GLG News by Messaging and Paging Industry Experts (North America)

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

WiMax Adopted as a Worldwide 3G Standard

October 22, 2007

Analysis of:WiMax is 3G | www.wirelessweek.com

This is a significant milestone in the business sense.  So far, Wimax had been viewed as a threat to the incumbents from the left field.  With this approval by ITU, it begins to legitimize WiMax among the cellular incumbents.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Is 2008 the Year for WiMax?

October 4, 2007

Analysis of:Chipset vendors jostle for position in WiMAX handsets | www.wimaxtrends.com

The strongest supporter of WiMax Intel has announced that it will embed its WiMax technology in the processor dubbed Montevina in May of 2008. Intel intends to establish their own Intel-based handsets as well. The biggest US WiMax operator Sprint Nextel also announced that they will deploy WiMax to cover about 30ish cities at around the same time. Sprint Nextel has selected Intel, Motorola and Samsung as its vendors. Motorola recently announced its WiMax chipset for handheld devices which is scheduled to debut beginning of 2008. Samsung has already gained two years of experience through the deployment of WiBro (Korean version of WiMax) with large Korean operators.  NextWave will release baseband chip with an integrated WiMax/Wi-Fi system-on-chip. Its WiMax interface will meet global TDD and FDD spectrum allocations from 1.7-3.8 GHz. 

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Short-term and Long-term View of Motorola's Cell Phone Business

October 4, 2007

Analysis of:Motorola Back On Track | www.forbes.com

Over the long-term (five years and out), the low-cost Asian phone manufacturers are becoming more competitive with features and low cost, making it diffult for the large vendors to sustain their R&D in the US or Europe.  In the short run, the Asian manufactures are still more focused on the low to medium end phones as they grow their R&D capabilities for high end phones such as smart phones.  In addition, the iPhones and G-phones (By Google) will have their own brand and even their own subscribers.  They will outsource phone manufacturing and even design to Asia. (e.g., iPhones were manufactured in China)

Victor ChapronPresidentWEST COAST DIGITAL, GSM, INC.

Ampd Mobile is having Money Trouble

May 29, 2007

Analysis of: Adderton Leaving Amp’d Mobile? Board Struggles -- Money Problems for Ampd | gigaom.com

  Apparently Peter Adderton, Amp’d CEO hasn’t left the building… for now. Valleywag reported that the mobile maverick was out, a rumor we had heard a few weeks ago, but it was denied by the company. Adderton tells PE Hub that he is still the big cheese. Regardless of his status it seems the company is going through a tenuous period. A variety of sources say that there is trouble brewing, mostly around the issue of subscribers. Our sources say that lack of stringent credit checks and other issues have resulted in a ‘collections nightmare’ as one source put it. Amp’d’s normally attentive PR company has suddenly gone MIA.  

Matt StandishPrincipalInteractive Mobile Media

ATT Launches two Stars in search of ubiquity

March 15, 2007

Analysis of:Cingular offers Red BlackBerry Pearl and Crimson Treo 680 | www.mobiletechnews.com

- ATT has been earnestly branding themselves attempting to become a collective company as smart, insightful and successful as Cingular
- ATT desires to emerge as the market leader with this well thought-out handset support
- Another instance of Cingular trumping T-Mobile with A-GPS and Motorola's Instant Messaging

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.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Chinese Mobile Market

May 18, 2006

Analysis of:China to invest billions to boost wireless systems | www.3gmobilechina.com

With the expectation that the first 3G licenses will be issue this year, incumbant infrastructure vendors are positioning themselves with the operators to maintain their market shares while the new entrants are trying to take market shares through aggressive moves.  In addition, the exact 3G technology choice made by the government/mobile operators affect the market shares: EVDO Rev 0 vs Rev A, WCDMA vs. HSDPA, TD-SCDMA, etc.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Mobile Broadcasting Technologies and Services

May 18, 2006

Analysis of:Comparison of the DAB, DMB & DVB-H Systems | www.digitalradiotech.co.uk

Mobile broadcasting is on the verge of taking off around the world.  However, the services operators are faced with multiple technology choices, regulatory issues and the availability of infrastructure equipement and handsets.

Matt StandishPrincipalInteractive Mobile Media

Google will captilaze with FMC and IMS while MNOs struggle

May 10, 2006

Analysis of:Google to Challenge Mobile Operators | telephonyonline.com

The implications to large Mobile Network Operators of a proven success based advertising model creates problems.  A go to market strategy which that does not take advantage of advertising revenue will limit scale and create short to medium term loss leadership for MNOs.  It will take closely integrated partnerships with content and lifestyle based content aggregators to create the uptake needed to cover 3G/IMS and FMC deployments.

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