Contributing Member of the Technology, Media & Telecom Councils

Names and details of certain GLG News authors are available only to GLG Clients and Council Members. GLG News authors are subject-matter experts within the GLG Councils and are available for expert consulting - by phone, in-person, or written analysis. To find out how to become a GLG client or Council Member, click here.

GLG News by this Author

Analyses are solely the work of the authors and have not been edited or endorsed by GLG.

GLG News is now G+ Insights

G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.

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.

Iusacell And Televisa/Nextel

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.

Previous Page : 12345678910Next81 to 100 of 483

Subscribe to Updates

RSS By RSS

Add to Google Reader or Homepage

Subscribe in Bloglines

This author consults with leading institutions through GLG