GLG News by Handset Software Experts

Eric GakstatterPrincipalDISCOVERY MANAGEMENT GROUP, LLC

Will the FCC rule for LightSquared, the GPS Industry or neither?

August 22, 2011

In January 2011, the FCC granted a conditional waiver for LightSquared, a wireless broadband company, to proceed with rolling out its 4G LTE wireless wholesale business. Recently, LightSquared and the GPS industry exchanged taunts. LightSquared claimed that the GPS industry didn’t follow Department of Defense standards when designing GPS receivers and the GPS industry retorted that LightSquared is an incompatible spectrum neighbor. What happened?

Howard BruckChief Information OfficerHUDSON VALLEY BANK

S1 and Fundtech, The Latest Bank Tech Consolidation

July 14, 2011

Analysis of:CORRECT: Fundtech Agrees To S1 Merger In Deal That Values Co At $318 Million | online.wsj.com

Clearly, bigger is an advantage for bank tech providers. With Fiserv and FIS as the two 800 pound gorillas, the small and mid-tier players need to successfully consolidate to thrive. There is probably room for a third gorilla, and not many good reasons for keeping around the small chimps.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

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.

Matt StandishPrincipalInteractive Mobile Media

The US Wireless MNOs must consolidate

March 21, 2011

Analysis of:AT&T to Buy T-Mobile USA | online.wsj.com

Economies of scale is king in the Mobile Industry.  The At&t acquisition is overpriced considering that T-Mobile churned over 14.5 million of its 32 million customers last year.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

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.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

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.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

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.

Howard BruckChief Information OfficerHUDSON VALLEY BANK

Data: Information Technology's Next Greatest Challenge

March 9, 2011

Analysis of:2011 State Of Storage Survey | www.informationweek.com

The amount of data generated continues to grow at 20% or more each year. While new storage hardware can adequately record all this information, we are losing control of the data itself. The current solution of simply adding more storage capacity perpetuates the issue. The better long term answer is to understand and control our information. Some solutions like de-duplication from EMC, Symantec, and Falconstor provide some relief, but not nearly enough to overcome this issue.

Matt StandishPrincipalInteractive Mobile Media

Google takes on foursquare with Latitude check-ins

February 3, 2011

Analysis of:Google takes on foursquare with Latitude check-ins | www.fiercemobilecontent.com

I guess it is of little surprise that Google is launching its Latitude mobile friend-finder service with the addition of new check-in features rivaling similar location-specific solutions from startups like foursquare, Yelp, Gowalla and Loopt. 

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

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.

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