GLG News by Wireless Data Services Experts

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

Nokia: Texas Does Not Make a WiMAX Leader

March 19, 2007

Analysis of:WiMAX to roll across Texas | www.mobiletechnews.com

Nokia's win with Sprint Nextel was already known; allocation of Texas deployments only clarifies its initial role.

To date, the company has yet to announce additional WiMAX wins (commercial or trial), questioning its momentum...particularly compared with Motorola, Alcatel-Lucent and Samsung.

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

"EDGE Evolution" - More Than EDGE, Less Than 3G...May Never Happen

March 19, 2007

Analysis of:EDGE Evolution is going to kill 3G? | www.electronique.biz

EDGE (Enhanced Data rates for GSM Evolution) is an upgrade to GSM/GPRS networks, supporting up to 384 Kbps data rates.  Nearly 200 EDGE networks have been launched, with Ericsson supporting most of them.
 
EDGE Evolution is an upgrade to EDGE, promising added spectral efficiencies and data rates beyond 1 Mbps.  Given Ericsson's EDGE market position, support for EDGE Evolution is logical - delivering investment protection to its customers.

EDGE Evolution is more than a simple software upgrade.  With 3G network and device costs coming down, it's unclear that other vendors will follow suit, or operators will care.

Mark CaseyPresidentCFN Services, Inc.

4G Deployment Creates Wireless Backhaul Opportunities for Equipment Vendors, CLECs, and Cable MSOs

March 19, 2007

Analysis of:WiMAX to roll across Texas | www.mobiletechnews.com

With several thousand cell sites across these three markets, Sprint will likely need to efficiently migrate from T1 based backhaul to a broadband fiber and wireless backhaul network. This broadens the opportunity base for competitive carriers and mobile backhaul providers to take market share from incumbent telcos in the shifting backhaul market. The question is who will answer the call and how will the incumbent telcos react? Will the Cable MSOs and/or equipment vendors join the party? How will these early network deployments set the stage for the broader wireless backhaul market supporting 3G and 4G deployments?

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

VZW Kicks Off Mobile TV Era

March 8, 2007

Analysis of:Verizon Wireless Launches the First Commercial Mobile Television Service | internetcommunications.tmcnet.com

Verizon Wireless launched its mobile TV service exactly as most of us had expected: with limited handset choices, limited markets, limited channel choices, a relatively pricey tatiff and superb picture quality.  As Cingular readies its own offer, the million dollar question is how quickly VZW can build device diversity and use unicast technologies to differentiate its offer.  Ultimately, however, the risk to VZW is limited by the fact that Qualcomm paid for and built the Vcast Mobile TV network.

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

CNN Points To Ericsson's Future

February 28, 2007

Analysis of:Turner, Ericsson launching CNN Mobile | telephonyonline.com

Sit through any wireless network vendor's powerpoint presentations and you'll see at least one reference to Web 2.0 rhetoric and content providers like Yahoo, Google, MySpace, etc.  The focus reflects an understanding that infrastructure competition is rising and margins are shrinking, making new business models and sales targets critical.  Ericsson's deal with Turner signals a tacit understanding of this fact...dealing directly with a mobile content provider and not its traditional clientele of mobile operators.

Peter JarichResearch DirectorCURRENT ANALYSIS, INC.

Nokia Siemens Networks on Track? You Bet!

January 31, 2007

Analysis of:Nokia and Siemens move forward with proposed Nokia Siemens Networks product portfolio plan | www.nokia.com

Who could blame Nokia for putting a hold on the NSN merger following news of fraud investigations at Siemens?  With the basic tenets of the merger - improved scale, new portfolio breadth, geographic synergies - intact, the odds of a cancelation seemed minor.  The fact that both companies will begin telegraphing joint product plans next month signals that the merger is indeed on track...and that the companies are already acting as one.

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

Helio's long way to rise

December 1, 2006

Analysis of:As Mobile ESPN falls, a Helio rises | money.cnn.com

Reasons behind the fall of ESPN mentioned in the article are true but not complete.
Helio's market segmentation is very well defined but there are some obstacles in execution as subscriber acquisition prove to be more difficult that both JV partners anticipated. 

Nick Hamilton-PiercyIndependent ConsultantNick Hamilton-Piercy

WiMAX is Great but a bit too late!

October 3, 2006

Analysis of:Goodbye Wi-Fi: wireless signals get maximized | money.cnn.com

WiMAX enables rich mobile broadband experienced but too late for cellular carriers.

 EV-DO & HSDPA are expensive implementations for far less broadband capability.

Nick Hamilton-PiercyIndependent ConsultantNick Hamilton-Piercy

Switched Digital Video Provides Very Cost Effective Last Mile Cable Capacity

September 13, 2006

Analysis of:Cable Industry May Need to Spend Heavily on Broadband Upgrades | online.wsj.com

Cable Industry can achieve near limitless downstream capacity at moderate costs.

Delivering video programming has highest bandwidth demand and best provided by hybrid multicasting/unicasting

Cable data services of 20Mbps or greater can be provided today without significant Industry CAPEX

Nick Hamilton-PiercyIndependent ConsultantNick Hamilton-Piercy

Right on Target:Not such a grim tale for MSOs

August 25, 2006

Analysis of:Right on Target:CATV MSOs Have no Choice | news.glgroup.com

High bandwidth demands drive CATV MSOs to revise their network architectures.
Substantal increases in bandwidth achieved at minimal CAPEX
Within a decade broadband networks (CATV & Telco) will look essentially similar.

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