GLG News by Wireless Communication Semiconductor Experts

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Tower companies to focus on pico-cells?

December 29, 2009

Analysis of:Managing the wireless data deluge | www.businessweek.com

With the increase in data usage on Smartphones, wireless carriers will have to, increase the number of cells decrease the cell sizes find new creative roll-out strategiesThe biggest impact is on where to locate the micro/pico cells. Roof tops and in-building solutions are one of the best methods of getting coverage close to the Smartphone user.This implies the traditional Tower companies will need to expand into new territories. Good news is that pico-cells are a lot cheaper than towers!

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Ford takes pragmatic approach to in-car WiFi & Internet access

December 29, 2009

Analysis of:Ford brings Wi-Fi to the highway | www.cnn.com

While it is possible to do this yourself  (eg a USB modem and WiFi router), in-car integration offers ease of use benefits.Integrating Internet access gives car manufacturers the whole solution, especially where the service is used for 'safety-of-life' applications.Here Ford has said, lets keep it simple - allowing the driver to use their own dongle and cellular plan.Cellular operators should welcome the additional take up of data services, but don't expect much when stuck in a traffic jam!

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/22/09: Calix’s IPO to Bolster Access Play?

December 21, 2009

Analysis of:Tech IPOs filed so far have shades of dot-com bubble | www.marketwatch.com

In a recent article, we talked about the possibility that Calix’s IPO was about it and Cyan getting together. There is an alternative explanation.   It could be to become a more well-rounded access supplier.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/19/09: Case for Telstra’s Open Network Being Advantageous

December 19, 2009

Analysis of:Telstra, Australia lay groundwork for proposed broadband plan | www.fiercetelecom.com

The concept of open networks has been around for a long time. Any phone, video, etc. service provider can take advantage of an infrastructure. While it is getting a great amount of legs internationally, it has not done so in the US too much.

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting

Microsoft - Losing Ground in Mobile

December 17, 2009

Analysis of:Apple's iPhone exceeds Windows Mobile in US Usage | www.appleinsider.com

During 2009, Microsoft lost significant ground and may never recover in the MOBILE space.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/15/09: PR Spin of Verizon’s Restricted FiOS in Greater Boston Area

December 15, 2009

Analysis of:Verizon enhances its Massachusetts DSL footprint | www.fiercetelecom.com

There is sure a nice ring to the press release title.  It says: “DSL...Service to More Than 17,000 Consumers in New Neighborhoods in 17 Massachusetts Communities.” It does not take long to figure out that this announcement is quite underwhelming.

Lynne GreggTech Industry Consultant: Wireless, Software, EntLynne Gregg Consulting

Caring for iPhone Customers

December 14, 2009

Analysis of:AT&T Price Moves May Backfire | www.businessweek.com

AT&T has taken a pounding in the Press and in the blogging community recently over iPhone/network issues and remarks from execs. I've spent years tackling difficult customer service issues for tech companies including AT&T Wireless. This is the kind of problem companies want - the root of the problem being a wildly successful iPhone. There are better ways to handle the recent challenges.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/14/09: Backhaul Opportunity for Hybrid Fiber/Microwave Limited

December 14, 2009

Analysis of:FiberTower Announces Receipt of Nasdaq Listing Compliance Notice | www.marketwatch.com

There can be little doubt that especially with Verizon’s big push for LTE, that the backhaul activity will be huge over the next few years. At the same time, there may be already one too many players focused in the hybrid fiber/microwave alternative carrier space. There are at least four competitors in the US, which have been mostly dedicated to wireless backhaul.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/13/09: Market Stranglehold Removed from Canadian Wireless Incumbents

December 13, 2009

Analysis of:Canada Rule Change Could Shake Up Telecom Market | seekingalpha.com

Earlier, the Canadian government’s rules on ownership ensured the dominant positions of a few large carriers, including Rogers Communications and BCE.  The overruling is definitely “a populist decision to ensure increased competition in wireless in Canada.” It also provides a better shot for smaller, regional players to make penetration.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 12/12/09: Voice Staying off LTE for Long Time Very Shortsighted

December 12, 2009

Analysis of:Battle Over Voice on LTE Heats up | www.pcworld.com

What is the point in going to 4G wireless technology without voice being integrated relatively soon? The fact that “carriers expect to keep their 3G networks up for several years” is not indicative of the arrival of voice on LTE devices. Also, what law is there that all of the benefits of 4G have to be delivered to just one end-user device? 

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