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GLG News by Europe Cable Networks Experts (EU)

Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Skype and 3 launch mobile phone (www.reuters.com)
What you get with a Skypephone is a service that allows another form of IM as long as you have spent a minimum of £10 per month.  This is not VoIPoM this is something aimed at retaining customers and getting them to keep the phone on so that they can recieve calls.
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
October 12, 2007
Form or Function?
Analysis of: Motorola Back On Track (www.forbes.com)
The V3 was something that was a victim to fortune. Motorola built a very sexy looking handset they just forgot to do something with the software.  So you got a large number of users who discover that this is not a Nokia or a Sony Ericsson and you need to read the instruction book. Life is too short...
September 6, 2007
In Apple we trust?
Analysis of: Apple's Fall Updates: New iPods and More (tech.yahoo.com)
There are two very interesting things here. WIFI and Starbucks. Both offer Apple more places to reach their customer and maintain the  Itunes platform  without heavy network infrastructure costs. This looks like cementing the foundations of Apple's mobile platform (partly built out with AT&T),...
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Welcome to BBC iPlayer Beta (www.bbc.co.uk)
The problem is one of market regulation in the UK, BBC has a track record of innovating before the competition because it has a public broadcast remit.  The Internet activities of the BBC have been cut back because Government and Competitors have complained that it has abused it position and stifled...
Matthias Brandl, Managing Partner & Owner
Carl Hahn Partners GmbH
Analysis of: Up Next for Buyouts: Cable TV (www.businessweek.com)
The two largest cable firms in Germany, the world's largest cable-TV market, are currently coming to the market.  Kabel Deutschland, operating in 13 out of 16 German States, is a 1 bn € company.  With an operating EBITDA margin of less than 40%, the firm is going to be able to perform...
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
April 30, 2007
Payment or Banking?
Analysis of: Mobile Payments Gain Energy (www.wirelessweek.com)
What you are seeing in the US is something that we saw in Europe five years ago.  We are going to see a number of services that are extensions of banking services and then others that are payments based.When you look at payments where we are currently seeing success is in the expansion of banking...
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: How to accelerate the adoption of mobile TV (telephonyonline.com)
Mobile TV is all hype with little interest from the user in the street at present.Content makers are yet to commit to support the Mobile TV sector.Equipment makers need first off to agree on a global standard.
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Strategy Analytics reports Yahoo! Offers Best Mobile Web Experience (www.mobiletechnews.com)
The Mobile Web is not about Web2.0 on your handset, if Yahoo! are to be successful they have to see that it is about more than just a smart UI.Success will come from offering a service that makes them a destination site rather offer to manage Portal services fo the networks as they have done with the...
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Hard-To-Resist Triple Play Offers (www.forbes.com)
Convergence - is, when it boils down to it, something of a myth - convergence is a term dreamt up by consultants - it is lazy short hand for collection of trends - customers have exactly zero interest in convergence as a concept - it is therefore a distraction - it is just one of a number of...
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: EarthLink targets cellphones with Wi-Fi phone initiative (www.rcrnews.com)
Most users select their phone on the basis of feature set not cost. Just why will Networks connect VoIP calls?

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