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Ericsson Secures North America and More Importantly Verizon Wireless

November 22, 2009

Analysis of:Ericsson completes Nortel acquisition | www.totaltele.com

As far telecom acquisitions go, Ericsson has made a savvy deal for Nortel's North American CDMA technology, but more importantly, it has ensured that Verizon Wireless and Sprint Nextel will have a supplier to support its legacy CDMA network, but also assist it in migrating those networks to the next generation architecture - Long Term Evolution (LTE)

T-Mobile Extends Wireless Call to WiFi with HotSpot @Home

July 12, 2007

Analysis of:IPhone-Free Cellphone News | www.nytimes.com

T-Mobile has announced a new service offering that allows their subscribers to "roam" over to their in-home or office wifi networks or T-Mobile Hot Spots to make cellular calls. The benefit for T-Mobile is that it will free up their networks, thereby relieving capacity demands requiring more capital spending on cell sites and infrastructure. For the subscriber, if the call is in the hotspot, it will not eat into their plan minutes. It's a win-win for both parties.

Going with AT&T was the right technology choice for Apple

July 11, 2007

Analysis of:Was Verizon Really Wrong To Pass On The iPhone? | telecom.seekingalpha.com

I would like to offer a different perspective on this article. That is Apple going with AT&T was the right technology choice for Apple to address the global market and potential for iPhone. AT&T uses GSM radio technology which as been embraced by the overwhelming majority of global mobile wireless carriers. Verizon uses CDMA technology which is used predominantly in the United States for Verizon and Sprint, and in Korea. By launching iPhone using GSM technology it will be far easier and faster for Apple to reach similar agreements with international carriers in Europe and Asia, leading to faster iPhone penetration and larger, accelerated Apple profits. It also positions Apple to be able challenge the high end phone offerings of Nokia, Motorola, Samsung, LG, Sony Ericsson and Research in Motion on a global basis.

Tekelec Getting back to Basics

November 10, 2006

Analysis of:Tekelec Announces Q3 2006 Earnings | biz.yahoo.com

Tekelec's earnings call reiterated that if is going back to basics and leveraging a market it dominates - signaling

- Sold its IEX call center business in July
- Restated the value of the Switching Solutions business and took steps to control costs.
- Reiterated it strength in SS7 signaling and its commitment to IMS.

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