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GLG News by Handset Evaluators (EU)

Peter Curnow-Ford, Chairman
Analysis of: It’s official: First certified WiMAX gear arrives (telephonyonline.com)
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 Wood, Partner
Ian Wood, Partner
Wireless Foundry
June 25, 2008
Too Little to Late
Analysis of: 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 The design is dated and the technology is out of date.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...
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: 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?
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Sarin Legacy Isn't All Aces (online.wsj.com)
When Colao left McKinsey to help run Omnitel as the COO he showed that he was more that a "Strategy Man" working alongside Francesco Ciao he showed that he was someone vary capable at Operational matters.  With Cioa gone, he steppped up to the CEO role and integrated the Omnitel into Vodafone....
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Qualcomm Creates Mobile Internet Strategy To Go Head-To-Head With Internet Giants (www.washingtonpost.com)
Looking at the services businesses of Qualcomm and what you see is the development of a number of verticals.  One of which is BREW; the others are Location, Advertising, Payments, Video.  These services are aimed at helping to create Federations for particular services.  Having created...
Peter Curnow-Ford, Chairman
Analysis of: Nortel, Alvarion in wireless pact (biz.yahoo.com)
Bringing these two stalwarts together is a good partnership and will allow Nortel to benefit from Alvarions huge market presence and for Alvarion to gain all the 'network core' expertise it needs to turnkey complete WiMAX networks.
Peter Curnow-Ford, Chairman
Analysis of: Vodafone looks to emerging markets for growth (www.telecomseurope.net)
Further to my recent analysis above on Vodafone and Verizon, and Verizon's future capex spend:- Today Verizon announced that it:- " NEW YORK (Fortune) -- Verizon says it intends to sell $8 billion of of stock and debt notes to help finance the company's recent $9.36 billion acquisition of federal airwave...
Peter Curnow-Ford, Chairman
Analysis of: Vodafone looks to emerging markets for growth (www.telecomseurope.net)
As one of the world's largest mobile operators, with presence on 4 continents Vodafone has 2 ways to grow - by adding new services to its existing base or by acquiring new customers. The latter is most easily done through acquisition. At the same time the number of freely available markets is diminishing,...
Peter Curnow-Ford, Chairman
Analysis of: Moto spins off ailing handset unit (www.telecoms.com)
This has been rumored for over a year, if not longer and finally brings to an end a tortuous 12 months for Motorola as its fortunes in the consumer handset business have faltered in the attack from Samsung and LG. The question now is, at what value will it be sold? The longer it stays separate the greater...
Tarik Fawzi, Chief Executive Officer
Tarik Fawzi, Chief Executive Officer
Aeneas Strategy
Analysis of: Mobile Advertising: Blyk gets new funding; launches in second market (www.moconews.net)
- The announcement of new funding by Blyk indicates some investors still see potential in Blyk, despite non-flying results in the UK - The announced deal with Vodafone NL is one of the first wholesale deals for Vodafone in the Netherlands in a crowded MVNO-market, where over 90% over MVNO's are on the...

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