Mr. Peter Jarich

GLG News by Mr. Peter Jarich, Research Director

Ericsson and Nortel: It's About Customers...Not CDMA

July 26, 2009

Analysis of:Ericsson Wins Nortel Auction | online.wsj.com

Ericsson's acquisition of Nortel's wireless assets has been positioned as a return to CDMA for the Swedish vendor.  That's true.  The deal, however, isn't about CDMA...or even LTE.  It's about an opportunity to snap up a good deal and get closer to CDMA operators worldwide who will be looking to LTE upgrades going forward.

Starent & Friends Do Femo Standards - Just Like Everyone Else

June 18, 2009

Analysis of:Starent Networks, picoChip and Continuous Computing First to Demonstrate 3GPP Standard Iuh Femtocell Interoperability | www.starentnetworks.com

In a continuing attempt to broaden its revenue base (facing limited GSM/WCDMA momentum) Starent has made the femtocell space a strategic focus.  Femtocell standard and interoperability demonstrations highlight its commitment - but do little to actually differentiate the company; every vendor in the market will be ready to follow suit.

Nortel & Alvarion: A Logical Move, Another Blow to WiMAX (And Nortel)

February 3, 2009

Analysis of:Nortel Will End Mobile WiMax Business, Venture with Alvarion | online.wsj.com

In the middle of a restructuring, nobody can argue with Nortel's decision to exit the WiMAX space.  Combined with the WiMAX shifts coming out of Alcatel-Lucent and Nokia, the implication for WiMAX is clear.  Combined with a pullback from WCDMA and an LTE strategy that's short on specifics, the implication for Nortel is just as obvious.

Verizon's Network Extender Offers Solid Coverage - And Nothing Else

January 28, 2009

Analysis of:Verizon Wireless to sell $250 femtocell to boost indoor coverage | www.rcrwireless.com

The femtocell services coming out of Sprint and Verizon look similar - both focused on coverage and voice services. The reliance on voice services is logical given subscriber priorities and a lack of inexpensive, dual-mode 2G/3G femtocells.  Verizon's focus on coverage, alone, is nonsensical.

"Green" Telecom: More than Just Marketing?

February 22, 2008

Analysis of:The Dawn of Green Mobile Networks | www.businessweek.com

Wireless vendors have begun marketing their telecom gear (base stations) based on metrics such as carbon footprint and energy efficiency. End-users might see this as a "feel good" move.  Operators in emerging markets - where base stations may not have easy access to power - might see it as a necessity while those in mature markets simply want to trim their OpEx thanks to lower power consumption.

Sprint's Airave: First Femtocell Launch Reveals Complex Biz Issues

September 24, 2007

Analysis of:Sprint Airave Signal Booster Goes On Sale Today | www.engadget.com

Sprint's new Airave service promises better in-home reception and cheap voice calling.  Yet, where improved mobile data performance should be a femtocell's sweet spot, business and technical issues will hold Sprint back.

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.

"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.

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.

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.

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.

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