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GLG News by Mobile Phone Handset Evaluators (EU)

Peter Curnow-Ford, Chairman
Analysis of: UK behind in global rush to broadband (www.guardian.co.uk)
The assumption that the UK is behind is false if on a relative basis you consider that 99.5% of the country has access to ADSL Max (up to 8Mbps DSL), 50% of the UK potentially has access to 50Mbps cable service. Currently FTTH (Fibre to the Home) would cost in at GBP28bn, approx US$42bn for every...
Peter Curnow-Ford, Chairman
Analysis of: Sprint-Clearwire WiMAX deal clears final hurdle (www.bizjournals.com)
With Clearwire targeting to provide coverage for over 140m people across continental US - and assuming it reaches a penetration rate of 10% over 3 years - thats 14m devices or nearly 5m per year. Clearwire will be supplying either directly or indirectly WiMAX modems, USB Dongles and laptops with...
Peter Curnow-Ford, Chairman
Analysis of: What now for wireless? (www.rcrwireless.com)
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-Ford, Chairman
September 19, 2008
The true cost of R&D
Analysis of: Nortel 4G Plans Up in the Air (www.unstrung.com)
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-Ford, Chairman
Analysis of: Power-control software blamed for iPhone 3G reception issues (news.cnet.com)
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-Ford, Chairman
Analysis of: Ofcom knocks back spectrum auction (www.theregister.co.uk)
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-Ford, Chairman
August 21, 2008
WiMAX is not Cellular
Analysis of: BT Suffers as Ofcom Delays 2.6GHz Auctions (www.lightreading.com)
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-Ford, Chairman
Analysis of: 4G or Not 4G (www.unstrung.com)
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 Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Mobile Payment Transactions Will Grow, Research Shows (www.billingworld.com)
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 Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: European 3G subscriptions seen topping 100 million (www.reuters.com)
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...

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