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September 5, 2008
Online Advertising – Money Appears On The Horizon – Coming Fast
Analysis of: Gap Widens in Online Advertising | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Despite the economic recession, the Internet continues to benefit from the “sea change” in the telecom space.
September 5, 2008
IOL Netcom To Flog A Dead Horse
Analysis of: MTNL inks CDMA deal with IOL Netcom | www.business-standard.com
Author: GLG Expert Contributor
MTNL CDMA (Garuda) has been a loosing business. IOL Netcom has now been roped in as franchisee to compete with Garuda and others in Delhi and Mumbai. Gains of economies of scale and customer intra-network usage incentives, as achieved in pan India CDMA networks of RCom and TataTeleservices, are not...
September 5, 2008
Another Ripe Opportunity for Chinese Vendors
Analysis of: 3G auction to also include CDMA: Raja | www.utvi.com
Author: GLG Expert Contributor
Given the tough climate and price challenges associated with building mobile networks in India, the most likely winners will be ZTE and Huawei if CDMA is selected by Reliance and Tata for 3G radio technology. Nortel and Alcatel-Lucent have to bleed in order to get this business.
September 5, 2008
Post Summer Vacation – Alcatel-Lucent Gets New Bosses
Analysis of: Alcatel Picks 2 Europeans To Take Over Its Top Posts | online.wsj.com
Author: P.J. Louis, President, PJ Louis LLC
Pat Russo and Serge Tchuruk have gone.  I wish them well.  Now we have Ben Verwaayen and Philippe Camus to run Alcatel-Lucent.   Healing is a bad word to describe what Verwaayen and Camus need to do,
Joseph UptonSeptember 3, 2008
YEA for Qwest!
Analysis of: The Qwest for Speed | www.lightreading.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Qwest has been floundering as a phone company for years, having to deal with PSC fines and general business issues, which appeared to be keeping them from setting goals on newer technology and moving ahead with data sales in particular.  Their FTTNode strategy appears to be solving some of their...
September 2, 2008
Canada goes WCDMA
Analysis of: Bell, Telus in 3G Pact | www.financialpost.com
Author: GLG Expert Contributor
With spectrum auctions concluded and multiple new entrants coming into the Canadian mobile wireless market, it seems that Bell Canada and Telus had to react in order to remain competitive in their market. More bad news for the CDMA technology as a whole and Nortel (a Canadian darling) specifically since...
September 1, 2008
No Brand, No Operations, Fresh 2G Licensees Fishing for Hefty Valuations
Analysis of: BPL appoints advisors for Loop stake sale | www.business-standard.com
Author: GLG Expert Contributor
Having acquired 2G licenses at low prices ($400 million for pan India license and spectrum), companies like Datacom Solutions, Unitech, Loop Telecom and Swan Telecom are seeking enterprize valuations of $ 2-3 billion dollars while offering majority stakes to foreign Telcos. With more than 10 service...
Peter Curnow-FordSeptember 1, 2008
Apple 3G iPhone - Power, ie battery performance dominates handheld performance
Analysis of: Power-control software blamed for iPhone 3G reception issues | news.cnet.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
The question posed at the end of the article is key:- The unanswered question--assuming this account is accurate--is why the iPhone 3G shipped with balky power-control software, something that ostensibly could have been discovered in testing? It is true this could have been discovered, but...
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
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...
Peter Curnow-FordAugust 21, 2008
LTE 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...

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