The rise of Microsoft's view on Mobile Web at Vodafone.T
September 27, 2009
Vodafone updates internet portal services with Vodafone 360 | www.telecompaper.com
The launch of Vodafone360 is the latest indicator of Peter Knook's influence on Vodafone since his joining from Microsoft 18 months ago. Vodafone Internet Services are now trying to present a consumer face for Vodafone that sees it capable of utilising investment in 3G and 3.5G Mobile Broadband.The interesting element is that this will be the first two handsets in Europe that use the LiMo standard. One from Samsung and one from Huawei.
August 14, 2009
Is Ericsson the Hope for Nortel's MEN? | www.lightreading.com
As Nortel disposes of its business units, gaining market share via acquisition will be an way for vendors in the optical space to give the top two players (Huawei and Alcatel-Lucent) ar run for the money. This article examines the potential suitors for the Nortel MEN unit and their likelihood to bid on these assets, in addition to key considerations for each vendor. The list includes Ciena, Cisco, Ericsson, Fujitsu, Huawei, Infinera, Juniper, Nokia Siemens Networks (NSN) and Tellabs.
July 7, 2009
Orange and even O2 may bid against Vodafone for T-Mobile UK | www.rethink-wireless.com
Whilst the UK has two more mobile networks than it needs the big three all know that they would be helping it's closest rivals in removing the two small players. If T-Mobile were to be sold to a rival the actions of the Regulator are not know at this time but some action is expected. The best case is that the new owner would be expected to return the 3G license and spectrum the worse is that both 2 & 3G spectrum is handed over. Has T-Mobile put the business up for sale? The present book value for the business is some €3B following the write down at the start of the year. Since that time T-Mobile has seen a decline in revenues in the UK and a loss of business caused by the fact that they have been working without a CEO or CMO and so have been following the German strategy. This has further lowered the value of the business.
June 22, 2009
Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com
Wireless assets acquired by NSN from Nortel include the CDMA business and LTE IP (Intellectual Property). NSN gets relationships with operators such as Bell Mobility, VerizonWireless, Sprint Nextel, KDDI, China Telecom. CDMA is still profitable and will have a long tail. NSN also expands its footprint in North America, which represents only ~ 5% of its revenues and this acquisiton will certainly better position the company to tackle one of its Achilles heels. NSN gets Nortel's IP on LTE including SON (Self-Organizing Networks) and ongoing LTE relationships (NT had won KDDI tender and was carrying out a trial at T-Mobile AG); 400/2,500 employees that NSN is getting from Nortel were working on LTE, other 2,100 on CDMA. Who will fill in the void in terms of R&D spend in Canada? NSN will open up a lab and there are rumors that Huawei will expand its presence, but look for more from other entrepreneurs such as Sir Terry Matthews. It will be tough to match Nortel's R&D budget.
AT&T LTE Trial and Its Implications
May 7, 2009
Rumor Mill: Did AT&T pick Ericsson, Alca-Lu, Huawei for LTE trial? | www.fiercewireless.com
1- Details of the AT&T LTE buildout begin to emerge
2- Chinese NEVs such as Huawei and ZTE will become forces to be reckoned with in North America.
3- Ramifications to the other NEVs and LTE
NETC Q1 2009 Results & A Forward Look
May 4, 2009
Net Serviços: Resilient in a Tough Lat Am Macro Environment | finance.yahoo.com
Earlier this past week, NETC reported solid Q1 2009 results, which while expected by some, were met despite the worsening of macro conditions in Brazil. In fact, from all Carlos Slim companies reporting this past week (i.e. AMX, TMX, NETC), NETC arguably had the strongest performance. Issues going forward: Deteriorating macro environment and mitigating an unfavorable decision by the local regulator.
July 15, 2008
Mobile Payment Transactions Will Grow, Research Shows | www.billingworld.com
Whilst the US has seen an explosion in Mobile Banking it is yet to see the users trust the service for Payments. Payments needs to address not just the Banked but the Unbanked, in Africa Vodafone and MTN have established services that allow micropayments to be made to those that have no Bank Accounts. The ability to make person-to-person payments is something that sees the service grow. Qualcomms Firethorn service whilst signing a number of contracts is yet to launch. This service uses a Java Applet rather than SMS and Browser based technology to allow users to access multiple banks rather than a single bank. This thus should enable a better uptake of Payments rather than Banking Services. The Stakeholders in the Mobile Banking world are moving towards a mobile wallet that uses NFC based technology to allow users to "wave and pay".
July 4, 2008
European 3G subscriptions seen topping 100 million | www.reuters.com
The market is still fragmented. In the big five we still see a wide spread of take up as consumers are yet to be won over. The mobile networks are still to discover a range of products that make the investment pay off. This talks about terminals rather than handsets and so a slowing of sales of phones is offset by a boom in USB Mobile Broadband Devices.
June 25, 2008
Motorola Impresses With 5-Megapixel Camera Phone | www.informationweek.com
This is something that they should have launched 12 months ago. Failing that then we should have seen it in February at GSM World. The design is dated and the technology is out of date. This new handset is not going to have Networks placing orders outside of the US. At best this gets a C for effort.
Is Business a core segment to Nokia?
June 19, 2008
Nokia unveils new business phones | news.yahoo.com
With ever more of the business done by Nokia in the Emerging Markets just how important is a handset with such a rich feature set? The Blackberry like E71 whilst attractive suffers from a limited number of Enterprise Applications. How does these handsets fit into the OVI service?
Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009