GLG News by Handset Evaluators
Analysis of:
Intel Makes Strides in Mobile Devices (online.wsj.com)
The entry of Intel into Mobile Internet Devices could be determined by the pricing of their latest chip technology as well as the overall retail price of the devices to consumers.
Analysis of:
Australian WISP blasts WiMAX (www.fiercebroadbandwireless.com)
The shutdown of the Australian WiMAX network by Buzz Broadband is more of a judgment on launching with a VoIP emphasis than the overall viability of WiMax.
Analysis of:
Verizon Offers Location-Based Networking with Loopt (www.wirelessweek.com)
Verizon joins Sprint in launching the Loopt social-mapping service, and will test the capability of carriers to sell location-tracking features and still secure customer privacy.
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...
Analysis of:
AT&T CEO says hard to find skilled U.S. workers (news.yahoo.com)
The remarks of the AT&T CEO about skilled U.S. workers indicate the problem of telco call centers to retain traditional landline and cross-sell new mobile and video services.
Analysis of:
Sprint’s New Customer Retention Employee Incentive Plan (www.wirelessweek.com)
The employee incentive plan of Sprint to retain customers could reduce churn depending on the eligible employees, the management involvement, and the retention tactics.
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,...
Analysis of:
Motorola to Split Itself in Two (dealbook.blogs.nytimes.com)
A separate Motorola handset company has the potential to better focus on three areas: 1) Broader product line; 2) Mobile user platforms; 3) Global distribution channels.
Analysis of:
Google Pushes for Access To Unused TV Airwaves (online.wsj.com)
The Google proposal for the TV white spaces as unused spectrum to enable ubiquitous wireless broadband will be hindered by the demise of municipal Wi-Fi in U.S. cities.
March 27, 2008
Where does this leave the handset business and what future for the infrastructure side?
Analysis of:
Moto spins off ailing handset unit (www.telecoms.com)
Where does this leave the handset business and what future for the infrastructure side?
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...
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