GLG News by Wireless Data Services Experts (North America)

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

The war on Digital Right Management (DRM) between Univision and Grupo Televisa (NYSE:TV) goes to court

June 10, 2009

Analysis of:Univision and Televisa back in court | www.rbr.com

The war between the two North American Latino media giants return to court. It is a new version of an old war about who has the rights to distribute certain licensed content in a certain geographic area. The right of Univision to distribute the Mexican Televisa content via its US Latino broadcast channel is very well defined under the exclusive contract signed between the two media groups several years ago. But the agreement apparently does not cover new types of media that became available in recent years such as broadband Internet, 3G wireless and maybe event the new IPTV platform. It would be impossible to block the access of US based consumers to the Mexican Televisa web site, so Univision is likely to have lost the war even before the court makes its decision on the issue.

Ronald GruiaProgram Leader-Emerging Communications SolutionsFROST & SULLIVAN, INC

AT&T LTE Trial and Its Implications

May 7, 2009

Analysis of:Rumor Mill: Did AT&T pick Ericsson, Alca-Lu, Huawei for LTE trial? | www.fiercewireless.com

1- Details of the AT&T LTE buildout begin to emerge
2- Chinese NEVs such as Huawei and ZTE will become forces to be reckoned with in North America.
3- Ramifications to the other NEVs and LTE

Ronald GruiaProgram Leader-Emerging Communications SolutionsFROST & SULLIVAN, INC

NETC Q1 2009 Results & A Forward Look

May 4, 2009

Analysis of:Net Serviços: Resilient in a Tough Lat Am Macro Environment | finance.yahoo.com

Earlier this past week, NETC reported solid Q1 2009 results, which while expected by some, were met despite the worsening of macro conditions in Brazil.  In fact, from all Carlos Slim companies reporting this past week (i.e. AMX, TMX, NETC), NETC arguably had the strongest performance.  Issues going forward: Deteriorating macro environment and mitigating an unfavorable decision by the local regulator.

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

Nortel & Alvarion: A Logical Move, Another Blow to WiMAX (And Nortel)

February 3, 2009

Analysis of:Nortel Will End Mobile WiMax Business, Venture with Alvarion | online.wsj.com

In the middle of a restructuring, nobody can argue with Nortel's decision to exit the WiMAX space.  Combined with the WiMAX shifts coming out of Alcatel-Lucent and Nokia, the implication for WiMAX is clear.  Combined with a pullback from WCDMA and an LTE strategy that's short on specifics, the implication for Nortel is just as obvious.

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

Verizon's Network Extender Offers Solid Coverage - And Nothing Else

January 28, 2009

Analysis of:Verizon Wireless to sell $250 femtocell to boost indoor coverage | www.rcrwireless.com

The femtocell services coming out of Sprint and Verizon look similar - both focused on coverage and voice services. The reliance on voice services is logical given subscriber priorities and a lack of inexpensive, dual-mode 2G/3G femtocells.  Verizon's focus on coverage, alone, is nonsensical.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

HTC Android vs 3G iPhone

September 22, 2008

Analysis of:First Google Android phone to cost $199: report | news.yahoo.com

China Mobile is keen on the Android phones.  In addition to HTC, China Mobile has formed a joint venture with a local startup to build Android phones. 

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

HTC Android vs 3G iPhone

September 22, 2008

Analysis of:'Android' Cellphone to Showcase Google Brand | online.wsj.com

The HTC Android phone will be closely compared with the 3G iPhone.  Most likely the look and feel won't be as sleek as the iPhone.  However, Android phones will have the processing speed that is hard to beat.  In addition, the open handset model features may not initially be impressive.  But as time goes on, when the application development community catches on, there will be some impressive apps coming out... 

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Focus Wireless's Business Model

March 18, 2008

Analysis of:Focus Media's Subsidiary Accused Of Sending Chinese Spam Wireless Messages | www.chinatechnews.com

Simply put, Focus Wireless collects mobile subscriber numbers and private information through legal or illegal means, processes the subscriber data into categories such as business owner, car owners, bank VIPs, etc...  Focus Wireless then tries to target the mobile subscribers with targeted advertisements via spam SMSs.  The SMSs are sent out by its subsidiary companies or its partners. The problem of Focus Wireless is the scale to which they have employed this kind of questionable business practice.  They claim that they can reach 200 million subscribers.  The CCTV's investigation has created a discussions and debates on the Internet on where the boundaries lie for SMS-based targeted advertisement. 

Ahmad BeyranvandPartnerBeyran Inc.

Sprint Way Out

March 14, 2008

Analysis of:Will Deutsche Telekom buy Sprint Nextel? | www.telecomseurope.net

   I agree with Mr. Payam Maveddat analysis. Sprint has too many networks to maintain.

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

"Green" Telecom: More than Just Marketing?

February 22, 2008

Analysis of:The Dawn of Green Mobile Networks | www.businessweek.com

Wireless vendors have begun marketing their telecom gear (base stations) based on metrics such as carbon footprint and energy efficiency. End-users might see this as a "feel good" move.  Operators in emerging markets - where base stations may not have easy access to power - might see it as a necessity while those in mature markets simply want to trim their OpEx thanks to lower power consumption.

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