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August 29, 2008
Half the Players to Battle for Survival after India Surpasses 500 Million Mobiles
Analysis of: Mobile growth hits new peak; 9.22 m wireless users in July | www.thehindubusinessline.com
Author: GLG Expert Contributor
Analysis of: Mobile growth hits new peak; 9.22 m wireless users in July | www.thehindubusinessline.com
Author: GLG Expert Contributor
A record 9.22 million mobile subscriber additions in July, will soon lead India to break the 10 million barrier. In 2010, with tele-density approaching 45 per cent and sub $5 ARPUs in most regions, telecom players have to brace themselves for a new battle. Licenses and spectrum at abysmally low costs...
August 21, 2008LTE operators hold back WiMAX or just need a decision?
Analysis of: Ofcom knocks back spectrum auction | www.theregister.co.uk
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
The real issue here is one of knowing what the regulatory position is going to be 3 to 4 years out. Will the mobile operators be allowed to re-farm their 2G spectrum, will they be able to use the technology of their choosing and then work the investment plans to make it happen? Is the regulator doing...
August 21, 2008
Vodafone closing in at RCom. Battle of pure mobile & integrated player in Indian market
Analysis of: Hot Pursuit | www.business-standard.com
Author: GLG Expert Contributor
Analysis of: Hot Pursuit | www.business-standard.com
Author: GLG Expert Contributor
Although dominance in numbers is used to classify the telecom service providers. The stature of numbers is loosing its sheen due to falling ARPU. The service provider could better focus on equipping themselves better to offer more comprehensive services and generate higher revenues.
August 21, 2008WiMAX is not Cellular
Analysis of: BT Suffers as Ofcom Delays 2.6GHz Auctions | www.lightreading.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
BT has a backhaul network second to none, the mobile operators do not. It is currently spending close to £8bn on its 21CN all IP network, with this it has all the capacity needed for a data centric LTE deployment. Second LTE could serve both voice and data without cannibalising existing revenue...
August 18, 2008
It's already happeining in the enterprise
Analysis of: Phones Go Boingo | www.unstrung.com
Author: GLG Expert Contributor
Analysis of: Phones Go Boingo | www.unstrung.com
Author: GLG Expert Contributor
- Dual mode handsets are making their way into the enterprise today, (particularly iPhone, Nokia E6x series and others) - Mobile minutes are being routed from cellular networks to the enterprise WLANs - Key drivers for adoption are : + increased coverage in areas with weak...
August 18, 2008
Sprint – Stock Slides on Second Quarter Results
Analysis of: Sprint Nextel reports 2Q loss, its stock slides | ap.google.com
Author: P.J. Louis, President, PJ Louis LLC
Sprint – Stock Slides on Second Quarter Results
Analysis of: Sprint Nextel reports 2Q loss, its stock slides | ap.google.com
Author: P.J. Louis, President, PJ Louis LLC
All stock holders need to calm down. Of course things are going to get worse before they get better. It is the nature of restructuring – pain first, followed by healing, followed by growth. Sprint needs ot rid itself of non-core assets now to pay down debt.
August 18, 2008
What Do You Mean You Are Not Afraid of Big Brother?
Analysis of: Steve Jobs Confirms iPhone Has a Kill Switch | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
What Do You Mean You Are Not Afraid of Big Brother?
Analysis of: Steve Jobs Confirms iPhone Has a Kill Switch | news.yahoo.com
Author: P.J. Louis, President, PJ Louis LLC
I find it appalling that no one is complaining that Apple has kept hidden the kill switch. I find it appalling that a vendor is watching what you are doing.
August 18, 2008
Roaming – Its About Reconciliation/Settlement – Part 1
Analysis of: Leading Roaming Providers, WiMAX & Operators Join WBA to Expand Global Roaming Across Technologies | www.mmdnewswire.com
Author: P.J. Louis, President, PJ Louis LLC
Roaming – Its About Reconciliation/Settlement – Part 1
Analysis of: Leading Roaming Providers, WiMAX & Operators Join WBA to Expand Global Roaming Across Technologies | www.mmdnewswire.com
Author: P.J. Louis, President, PJ Louis LLC
The telecom business operates in a series of rapid cycles. As an issue, roaming alternates between being an issue and not being an issue – and that is such a mistake.
August 14, 2008
Beyond “Spiced - Up Idea”…Prudence
Analysis of: Idea must give up one licence for merger, says DoT | www.business-standard.com
Author: GLG Expert Contributor
Analysis of: Idea must give up one licence for merger, says DoT | www.business-standard.com
Author: GLG Expert Contributor
Three telecom companies, Idea Cellular, Spice Communications and Telecom Malaysia International with different intents have come together in the acquisition of Spice Communications by Idea Cellular. It will require very deft handling of regulatory affairs and carrying along with important partner...
August 13, 2008Verizon/CWA Negotiations Will Have An Effect on the AT&T/CWA Negotiations circa 2009
Analysis of: Verizon, Union Reach Agreement | wvgazette.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
If Verizon agrees to wage increases and medical benefit changes that AT&T doesn't want to accept, this can have severe complications on the AT&T/CWA negotiations scheduled to begin in April, 2009. AT&T, however, also have many possible changes to the current CWA contract that may inflame...
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