fignting over a limited opportunity, which lies primarily in otherwise underserved environments for broadband access.

Peter Jarich, Research Director

Peter JarichResearch DirectorCURRENT ANALYSIS, INC. 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nortel & Alvarion: A Logical Move, Another Blow to WiMAX (And Nortel)

February 3, 2009

In the middle of a restructuring, nobody can argue with Nortel's decision to exit the WiMAX space.  Combined with the WiMAX shifts coming out of Alcatel-Lucent and Nokia, the implication for WiMAX is clear.  Combined with a pullback from WCDMA and an LTE strategy that's short on specifics, the implication for Nortel is just as obvious.

P.J. LouisPresident and OwnerPJ Louis LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nortel – Made a Painful But Correct Decision

February 2, 2009

I like WiMAX but Nortel’s decision is correct for Nortel.   The decision does not mean that WiMAX has no market.

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