The Analysis is Directionally Correct, with Femtocell Bias
October 20, 2009
Airvana Identifies 8X Network Load Multiplier Effect for Smartphones | www.reuters.com
PDAs are indeed adding tremendous traffic on the mobile packet core, backhaul, and radio access. Airvana's footprint outside Verizon and Sprint is not large enough to be able to make a statement globally!It is a biased analysis to convince the analysts that their femtocell strategy is coherent!
Marvell will win mobile business in China!
October 19, 2009
Will Marvell win the mobile business in China? | www.mobileburn.com
Top management at Marvell is focused directly to this objective.
Microsoft and T-Mobile Had a Cloudy Day but “The Cloud” Is Here To Stay
October 13, 2009
T-Mobile Sidekick Disaster: Danger’s Servers Crashed, And They Don’t Have A Backup | www.techcrunch.com
This week was a bad one for Microsoft, T-Mobile and “the cloud” with the announcement of the Danger customers’ data losses. Despite the setback, the cloud will continue to gain popularity and continue to shape the digital media, entertainment and communication world.
Cisco's LTE Play Solidified and Juniper's Damaged
October 13, 2009
Cisco to Acquire Starent Networks for $2.9B | finance.yahoo.com
Cisco has been struggling to get a real foothold in the next gen packet core for LTE.iPhone traffic is stressing the packet core of AT&T.Cisco needed a solution to stay in the game in AT&T for now and future and this move indeed solidified it.
ClearWire needs LTE to attrack partners
September 25, 2009
T-Mobile USA in talks with Clearwire, MetroPCS | www.telecompaper.com
ClearWire's radio access technology is based on WiMAX and not in line with the technology that mobile operators are looking to deploy.Best partnership model for T-Mobile would be to use the spectrum, but deploy LTE radio of their own which makes the relationship very costly.The Sprint's ownership in ClearWire cannot be overlooked to see whether they would allow their competitors to gain access.
September 23, 2009
Nortel launches next asset sale | www.totaltele.com
Nortel's existing footprint in packet core is minimal, especially in the mobile market. Most of the value is in the intellectual property and not much in the customer base.
September 19, 2009
WiMax in 2010: Too little, too late? | www.computerworld.com
There are not too many vendors in the WiMAX market that have the ability to effectively compete in the LTE. WiMAX shall remain a niche for last mile access.
Impact of LTE on metroPCS Business Model
September 17, 2009
MetroPCS to launch 4G mobile network | www.ft.com
metroPCS has signed a contract to launch a next generation 4G mobile network based on Long Term Evolution (LTE) technology with Sweden’s Ericsson late next year. The dual mode LTE/CDMA handsets will not be available in reasonable cost for a carrier like metroPCS to launch their service. Most likely scenario will be dangles for unlimited data plan and not for voice and messaging.
Netbooks Trying to Find Their Niche
September 2, 2009
Netbooks post higher demand than notebook PCs in Q2 | www.telecompaper.com
The netbook market has emerged with great fanfare as PC manufacturers and even mobile operators are looking to this device category to spur growth. Netbooks, while appealing in emerging markets, will face the difficult hurdle of creating a position between laptops and smartphones in developed markets in order to succeed.
Dell’s Smartphone Effort is an Uphill Battle
August 28, 2009
Dell Developing Phones for China | online.wsj.com
For the last couple years Dell has coveted entry into the smartphone market. Unfortunately for Dell, their PC-related assets do not necessarily translate to the mobile industry, and success in the highly-competitive handset business will prove very difficult.
SOPA and the wisdom of Yogi Berra
January 19, 2012
Larger wafers present a growth opportunity for LEDs
January 6, 2012
Smartphones threaten digital camera industry
December 1, 2011
Google music launches: The end of the end for the music industry
November 22, 2011
The move to the cloud will impact multiple industries
November 17, 2011