GLG News by Wireless Data Services Experts

William StueberSenior PartnerTelecom Partners Group LLP

LightSquared - Form over Function?

April 1, 2011

The wireless industry has undergone a tremendous amount of change over the past couple of years. We've seen a lot of unexpected functionality, and hype, turn into reality - and quite profitably. Although many players in the wireless echo system have changed, network has been the most resistant. LightSquared appears to be bypassing the requisite checklist for building out a nationwide network. Is this another wave of industry change or just a short-sighted business plan running ahead of itself?

William StueberSenior PartnerTelecom Partners Group LLP

The Smartphone Wave

March 1, 2011

Smartphones are no longer a "niche" for the wireless industry - they are its future.  This analysis is a discussion of some of the drivers and overall impact these tiny computers will have on the industry landscape.

Tarik FawziChief Executive OfficerAeneas Strategy

New CEO for KPN: background, expectations and impact

October 18, 2010

Analysis of:Eelco Blok to become new KPN CEO | www.broadbandtvnews.com

Today, KPN announced that it will propose to its shareholders that Eelco Blok would be named its new CEO. Blok is to succeed the successful Ad Scheepbouwer by April 2011. Mr Eelco Blok has a long track-record within KPN and is expected to follow continue KPN's existing strategy with is focused as maintaining it's strong multiplay position in the Dutch market, stimulate it's challenger position in neigbouring countries and a strong-focus on cash-flow.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Valuation of Nortel's LTE Patent Portfolio

July 22, 2010

Analysis of:Nortel Patent Auction Benefits LTE Market | www.isuppli.com

We analyzed the essentiality of Nortel's 4G patent portfolio that are crucial to deriving premium royalty rates. We have conducted multiple patent searches at several patent databases. We then compare Nortel's IPR position against its peers and the corresponding royalty rates that Nortel’s peers are expecting to charge. We obtained the reasonable royalty rates for Nortel over a lifespan of 15 years for LTE. We then calculate the valuation of Nortel's patents.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Soho Q2 Earnings Forecast

July 22, 2010

Due to the World Fair, FIFA World Cup events in Q2, Wall Street may be expecting a fantastic quarter for Soho due to increased online advertisement revenue. However, from our measurement data, the impact from the FIFA event on Sohu's online advertisement revenue is far short of our expectations. FIFA's impact on the month of June applies to Sina and other online advertisement firms as well.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Ramifications of Harbinger's $7B LTE pact with Nokia Siemens

July 22, 2010

Analysis of:Harbinger forges $7B LTE pact with Nokia Siemens | www.fiercewireless.com

A nationwide, wholesale, terrestrial-satellite, mobile broadband network – one that uses a globally endorsed LTE (Long Term Evolution) technology. A vision - imbued with an inherent openness and possibilities - unencumbered by walled-gardens and the status quo. The twin motivating factors of high-speed, and high-capacity, coupled with mobility are significant pillars in the inexorable demand for connectivity to multimedia services, in the information age.

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.

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

Cisco Push on Mobility Starts with a Starent Rebrand

February 10, 2010

Analysis of:Cisco Picks Up Where Starent Left Off | www.pcworld.com

There's a lot to like about Cisco's latest move in the mobile core. Rebranding Starent's ST40 points to a focus on operator demands, not platforms. Integrating the ST40 into Cisco's ASR family signals quick movement on Starent integration. New traffic analytics tools are important for traffic monetization.Unfortunately, beyond rebranding, the news does little to advance Cisco's position in the mobile core or set out differentiators against players like ALU, Ericsson, NSN, Tellabs or Juniper.   

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.

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