GLG News by Handset Evaluators

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Google, Apple, and Amazon.com are Best Bets to Weather the Recession Storm

October 29, 2008

Analysis of:Can Anything Derail Google's Growth Engine? | www.businessweek.com

Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning.  Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment community.  These companies have an approach to innovation that is not arrogant, even though Bezos, Jobs, and Google have been accused of such; rather, it is pragmatic.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Sprint's WiMax Begins in Baltimore: Why Baltimore, you ask?

October 29, 2008

Analysis of:With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy | www.instat.com

The Baltimore Sprint deployment tells us a lot.  In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected.  As for the LTE v WiMax debate, the winner likely will be determined as much is not more so by the companies who are executing the campaign (as Verizon with LTE and Sprint with WiMax) then by the technology itself.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Crunch may not impact wireless as many thought

September 24, 2008

Analysis of:What now for wireless? | www.rcrwireless.com

While there is a definite impact on the low-income sector, and cable/telcos are seeing the impact with users canceling subscriptions, wireless/cellular does carry easy access (good for consumers) and higher margins (less susceptible economic low down) and will weather the storm. So yes there will an impact from the mortgage sector, with greater churn, bit in the end we all have to make calls. Its interesting that in a low income area, cars, satellite dishes, cigarettes and beer do command a very elevated position on the household spend chart!

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Android's Risk Factors in Taking on Apple: Multiple Winners in the Wireless OS Battle

September 23, 2008

Analysis of:'Android' Cellphone to Showcase Google Brand | online.wsj.com

Google's Android starts with one big disadvantage -- time -- and one big advantage -- brand name.  But they are competing against another huge brand in Apple who also controlled the hardware and software.  Though this is directly in line with their strategy, they are leaving part of the OS war winner platform up to chance.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

The true cost of R&D

September 19, 2008

Analysis of:Nortel 4G Plans Up in the Air | www.unstrung.com

As was the case years back when ISDN and other carrier technologies first started coming out of the factory, the vendors have always argued, - economy of scale will always bring real returns - there is always a minimum entry price - stay in or work a partnership It would seem that having exited UMTS and partnering on WiMAX, there is still not enough operating margin to generate the cash for world scale R&D. Nortel is seeing the impact of technology complexity and also a global business plan - that entry is limited to a select few.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Apple 3G iPhone - Power, ie battery performance dominates handheld performance

September 1, 2008

Analysis of:Power-control software blamed for iPhone 3G reception issues | news.cnet.com

The question posed at the end of the article is key:- The unanswered question--assuming this account is accurate--is why the iPhone 3G shipped with balky power-control software, something that ostensibly could have been discovered in testing? It is true this could have been discovered, but as of launch we had 1m users using the phone immediately - always a sure way to test the phone and they found the weak spot. Apple is learning very quickly what it takes to get a world class phone to market in volume across 3 continents and is responding to criticism - part of its marketing image. This response is ahead of its major competitors.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

LTE operators hold back WiMAX or just need a decision?

August 21, 2008

Analysis of:Ofcom knocks back spectrum auction | www.theregister.co.uk

The real issue here is one of knowing what the regulatory position is going to be 3 to 4 years out. Will the mobile operators be allowed to re-farm their 2G spectrum, will they be able to use the technology of their choosing and then work the investment plans to make it happen? Is the regulator doing this deliberately - most probably not. Do the mobile operators benefit from a delayed auction - yes. Do we need to wait and see - yes.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

WiMAX is not Cellular

August 21, 2008

Analysis of:BT Suffers as Ofcom Delays 2.6GHz Auctions | www.lightreading.com

BT has a backhaul network second to none, the mobile operators do not. It is currently spending close to £8bn on its 21CN all IP network, with this it has all the capacity needed for a data centric LTE deployment. Second LTE could serve both voice and data without cannibalising existing revenue streams. BT does not need to protect an existing cellular voice investment - it can move all its MVNO customers across to LTE. Thirdly it can satisfy its shareholders with a real significant strategic move and ensure it has a future in mobile as well as fixed. The only question does BT have the £1bn+ to make it happen.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

4G - still one generation away

August 5, 2008

Analysis of:4G or Not 4G | www.unstrung.com

Both WiMAX and LTE are stepping stones to the "real" mobile broadband marketplace where ubiquitous, high bandwidth, quality services are available on a device independent basis. The ITU has set in motion the next step to 4G by announcing the preliminary specifications for a 4G technology solution for mobile broadband - called IMT-Advanced. WiMAX is offering up 802.16m and LTE is offering up LTE-Advanced as their initial offerings into the standards processes. It will be a 3 to 4 year process and more importantly spark of yet more demand for spectrum.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Apple iPhone is a Humongous, Game-Changer: Read this to Understand Why

August 1, 2008

Analysis of:Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com

In this article, I discuss 10 points on why the Apple iPhone has made mobile / mobile Web / mobile commerce the most important opportunity of the coming year.  Whether it is the four "killer apps" on the iPhone, carrier disintermediation in tandem with Google, the speed to 4G, or the way it has made RIM, Palm, Verizon, and others change their strategy ... this product is revolutionalizing the way we look at wireless.  For years, we listened to the carriers and handset manufacturers say that we shouldn't build for the Web or convergence because consumers weren't using these elements, and now we know for sure that it is because that user experience wasn't ready for prime time.

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