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T-Mobile And Clearwire - Another Way To Find More Spectrum For Mobile Broadband

September 24, 2010

Clearwire eyes debt as part of new funding | Reuters | www.reuters.com

The FCC would like to find another 300 MHz of bandwidth for mobile broadband networks in the U.S. within the next few years. An initiative that would give another operator access to the large spectrum holdings of Clearwire could make up to about 100 MHz available for deployment in many U.S. markets, that might otherwise remain fallow for several more years.

Google And Apple Have Nothing To Worry About

September 23, 2010

EU backs universal apps project | www.mobilebusinessbriefing.com

GSM and its successor 3GPP have achieved almost unprecedented global competitive success as initiatives with their origins in multinational European cooperation. But it is an exception (albeit a huge one) to the rule that these kinds of multiparty initiatives in response to innovations from companies such as Apple, Google, and others are generally ineffective and have little if any commercial or competitive impact.

A New OS From European Mobile Operators: Not The Way To Go

September 19, 2010

Operator giants mull creation of new OS | www.mobilebusinessbriefing.com

Mobile operators' chances of success in competing against vendors' and other third parties' app stores on the basis of a new common OS they develop and/or support are as small as the chances of Esperanto displacing English as the language of global commerce and diplomacy.

Power of the Indian Business Model For Mobile Operators

September 17, 2010

I.B.M.: Africa Is the Next Growth Frontier - NYTimes.com | bits.blogs.nytimes.com

As expected Indian companies moving into Africa are trying to export the very low cost business models they have developed to operate profitably in the conditions of the Indian market. These conditions include very low ARPUs as well as very high spectrum prices and other fees arising from Government policies to milk them as a source of revenues for the public sector.

Canada (And The Americas) Need Not Always Follow The U.S. In Spectrum Policy

September 15, 2010

Since 2006 the current of thinking in Canada has been changing from its traditional practice of almost necessarily following the U.S. lead in spectrum allocations, to laying greater weight on international developments if the U.S. adopts a unique solution. This development is most visible in Industry Canada's public consultation on the future of the 2.5 GHz band.

Let's Not Ignore CDMA2000 and EV-DO

September 10, 2010

Rosy WiMax Forecast Gives Way to LTE | www.pcworld.com

Although most publicity and headline grabbing stories in the mobile sector  have focused on LTE versus WiMAX and the growth of HSPA/HSPA+, the role of CDMA2000 and EV-DO in mobile broadband for several years to come should not be overlooked. Indeed it is now and will remain significantly more important than WiMAX.

Global Consistency Has Little To Do With Operators' Business Tactics

September 9, 2010

icasa adjudicating in interconnect dispute between telkom and mtn | www.telegeography.com

The state-owned incumbent Telkom in South Africa, which sold its share in the mobile operator Vodacom to its former partner Vodafone has to lobby like an entrant in the mobile sector. It confronts mobile incumbents which have many ways to discourage and handicap  entrants, just as Telkom itself has done in its core fixed business.

Pole Dancing - Polkomtel and Private Equity

September 6, 2010

Private equity groups line up bids for Polkomtel | www.ft.com

Private equity groups are lining up to bid for a share in the Polish mobile operator Polkomtel. The question is whether it will be good for the health of Polish telecommunications if they win.

Intel: If At First You Don't Succeed, And Then You Fail Again

August 30, 2010

Top Classifieds | www.mercurynews.com

Intel's acquisition of Infineon's wireless chipset business is the company's third major attempt to become a leading supplier of semiconductors for mobile devices. This move confirms the declining role that WiMAX will play in its ongoing efforts in the mobile arena.

Huawei, No Way?

August 23, 2010

Call to block Huawei’s Sprint deal | www.ft.com

The controversy about Huawei's deal with Sprint/Nextel raises a complex mix of competitive and national security issues, leavened with the hypocrisy and corruption that inevitably accompany large financial stakes. Huawei (and ZTE) have been facing similar moves to exclude them from procurements of network equipment by operators in India. Ericsson's role as the network management outsourcer for Sprint/Nextel adds another intriguing factor to this equation.

The Triumph Of Commonsense In The Auction of AWS Frequencies in Mexico

August 17, 2010

52/2010 | www.cofetel.gob.mx

On August 16th the Board of the Mexican regulator Cofetel, with 4 out of its 5 members present, announced its decision to confirm all the results of the auction of AWS frequencies held in July. The outcomes of this and the parallel auction of PCS frequencies finally establish the possibility that the mobile broadband market in Mexico may become seriously competitive.

LightSquared, NSN, And Satellite-Based Competition in Mainstream Mobile Markets

August 11, 2010

Introducing LightSquared: Revolutionizing the U.S. Wireless Industry -- NEW YORK, July 20 /PRNewswire/ -- | www.prnewswire.com

If at first you don't succeed, fail again. The ambitious LightSquared plan has received considerable publicity recently, but its ambitious claims that it will "revolutionize communications in the United States" should be treated with extreme caution and healthy skepticism, especially by those who remember the history of Iridium.

Google And Verizon Miss the Point About The Mobile Internet (Deliberately?)

August 10, 2010

Verizon-Google Legislative Framework Proposal | www.scribd.com

The joint Google/Verizon proposals for a legislative framework for Internet use and access are welcome as a sign of cooperation between the traditional world of telecommunications and the Web. But whether because they cannot agree or are inspired by more troubling motivations they have ducked or punted on the critical question of the mobile Internet and wireless access.

A Potential Partial Mexican standoff in Mexico's Mobile Market

July 25, 2010

nextel/televisa en riesgo de perder licitación de frecuencia | www.oem.com.mx

A new entrant of a consortium of Nextel (NII Holdings) and Televisa (the only eligible bidder for 30 MHz in all regions) won a national 2x15 MHz block in the just completed auction of AWS spectrum in Mexico, at a lower price than the winning bids for other AWS blocks. Cofetel should reject claims by competitors that this bid should be disallowed. Otherwise the goal of effective competition and Cofetel as well as the entrant will lose, even if Telecel and Telefonica win.

Chile's Approach To Net Neutrality

July 22, 2010

Consagra el principio de neutralidad en la red para los consumidores y usuarios de Internet. | www.camara.cl

Chile's Net Neutrality Law endeavors to enshrine principles of consumer protection and non-discrimination with respect to how ISPs treat content, applications and providers of services over their networks. The proposed new provisions were approved by the Chamber of Deputies by 100 votes to zero with one abstention. 

South African Spectrum: Delays Are Bad - A Waste Of Scarce Resources Is Worse

July 21, 2010

ICASA Spectrum Auction: As clear as mud | mybroadband.co.za

ICASA has withdrawn its Invitations for Application for 2.6 and 3.5 GHz spectrum which were due on July 30th. Another delay in allocating this valuable new spectrum for wireless broadband services is undesirable. But in this case ICASA's decision opens an opportunity to create conditions for allocating this spectrum that will create substantial welfare gains for the country, much larger than the value likely to be created under its current structure and conditions of eligibility for bidders.

NSN Makes An Acquisition To Remain In The Top Tier

July 19, 2010

nokia siemens buys motorola network ops for $1.2 billion | reuters | www.reuters.com

Nokia Siemens Network (NSN) has been struggling to hold its own, against Ericsson and Huawei in particular, and picking up pieces of disintegrating North American telecommunications equipment suppliers is part of the game.  Success will depend on retaining a high proportion of Motorola's current customers, who will be wooed by competitors arguing that the firm's change of ownership is bound to be disruptive so any legacy advantage is less or not relevant.

Can T-Mobile Sprint Forward?

July 15, 2010

sprint’s 4g move opens way to merger | www.ft.com

T-Mobile USA needs more spectrum for broadband to compete against Verizon Wireless and AT&T. Sprint has excess spectrum. There is more than one way for the two companies to help each other.

Decline Of The Monroe Doctrine And U.S. Global Ambitions In Telecommunications

July 8, 2010

Portugese government blocks Telefonica’s Vivo bid | www.mobilebusinessbriefing.com

The ongoing saga of Telefonica in Brazil is one among many powerful illustrations of the domestic priorities of U.S. network operators, while operators from everywhere else are establishing new and expanded multinational presences on the global stage. In the long term U.S. operators which continue along this path will miss major growth opportunities as the structure and centers of gravity of the world economy shift.

Conflicts Of Interest And Interesting Conflicts With State-Owned Operators

July 8, 2010

Government hopes to clear path for BSNL reorganisation | www.telegeography.com

The Indian Government's ownership of BSNL perpetuates intrinsic conflicts of interest. As owner its responsibility is to ensure the health of this major organization and employer, while simultaneously striving to stimulate the development of an innovative and productive telecommunications sector including major private operators. It is torn between discriminating in favor of BSNL through biased regulations, and fostering an environment that private investors find attractive.

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