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GLG News by Handset Evaluators

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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 The design is dated and the technology is out of date.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...
Steve FanchiuJune 23, 2008
What may break Corning's claims for a good second-half?
Analysis of: UPDATE 1- Corning sees LCD glass sales at high end of range - Jun 20, 2008 | www.reuters.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
Can Corning Glass best utilize its capacity in Asia to equalize profit versus quantity? undefined What if the sizes of 42 inch up to 65 in of LCD TV were not sold for the said 50% increase in quantity? What if the increase in unit sold comes from smaller-sizes of LCD TV, from 29 inch to 32 inch, instead...
June 20, 2008
LTE is going to win WiMax
Analysis of: Nortel, Alvarion in wireless pact | biz.yahoo.com
Author: Alon Konchitsky, Chief Technology Officer, Noise Free, Inc.
LTE is going to win WiMax because LTE is a part of the 3GPP. WiMax is mainly supported by Intel that has never been successful in the wireless industry. Practically, I don’t see a mobile user, with 2 or 4 or even 4 inch screen, using more than 10Mbps on his device. Given that most of the fancy devices...
June 20, 2008
Apple’s iPhone 3G - end of the marriage Apple – ATT
Analysis of: Apple may soon be free from AT&T | news.cnet.com
Author: Alon Konchitsky, Chief Technology Officer, Noise Free, Inc.
The new iPhone is a 3G UMTS HSDPA capable device does not have a lock-unlock mechanism. The UMTS standard, is a universal standard. By definition UMTS stands for Universal Mobile Terrestrial System. Therefore, the lock-unlock mechanism is not required anymore. The GSM-GPRS-EDGE iPhone, which was Appl’s...
Ian WoodJune 19, 2008
Is Business a core segment to Nokia?
Analysis of: Nokia unveils new business phones | news.yahoo.com
Author: Ian Wood, Partner, Wireless Foundry
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?
Gregg KailJune 19, 2008
AT&T like a Locomotive
Analysis of: AT&T CEO's Keynote Looks Back | www.lightreading.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The AT&T CEO’s keynote at the NXTcomm2008 reminiscing about railroads and telephones could imply that AT&T is not going to be an agile, speedy player for multimedia communications.
Ian WoodJune 18, 2008
Vodafone under the command of Colao can only be good news
Analysis of: Sarin Legacy Isn't All Aces | online.wsj.com
Author: Ian Wood, Partner, Wireless Foundry
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 WoodJune 16, 2008
What Qualcomm is doing is building a Services Business
Analysis of: Qualcomm Creates Mobile Internet Strategy To Go Head-To-Head With Internet Giants | www.washingtonpost.com
Author: Ian Wood, Partner, Wireless Foundry
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-FordJune 13, 2008
Nortel-Alvarion is a good move
Analysis of: Nortel, Alvarion in wireless pact | biz.yahoo.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
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.

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