GLG News by Wimax Experts (EU)

Ian WoodPartnerWireless Foundry

Payment or Banking?

April 30, 2007

Analysis of:Mobile Payments Gain Energy | www.wirelessweek.com

What you are seeing in the US is something that we saw in Europe five years ago.  We are going to see a number of services that are extensions of banking services and then others that are payments based.

When you look at payments where we are currently seeing success is in the expansion of banking rather than a substitution of credit cards. The rules for Money Laundering make mass adoption of mobile payments very difficult to roll out the services.

Internationally the big area is in remittances, these services mean that Western Union is challenged and the size and frequency of payments increase.

Ian WoodPartnerWireless Foundry

Just who asked for TV on their phone?

April 11, 2007

Analysis of:How to accelerate the adoption of mobile TV | telephonyonline.com

Mobile TV is all hype with little interest from the user in the street at present.

Content makers are yet to commit to support the Mobile TV sector.

Equipment makers need first off to agree on a global standard.

Ian WoodPartnerWireless Foundry

Yahoo! needs to understand the Mobile market in Europe if its to move forward

April 9, 2007

Analysis of:Strategy Analytics reports Yahoo! Offers Best Mobile Web Experience | www.mobiletechnews.com

The Mobile Web is not about Web2.0 on your handset, if Yahoo! are to be successful they have to see that it is about more than just a smart UI.

Success will come from offering a service that makes them a destination site rather offer to manage Portal services fo the networks as they have done with the Fixed Networks.

Staffing and Politics are still an issue if Yahoo! are to be able to offer and execute a service that Mobile users will be happy with.

Ian WoodPartnerWireless Foundry

Triple Play = financial suiside says Forrester

March 29, 2007

Analysis of:Hard-To-Resist Triple Play Offers | www.forbes.com

Convergence

- is, when it boils down to it, something of a myth

- convergence is a term dreamt up by consultants

- it is lazy short hand for collection of trends

- customers have exactly zero interest in convergence as a concept

- it is therefore a distraction

- it is just one of a number of potential means by which companies can choose to address customers

- it may be right for some customers in some circumstances - but that doesn't make it into the magic bullet that many in the industry believe it to be

- divergence has had a far more impressive track record thus far, in terms of value creation (iTunes, iPod etc are divergent; digital TV's many standards are divergent; digital radio standards are divergent etc)

- convergence has become a dangerous obsession for many players

- FT, DT, BT etc all have a "Convergence Strategy"

- Triple and quad plays are the most common manifestations

- Forrester reckons that on average, a European triple play customer will represent a cumulative loss of €3000-€4000 by 2010

- Their latest work calls triple play "financial suicide"

- IPTV is certainly a weak, immature technology competing against very efficient, well established technologies and highly effective and slick media companies

- Today, there are only 285 million broadband connections ON THE PLANET

- Of them, only 20 million or so are capable of 2mbps or faster ... and this is the total addressable market for IPTV

- In many respects, convergence therefore is another disaster waiting to happen

- strategic herding and lack of imagination threatens the long term prospects of a number of players

Ian WoodPartnerWireless Foundry

Great yet another handset!

March 28, 2007

Analysis of:EarthLink targets cellphones with Wi-Fi phone initiative | www.rcrnews.com

Most users select their phone on the basis of feature set not cost.

Just why will Networks connect VoIP calls?

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Lower expectations are needed

November 15, 2006

Analysis of:IPTV Providers Blame Set-Top Boxes for Service Problems and Customer Complaints | www.xchangemag.com

- IPTV STB technology needs are at the cutting edge - another STB generation will have to come before real improvement is seen

- some inherent problems are designed in and will need a step change to overcome

- Networks require substantial investment to make reality come true

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

4 months on it is happening

November 14, 2006

Analysis of:KDDI plans common mobile phone operating system | today.reuters.com

Operators will continue to control the environment upon which they deliver services, OS control comes after UI and device features.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Operators will drive what's free

November 14, 2006

Analysis of:Wireless Developer Aims to Make 'Free' Pay Off | www.technewsworld.com

Operators believe that their invest in network infrastructure and service to customers is best protected by limiting what can or cannot be done to a handset

Second what can or cannot be done has to comply with handset certification

Ian WoodPartnerWireless Foundry

Bad news for Mobile Networks

May 2, 2006

Analysis of:Mobile operators face wi-fi challenge | technology.guardian.co.uk

Fixed Mobile Substition will take place via wireless hotspots on an Ad Hoc basis. Another demonstration of the failure of mobile data services. Slowing of the switch over to 3G and thus increase in the cost base.

Ian WoodPartnerWireless Foundry

Its the brand reather than the technology

May 2, 2006

Analysis of:Sources: Nokia to Unveil New Multimedia Phones Tues. | www.pcmag.com

For the last two years Nokia has lagged behind in the Industrial Design stakes. Thus it is the brand value it has created that has sustained it rather than the cool factor. If the current N and E serries phones do not start to reverse then trend then Nokia will lose its number one status.

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