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GLG News by Handset Evaluators (EU)

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Peter Curnow-FordSeptember 24, 2008
Crunch may not impact wireless as many thought
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
While there is a definite impact on the low-income sector, and cable/telcos are seeing the impact with users canceling subscriptions, wireless/cellular does carry easy access (good for consumers) and higher margins (less susceptible economic low down) and will weather the storm. So yes there will...
Peter Curnow-FordSeptember 19, 2008
The true cost of R&D
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
As was the case years back when ISDN and other carrier technologies first started coming out of the factory, the vendors have always argued, - economy of scale will always bring real returns - there is always a minimum entry price - stay in or work a partnership It would seem that having exited...
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...
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...
Peter Curnow-FordAugust 21, 2008
WiMAX 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...
Peter Curnow-FordAugust 5, 2008
4G - still one generation away
Analysis of: 4G or Not 4G | www.unstrung.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
Both WiMAX and LTE are stepping stones to the "real" mobile broadband marketplace where ubiquitous, high bandwidth, quality services are available on a device independent basis. The ITU has set in motion the next step to 4G by announcing the preliminary specifications for a 4G technology solution for...
Ian WoodJuly 15, 2008
The Hard Part is Payments
Analysis of: Mobile Payment Transactions Will Grow, Research Shows | www.billingworld.com
Author: Ian Wood, Partner, Wireless Foundry
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. ...
Ian WoodJuly 4, 2008
Still a long way to go
Analysis of: European 3G subscriptions seen topping 100 million | www.reuters.com
Author: Ian Wood, Partner, Wireless Foundry
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...
Peter Curnow-FordJune 25, 2008
Lets get on the treadmill and start moving
Analysis of: It’s official: First certified WiMAX gear arrives | telephonyonline.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
In a recent survey it was clear that the 'ecosystem' is the most or second most important factor behind generating momentum behind roll out of WiMAX networks. What any operator needs is the ability to deliver and bill for content & service and that means giving or selling a device to the customer...
Ian WoodJune 25, 2008
Too Little to Late
Analysis of: Motorola Impresses With 5-Megapixel Camera Phone | www.informationweek.com
Author: Ian Wood, Partner, Wireless Foundry
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...

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