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December 3, 2008New Clearwire - a positive step in the right direction
Analysis of: Sprint-Clearwire WiMAX deal clears final hurdle | www.bizjournals.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
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...
September 24, 2008Crunch may not impact wireless as many thought
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
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...
September 19, 2008The true cost of R&D
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
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...
September 1, 2008Apple 3G iPhone - Power, ie battery performance dominates handheld performance
Analysis of: Power-control software blamed for iPhone 3G reception issues | news.cnet.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
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...
August 21, 2008LTE operators hold back WiMAX or just need a decision?
Analysis of: Ofcom knocks back spectrum auction | www.theregister.co.uk
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
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...
August 21, 2008WiMAX is not Cellular
Analysis of: BT Suffers as Ofcom Delays 2.6GHz Auctions | www.lightreading.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
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...
August 5, 20084G - still one generation away
Analysis of: 4G or Not 4G | www.unstrung.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
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...
July 15, 2008The Hard Part is Payments
Analysis of: Mobile Payment Transactions Will Grow, Research Shows | www.billingworld.com
Author: Ian Wood, Partner, Wireless Foundry
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. ...
July 4, 2008Still a long way to go
Analysis of: European 3G subscriptions seen topping 100 million | www.reuters.com
Author: Ian Wood, Partner, Wireless Foundry
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...
June 25, 2008Lets 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...
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