GLG News by Handset Evaluators

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...

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...

Boingo’s increased hotspot usage from WiFi-enabled devices indicates that VoIP-over-WiFi could impact mobile revenue for carriers.  

Best Buy Mobile could face a challenge to consistently earn both handset margins and carrier compensation from competing device manufacturers and wireless providers.

Best Buy and the iPhone has three factors: 1) Shows the power of the Apple brand and product line; 2) Relegates AT&T to the traditional carrier role; 3) Tests the store-within-a store model.  

AT&T’s speech recognition was designed to speak to a computer from a telephone.  Mobile devices differ because of the efficient and reliable delivery by smart keypads and touch-screen menus.   

Convergys’s acquisition of Intervoice is an opportunity to penetrate call center solutions on the front end of IVR platforms instead of just outsourced staffing and information management.

TracFone’s entry into unlimited plans indicates a crowded space for non-contract mobile customers and perhaps the end of rechargeable prepaid as a stand-alone service.

Qwest’s 2nd quarter results show increased business and broadband revenues, but wireless subscribers would have to reach 2.6 million to match the prior year’s total revenues.

AT&T withholding the iPhone from indirect channels has three considerations: 1) Some locations gaining traffic; 2) Other distribution losing business; 3) Customer service at agent stores.