GLG News by Wireless Data Card Experts

Tarik FawziChief Executive OfficerAeneas Strategy

Is this the end of a business model for wireless operators?

October 27, 2011

Analysis of:KPN reports weaker Q3, but keeps FY guidance | www.telecompaper.com

The success of mobile internet is hurting wireless operators. Core revenues are being cannibalized and the costs for increased required data capacity are exploding.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Reliance mast, or tower sale now back on cards.

May 31, 2011

Analysis of:Reliance mast sale on the cards, as FY results mixed | www.mobilebusinessbriefing.com

Having just announced final year figures, with flat revenues and profits down 71.1 per cent, Reliance also declared that depreciation and finance costs had significantly increased.The previously announced sale of its Tower unit, Reliance Infratel which had been put on hold, is now back on the cards as it faces continuing high levels of debt, especially as Reliance can no longer draw down on its China Development bank financing.Interested parties, already chosen, can now start Due Diligence.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Impact of Japanese component shortages limited

March 21, 2011

Analysis of:Japan's Electronic Component Turbulence Temporary | itchannelsales.wordpress.com

The impact, in the short term, of the recent disaster in Japan will be limited as only certain sets of components are directly sourced from Japan nowadays.Those components affected include high capacity Li-ON batteries (for laptops, notebooks and tablets) and lower down the component value chain items such as glass substrate for LCD panels.A lot of other components such as CPUs, graphics chips, wireless chips etc are now all sourced to a greater extent from China and Taiwan.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Cell site Tower rationlisation on its way?

March 21, 2011

Analysis of:AT&T Acquiring T-Mobile For $39 Billion; Let The Scrutiny Begin | moconews.net

Over the weekend AT&T sent out an email to T-Mobile USA, we want to buy your network.One of the many benefits of the merger will be the rationalisation of cell sites and hence a reduction in ongoing Opex of both sites and backhaul.While AT&T is looking to gain additional sites to fill in holes, duplicated sites are a good candidate for a reduction in the numbers needed. This will have a knock effect for tower operators, where the sites are not owned by either AT&T or T-Mobile.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Pressure on Sprint as AT&T buys T-Mobile USA

March 21, 2011

Analysis of:T-Mobile USA Sold to AT | www.cellular-news.com

While everyone had been expecting a Sprint - T-Mobile USA merger, AT&T shows it has the money in the bank to snap up T-Mobile's US network and customers, so moving it up to the number one spot.The question now, does Sprint buy the small guys or does Verizon buy Sprint? To understand this however you need to see why AT&T jumped when it did, Spectrum!AT&T needed T-Mobile for a) spectrum, b) cell sites and c) customers and T-Mobile did not have the money to fund a LTE roll out in the next 5 years.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Femto cells - will 2011 be the start of a new trend?

January 19, 2011

Femto cells were long characterised as being the holy grail for users who want to get more speed and better coverage when at home.Now, with the elimination of some of the issues (interference, cost) we might just see operators looking to deploy femto on a network basis, not just for home use but also in the Enterprise as traffic demand increases.This is all about data off-load and now its getting serious, femto's in volume can offer a neat solution especially in dense metro areas.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Demand for mobile data drives up tariffs

January 19, 2011

Analysis of:10 per cent of users take 90 per cent of mobile data, say researchers | www.telegraph.co.uk

Its clear that in 2011 demand for mobile broadband will continue to outstrip network operator capacity and carriers will have to look to,a) increasing capacity by diverting capital spending into backhaulb) curtail 'all you can eat' data tariffsc) continue to monitor traffic type, especially video which forms the bulk of all trafficThe above also questions whether new technologies, such as LTE and the hype regarding peak achievable speeds, will ever deliver all that is being promised.

Melissa MitchellPresidentMGME Technology Services

Cloud Computing had a great year, this year destined to be better

January 3, 2011

Analysis of:What you need to know about the year of the cloud | www.infoworld.com

Cloud computing had a great year in 2010. Many small and enterprise sized businesses enjoyed greater sales and flexibility. There are , however, limits to what can and should be done in the cloud. Companies have to be careful.

Melissa MitchellPresidentMGME Technology Services

Data storage solution sales were up in 2010

January 3, 2011

Analysis of:Data Center Networking Equipment Sales Will Be Up 67 Percent In 2010 | www.crn.com

Both large and small organizations have seen a tremendous growth in the purchasing of data storage solutions . The reasons is simple, pure need. We find that even in a weakened economy, one must have storage.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Common mobile phone charger to drive consumer products

December 31, 2010

Analysis of:A Common Charger for Mobile Phones Now Expected in Early 2011 | www.cellular-news.com

With the agreement at both Standards and Government level of a specification for a common mobile phone charger, this now opens up the opportunity for equipment and device manufacturers to streamline their design and production facilities and introduce new products across a greater range of mobile phones from many more manufacturers.This break through should drive revenues and improve margins to the predominantly Taiwan and Chinese based manufacturers.

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