GLG News by Wireless Data Services Experts

Tarik FawziChief Executive OfficerAeneas Strategy

Vodafone moves into the fixed arena: defensive and offensive steps

May 31, 2007

Analysis of:Vodafone NL unveils DSL/VoIP services on Tiscali network | www.telecompaper.com

- Vodafone's strategy is to focus on emerging markets - however established markets still represent bulk of Vodafone's revenues - multiplay offers by competition threat existing revenue stream - both to defend this as well as to enter new markets Vodafone moves into the fixed market - more moves by Vodafone in the fixed arena expected in Europe

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

Private Equity / Buyout Funds are Hungry for TMT Assets

May 30, 2007

Analysis of:Equity group considers Virgin Media buy | www.hollywoodreporter.com

Private Equity Funds and Buyout Funds renewed their interest in telecoms and media assets in recent month after losing interest in that type of operations in the early part of the decade due to the Internet bubble burst. We will see more bids for telecoms, cable and media company by these funds in the upcoming months.

Tarik FawziChief Executive OfficerAeneas Strategy

Opportunities for Alcatel Lucent in China, Middle East

May 24, 2007

Analysis of:Alcatel-Lucent Has Losing Quarter but Sees Better Days Ahead | www.nytimes.com

Alcatel Lucent can profit from it's track record in Europe in 3G networks and application solutions to grasp growth opportunities in the Middle East and Chinese markets. Recently closed contracts with Etisalat and China Unicom underscore this. However, the threat from Chinese domestic players Huawei and ZTE is not to be neglected in the granting of 3G supplier contracts in China.

Tarik FawziChief Executive OfficerAeneas Strategy

Opportunities and Pitfalls for Microsoft

May 4, 2007

Analysis of:Microsoft Acquires Mobile Advertising Pioneer ScreenTonic | sev.prnewswire.com

- wireless operators are looking for new revenue channels, of which mobile advertising promises to be one
- Screentonic has multiple operator contact and the appropriate platforms to be a player in this field
- by acquiring Screentonic, Microsoft can leapfrog it's attempts to become more intimate with wireless operators, as it can combine internet advertising experience and advertiser contacts to Screentonic's strengths.

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

Telecom carriers become attractive target for acquisitions again

April 30, 2007

Analysis of:Report of Talk to Take Over Bell Canada | www.nytimes.com

After over half a decade of no interest, financial institutions are taking another look at telecom carriers as attractive target for M&A. Nationalism - local investors see incumbent telecom carriers as a national asset trying to block if from falling into foreign hands.

Ian WoodPartnerWireless Foundry

Payment or Banking?

April 30, 2007

Analysis of:Mobile Payments Gain Energy | www.wirelessweek.com

What you are seeing in the US is something that we saw in Europe five years ago.  We are going to see a number of services that are extensions of banking services and then others that are payments based.

When you look at payments where we are currently seeing success is in the expansion of banking rather than a substitution of credit cards. The rules for Money Laundering make mass adoption of mobile payments very difficult to roll out the services.

Internationally the big area is in remittances, these services mean that Western Union is challenged and the size and frequency of payments increase.

Ian WoodPartnerWireless Foundry

Just who asked for TV on their phone?

April 11, 2007

Analysis of:How to accelerate the adoption of mobile TV | telephonyonline.com

Mobile TV is all hype with little interest from the user in the street at present.

Content makers are yet to commit to support the Mobile TV sector.

Equipment makers need first off to agree on a global standard.

Ian WoodPartnerWireless Foundry

Yahoo! needs to understand the Mobile market in Europe if its to move forward

April 9, 2007

Analysis of:Strategy Analytics reports Yahoo! Offers Best Mobile Web Experience | www.mobiletechnews.com

The Mobile Web is not about Web2.0 on your handset, if Yahoo! are to be successful they have to see that it is about more than just a smart UI.

Success will come from offering a service that makes them a destination site rather offer to manage Portal services fo the networks as they have done with the Fixed Networks.

Staffing and Politics are still an issue if Yahoo! are to be able to offer and execute a service that Mobile users will be happy with.

Ian WoodPartnerWireless Foundry

Triple Play = financial suiside says Forrester

March 29, 2007

Analysis of:Hard-To-Resist Triple Play Offers | www.forbes.com

Convergence

- is, when it boils down to it, something of a myth

- convergence is a term dreamt up by consultants

- it is lazy short hand for collection of trends

- customers have exactly zero interest in convergence as a concept

- it is therefore a distraction

- it is just one of a number of potential means by which companies can choose to address customers

- it may be right for some customers in some circumstances - but that doesn't make it into the magic bullet that many in the industry believe it to be

- divergence has had a far more impressive track record thus far, in terms of value creation (iTunes, iPod etc are divergent; digital TV's many standards are divergent; digital radio standards are divergent etc)

- convergence has become a dangerous obsession for many players

- FT, DT, BT etc all have a "Convergence Strategy"

- Triple and quad plays are the most common manifestations

- Forrester reckons that on average, a European triple play customer will represent a cumulative loss of €3000-€4000 by 2010

- Their latest work calls triple play "financial suicide"

- IPTV is certainly a weak, immature technology competing against very efficient, well established technologies and highly effective and slick media companies

- Today, there are only 285 million broadband connections ON THE PLANET

- Of them, only 20 million or so are capable of 2mbps or faster ... and this is the total addressable market for IPTV

- In many respects, convergence therefore is another disaster waiting to happen

- strategic herding and lack of imagination threatens the long term prospects of a number of players

Ian WoodPartnerWireless Foundry

Great yet another handset!

March 28, 2007

Analysis of:EarthLink targets cellphones with Wi-Fi phone initiative | www.rcrnews.com

Most users select their phone on the basis of feature set not cost.

Just why will Networks connect VoIP calls?

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