Samsung and Qualcomm – Cut Cross Licensing Deal
November 16, 2009
Samsung to Pay $1.3B to Qualcomm for Licenses | www.wirelessweek.com
There seems to be a lot of benefit to this relationship – financial and political.
3Q09 Handset/Smartphone Performance Summary
November 12, 2009
Strong Sell Through in the Third Quarter, and a Good Holiday Season Will Result in 2009 Sales Being Flat over 2008 | www.gartner.com
Overall, the handset market was flat in 3Q09. The Smartphone segment was up 13%. Apple continues to gain in market share, threatening to overtake RIM (Blackberry). Nokia continues a downward spiral, but remains the market share leader (over 35% in overall handset and Smartphone categories). Samsung and LG are advancing. Details: Check out the Garter report here.
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
Droid launch draws tech-savvy crowd to Verizon stores | www.computerworld.com
According to estimates, Verizon is to have sold through roughly half their 200K inventory of Droids this past weekend. I believe that Google app users who do light browsing, photos, and heavy media play will probably be very happy with either Droid. Both displays are very good quality for video. I predict that Verizon will continue to do well with their initial line-up of Droids. I don't think anyone envisioned either of these Droids as being iPhone killers but they have been respectable sellers coming out of the gate.
Sprint Nextel and Partners – Is Pumping Another $1.5B into Clearwire Wise?
November 10, 2009
Sprint, Partners to Pump $1.5 Billion Into Clearwire | online.wsj.com
I am a supporter of Clearwire. I like the concept. However, a year ago I had expressed my doubts about Sprint Nextel and its Partners’ ability to find the cash in 2009 to build the network unless Clearwire could demonstrate it had a plan it could execute to.
Nokia – Getting Hammered By The Recession – Are It's Actions Correct?
November 10, 2009
UPDATE 4-Nokia Siemens to cut 5,800 jobs, save $1.5 bln | www.reuters.com
Last year, 2008, I had noted that the telecom manufacturers would get slammed and hammered by the recession. It is going to get worse before it gets better. Even if you assume that 2010 will be the end of the recession, the end will not result in instant sales of handsets. If anything there will be a consumer delay. People will be employed with new jobs, pay old bills, pay current bills, and then focus on the things like fancy new costly handsets.
China’s Grey Market – Will Keep on Growing
November 9, 2009
China's smartphone shipments to triple by 2013 | www.totaltele.com
The Chinese grey market did not exist 10 years ago. However, all of the signs that it was about to appear were there and Wall Street analysts ignored the signs.
Windstream – Thumbs Up on Rollup Effort
November 8, 2009
Windstream Buys Another Rural Carrier | online.wsj.com
I give Windstream’s recent rollup efforts a thumbs up. The company is currently performing its own version of a rural telecom carrier consolidation. Up until recently, Windstream had purchased Lexcom and D&E Communications. Now it has just agreed to buy NuVox.
Google’s Voice Service – Needs Help From Carriers – So What!
November 5, 2009
The eight telecom companies behind Google Voice - and what it means | blog.telephonyonline.com
Anyone remember the Reseller Carrier (some use to refer these carriers as Wholesalers), the CAP, or the CLEC?
Nokia, Apple and Google - Driving the Mobile Revolution
November 5, 2009
Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk
Nokia, Apple and Google, along with several other companies, will shape the next phase of the mobile revolution.
AT&T, Inc. versus Verizon Wireless – Misleading Information? Wow!!!
November 4, 2009
AT&T Sues Verizon Over Wireless Coverage Ads | online.wsj.com
AT&T is suing Verizon Wireless over information it is calling misleading. Ain’t nothing new here.
Switzerland sues Google over Street View privacy concerns
November 13, 2009
Here Come the Droids! A brief review of Verizon Wireless' new Droid line-up.
November 11, 2009
October 30, 2009
Vodafone Orange Iphone Deal Ends Two Years Exclusivity Of O2 In UK
October 5, 2009
IPhone Coma Mode puts Apple in the ICU
September 19, 2009