Mr. Peter Curnow-Ford

GLG News by Mr. Peter Curnow-Ford, Chief Executive Officer

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.

Reliance mast, or tower sale now back on cards.

May 31, 2011

Analysis of:Reliance mast sale on the cards, as FY results mixed | www.mobilebusinessbriefing.com

Having just announced final year figures, with flat revenues and profits down 71.1 per cent, Reliance also declared that depreciation and finance costs had significantly increased.The previously announced sale of its Tower unit, Reliance Infratel which had been put on hold, is now back on the cards as it faces continuing high levels of debt, especially as Reliance can no longer draw down on its China Development bank financing.Interested parties, already chosen, can now start Due Diligence.

Impact of Japanese component shortages limited

March 21, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

The impact, in the short term, of the recent disaster in Japan will be limited as only certain sets of components are directly sourced from Japan nowadays.Those components affected include high capacity Li-ON batteries (for laptops, notebooks and tablets) and lower down the component value chain items such as glass substrate for LCD panels.A lot of other components such as CPUs, graphics chips, wireless chips etc are now all sourced to a greater extent from China and Taiwan.

Cell site Tower rationlisation on its way?

March 21, 2011

Analysis of:AT&T Acquiring T-Mobile For $39 Billion; Let The Scrutiny Begin | moconews.net

Over the weekend AT&T sent out an email to T-Mobile USA, we want to buy your network.One of the many benefits of the merger will be the rationalisation of cell sites and hence a reduction in ongoing Opex of both sites and backhaul.While AT&T is looking to gain additional sites to fill in holes, duplicated sites are a good candidate for a reduction in the numbers needed. This will have a knock effect for tower operators, where the sites are not owned by either AT&T or T-Mobile.

Pressure on Sprint as AT&T buys T-Mobile USA

March 21, 2011

Analysis of:T-Mobile USA Sold to AT | www.cellular-news.com

While everyone had been expecting a Sprint - T-Mobile USA merger, AT&T shows it has the money in the bank to snap up T-Mobile's US network and customers, so moving it up to the number one spot.The question now, does Sprint buy the small guys or does Verizon buy Sprint? To understand this however you need to see why AT&T jumped when it did, Spectrum!AT&T needed T-Mobile for a) spectrum, b) cell sites and c) customers and T-Mobile did not have the money to fund a LTE roll out in the next 5 years.

Femto cells - will 2011 be the start of a new trend?

January 19, 2011

Femto cells were long characterised as being the holy grail for users who want to get more speed and better coverage when at home.Now, with the elimination of some of the issues (interference, cost) we might just see operators looking to deploy femto on a network basis, not just for home use but also in the Enterprise as traffic demand increases.This is all about data off-load and now its getting serious, femto's in volume can offer a neat solution especially in dense metro areas.

Demand for mobile data drives up tariffs

January 19, 2011

Analysis of:10 per cent of users take 90 per cent of mobile data, say researchers | www.telegraph.co.uk

Its clear that in 2011 demand for mobile broadband will continue to outstrip network operator capacity and carriers will have to look to,a) increasing capacity by diverting capital spending into backhaulb) curtail 'all you can eat' data tariffsc) continue to monitor traffic type, especially video which forms the bulk of all trafficThe above also questions whether new technologies, such as LTE and the hype regarding peak achievable speeds, will ever deliver all that is being promised.

Common mobile phone charger to drive consumer products

December 31, 2010

Analysis of:A Common Charger for Mobile Phones Now Expected in Early 2011 | www.cellular-news.com

With the agreement at both Standards and Government level of a specification for a common mobile phone charger, this now opens up the opportunity for equipment and device manufacturers to streamline their design and production facilities and introduce new products across a greater range of mobile phones from many more manufacturers.This break through should drive revenues and improve margins to the predominantly Taiwan and Chinese based manufacturers.

Web Block plan misses the point - technology will overcome!

March 20, 2010

Analysis of:ISPs, publishers and academics voice outrage at web-block plan | www.businessweek.com

There are 2 thoughts and drivers behind the web block plan,- copyright holders, typically Hollywood, who see this as a cheap way to help prevent revenue loss in the short term. It will not generate new revenue, they have gone beyond that point.- child protection organisations who see this as a means of getting legislation in place through the backdoor that gives them additional powers to prevent children accessing unsuitable material. Good idea, wrong legislation.

Web Block plan misses the point - technology will overcome!

March 18, 2010

Analysis of:ISPs, publishers and academics voice outrage at web-block plan | www.businessweek.com

There are 2 thoughts and drivers behind the web block plan,- copyright holders, typically Hollywood, who see this as a cheap way to help prevent revenue loss in the short term. It will not generate new revenue, they have gone beyond that point.- child protection organisations who see this as a means of getting legislation in place through the backdoor that gives them additional powers to prevent children accessing unsuitable material. Good idea, wrong legislation.

Google Nexus One sets baseline for Android handsets

December 30, 2009

Analysis of:Google's Nexus One Set for Jan. 5 Unveiling? | www.internetnews.com

Google, by bringing its own handset to market could be saying 2 distinct things.a) here is the phone you all thought we were going to make, now that we have done it you don't have to worry that we are going to compete in this marketplace - its all yours to get and produce real sexy devicesand/orb) here is how we think some of these brilliant new apps on Android should work, please go develop some more based on what you see here.

Tower companies to focus on pico-cells?

December 29, 2009

Analysis of:Managing the wireless data deluge | www.businessweek.com

With the increase in data usage on Smartphones, wireless carriers will have to, increase the number of cells decrease the cell sizes find new creative roll-out strategiesThe biggest impact is on where to locate the micro/pico cells. Roof tops and in-building solutions are one of the best methods of getting coverage close to the Smartphone user.This implies the traditional Tower companies will need to expand into new territories. Good news is that pico-cells are a lot cheaper than towers!

Ford takes pragmatic approach to in-car WiFi & Internet access

December 29, 2009

Analysis of:Ford brings Wi-Fi to the highway | www.cnn.com

While it is possible to do this yourself  (eg a USB modem and WiFi router), in-car integration offers ease of use benefits.Integrating Internet access gives car manufacturers the whole solution, especially where the service is used for 'safety-of-life' applications.Here Ford has said, lets keep it simple - allowing the driver to use their own dongle and cellular plan.Cellular operators should welcome the additional take up of data services, but don't expect much when stuck in a traffic jam!

As Orange launches iPhone in UK, Apple requests marketing assistance

November 3, 2009

Analysis of:Orange to sell iPhone in UK from 10 Nov | www.totaltele.com

As Apple expands beyond exclusivity in markets it is using additional means to ensure it delivers high levels of service to its end customers.France Telecom - Orange UK, along with Vodafone are now selling iPhone in competition with O2 and some of the Orange dealers are looking at the detail of the marketing costs that are emerging.Dealers will need to ensure they can both make the upfront investment in 'in-store' merchandising and also staff training, this means committing to some big sales targets.

Samsung handset shipments up 15pc and aims to take 20pc market share

November 2, 2009

Analysis of:Samsung shipments up 16pc | www.mobilenewscwp.co.uk

Samsung continues to dominate in sales growth in the key low to mid-end markets and in developing markets where it shows how to build channel strength.Samsung is also a leader in fashion touch handsets, ie devices in the mid-sector that sell on looks and touch screens to a mainly younger audience.Growing qtr on qtr sales by 15pc, means it is bucking the annual trend which will see an 8pc drop in worldwide sales.

Orange UK sees strength while revenues suffer interim slide

October 29, 2009

Analysis of:Orange UK revenues down 15pc | www.mobilenewscwp.co.uk

The competitive UK mobile (cellular) market shows signs that it can weather the current financial strains.Orange (part of France Telecom group) has seen its revenues shrink 15% yet underlying margins are holding and customers, especially contract customers have increased in Q3.Orange is also in the throws of merging with T-Mobile UK, to create the UK's largest mobile operator with reach from MVNO's, low revenue SIM only customers through contract to large enterprise customers.

Deutsche Telecom T-Mobile & France Telecom Orange - UK Merger to happen

September 8, 2009

Analysis of:Financial Times FT.com | www.ft.com

By creating a joint venture Deustche Telecom's T-Mobile and France Telecom's Orange will aim to head off competition authority concerns over significant market power and yet reap the benefits of economy of scale. The two operators share similar spectrum and technology & have already discussed networking sharing to reduce costs and this takes it one step further. Initially both operators will continue to use their own brands but will have to consider whether to adopt an MVNO approach going forward/

Apple to penetrate last market for iPhone

August 13, 2009

Analysis of:China Unicom Rumoured to Have Placed Order for 5 Million IPhones | www.cellular-news.com

At last Apple gets to make a sizable entry into the Chinese mobile market and launch Chinese versions of its iTunes and Applications for the iPhone with China Unicom. It will also be a good money earner, as the models launched have already recouped their R&D costs so margins will be higher, perhaps one reason it was prepared to forgo its normal revenue sharing approach. This should add at least $13bn to Apples revenues, of which $300m will be operating margin.

T-Mobile UK - Deutsche Telekom looking for asset swap?

July 5, 2009

Analysis of:Financial Times FT.com | www.ft.com

Deutsche Telekom are setting the stage for the exit of its current position in the UK mobile market with either, a) an outright exit matched by an acquisition elsewhere b) merger with an existing competitor The former would mean no further brand presence in the UK, while the latter would mean brand presence but a relationship closer to that of its MVNO partner Virgin Mobile. Seeking growth in a non-UK market as a swap is a much better goal for future investment with the promise of higher growth and easier execution of the strategy.

T-Mobile - end of the road in the UK?

July 5, 2009

Analysis of:Telefonica, France Telecom interested in T-Mobile | uk.news.yahoo.com

T-Mobile as a brand may not wish to exit the UK market altogether, however it does not have the marketing strategy and investment needed to maintain its brand strength and more importantly ARPU growth. A merger with 3 and/or Orange of their respective networks could free up valuable funds for market/sales investment. O2 (Telefonica) would only contemplate purchase if it meant over hauling Vodafone on its home territory.

Hunt for T-Mobile UK - worthy acquisition or a spoiling game?

July 5, 2009

Analysis of:Orange and even O2 may bid against Vodafone for T-Mobile UK | www.rethink-wireless.com

T-Mobile UK, as the 4th largest operator has one of the lowest ARPUs and is not gaining on its competitors and its valuation at Euro3.2bn is on the low side. It has excess capacity which could be attractive but that is not the issue, this is about a single move to become the UK's No1 mobile operator overnight and never have to look back over ones shoulder again. Further all the operators are currently at each others throats over 2G Re-Farming, Digital Dividend spectrum auctions and the Digital Britain Broadband Universal Service Obligation requirement that the UK government has put on the table - all this points to a market consolidation. Observers say the UK could end up with 3 mobile operators and just 2 networks plus a couple of major MVNOs!

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