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A Contrarian Example In Mobile Communications - Vietnam and Peru
January 28, 2011
Vietnam's Viettel Wins Fourth Mobile Contract In Peru | online.wsj.com
The award of a license for 25 MHz in the 1900 MHz band to the state-owned Vietnamese operator Viettel, thereby establishing a fourth mobile operator in Peru, is remarkable as a counterexample to the trend toward consolidation in the mobile sector.
Net Neutrality, Like Pornography, Is In The Eye Of The Beholder And The Courts
January 2, 2011
FCC Net neutrality rules reach mobile apps | news.cnet.com
Whether or not the FCC’s three net neutrality rules and relative leniency for now towards mobile operators are confirmed, it seems inevitable that this issue will drag on for years. Congress, the courts and very powerful financial interests will be involved. Meanwhile there are some sensible courses of action that various stakeholders could pursue, if only they exhibited leadership beyond the aggressive pursuit of their own selfish agendas in an "if you win I lose" mentality.
AT&T: Two Paired Frequencies Are Good, Plus Unpaired Is Better
December 20, 2010
Qualcomm News and Events - Press Releases - AT | www.qualcomm.com
AT&T's acquisition of Qualcomm's 6 MHz of unpaired spectrum in the 700 MHz band will enable it to deploy broadband networks in this band that are adapted to the significantly downlink-centric (to the mobile user) characteristic of mobile broadband traffic.
Vendor Financing: Advantage China
December 16, 2010
reliance inks us$2b financing deal with china | www.mobilebusinessbriefing.com
Vendor financing in telecom is hardly a new phenomenon, but China is taking it to a new level.
Nextel Finally Wins Mobile Broadband Spectrum In Brazil
December 16, 2010
Nextel Brazil Wins Spectrum | www.lightreading.com
Nextel Brazil won licenses for the remaining 2x10 MHz of 1.9/2.1 GHz spectrum in Brazil that cover almost the entire population, paying the equivalent of $0.196 per MHz/POP.
Intel's A Company But 3's Part Of The Crowd
December 16, 2010
mobile operator 3 to buy swedish 4g frequencies from intel | online.wsj.com
Intel's decision to sell the 2.5 GHz frequencies it acquired in Sweden in 2008 to deploy mobile WiMAX confirms that it no longer regards that technology as key to its efforts to become a major player in chipsets for mobile devices.
Poland Ahead Of India In TDD LTE Deployments And Huawei Is Everywhere
November 19, 2010
Aero2 Picks Huawei for LTE TDD | www.lightreading.com
Aero2 the newest mobile operator in Poland was awarded unpaired frequencies in the key 2.5 GHz band in late 2009. It seems now to be on track for the first commercial deployment of TDD LTE.
Spectrum License Prices In India: A Fundamental Misunderstanding Of Value
November 13, 2010
CAG claims 2G sale mistakes cost India almost USD40bn | www.telegeography.com
The CAG claims that the Indian Ministry of Communications failed in not collecting an additional $40 billion from Indian mobile operators for their 2G spectrum licenses. This ludicrous finding reflects an ignorant attitude that the mobile sector is a source of revenues to reduce public sector deficits, ignoring the consequence that operators can thereby be severely limited in their ability to invest to deploy mobile services that generate much more value than the license fees.
How Many Operators Does It Take To Turn On The Light?
November 11, 2010
Seven Italian telcos ink MoU regarding national fibre network | www.telegeography.com
The latest proposal in Italy involving a new multi-operator fiber optic network with state participation and supervision raises obvious questions about the complexities and practicality of its future governance and operation. Sharing facilities and investments makes sense in principle, but on the other hand "too many cooks spoil the broth". Can and will it really operate as an open access, neutral host?
Mobile data: Bubble Or Tsunami?
November 9, 2010
the mobile data explosion is a myth | www.analysysmason.com
The view expressed by Analysys Mason is substantially different from other forecasts such as Cisco's. A key parameter that is likely to vary across markets is the proportion of broadband traffic that will be carried over mobile wireless in contrast to fixed access networks. Mobile operators and regulators face considerable uncertainty in understanding the possible extent of and then putting in place measures to mitigate the impact of congestion.
Refarming Of 2G Frequencies: Tension Between Consumer Benefits and Competition
October 29, 2010
Advice to Government on the consumer and competition issues relating to liberalisation of 900MHz and 1800MHz spectrum for UMTS | stakeholders.ofcom.org.uk
Ofcom has reversed its earlier position and recommends allowing current holders of 2G 900 MHz frequencies to refarm them for broadband networks without any conditions. This shift illustrates the tension regulators often face in mobile markets between balancing the interests of consumers against a goal of sustaining a competitive market by preventing a subset of operators from gaining an allegedly market distorting advantage simply by virtue of their holdings of scarce spectrum resources.
Learning From The "Mexican Standoff": Nextel, Iusacell, and Cofetel
October 19, 2010
The disruption being caused in the worthy attempt to shake up and enhance the market for mobile broadband services in Mexico, as a result of Iusacell's destructive legal strategy, suggests the need for regulators in the Americas and elsewhere to build legal firewalls around the rules and procedures for awarding new spectrum.
October 18, 2010
Televisa Scraps Deal to Buy Stake in NII's Nextel Mexico for $1.44 Billion | www.bloomberg.com
An apparent consequence of the persistent litigation by the failed operator Iusacell against the legality of the AWS national mobile license award to a partnership of Nextel and Televisa in Mexico is that Televisa is going to abandon this path for an entry into mobile telecommunications. Mexico's reputation among investors and the development of its mobile broadband market will suffer if this award is revoked, or Nextel cannot find other ways to finance the network deployment.
Unique Factors Affect The Valuation Of Clearwire's Spectrum
October 13, 2010
Clearwire Said to Seek Up to $5 Billion in Spectrum Auction | www.bloomberg.com
It is in everyone's interest - Clearwire's, mobile services providers, and customers for mobile services - for some of Clearwire's 2.5 GHz spectrum to be exploited by others to deploy broadband networks, probably LTE-based. The value of this spectrum to another operator is not simply a function of how much is available but also of the details of its structure, geographic coverage, and the agreements for coexistence (interference management) that may need to be established with Clearwire.
2.6 GHz In Malaysia - Cats Have 9 Lives But Can Spectrum?
October 13, 2010
Maxis to submit 4G business plan | www.btimes.com.my
Reports that 9 operators will be awarded licenses in the 2.6 GHz band in Malaysia raise the question of the tension between competition and efficiency in promoting the development of mobile broadband networks and services.
A Sweet Danish For Hi3G In Mobile Spectrum
October 13, 2010
3 Denmark picks up 900/1800MHz spectrum | www.mobilebusinessbriefing.com
The award of 900 and 1800 MHz licenses to Hi3G in Denmark, the only eligible bidder among the country's four mobile operators, illustrates the growing recognition among European regulators of the importance for the sake of mobile competition of facilitating access by all credible players to a balanced portfolio of spectrum holdings across multiple bands.
A Cautionary Tale For Mobile Broadband: Clearwire And Spectrum Assignments
October 7, 2010
Lowenstein's View: How many cellular networks are necessary | www.fiercewireless.com
Spectrum is a finite resource. If it is divided up among too many networks none of them may be economically or operationally efficient and capable of handling rapidly rising volumes of mobile broadband traffic. Awarding large amounts of spectrum to entrants for the sake of competition, denying it to incumbents, can raise the risks of congestion and degradation in service, especially if the former are not able for any reason to provide service to large numbers of customers.
Iusacell Should Be Renamed Antiusercell
September 27, 2010
Mexico court puts Televisa phone plans on ice | Reuters | www.reuters.com
Iusacell continues to pursue legal action against the award of a national mobile license in the AWS band to an entrant, a joint venture between Nextel and Televisa. Its persistence in this course of obstruction is a striking example of an operator acting in its own very narrow interests and against those of mobile customers and the economy and society in which it is operating.
Brazilian Auction Of Remaining 3G Frequencies
September 27, 2010
16-9-2010--19h52min33s-Apresenta��o Coletiva_Edital Banda H.pdf (application/pdf Object) | www.anatel.gov.br
Anatel has proposed an interesting rule for its auction of the remaining 3G frequencies anticipated by the end of 2010. It is designed to balance access to bandwidth for mobile broadband by entrants and incumbents without the rigid application of spectrum caps or set-asides.
No Next Generation Sharing Please, We're European Incumbents
September 24, 2010
European operators cool on next-gen network-sharing rules | www.mobilebusinessbriefing.com
European incumbents, like their counterparts in North America, argue that obliging them to provide wholesale access to their fiber-to-the-home facilities would discourage investment in this new, critical infrastructure. Regulators should reject this argument and encourage alternative sources of investment. Incumbents will not go so far as to let their own businesses suffer severe, and perhaps ultimately irreparable damage, by failing to invest in new broadband infrastructure.
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011
The move to the cloud will impact multiple industries
November 17, 2011