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All News Analyses by this Author

Orascom: From The Sahara To The Tundra

November 18, 2009

Analysis of:Orascom Telecom Q3 net profit up to USD 180.9 mln | www.telecompaper.com

Orascom operates in a very wide variety of economies and cultural and political environments. It will face the choice between divesting or expanding its relatively minor sub-Saharan holdings as the forces of regional consolidation and the initiatives of entrants eyeing the region gather momentum.

Portable And Mobile Broadband - A Distinction Without A Difference

November 11, 2009

Analysis of:WiMAX Poised for Portable Broadband Success | 4gtrends.com

This analysis is an attempt to redefine expectations for WiMAX to divert the attention of investors and regulators from the realities of its very limited applicability and failure to fulfil earlier claims of superiority. It also invokes the general purpose excuse of a "poor economy" to downplay the impact of the fundamental competitive limitations of WiMAX  that are independent of the overall economic environment.

Future Is Murky For Clear and Clearwire

November 10, 2009

Analysis of:Clearwire Reaches Deal to Raise $1.56 Billion | online.wsj.com

The most significant aspects of Clearwire's recent fund raising are what it does not include, as well as coincidental changes in its management.

Dangers And Limitations Of Shareholder Value - Cisco And The Fate of Lucent

November 5, 2009

Analysis of:breakingviews.com - cisco’s run of spending - nytimes.com | www.nytimes.com

The ideology of shareholder value has dominated the thinking of many U.S. companies for at least two decades, to the detriment of longer-term strategies and internal investments, and often in practice mostly to the benefit of management's compensation packages. This article questions whether even Cisco will ultimately suffer the sad fate of other former U.S. icons (Lucent, GM), following a relative neglect of investment in internal development and excessive reliance on financial maneuvering.

The European Commission's Own 2.6GHz Band Decision Is Seriously Flawed

November 3, 2009

Analysis of:EC begins legal action over 2.6GHz frequency band | www.telegeography.com

The European Commission (EC) has initiated an infringement procedure against Germany for failing to respect the principle of service neutrality in its regulations for use of the valuable 2.6GHz band. Yet the EC's own 2008 Decision on this 2.6GHz band is internally inconsistent, and likely to place more unnecessary handicaps on users, operators, and national regulators than the restriction it is criticizing.

Incumbent Carriers Find Many Ways To Inhibit Entrants

October 30, 2009

Analysis of:Globalive phone battle headed to cabinet - The Globe and Mail | www.theglobeandmail.com

There are good reasons why the Government and regulator in Canada want to introduce more effective competition into the country's mobile market.  But Canadian incumbents, like all incumbents, are determined and innovative in finding arguments and ways and means to inhibit and delay entrants who may disturb their existing profitable arrangements.

Net Neutrality Can Be Designed To Sustain, Not Inhibit Innovation

October 26, 2009

Analysis of:Verizon CEO Seidenberg Speaks to SUPERCOMM … and the FCC | www.billingworld.com

The speech by Ivan Seidenberg is another example of a technique often used to attack an initiative you don't like - say it is an assault on a widely respected and worthy goal instead of discussing the real issues and alternatives.

Smartphones, Laptops, Netbooks And Other Sources Of Mobile Network Congestion

October 21, 2009

Analysis of:Airvana Identifies 8X Network Load Multiplier Effect for Smartphones | www.reuters.com

The Airvana story has been presented very confusingly. But the potential for congestion of mobile networks under the impact of broadband data traffic is real. Femtocells are one, but not the only potential means to mitigate the risk.

Memo To Intel: Time For An Overdue Reality Check On Mobile WiMAX

October 19, 2009

Analysis of:WiMAX(TM) Ecosystem Backs IEEE 802.16m for IMT-Advanced and Future Proof Roadmap | www.wimaxforum.org

Next generation or truly 4G mobile WiMAX is likely to be a specification that is never implemented on a significant scale.

Broadband Access - When Is A Right Right?

October 16, 2009

Analysis of:Finland: Broadband Is a Legal Right | www.businessweek.com

This initiative by Finland is an extreme version of a  growing trend to extend the definition of the social  goal of universal access to include broadband access as well as telephone service. I am sure that it will generate heated discussions in the U.S. about the distinctions, overlaps and boundaries between "inalienable rights" and social objectives such as "universal access", as well as the means to accomplish them, and laws if any regarding their validity and enforcement.

Net Neutrality - How To Avoid A Lose-Lose Outcome

October 16, 2009

Analysis of:FCC's Net Neutrality Plan Faces New Attack | www.lightreading.com

The challenge is how to ensure necessary traffic management in ways that respect the rights of users and operators and services providers' obligations under competition law, while enabling the efficient ones among them to earn a decent return on their investments, and see value in continuing to invest as needed to ensure adequate capacity throughout the network (end-to-end) as traffic volumes increase.

Standards For Real 4G

October 13, 2009

Analysis of:3GPP - 3GPP Partners propose IMT-Advanced radio technology | www.3gpp.org

No surprise that LTE-Advanced and WiMAX 2.0 (IEEE 802.16m) should be candidates for IMT-Advanced broadband wireless systems, which are the real 4G in terms of performance objectives.

Spectrum Management To Ensure Mobile Broadband Competition

October 12, 2009

Analysis of:Broadband deal could delay merger of Orange and T-Mobile | www.guardian.co.uk

To cap or not to cap operators' spectrum holdings in bands below 1 GHz that is the question.

Wireless Networks Need To Be "Fixed"

October 11, 2009

Analysis of:Mobile data services pushed to limits: Qualcomm | www.reuters.com

There are several ways to expand the capacities of wireless networks. Ultimately broadband demand can only be met with a combination of fixed and wireless technologies at the access level.

Any Flavor You Want As Long As It's Intel WiMAX

October 9, 2009

Analysis of:Clearwire Can't Stray From WiMax 'Til 2011 | www.unstrung.com

Clearwire's 10 Q is confusing about its relationships with and commitments to Intel.

It's Not Just The Economy

October 6, 2009

Analysis of:German mobile services market contracts 3.3% in Q2 | www.telecompaper.com

While the current state of the overall economy is contributing to the decline in German mobile services revenues it is not the only factor at work.

Bharti-MTN Deal: Good On Paper, But The Details of The Deal Were Devilish

October 2, 2009

Analysis of:Bharti's Mittal seen ready to dial overseas again | www.reuters.com

The Bharti-MTN merger made eminent market sense on paper, but was frustrated by details of the deal structure. Now MTN has to focus on its operations while Bharti will be seeking another target.

Impact Of Techno-economics And Market Share On Indian Mobile Market

September 28, 2009

Analysis of:Hot Pursuit | www.business-standard.com

Even given its size and aggressive infrastructure sharing between operators, there are already too many players in the Indian mobile market for the long term. Also CDMA may follow the path of decline it has experienced in Latin America against the GSM juggernaut.

AT&T Strikes Several False Notes While Google Trumpets

September 27, 2009

Analysis of:AT&T calls for FCC action on Google | www.ft.com

AT&T's call for action misses the distinction between the justification for regulation of "net neutrality" in traffic management over access networks as compared to applications.  It is also ironic that politicians who say they are in favor of small businesses object to regulations designed to protect them against potential abuse by large businesses.

T-Mobile USA Needs More Spectrum

September 24, 2009

Analysis of:T-Mobile USA in talks with Clearwire, MetroPCS | www.telecompaper.com

T-Mobile USA needs new spectrum for LTE deployments. Clearwire and MetroPCS can both help meet this need, but in different ways.

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