GLG News by Bluetooth Experts

Tal RaesideManaging DirectorInsight Strategic Services

RIM Beware: Consumer Segment is Appealing but Risky

September 16, 2008

Analysis of:CTIA: Blackberry aims for consumer appeal | telephonyonline.com

RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.

Tal RaesideManaging DirectorInsight Strategic Services

SMS - The Little Engine That Keeps Driving the Mobile Industry

September 12, 2008

Analysis of:Text-Messaging Rates Come Under Scrutiny | online.wsj.com

The argument that SMS pricing is not linked to cost has always been true.  There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.

Tal RaesideManaging DirectorInsight Strategic Services

US Mobile Innovation Slow to Develop but Here to Stay

September 10, 2008

Analysis of:The U.S. Closes the Mobile Innovation Gap | www.businessweek.com

The US was not initially a leader in mobile, but the Internet is the great equalizer that will propel the US to the top of mobile innovation.

Tal RaesideManaging DirectorInsight Strategic Services

Smartphones Still Have Growth Ahead

September 10, 2008

Analysis of:Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com

There is still plenty of growth left in the smartphone market but device manufacturers and operators must continue to innovate to entice customers to keep upgrading.  

Ian WoodPartnerWireless Foundry

The Hard Part is Payments

July 15, 2008

Analysis of:Mobile Payment Transactions Will Grow, Research Shows | www.billingworld.com

Whilst the US has seen an explosion in Mobile Banking it is yet to see the users trust the service for Payments. Payments needs to address not just the Banked but the Unbanked, in Africa Vodafone and MTN have  established services that allow micropayments to be made to those that have no Bank Accounts.  The ability to make person-to-person payments is something that sees the service grow. Qualcomms Firethorn service whilst signing a number of contracts is yet to launch.  This service uses a Java Applet rather than SMS and Browser based technology to allow users to access multiple banks rather than a single bank.  This thus should enable a better uptake of Payments rather than Banking Services. The Stakeholders in the Mobile Banking world are moving towards a mobile wallet that uses NFC based technology to allow users to "wave and pay".

Ian WoodPartnerWireless Foundry

Still a long way to go

July 4, 2008

Analysis of:European 3G subscriptions seen topping 100 million | www.reuters.com

The market is still fragmented. In the big five we still see a wide spread of take up as consumers are yet to be won over. The mobile networks are still to discover a range of products that make the investment pay off. This talks about terminals rather than handsets and so a slowing of sales of phones is offset by a boom in USB Mobile Broadband Devices.

Ian WoodPartnerWireless Foundry

Too Little to Late

June 25, 2008

Analysis of:Motorola Impresses With 5-Megapixel Camera Phone | www.informationweek.com

This is something that they should have launched 12 months ago.  Failing that then we should have seen it in February at GSM World. The design is dated and the technology is out of date. This new handset is not going to have Networks placing orders outside of the US.  At best this gets a C for effort.

Alon KonchitskyChief Technology OfficerNoise Free Wireless, Inc.

LTE is going to win WiMax

June 20, 2008

Analysis of:Nortel, Alvarion in wireless pact | biz.yahoo.com

LTE is going to win WiMax because LTE is a part of the 3GPP. WiMax is mainly supported by Intel that has never been successful in the wireless industry. Practically, I don’t see a mobile user, with 2 or 4 or even 4 inch screen, using more than 10Mbps on his device. Given that most of the fancy devices out there today (including RIMM, iPhone, and others) are basically 2G devices. Field measurements will prove less the 100kbps in those devices, and we all pretty happy with that. Today’s 3GPP UMTS standard could support about 10Mbps, and it’s not very well accepted all over the world. So, let’s be reasonable: why?  

Alon KonchitskyChief Technology OfficerNoise Free Wireless, Inc.

Apple’s iPhone 3G - end of the marriage Apple – ATT

June 20, 2008

Analysis of:Apple may soon be free from AT&T | news.cnet.com

The new iPhone is a 3G UMTS HSDPA capable device does not have a lock-unlock mechanism. The UMTS standard, is a universal standard. By definition UMTS stands for Universal Mobile Terrestrial System. Therefore, the lock-unlock mechanism is not required anymore. The GSM-GPRS-EDGE iPhone, which was Appl’s first generation design, was locked to a particular network. In the USA, exclusivity granted to ATT and therefore a third party software needed to activate a phone on the network.   Within the 3G phone, this process is not needed and every 3G, backward compatible with 2G, network could use the device.   

Ian WoodPartnerWireless Foundry

Is Business a core segment to Nokia?

June 19, 2008

Analysis of: Nokia unveils new business phones | news.yahoo.com

With ever more of the business done by Nokia in the Emerging Markets just how important is a handset with such a rich feature set? The Blackberry like E71 whilst attractive suffers from a limited number of Enterprise Applications. How does these handsets fit into the OVI service?

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