GLG News by Bluetooth Experts

Ian WoodPartnerWireless Foundry

Triple Play = financial suiside says Forrester

March 29, 2007

Analysis of:Hard-To-Resist Triple Play Offers | www.forbes.com

Convergence

- is, when it boils down to it, something of a myth

- convergence is a term dreamt up by consultants

- it is lazy short hand for collection of trends

- customers have exactly zero interest in convergence as a concept

- it is therefore a distraction

- it is just one of a number of potential means by which companies can choose to address customers

- it may be right for some customers in some circumstances - but that doesn't make it into the magic bullet that many in the industry believe it to be

- divergence has had a far more impressive track record thus far, in terms of value creation (iTunes, iPod etc are divergent; digital TV's many standards are divergent; digital radio standards are divergent etc)

- convergence has become a dangerous obsession for many players

- FT, DT, BT etc all have a "Convergence Strategy"

- Triple and quad plays are the most common manifestations

- Forrester reckons that on average, a European triple play customer will represent a cumulative loss of €3000-€4000 by 2010

- Their latest work calls triple play "financial suicide"

- IPTV is certainly a weak, immature technology competing against very efficient, well established technologies and highly effective and slick media companies

- Today, there are only 285 million broadband connections ON THE PLANET

- Of them, only 20 million or so are capable of 2mbps or faster ... and this is the total addressable market for IPTV

- In many respects, convergence therefore is another disaster waiting to happen

- strategic herding and lack of imagination threatens the long term prospects of a number of players

Ian WoodPartnerWireless Foundry

Great yet another handset!

March 28, 2007

Analysis of:EarthLink targets cellphones with Wi-Fi phone initiative | www.rcrnews.com

Most users select their phone on the basis of feature set not cost.

Just why will Networks connect VoIP calls?

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

A Positive Move for Applied Materials

March 6, 2007

Analysis of:Applied to close Implant tool Biz | www.reed-electronics.com

Varian and Axcelis have long controlled the beamline-based implant market so this is no surprise. Applied's market share was relatively small by comparison and primarily within in the EU.

GCIB (Gas Cluster Ion Beams) and plasma immersion technologies are still largely in R/D. This could be a potentially better fix for Applied Materials' tool platforms if they were to decide to compete in this arena.

Tal RaesideManaging DirectorInsight Strategic Services

Smartphone competition is alive and well

February 23, 2007

Analysis of:3GSM 2007 - Introduces the new Samsung’s Ultra Smart F700 | mobizone.wordpress.com

Apple’s entrée into the Smartphone market has raised the bar for traditional handset manufacturers. There is now a significant competitor adding a fresh (non-mobile phone OEM / ODM) perspective to the mobile user experience. This can only benefit users in the long run.

Some key implications:

· Feature expansion

· Emphasis on the user experience

· Pricing will be an obstacle to mass adoption

Tal RaesideManaging DirectorInsight Strategic Services

Unlocking Phones Not Enough to Free Customers

January 29, 2007

Analysis of:Will 'unlocked' cellphones free consumers? | www.usatoday.com

- Unlocking phones is a positive step toward customer ‘freedom’

- The US market, however, is predicated on device subsidies and long-term contracts

- Until the subsidy-contract cycle is broken, unlocking phones will not have a significant impact

Tal RaesideManaging DirectorInsight Strategic Services

MNVOs in Trouble?

December 13, 2006

Analysis of:As Mobile ESPN falls, a Helio rises | money.cnn.com

With the closing of Mobile ESPN the industry is rethinking the MNVO value proposition.

At first glance MNVOs seemed like a welcome addition to the mobile landscape - well-branded companies delivering services that appeal to customer segments the large operators service poorly or outright neglect without the overhead of running a network. This is now under closer review.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

Will Intermec Stay Out of the Pool?

September 15, 2006

Analysis of:RFID Consortium Names Patent-Pool Administrator | www.rfidjournal.com

• Intermec holds more Patents than some of the others but litigation can be expensive.

• The biggest challenge for Intermec will likely come from Symbol Technologies since they too hold several Patents.

• Intermec, is not currently a member of the RFID Consortium – it might be to their advance to join, but could dilute their claim on royalties if they do. On the other hand, having the 20-plus other companies against them might also diminish such a royalty claim power play.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

Update: AMD 65nm chips ARE on track

September 12, 2006

Analysis of:Rumor: AMD is having trouble with 65nm processor voltages | www.legitreviews.com

This original article first published by Charlie Demerjian was reported in “The Inquirer” on August 26th. He since updated this rumor on September 5^th and suggests that AMD is in a much better position than the initial rumor suggested. Review his updated article, “AMD 65nm Chips are on Track” for additional information.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

CMOS Image Sensor Technology Trends

August 22, 2006

Analysis of:Micron, OmniVision tip sensors for security | www.pixim.com

•Moving from CCD analog and ramping-up digital CMOS sensor IC chip manufacturing.
•CMOS Image Sensors – a large market with steady growth.
•Providing home and small business surveillance at an affordable price.

Michael CotePresidentThe Cote Collaborative

Wi-Fi Carrier Potential is Misunderstood

July 27, 2006

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

The Carrier is more than a spectrum landlord.
Even if spectrum was suddenly limitless and free the existing carriers would still have significant scale and experience providing advantages over new wi-fi startups. An analysis of North American carrier cash cost per user (CCPU) proves this.

Wi-Fi can potentially free up spectrum for carriers.
If a carrier has a number of subscribers using wi-fi in their homes that leave excess spectrum capacity in the same geographic area. 

Technology advances will overcome current limitations.
Yes battery life is an issue but it has improved 3x in the last year. Yes coverage has limitations and hand offs have been a challenge but the advances made by wi-fi and wimax vendors in the last year are encouraging.

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