GLG News by Wireless Data Services Experts (North America)

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.

Ronald GruiaProgram Leader-Emerging Communications SolutionsFROST & SULLIVAN, INC

Nortel Optical Sweepstakes

August 14, 2009

Analysis of:Is Ericsson the Hope for Nortel's MEN? | www.lightreading.com

As Nortel disposes of its business units, gaining market share via acquisition will be an way for vendors in the optical space to give the top two players (Huawei and Alcatel-Lucent) ar run for the money. This article examines the potential suitors for the Nortel MEN unit and their likelihood to bid on these assets, in addition to key considerations for each vendor. The list includes Ciena, Cisco, Ericsson, Fujitsu, Huawei, Infinera, Juniper, Nokia Siemens Networks (NSN) and Tellabs.

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

Ericsson and Nortel: It's About Customers...Not CDMA

July 26, 2009

Analysis of:Ericsson Wins Nortel Auction | online.wsj.com

Ericsson's acquisition of Nortel's wireless assets has been positioned as a return to CDMA for the Swedish vendor.  That's true.  The deal, however, isn't about CDMA...or even LTE.  It's about an opportunity to snap up a good deal and get closer to CDMA operators worldwide who will be looking to LTE upgrades going forward.

Edward MoranPrincipalInforan Int'l Telecom and Biofuels Advisory Services for Global Emerging Markets

Shutting down Alt. Energy HQ does not mean complete exit from the Green Arena

July 7, 2009

Analysis of:BP shuts alternative energy HQ | www.guardian.co.uk

The shutting down of BP London Alternative Energy HQ is a simple measure of cost reduction in times of financial crisis and global economic instability. The exit from the solar and wind segments of alterntative energy is very well timed and synchronized with the alternative energy HQ: Both wind and solar areas are not part of BP core business but they did look good on the green banner and part of the slogan Beyond Petrolium. Both wind and solar are almost matured technologies but still not economically viable and can only make economic sense with government subsidies and grands. On the other hand, BP alternative energy activity in the area of biofuels is alive and well in Brazil. This is the only segment of alternative energy which is in line with BP core business of gasoline production and distribution.

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.

Ronald GruiaProgram Leader-Emerging Communications SolutionsFROST & SULLIVAN, INC

Nortel Fire Sale Begins

June 22, 2009

Analysis of:Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com

Wireless assets acquired by NSN from Nortel include the CDMA business and LTE IP (Intellectual Property).  NSN gets relationships with operators such as Bell Mobility, VerizonWireless, Sprint Nextel, KDDI, China Telecom. CDMA is still profitable and will have a long tail. NSN also expands its footprint in North America, which represents only ~ 5% of its revenues and this acquisiton will certainly better position the company to tackle one of its Achilles heels. NSN gets Nortel's IP on LTE including SON (Self-Organizing Networks) and ongoing LTE relationships (NT had won KDDI tender and was carrying out a trial at T-Mobile AG); 400/2,500 employees that NSN is getting from Nortel were working on LTE, other 2,100 on CDMA. Who will fill in the void in terms of R&D spend in Canada? NSN will open up a lab and there are rumors that Huawei will expand its presence, but look for more from other entrepreneurs such as Sir Terry Matthews. It will be tough to match Nortel's R&D budget.

Edward MoranPrincipalInforan Int'l Telecom and Biofuels Advisory Services for Global Emerging Markets

The (almost) final phase of demise of Telecom Italia as a top 3 regional telecom leader in South America

June 22, 2009

Analysis of:Telecom Italia starts tender for Argentina stake - report | www.telecompaper.com

The decline of Telecom Italia (TI) as a regional telecom leader in South America began a few years ago as TI began selling most of its in-country wireless operations. The TI Group remained in only two major markets where it had participation in both wireline and wireless segments: Brazil and Argentina. In spite of the board and management declarations from Italy that the group will not sell off in any assets in these two core markets, the moment of truth has arrived when TI had to admit (maybe not verbally / officially) that these two operations are declining as a result of competition and other market forces.

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

Starent & Friends Do Femo Standards - Just Like Everyone Else

June 18, 2009

Analysis of:Starent Networks, picoChip and Continuous Computing First to Demonstrate 3GPP Standard Iuh Femtocell Interoperability | www.starentnetworks.com

In a continuing attempt to broaden its revenue base (facing limited GSM/WCDMA momentum) Starent has made the femtocell space a strategic focus.  Femtocell standard and interoperability demonstrations highlight its commitment - but do little to actually differentiate the company; every vendor in the market will be ready to follow suit.

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