GLG News by Spectrum Auction and Access Experts (North America)

William StueberSenior PartnerTelecom Partners Group LLP

The Smartphone Wave

March 1, 2011

Smartphones are no longer a "niche" for the wireless industry - they are its future.  This analysis is a discussion of some of the drivers and overall impact these tiny computers will have on the industry landscape.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Valuation of Nortel's LTE Patent Portfolio

July 22, 2010

Analysis of:Nortel Patent Auction Benefits LTE Market | www.isuppli.com

We analyzed the essentiality of Nortel's 4G patent portfolio that are crucial to deriving premium royalty rates. We have conducted multiple patent searches at several patent databases. We then compare Nortel's IPR position against its peers and the corresponding royalty rates that Nortel’s peers are expecting to charge. We obtained the reasonable royalty rates for Nortel over a lifespan of 15 years for LTE. We then calculate the valuation of Nortel's patents.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Soho Q2 Earnings Forecast

July 22, 2010

Due to the World Fair, FIFA World Cup events in Q2, Wall Street may be expecting a fantastic quarter for Soho due to increased online advertisement revenue. However, from our measurement data, the impact from the FIFA event on Sohu's online advertisement revenue is far short of our expectations. FIFA's impact on the month of June applies to Sina and other online advertisement firms as well.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Ramifications of Harbinger's $7B LTE pact with Nokia Siemens

July 22, 2010

Analysis of:Harbinger forges $7B LTE pact with Nokia Siemens | www.fiercewireless.com

A nationwide, wholesale, terrestrial-satellite, mobile broadband network – one that uses a globally endorsed LTE (Long Term Evolution) technology. A vision - imbued with an inherent openness and possibilities - unencumbered by walled-gardens and the status quo. The twin motivating factors of high-speed, and high-capacity, coupled with mobility are significant pillars in the inexorable demand for connectivity to multimedia services, in the information age.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics' Hardball: What Market Recovery?

June 27, 2010

While both AT&T and Verizon have indicated that their CAPEX budgets are flexible (translate that to mean cuts) they have tried to remain active in building out wireline networks, according to Telecom Pragmatics.   However, it has become increasingly clear that the recovery forecasted for this year is not happening in any substantial manner.  The latest blow to both companies came with the announcement that the secondary housing market lost ground in the last month.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Infinera’s Choice

June 12, 2010

To continue to pursue 40G on a PIC would not allow Infinera to make the statement that “this change is neutral to OpEx in 2010, and we intend to continue to bring R&D as a percent of revenue down year over year assuming moderate revenue growth.”  At the same time, there will be a price to pay in terms of customers’ confidence in the future development of the chip.   On the positive side, Infinera continues to offer novel solutions for problems from the engineers’ perspective.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Intel $ Directly Tied to Clearwire City Turn-Ups?

June 4, 2010

It seems that how much money Clearwire gets from Intel depends on how many cities it turns up at a particular time, according to Telecom Pragmatics.   Evidently, the wireless carrier has a clear incentive to penetrate more cities rather than fewer. Therefore, there could be an increased chance of Clearwire overextending itself in the market.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Follow FiOS Map for Bulk of VZ LTE Cities

May 30, 2010

The first 25 to 30 4G cities are expected to be operating by second quarter of 2011 for Verizon Wireless, according to Telecom Pragmatics.  Mainly the FiOS cities, including those outside of its incumbent landline territory, will be targeted.   In the past, we have written about the long-term strategic importance of Verizon ultimately tying its LTE network with FiOS. 

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Apple’s iPhone Remaining Exclusive to AT&T?

May 22, 2010

We wrote in a recent Hardball article that “the latest indications are that Apple has no current intentions of doing business with Verizon on a 4G device.  One problem is that Verizon’s top leadership has apparently been highly arrogant in its dealings with Apple."  Yet, the bigger reason for potentially passing a 2nd time on the iPhone (including one that works on 3G) is that it is a big bandwidth hog and Verizon’s network could be adversely affected with consumers downloading videos, etc.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics Hardball: Shift to 3G EVDO Rev B by Verizon Wireless

May 15, 2010

Our company, Telecom Pragmatics, is finding it increasingly difficult to find people at Verizon that do not believe that the wireless service provider is going with Rev B.   The only individuals that seem to be in the dark about it are the public relations people at the company.  In fact, it is not out of the question that a Rev B upgrade could occur as quickly as the start of next year.

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