GLG News by Wireless Services Experts

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Cell site Tower rationlisation on its way?

March 21, 2011

Analysis of:AT&T Acquiring T-Mobile For $39 Billion; Let The Scrutiny Begin | moconews.net

Over the weekend AT&T sent out an email to T-Mobile USA, we want to buy your network.One of the many benefits of the merger will be the rationalisation of cell sites and hence a reduction in ongoing Opex of both sites and backhaul.While AT&T is looking to gain additional sites to fill in holes, duplicated sites are a good candidate for a reduction in the numbers needed. This will have a knock effect for tower operators, where the sites are not owned by either AT&T or T-Mobile.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Pressure on Sprint as AT&T buys T-Mobile USA

March 21, 2011

Analysis of:T-Mobile USA Sold to AT | www.cellular-news.com

While everyone had been expecting a Sprint - T-Mobile USA merger, AT&T shows it has the money in the bank to snap up T-Mobile's US network and customers, so moving it up to the number one spot.The question now, does Sprint buy the small guys or does Verizon buy Sprint? To understand this however you need to see why AT&T jumped when it did, Spectrum!AT&T needed T-Mobile for a) spectrum, b) cell sites and c) customers and T-Mobile did not have the money to fund a LTE roll out in the next 5 years.

Lin SunConsultantSelf Employed

News and Notes: CMCC, LTE and ZTE

March 20, 2011

The following is what has happened so far in March. Instead of lengthy analysis, I’ve decided to focus on some key areas you may have missed or of potential interest to you; and it is up to you to add opinion or draw conclusion. This way, you can have a better grip of ongoing trends in the largest telecom market.

William StueberSenior PartnerTelecom Partners Group LLP

The Smartphone Wave

March 1, 2011

Smartphones are no longer a "niche" for the wireless industry - they are its future.  This analysis is a discussion of some of the drivers and overall impact these tiny computers will have on the industry landscape.

Lin SunConsultantSelf Employed

The Smartphone Rush

February 17, 2011

The strong demand for iPhone 4 in China stunned everyone after cold reaction to iPhone 3G and 3GS. It is another sign that market runs not on senses but emotions. True, iPhone 4 is more powerful and Wi-Fi is definitely a plus, but it also costs more. In less than two months after debut, about 500,000 iPhone 4s were sold in China, more than 3GS sold in a year. Whatever the reason, the reality is iPhone 4 has run out of stock in China and anxious customers have to wait until shipment resumes.

Matt StandishPrincipalInteractive Mobile Media

Google takes on foursquare with Latitude check-ins

February 3, 2011

Analysis of:Google takes on foursquare with Latitude check-ins | www.fiercemobilecontent.com

I guess it is of little surprise that Google is launching its Latitude mobile friend-finder service with the addition of new check-in features rivaling similar location-specific solutions from startups like foursquare, Yelp, Gowalla and Loopt. 

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

California AB 32; This Decades Global Supply Chain Game Changer

January 24, 2011

Analysis of:California Assembly Bill 32: Global Warming Solutions Act | www.arb.ca.gov

Since 2006 the State of California has been aggressively provided national leadership on the Global Warming challenge.   The California Air Resources Board has developed an 2020 implementation plan that has North American and Global Supply Chain implications.  Firms including Dell, Wal-Mart, Whole Foods and Office Depot are among a select group of business climate change leaders that are defining how global supply chains will operate in the near future.    

Lin SunConsultantSelf Employed

Can LTE Boost China Mobile?

January 22, 2011

After some delay, China will launch TD-LTE this year. China Mobile (CMCC) plans to build trial networks in six cities including Shanghai and Guangzhou with an average 500 BTSs per city, large enough for commercial service. CMCC plans to spend 1.5 billion yuan ($225 million) for the project. In the meantime, MIIT, the government agency that regulates the telecom industry, has reportedly allocated a bandwidth of 50MHz between 2.5-2.6GHz, a spectrum very likely for future LTE service.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Femto cells - will 2011 be the start of a new trend?

January 19, 2011

Femto cells were long characterised as being the holy grail for users who want to get more speed and better coverage when at home.Now, with the elimination of some of the issues (interference, cost) we might just see operators looking to deploy femto on a network basis, not just for home use but also in the Enterprise as traffic demand increases.This is all about data off-load and now its getting serious, femto's in volume can offer a neat solution especially in dense metro areas.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Demand for mobile data drives up tariffs

January 19, 2011

Analysis of:10 per cent of users take 90 per cent of mobile data, say researchers | www.telegraph.co.uk

Its clear that in 2011 demand for mobile broadband will continue to outstrip network operator capacity and carriers will have to look to,a) increasing capacity by diverting capital spending into backhaulb) curtail 'all you can eat' data tariffsc) continue to monitor traffic type, especially video which forms the bulk of all trafficThe above also questions whether new technologies, such as LTE and the hype regarding peak achievable speeds, will ever deliver all that is being promised.

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