GLG News by Telecom Infrastructure & Equipment Experts

Gerry ChristensenFounder and CEOWireless Waypoint

Carriers to focus on Applications that add Value with LTE

January 4, 2011

Analysis of:HP unveils LTE-capable netbook, likely destined for Verizon | www.fiercewireless.com

Carriers rolling out LTE will identify applications, such as video, that add value with LTE. LTE adds significant capacity to carrier networks, allowing carriers to offer broadband services that have been heretofore impractical. One key offering is video.

Gerry ChristensenFounder and CEOWireless Waypoint

Growth in LTE and M2M for AT&T and others

January 4, 2011

Analysis of:AT&T Looks Beyond the iPhone for Growth | online.wsj.com

The advent of 4G via LTE will be a boon for carriers in terms of increased capacity, but they must use it wisely. It is recommended that they focus on new Value-added Service (VAS) applications. It is also recommended that they offer “dialable” VoIP via VoLTE as a competitive response to Google Voice, Skype for Mobile, etc. It is likely that carriers will also focus much attention on Machine-to-Machine (M2M) communications and services as P2P is peeking.

Gerry ChristensenFounder and CEOWireless Waypoint

TNS to realize synergies?

December 27, 2010

Analysis of:TNS Finalizes Acquisition of Communications Services Group from VeriSign | www.tradingmarkets.com

It has been a while since TNS acquired the assets from VeriSign for the telecom services division. How have they done so far? Marginal. There are some opportunities to expand existing business and others to use existing assets and relationships for new business opportunities. It is recommended that TNS explore areas that can leverage carrier data. More specifically, they can leverage API’s and interfaces into carrier databases to utilize for support in various commerce transactions.

Lin SunConsultantSelf Employed

Is Government Behind Huawei?

December 9, 2010

After China gained WTO membership in 2001, the government no longer plays the “big daddy” or “spokesman” for equipment makers, whether big or small, but let them go by business rules and practices such as open bid. In fact, China began open bid for vendor selection even before joining WTO despite questions of fairness. Today, bids for large projects are a norm for foreign and domestic vendors using established criteria like technical specs, performance data, price and delivery.

Lin SunConsultantSelf Employed

Worry Signs of China Mobile

November 8, 2010

As 2010 is winding down, I have mixed feelings about China’s telecom industry, and some of the ill signs will likely spread to the next year. Growth will remain relatively robust given the country’s population base and the momentum propelled by a number of factors such as improved handset supply and falling price, smartphones, and further cut in service charge.

Lin SunConsultantSelf Employed

Smartphone Heat Up

October 10, 2010

After scuffles in netbooks, handset OSs and mobile apps, search for 3G success has turned to smartphone, which some believe could make significant impact in China because a good handset can spur usage, thus more app sales, higher data traffic and ARPU for operators; low-cost models will also entice more wavering customers. Overall, a smartphone can do a lot for its user, no matter what level he is at, a growth engine operators are looking for.

Lin SunConsultantSelf Employed

ZTE’s Goal for 2010

September 20, 2010

A smaller player than rival Huawei Technologies, ZTE is making steady progress on its own terms. The telecom equipment maker recently revealed its goal for 2010: sales to reach $15 billion (RMB105 billion), which looks like a tough call on the basis of midyear performance and increasing challenge at home and abroad. Only time will tell if the goal is deliverable, but the company seems confident under the new president.

Gerry ChristensenFounder and CEOWireless Waypoint

TNS Managed Communication Services

September 2, 2010

Analysis of:TNS Finalizes Acquisition of Communications Services Group from VeriSign | www.tradingmarkets.com

TNS remains strong player in telecom outsourcing space.

Lin SunConsultantSelf Employed

3G at Crossroads

August 17, 2010

We are awaiting midyear results by the three Chinese operators which will be available in about a week. However, indications point to little excitement but moderate growth. While operators continue to add new customers, thanks to a large population, double-digit growth has become a thing of the past. One area that is dragging their feet is 3G.

Lin SunConsultantSelf Employed

Huawei Gains in TD-SCDMA and WCDMA Chip

August 1, 2010

Last week China Mobile announced the result of latest bid for TD-SCDMA construction. As I said in my last posting, the bid, the fourth in the past two years, is probably the last large-scale project, aims to extend 3G coverage to 330 cities (238 now) and improve service in current cities. Under pressure from rivals and suffering from a negative public opinion, China Mobile pins high hopes on continuing expansion after spending about 100 billion yuan ($15 billion) for the first three rounds.

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