GLG News by Wireless Communication Semiconductor Experts

Tarik FawziChief Executive OfficerAeneas Strategy

Options for Telefonica and KPN following German mobile broadband auction

May 25, 2010

The German mobile broadband auction has left E-Plus (owned by Dutch KPN) without 800 MHz spectrum, which is required to roll out mobile broadband in rural areas. If the market study, executed by the German government, on redistributing lower 900 spectrum will not lead to a more favorable position for E-Plus, the German daughter of KPN will be forced to look at serious strategic alternatives: merging with Telefonica/O2 or an intense partnership with their Spanish competitor.

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.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: CenturyTel Blindsided Frontier Communications on Qwest?

April 29, 2010

Just as SBC blindsided Verizon with the acquisition of BellSouth, it appears that the timing of CenturyTel’s purchase of Qwest shocked Frontier. Although Frontier apparently had it eyes set on Qwest, it never fathomed that CenturyTel would pull the trigger before closing the Embarq acquisition. The more important point is that the integration of two large IOCs with one RBOC is unprecedented and will be a tremendous challenge.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball: 4/29/10: Verizon’s FiOS Likely Cutting Back to 16M Homes Passed

April 29, 2010

Apparently, the current plan at Verizon is to not reach the original goal of 18 million homes passed for FiOS. At the moment, jobs are just being completed and no new work is being requested. The RBOC may be finishing up for several years into the future.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: What could Jumpstart Verizon’s FiOS?

April 29, 2010

It is widely believed that if Verizon gets between 35–40% take-rate of existing FiOS infrastructure, then it would expand into new areas, but still remain out of those locations that are considered rural.  There would not be a rapid build-out – it would be slow-paced with minimal CAPEX budget requirements.  Copper network replacement would be a more likely candidate for new FiOS installations than an overbuild.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: Calix Gets its Tier 1 Customer with CenturyTel/Qwest Merger

April 29, 2010

Some industry observers believe that Calix was going to make an acquisition for a vendor in the cable TV space in order to get a solid Tier 1 presence.   We believe this idea is questionable because the CEO’s philosophy has been that the only reason to pay for consolidation of competition is to acquire a technology that allows the supplier to better compete. Calix appears to have at least adequate solutions for the CATV space.

Samuel GreenholtzPrincipalTelecom Pragmatics

Hardball 4/29/10: Verizon Wireless Hurting Big Time Now?

April 29, 2010

Astonishingly, there appears to be cracks at the top of the Verizon management over whether its full plans for 4G are guaranteed. Apparently, some thought is being given to 3G being better in the long run – going to Rev B and Rev C of EVDO.  One of the reasons for concern is that AT&T seems to be actually serious about upgrading about 13,000 cell sites this year to a full 3G capability.

Bhanu KapoorConsultant/OwnerMimasic

Electronic Design Automation (EDA) Industry Market Dynamics

April 26, 2010

EDA industry makes software that creates semiconductor products. The semiconductor industry is expected to grow (see iSuppli [1], TSMC[2] ) 22% in 2010 to reach a level close to $280B. The size of the EDA industry is in the range $4-5B (50X smaller than the market of products it creates) and its fortune tends to be tied to the cycles of the semiconductor market. We look at some factors influencing the market dynamics in the EDA industry.

Tal RaesideManaging DirectorInsight Strategic Services

The Mobile Data Explosion Proves Challenging

March 31, 2010

Analysis of:AT&T Prepares Network For Battle | online.wsj.com

As the Apple iPhone and other data hungry smartphones and 3G devices continue to proliferate, new challenges emerge in understanding and planning for mobile behavior.

Previous Page : 12345678910Next41 to 50 of 1377