Dr. William Gewirtz

GLG News by Dr. William Gewirtz, Principal

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.

Agree with the sentiment not necessarily the scenario

August 3, 2006

Analysis of:Rural Telco Enjoying a Ruckus | www.telecommagazine.com

Options for rural telephony are growing.  Given that the ability for major (optical) infrastructure overhaul is not economic, hybrid solutions may prove very attractive to deliver a full complement of services. 

One step forward - Two steps back

August 3, 2006

Analysis of:KDDI plans common mobile phone operating system | today.reuters.com

Commonality and standards are important; that why it appears that everyone is in  favor of one.  the approach KDDI is taking appears to establish another walled garden for applications.  the IMS approach is more promising.

Challenge to data - Yes; to voice more limitednot likley

July 19, 2006

Analysis of:Mobile operators face wi-fi challenge | technology.guardian.co.uk

Wifi has effectively created a user base with its large embedded base of intel PC's with Wifi built in.  The challenge to wireless data is consequential, voice has many other issues to overcome.

It ain't necessarily so!

July 19, 2006

Analysis of:First Quarter of 2006 Continues Record Setting Broadband Additions | publications.mediapost.com

Not all broadband share is created equal.  One needs to understand demographics of dial-up users attracted by low speed DSL at bargain basement prices.

Wifi competition with mobile is overstated

May 9, 2006

Analysis of:Mobile operators face wi-fi challenge | technology.guardian.co.uk

Wifi serves a market - but backhaul is not free. Both cost, broad accessibility and simplicity still favor the mobile operators.  To date, new technologies that create new markets succeed.  Wifi will create new opportunities, if it is to have broad based success. 

understanding the costs of wavelengths

May 8, 2006

Analysis of:Bandwidth Glut Almost Over? | gigaom.com

Most analysis including this one talk about lit versus unlit fiber.  That misses one key point - the ability to derive more capacity from a lit fiber at a minuscule marginal cost. via WDM.  The implications of continuing to improve WDM technology are is what drives an almost continuous glut.

Quad play = more than a discount? or more?

April 11, 2006

Analysis of:Cable's Next Crusade | www.telecomdirectnews.com

Cableco's can potentially impact wireless growth and value by adding data/content offers amenable to wireless delivery.  To date data growth has been limited to sms and blackberry - cable companies have the potential to leverage their inherent content expertise.

The issue is regulation, not technology

April 10, 2006

Analysis of:DirecTV: Broadband to Be Later, Not Sooner | www.multichannel.com

Satellite needs a bidirectional broadband channel.  Building one is unlikely to prove feasible either technically or economically.  Using DSL resale, in countries where that type of competition is encourage, UK, for a example, satellite may create compelling hybrid offers

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