GLG News by Radio Frequency Identification Experts

Gerry ChristensenFounder and CEOWireless Waypoint

Voice is Becoming Increasingly Commmoditized: Prepaid will Become a Credit Impaired-only Service

April 20, 2009

Analysis of:Battle of the $50 Plans, as Prepaid Heats Up | gadgetwise.blogs.nytimes.com

Voice pricing will fundamentally change in the next two years driven by developments in the area of wireless data and VoIP such as Google's "Google Voice", Skype for Mobile, and VoLGA with LTE.  This will have a profound impact on prepaid wireless, relegating it to a credit-impaired only service.

Gerry ChristensenFounder and CEOWireless Waypoint

Touch Screen Phones are the Single Biggest Force in Handsets

April 20, 2009

Analysis of:Nokia Getting Touchier | www.unstrung.com

While Apple has been the market leader with touch screen phones, Nokia and others will play catch up fast as they realize this extreme growth area for handsets.

Gerry ChristensenFounder and CEOWireless Waypoint

AT&T would be Smart to Keep iPhone Exclusivity, but needs a Long-term VAS Strategy

April 17, 2009

Analysis of:AT&T Chief Looks to Keep iPhone, Deepen Wireless Push | online.wsj.com

AT&T realizes that this is driving alot of customer acquistion and data growth.  With smart phone penetration on track for up to 50% within a few years, AT&T does not want other carrier to take advantage of the market leader in touchscreen-based, smart phones, Apple.

Gerry ChristensenFounder and CEOWireless Waypoint

Wireless Carriers Must Realize Potential of VAS Applications

April 16, 2009

Analysis of:AT&T vs. Verizon: Battle of the Wireless Giants | seekingalpha.com

All wireless carriers, and especially the tier-one carriers such as Verizon Wireless, AT&T Wireless, and Sprint, must realize that voice is becoming increasingly marginalized, especially with the introduction of the likes of Google Voice, Skype for Mobile, and even VoIP via LTE when introduced by the carriers themselves.  They must rely on VAS application revenue to increase margins and grow revenue.

Gerry ChristensenFounder and CEOWireless Waypoint

Nortel can save itself, but needs to address outsourced business model

April 14, 2009

Analysis of:The death and life of Nortel | www.fiercetelecom.com

The successful business model for infrastructure providers is increasingly the managed service model.  For example, Ericsson has been very successful with this model and others such as Alcatel-Lucent.

Gerry ChristensenFounder and CEOWireless Waypoint

Convergence in Communications, Content, and Commerce

April 9, 2009

Analysis of:Cox Plans to Launch a Cellular Network | online.wsj.com

Not all convergence is created equal.  The convergence of Communications, Content, and Commerce will be a powerful driving force as people expect a seamless experience and value-added applications and content across all devices, operators, etc.

John PirontiPresidentIP Architects LLC

Security Technology Vendors, Too Little Too Late?

March 30, 2009

Analysis of:Cyber crime profits running into trillions of dollars | www.itnews.com.au

Information security technology vendors have been trying to catch up with the hacker community with little success in the last couple years.  Most of their tools are out of date the day that they are released for sophisticated attacks.  The hacker community has become more organized and focused on their goal to quietly make money through the use of malicious software and social engineering without advertising their capabilities.  The vendor community needs to change the fundamental ways the design and produce technology or at a minimum reset expectations on the value proposition of their capabilities if they are to continue to drive value and not become commoditized in enterprise information technology environments.

Gerry ChristensenFounder and CEOWireless Waypoint

Skype for iPhone: Another "chink" in the armor for voice revenue

March 30, 2009

Analysis of:Skype for iPhone: It's official | reviews.cnet.com

The key point with this development is: "Calls on Skype for iPhone work only if you're in range of a Wi-Fi network...calls will not work over the cell phone network on the iPhone (but chatting will.)"  Additionally, the article raises the question: "Here's the big question on our minds: will Skype's iPhone app replace competitors like Nimbuzz and Fring, which focus on cross-network IM but also include VoIP calls with Skype pals even though they've been available for the iPhone for months?"  My answer is yes as many loyal Skype users will want a consistent and relatively seemless, converged service.

Gerry ChristensenFounder and CEOWireless Waypoint

No Huge Shift to Prepaid Wireless Foreseen due to the Recession

March 23, 2009

Analysis of:60 Million Consumers Contemplate Ditching Wireless | blog.telephonyonline.com

Wireless carriers will price post-paid plans to retain customers and avoid churn.

Gerry ChristensenFounder and CEOWireless Waypoint

Application Store the Future of Mobile Content?

March 19, 2009

Analysis of:App Store audience hits 30 million users, 13M iPod touches sold | www.appleinsider.com

Is the model of the Application Store the Future of Mobile Content?   Many are saying that the previous model of high carrier control of on-deck content is going away and that off-deck will be in the control of a few large content provider/mediator players.  This appears to be the trend, but there will be need for speed of deployment and quality assurance to make it work well.

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