GLG News by Wireless Data Services Experts

Tarik FawziChief Executive OfficerAeneas Strategy

Vodafone / Telefonica invest in mobile advertising: moving up the value chain

December 11, 2007

Analysis of:Vodafone, Telefonica bank on mobile ads | www.reuters.com

- the investment of both Vodafone and Telefonica in Amobee is another indication there are great expectations of mobile advertising - control of a technical partner however might hurt market growth - Microsoft before invested in Amobee competitor Screentonic

Ian WoodPartnerWireless Foundry

Don't panic this is not the end of the world

November 1, 2007

Analysis of:Skype and 3 launch mobile phone | www.reuters.com

What you get with a Skypephone is a service that allows another form of IM as long as you have spent a minimum of £10 per month.  This is not VoIPoM this is something aimed at retaining customers and getting them to keep the phone on so that they can recieve calls.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

WiMax Adopted as a Worldwide 3G Standard

October 22, 2007

Analysis of:WiMax is 3G | www.wirelessweek.com

This is a significant milestone in the business sense.  So far, Wimax had been viewed as a threat to the incumbents from the left field.  With this approval by ITU, it begins to legitimize WiMax among the cellular incumbents.

Ian WoodPartnerWireless Foundry

Form or Function?

October 12, 2007

Analysis of:Motorola Back On Track | www.forbes.com

The V3 was something that was a victim to fortune. Motorola built a very sexy looking handset they just forgot to do something with the software.  So you got a large number of users who discover that this is not a Nokia or a Sony Ericsson and you need to read the instruction book. Life is too short for instruction books, and so people became unhappy that this was a phone that just made calls and sent texts.  As an internet device it is a nightmare. Not a great device for networks looking to raise ARPU with data services so limited lifespan. Motorola have been playing with just what OS to run on the handset.  You can get the Q which is using Microsoft as the engine for the Smartphone.  However the latest Smartphone sees them return to UIQ (Symbian) for the software and it does not have a QWERTY keypad and so once again data services will be limited. David Beckham as a Brand is outdated, just as LA Galaxy about bang for buck.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Is 2008 the Year for WiMax?

October 4, 2007

Analysis of:Chipset vendors jostle for position in WiMAX handsets | www.wimaxtrends.com

The strongest supporter of WiMax Intel has announced that it will embed its WiMax technology in the processor dubbed Montevina in May of 2008. Intel intends to establish their own Intel-based handsets as well. The biggest US WiMax operator Sprint Nextel also announced that they will deploy WiMax to cover about 30ish cities at around the same time. Sprint Nextel has selected Intel, Motorola and Samsung as its vendors. Motorola recently announced its WiMax chipset for handheld devices which is scheduled to debut beginning of 2008. Samsung has already gained two years of experience through the deployment of WiBro (Korean version of WiMax) with large Korean operators.  NextWave will release baseband chip with an integrated WiMax/Wi-Fi system-on-chip. Its WiMax interface will meet global TDD and FDD spectrum allocations from 1.7-3.8 GHz. 

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

Short-term and Long-term View of Motorola's Cell Phone Business

October 4, 2007

Analysis of:Motorola Back On Track | www.forbes.com

Over the long-term (five years and out), the low-cost Asian phone manufacturers are becoming more competitive with features and low cost, making it diffult for the large vendors to sustain their R&D in the US or Europe.  In the short run, the Asian manufactures are still more focused on the low to medium end phones as they grow their R&D capabilities for high end phones such as smart phones.  In addition, the iPhones and G-phones (By Google) will have their own brand and even their own subscribers.  They will outsource phone manufacturing and even design to Asia. (e.g., iPhones were manufactured in China)

William StueberSenior PartnerTelecom Partners Group LLP

Helio is Changing Hands - Not Just Another MVNO Saga

September 26, 2007

Analysis of:Earthlink Stops Funding Helio | www.infoworld.com

Earthlink's participation was predictably a significant mistake. SK Telecom has a broader agenda which justifies continued participation and funding. Earthlink acted as an appropriate partner to launch the venture but brings little to the operational phase.

Mark OskowskyPrincipalWireless Tech

NextWave will it survive?

September 26, 2007

Analysis of:Chipset vendors jostle for position in WiMAX handsets | www.wimaxtrends.com

1. There is a lot of noise about WiMax being 4G technology for mobile devices including cellular phones. While this is probably true Wimax standard is not finalized yet and this fact makes the technology developers a risky companies to invest in. 2. NextWave is spending huge amount of money on technology development ranging from ICs, though the prototype development platforms for both industrial and consumer markets. In addition,  NextWave is buying frequency spectrum all around the world. In my opinion this is very risky strategy because WiMax will be rolled-out in 2009-2010 if not later in some countries but the interest payments on company loans to have to be satisfied in the meantime. 3. In addition, the growth of the company is tremendous. They need more and more people to cover all the activities they are involved in and there is question in my mind of controlling the growth.

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

Sprint's Airave: First Femtocell Launch Reveals Complex Biz Issues

September 24, 2007

Analysis of:Sprint Airave Signal Booster Goes On Sale Today | www.engadget.com

Sprint's new Airave service promises better in-home reception and cheap voice calling.  Yet, where improved mobile data performance should be a femtocell's sweet spot, business and technical issues will hold Sprint back.

Mark OskowskyPrincipalWireless Tech

BOM and Cost of Typical Cell Phone

September 20, 2007

Analysis of:Apple Sets iPhone Price at $399 for this Holiday Season | www.apple.com

BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced about a year ago. The BOM and price has already considerably fallen down. The phone is comparable to iPhone by Apple. 1. Samsung stacked memory is $2.00 to $3.00 2. TI OMAP – VOX $6 to $12. 3. Infineon Low Noise Amplifier-$0.15 4. RFMD GaAs Power Amplifier-$1 5. National Semi regulator-$0.35 6. The camera module $3 7. GSM transceiver $2 8. Analog ASIC $3 9. Bluetooth -$2. STM 10. Philips FM radio -$1 11. National Semi LED charge pump $0.5 12. SRAM-$1 Total IC BOM $20 to $26. Additional parts $24.

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