GLG News by Wimax Experts (EU)

Peter Curnow-FordChairmanEisar Ltd.

As Orange launches iPhone in UK, Apple requests marketing assistance

November 3, 2009

Analysis of:Orange to sell iPhone in UK from 10 Nov | www.totaltele.com

As Apple expands beyond exclusivity in markets it is using additional means to ensure it delivers high levels of service to its end customers.France Telecom - Orange UK, along with Vodafone are now selling iPhone in competition with O2 and some of the Orange dealers are looking at the detail of the marketing costs that are emerging.Dealers will need to ensure they can both make the upfront investment in 'in-store' merchandising and also staff training, this means committing to some big sales targets.

Peter Curnow-FordChairmanEisar Ltd.

Samsung handset shipments up 15pc and aims to take 20pc market share

November 2, 2009

Analysis of:Samsung shipments up 16pc | www.mobilenewscwp.co.uk

Samsung continues to dominate in sales growth in the key low to mid-end markets and in developing markets where it shows how to build channel strength.Samsung is also a leader in fashion touch handsets, ie devices in the mid-sector that sell on looks and touch screens to a mainly younger audience.Growing qtr on qtr sales by 15pc, means it is bucking the annual trend which will see an 8pc drop in worldwide sales.

Peter Curnow-FordChairmanEisar Ltd.

Orange UK sees strength while revenues suffer interim slide

October 29, 2009

Analysis of:Orange UK revenues down 15pc | www.mobilenewscwp.co.uk

The competitive UK mobile (cellular) market shows signs that it can weather the current financial strains.Orange (part of France Telecom group) has seen its revenues shrink 15% yet underlying margins are holding and customers, especially contract customers have increased in Q3.Orange is also in the throws of merging with T-Mobile UK, to create the UK's largest mobile operator with reach from MVNO's, low revenue SIM only customers through contract to large enterprise customers.

Ian WoodPartnerWireless Foundry

The rise of Microsoft's view on Mobile Web at Vodafone.T

September 27, 2009

Analysis of:Vodafone updates internet portal services with Vodafone 360 | www.telecompaper.com

The launch of Vodafone360 is the latest indicator of Peter Knook's influence on Vodafone since his joining from Microsoft 18 months ago.  Vodafone Internet Services are now trying to present a consumer face for Vodafone that sees it capable of utilising investment in 3G and 3.5G Mobile Broadband.The interesting element is that this will be the first two handsets in Europe that use the LiMo standard.  One from Samsung and one from Huawei.

Peter Curnow-FordChairmanEisar Ltd.

Deutsche Telecom T-Mobile & France Telecom Orange - UK Merger to happen

September 8, 2009

Analysis of:Financial Times FT.com | www.ft.com

By creating a joint venture Deustche Telecom's T-Mobile and France Telecom's Orange will aim to head off competition authority concerns over significant market power and yet reap the benefits of economy of scale. The two operators share similar spectrum and technology & have already discussed networking sharing to reduce costs and this takes it one step further. Initially both operators will continue to use their own brands but will have to consider whether to adopt an MVNO approach going forward/

Peter Curnow-FordChairmanEisar Ltd.

Apple to penetrate last market for iPhone

August 13, 2009

Analysis of:China Unicom Rumoured to Have Placed Order for 5 Million IPhones | www.cellular-news.com

At last Apple gets to make a sizable entry into the Chinese mobile market and launch Chinese versions of its iTunes and Applications for the iPhone with China Unicom. It will also be a good money earner, as the models launched have already recouped their R&D costs so margins will be higher, perhaps one reason it was prepared to forgo its normal revenue sharing approach. This should add at least $13bn to Apples revenues, of which $300m will be operating margin.

Ian WoodPartnerWireless Foundry

Has anyone bid yet?

July 7, 2009

Analysis of:Orange and even O2 may bid against Vodafone for T-Mobile UK | www.rethink-wireless.com

Whilst the UK has two more mobile networks than it needs the big three all know that they would be helping it's closest rivals in removing the two small players. If T-Mobile were to be sold to a rival the actions of the Regulator are not know at this time but some action is expected.  The best case is that the new owner would be expected to return the 3G license and spectrum the worse is that both 2 & 3G spectrum is handed over. Has T-Mobile put the business up for sale?  The present book value for the business is some €3B following the write down at the start of the year.  Since that time T-Mobile has seen a decline in revenues in the UK and a loss of business caused by the fact that they have been working without a CEO or CMO and so have been following the German strategy.  This has further lowered the value of the business.

Peter Curnow-FordChairmanEisar Ltd.

T-Mobile UK - Deutsche Telekom looking for asset swap?

July 5, 2009

Analysis of:Financial Times FT.com | www.ft.com

Deutsche Telekom are setting the stage for the exit of its current position in the UK mobile market with either, a) an outright exit matched by an acquisition elsewhere b) merger with an existing competitor The former would mean no further brand presence in the UK, while the latter would mean brand presence but a relationship closer to that of its MVNO partner Virgin Mobile. Seeking growth in a non-UK market as a swap is a much better goal for future investment with the promise of higher growth and easier execution of the strategy.

Peter Curnow-FordChairmanEisar Ltd.

T-Mobile - end of the road in the UK?

July 5, 2009

Analysis of:Telefonica, France Telecom interested in T-Mobile | uk.news.yahoo.com

T-Mobile as a brand may not wish to exit the UK market altogether, however it does not have the marketing strategy and investment needed to maintain its brand strength and more importantly ARPU growth. A merger with 3 and/or Orange of their respective networks could free up valuable funds for market/sales investment. O2 (Telefonica) would only contemplate purchase if it meant over hauling Vodafone on its home territory.

Peter Curnow-FordChairmanEisar Ltd.

Hunt for T-Mobile UK - worthy acquisition or a spoiling game?

July 5, 2009

Analysis of:Orange and even O2 may bid against Vodafone for T-Mobile UK | www.rethink-wireless.com

T-Mobile UK, as the 4th largest operator has one of the lowest ARPUs and is not gaining on its competitors and its valuation at Euro3.2bn is on the low side. It has excess capacity which could be attractive but that is not the issue, this is about a single move to become the UK's No1 mobile operator overnight and never have to look back over ones shoulder again. Further all the operators are currently at each others throats over 2G Re-Farming, Digital Dividend spectrum auctions and the Digital Britain Broadband Universal Service Obligation requirement that the UK government has put on the table - all this points to a market consolidation. Observers say the UK could end up with 3 mobile operators and just 2 networks plus a couple of major MVNOs!

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