GLG News by Wireless Data Card Experts (North America)

Melissa MitchellPresidentMGME Technology Services

Microsoft will do what is needed to make profit

March 9, 2010

Analysis of:Microsoft says to extend XP sales for five months | news.yahoo.com

Microsoft, after 2 years of warning that XP will go the way of the dinosaur has decided to go against the grain and keep selling its older product. The market tells the manufacturer what to sell not the other way around.

Tarik FawziChief Executive OfficerAeneas Strategy

Limited additional revenues for European operators in Mobile Broadband

December 8, 2009

Analysis of:Ericsson: Central Europeans get mobile broadband boost | money.cnn.com

Ericsson has announced a deal with Telekom Austria Group to upgrade it's wireless networks in 8 Central European markets to allow higher speed and provide improved services. With improved handsets, more mobile websites and lower data pricing, demand is increasing big-time. However, whilst mobile data traffic is booming, operators have hardly found ways to increase overall revenues. Competitive positions are still mainly driven by availability of handsets and voice pricing.

Tarik FawziChief Executive OfficerAeneas Strategy

Next European operator going for mobile advertising: opportunities and obstacles

December 4, 2009

Analysis of:O2 embarks on targeted UK mobile advertising push | www.totaltele.com

O2 has announced stepping into mobile advertising through permission based, targeted messaging channels. In several ways,O2's proposition resembles Blyk in the past, with as key advantage their sizeable existing customer base. Most European carriers have been looking into mobile advertising or already started. Not that successful so far, as obstacles need to be removed at operator, advertiser and consumer levels. However, mobile advertising remains a huge promise and learning by doing is key.

Tarik FawziChief Executive OfficerAeneas Strategy

T-Mobile and Vodafone to welcome KPN, O2 joint German spectrum bid

November 25, 2009

Analysis of:KPN, O2 could look at German joint spectrum bid | www.totaltele.com

KPN and O2 have announced they will seriously consider jointly bidding for new spectrum in the German market. KPN and Telefonica have been expected to merge for nearly a decade. Both have been unsuccessful in closing the gap with market leaders Vodafone and T-Mobile. Finally a joint action by KPN and O2 might be a first serious step towards German market consolidation. This would benefit all players as consolidating markets lead to lower competitive pressures, and consequently better margin.

Tarik FawziChief Executive OfficerAeneas Strategy

Increased competition, mobile internet boom lead to German contraction

October 13, 2009

Analysis of:German mobile services market contracts 3.3% in Q2 | www.telecompaper.com

Increased penetration in the German market is mostly caused by MVNOs on the E-Plus network. These are price-fighters which lead to lower average prices in the market and is hurting the big MNO margins.The growth in mobile internet traffic is not leading to big increases in data ARPUs for MNOs. Flat-fee data plans are great for heavy users, who are basically getting more speed and data for a lower price.

Tarik FawziChief Executive OfficerAeneas Strategy

Still early days for LTE

October 1, 2009

Analysis of:Telefonica picks 6 equipment providers for LTE trials | www.telecompaper.com

Telefonica and other operators are setting up trials with LTE. As 3G revenues for operators are still staying behind 9 years after 3G-license acquiring, operators will not speeden up LTE commercial roll out. Telefonica is smartly inviting the big-six infra suppliers to participate in the LTE trials in different countries, thereby having the ability to assess their qualities and indicating to the providers to need to fight to get the LTE- contracts.

Michael Horsch FizzPrincipal AdvisorFCI Inc.

Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.

August 5, 2009

Analysis of:Cisco’s Sales Will Drop as Much as 17%, Chambers Says | www.bloomberg.com

Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition.  Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco.  In addition, with $30 plus billion of cash they are better positioned than most.

Melissa MitchellPresidentMGME Technology Services

Microsoft has burned too many bridges, IT departments will wait a long time before reinvesting.

July 14, 2009

Analysis of:Six in 10 companies plan to skip Windows 7: survey | tech.yahoo.com

1. ROI with many MS products is low when simply upgrading 2. The total cost of ownership for MS updates is price prohibitive for even enterprise businesses

Tarik FawziChief Executive OfficerAeneas Strategy

Opportunities and challenges for Vodafone in UK consolidation

June 29, 2009

Analysis of:Vodafone mulls offer for T-Mobile UK | www.telecompaper.com

Vodafone is seriously looking at taking over T-Mobile UK. This would lead to a 40% market share, way ahead current market leader O2. Vodafone has been focussing increasingly on the developing markets over the last three years, with minor fixed acquisitions in Europe. In that respect, being a potential consolidator in one of the most competitive and largest European markets, might come as a surprise.

Melissa MitchellPresidentMGME Technology Services

D and H distributers are extending credit to smaller VARS, it may be too little too late for many.

March 12, 2009

Analysis of:Consulting Management Platform | www.crn.com

Distributers are feeling the pinch in the IT sales market. Banks, even banks that have received tax payer bailout funds, are crushing small businesses through tighter loan requirements. Even those with good credit are being victimized due to the bad habits of others.

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