GLG News by Wireless Data Services Experts

Ian WoodPartnerWireless Foundry

July 4, 2008

Analysis of:European 3G subscriptions seen topping 100 million | www.reuters.com

The market is still fragmented. In the big five we still see a wide spread of take up as consumers are yet to be won over. The mobile networks are still to discover a range of products that make the investment pay off. This talks about terminals rather than handsets and so a slowing of sales of phones is offset by a boom in USB Mobile Broadband Devices.

Ian WoodPartnerWireless Foundry

Too Little to Late

June 25, 2008

Analysis of:Motorola Impresses With 5-Megapixel Camera Phone | www.informationweek.com

This is something that they should have launched 12 months ago. Failing that then we should have seen it in February at GSM World. The design is dated and the technology is out of date. This new handset is not going to have Networks placing orders outside of the US. At best this gets a C for effort.

Ian WoodPartnerWireless Foundry

Is Business a core segment to Nokia?

June 19, 2008

Analysis of: Nokia unveils new business phones | news.yahoo.com

With ever more of the business done by Nokia in the Emerging Markets just how important is a handset with such a rich feature set? The Blackberry like E71 whilst attractive suffers from a limited number of Enterprise Applications. How does these handsets fit into the OVI service?

Ian WoodPartnerWireless Foundry

Vodafone under the command of Colao can only be good news

June 18, 2008

Analysis of:Sarin Legacy Isn't All Aces | online.wsj.com

When Colao left McKinsey to help run Omnitel as the COO he showed that he was more that a "Strategy Man" working alongside Francesco Ciao he showed that he was someone vary capable at Operational matters. With Cioa gone, he steppped up to the CEO role and integrated the Omnitel into Vodafone. On his return to Vodafone he has spent the last 18 months getting ready to succeed Sarin by Optimising the network. Now with an Italian at the head you can expect to see Emerging Markets take a back seat as he follows the startegy of the Spanish Subsiduary and stimulates the market.

Ian WoodPartnerWireless Foundry

What Qualcomm is doing is building a Services Business

June 16, 2008

Analysis of:Qualcomm Creates Mobile Internet Strategy To Go Head-To-Head With Internet Giants | www.washingtonpost.com

Looking at the services businesses of Qualcomm and what you see is the development of a number of verticals. One of which is BREW; the others are Location, Advertising, Payments, Video. These services are aimed at helping to create Federations for particular services. Having created these Federations Qualcomm will be able to influence the strategy of Mobile Networks which will lift the spend on Handsets that run Qualcomm silicon.

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.

Tarik FawziChief Executive OfficerAeneas Strategy

Blyk will have a challenging situation in the Netherlands; wholesale customer for Vodafone

January 30, 2008

Analysis of:Mobile Advertising: Blyk gets new funding; launches in second market | www.moconews.net

- The announcement of new funding by Blyk indicates some investors still see potential in Blyk, despite non-flying results in the UK - The announced deal with Vodafone NL is one of the first wholesale deals for Vodafone in the Netherlands in a crowded MVNO-market, where over 90% over MVNO's are on the KPN network - the planned launch of Blyk in the Netherlands will stimulate the Mobile Advertising market and the turn around of the business model.