GLG News by Wireless Services Experts

Lin SunConsultantSelf Employed

Winners of New TD-SCDMA Bid

June 9, 2010

China Mobile (CMC) reportedly will begin extended trials of TD-LTE, commonly called 4G, after the World Expo. However, it would be mistaken to assume the operator is abandoning TD-SCDMA, a Chinese version of 3G which remains sluggish after nearly two and half years. The market is growing but not at the pace CMC had hoped to see. By the end of April, the latest figure available, CMC added 713,000 new TD-SCDMA customers to a total 8.4 million.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Intel $ Directly Tied to Clearwire City Turn-Ups?

June 4, 2010

It seems that how much money Clearwire gets from Intel depends on how many cities it turns up at a particular time, according to Telecom Pragmatics.   Evidently, the wireless carrier has a clear incentive to penetrate more cities rather than fewer. Therefore, there could be an increased chance of Clearwire overextending itself in the market.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Follow FiOS Map for Bulk of VZ LTE Cities

May 30, 2010

The first 25 to 30 4G cities are expected to be operating by second quarter of 2011 for Verizon Wireless, according to Telecom Pragmatics.  Mainly the FiOS cities, including those outside of its incumbent landline territory, will be targeted.   In the past, we have written about the long-term strategic importance of Verizon ultimately tying its LTE network with FiOS. 

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Energy Storage- A $44 billion market by 2015

May 25, 2010

Analysis of:Energy Storage Market to Hit $44 Billion by 2015 | www.matternetwork.com

Given that most automakers are launching electric vehicle and the smart grid is expanding, now is the time to understand energy storage and renewable energy opportunities.

Tarik FawziChief Executive OfficerAeneas Strategy

Options for Telefonica and KPN following German mobile broadband auction

May 25, 2010

The German mobile broadband auction has left E-Plus (owned by Dutch KPN) without 800 MHz spectrum, which is required to roll out mobile broadband in rural areas. If the market study, executed by the German government, on redistributing lower 900 spectrum will not lead to a more favorable position for E-Plus, the German daughter of KPN will be forced to look at serious strategic alternatives: merging with Telefonica/O2 or an intense partnership with their Spanish competitor.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics’ Hardball: Apple’s iPhone Remaining Exclusive to AT&T?

May 22, 2010

We wrote in a recent Hardball article that “the latest indications are that Apple has no current intentions of doing business with Verizon on a 4G device.  One problem is that Verizon’s top leadership has apparently been highly arrogant in its dealings with Apple."  Yet, the bigger reason for potentially passing a 2nd time on the iPhone (including one that works on 3G) is that it is a big bandwidth hog and Verizon’s network could be adversely affected with consumers downloading videos, etc.

Stuart NewsteadChief Executive OfficerEllare

BlackBerry Messenger - Are you Appstores in Disguise?

May 18, 2010

The BlackBerry Messenger application can become an appstore for message-based content. What could be distinct about this appstore is the way it can deliver value to a community of users through a unique combination of strengths, rather than a specific strength. And the mobile networks can get in on the act as well and breathe life back into their own assets.

Lin SunConsultantSelf Employed

The End of an Era?

May 17, 2010

China Mobile may soon find itself at a crossroads never before in the company history. No, it is not about market share; the cellphone operator still owns more than 70% cellphone customers at a staggering 540 million, and its dominance is unlikely to reverse anytime soon. Overall, the company is running a stable and progressive course as operating revenue rose 7.7% in the first quarter and profit up 1.1%.

Samuel GreenholtzPrincipalTelecom Pragmatics

Telecom Pragmatics Hardball: Shift to 3G EVDO Rev B by Verizon Wireless

May 15, 2010

Our company, Telecom Pragmatics, is finding it increasingly difficult to find people at Verizon that do not believe that the wireless service provider is going with Rev B.   The only individuals that seem to be in the dark about it are the public relations people at the company.  In fact, it is not out of the question that a Rev B upgrade could occur as quickly as the start of next year.

John WilkersonExecutive DirectorBELLWETHER SERVICES, LLC

Wal-Mart Takes Renewable Energy to Southern California’s Main Street

May 12, 2010

Analysis of:Sam's Club Opens On-Site Micro-Wind Farm | www.reuters.com

Per a Reuters.com article, Wal-Mart has reportly installed the first wind farm of micro-wind turbines onsite at a Palmdale, California Sam's Club. This 17 unit wind farm will produce 3-5% of the stores annual energy needs. Are Illinois, New York & North Dakota far behind?

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