GLG News by Wireless Data Services Experts

Tarik FawziChief Executive OfficerAeneas Strategy

KPN One Move Closer to Entering the Spanish Market

September 20, 2007

Analysis of:KPN awarded 200,000 mobile numbers in Spain | www.cincodias.com

- Vodafone, Telefonica and Orange will see increased competition in the Spanish mobile market - this time from a player with a good track record (Germany, Belgium) of working in markets with multiple MVNO's - voice and text messaging prices will drop in the Spanish market hurting margins

Tarik FawziChief Executive OfficerAeneas Strategy

T-Mobile's mistake: closing a deal with Apple iPhone

September 17, 2007

Analysis of:iPhone headed for Germany: source | uk.reuters.com

- by closing an exclusive deal with Apple for distributing the iPhone, T-Mobile is opening the door for future lower earnings - an Apple deal is a short-sighted focus on acquisition numbers, but by giving away data and voice revenues to a supplier, other handset suppliers will see opportunities to do the same - the balance of power between operators and handset suppliers will therefore move into the direction of suppliers

Tarik FawziChief Executive OfficerAeneas Strategy

Buying 3: why and why not

September 14, 2007

Analysis of:Hutchison quiet on possible 3 sale | www.telecompaper.com

- further consolidation in the European wireless market - little reason for customers to remain loyal - 3G is no competitive advantage anymore

Tarik FawziChief Executive OfficerAeneas Strategy

Mobile Advertising will Change the Mobile Business Model - The Launch of Blyk

September 13, 2007

Analysis of:Blyk to launch in UK in September | www.telecompaper.com

Blyk, led by a former Nokia President, will start operations in the UK offering free mobile services to consumers. They will fund this with advertising revenues. Offering free services could be a threat to wireless operators revenues, but there are hurdles.

William StueberSenior PartnerTelecom Partners Group LLP

iPhone: Freshman Year in the Wireless Business

September 12, 2007

Analysis of:Lessons Learned From the iPhone Price Cuts | www.pcworld.com

How well is iPhone Doing? Does Apple understand the wireless industry business model or trying to re-invent it?

Mark CaseyPresidentCFN Services, Inc.

Another win for Infinera; limited dark fiber availability could impact WDM growth

August 2, 2007

Analysis of:Cox Selects Infinera for National Transport Backbone | www.convergedigest.com

1 - Infinera continues to build momentum with this Cox win and a recent XO Communications announcement that they will light additional long haul capacity with a second round of Infinera equipment; 2 - Recent Infinera wins however are built on a dwindling supply of available dark fiber; 3 - While optical demand continues to ramp up at the 2.5G and 10G level, options for non-traditional carries access to dark fiber is becoming very tight.

Ian WoodPartnerWireless Foundry

DRM before we had digital and the spector of regulation

August 1, 2007

Analysis of:Welcome to BBC iPlayer Beta | www.bbc.co.uk

The problem is one of market regulation in the UK, BBC has a track record of innovating before the competition because it has a public broadcast remit.  The Internet activities of the BBC have been cut back because Government and Competitors have complained that it has abused it position and stifled innovation. Having to work in the regulated market the BBC has had to launch the service slowly, hence the fact that at present they are using a form of windows media player to show MP4 content.  The vast majority o the archieve of the BBC does not have rights to broadcast on demand.  Old shows were made before DRM was an issue.  Newer shows are made by independents who did not give the BBC rights for anything other than broadcast.

William StueberSenior PartnerTelecom Partners Group LLP

iPhone - Act1

July 31, 2007

Analysis of:Was Verizon Really Wrong To Pass On The iPhone? | telecom.seekingalpha.com

- Vzw never would have been a partner, at least now. - AT&T was bargaining from weakness - This is the first in a long string of heightened benchmarks for device/network integration - The iPhone story is only at the very first chapter

William StueberSenior PartnerTelecom Partners Group LLP

Apple iPhone will change the landscape forever

June 29, 2007

Analysis of:iPhone Watch: The Summer Blockbuster Goes on Sale Tomorrow | ce.seekingalpha.com

iPhone creates a new business model for wireless Partnerships will be forced among historically antagonistic players Effects will be felt sooner than later

Tarik FawziChief Executive OfficerAeneas Strategy

AT&T should not expect too much with prepaid data, indicate European learnings

June 11, 2007

Analysis of:AT&T Rolls Out GoPhone Pay As You Go Feature Packages | www.att.com

The wireless data market in European has not shown any significant revenues streams in the prepaid data market. Europe is more prepaid and more data oriented than the US. Learning from the European experience, AT&T should not be too optimistic about revenues in this market.

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