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GLG News by Wireless Data Services Experts

Tarik Fawzi, Chief Executive Officer

Tarik FawziChief Executive OfficerAeneas Strategy What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Increased competition, mobile internet boom lead to German contraction

October 13, 2009

German mobile services market contracts 3.3% in Q2 | www.telecompaper.com

Increased penetration in the German market is mostly caused by MVNOs on the E-Plus network. These are price-fighters which lead to lower average prices in the market and is hurting the big MNO margins.The growth in mobile internet traffic is not leading to big increases in data ARPUs for MNOs. Flat-fee data plans are great for heavy users, who are basically getting more speed and data for a lower price.

Tarik Fawzi, Chief Executive Officer

Tarik FawziChief Executive OfficerAeneas Strategy What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Still early days for LTE

October 1, 2009

Telefonica picks 6 equipment providers for LTE trials | www.telecompaper.com

Telefonica and other operators are setting up trials with LTE. As 3G revenues for operators are still staying behind 9 years after 3G-license acquiring, operators will not speeden up LTE commercial roll out. Telefonica is smartly inviting the big-six infra suppliers to participate in the LTE trials in different countries, thereby having the ability to assess their qualities and indicating to the providers to need to fight to get the LTE- contracts.

Ian Wood, Partner

Ian WoodPartnerWireless Foundry What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

September 27, 2009

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.

Jon AdamsDirector, Business DevelopmentFREESCALE SEMICONDUCTOR, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Netbooks Promise a Sea Change in the PC Industry

August 28, 2009

Acer Q2 results show risks of cheap netbooks | www.reuters.com

The age of high-powered, application-generic desktop and notebook PCs is giving way to smaller, lighter, more targeted netbooks that satisfy most consumers' needs.

Ronald Gruia, Program Leader-Emerging Communications Solutions &

Ronald GruiaProgram Leader-Emerging Communications Solutions &FROST & SULLIVAN, INC What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

Nortel Optical Sweepstakes

August 14, 2009

Is Ericsson the Hope for Nortel's MEN? | www.lightreading.com

As Nortel disposes of its business units, gaining market share via acquisition will be an way for vendors in the optical space to give the top two players (Huawei and Alcatel-Lucent) ar run for the money. This article examines the potential suitors for the Nortel MEN unit and their likelihood to bid on these assets, in addition to key considerations for each vendor. The list includes Ciena, Cisco, Ericsson, Fujitsu, Huawei, Infinera, Juniper, Nokia Siemens Networks (NSN) and Tellabs.

Peter Jarich, Research Director

Peter JarichResearch DirectorCURRENT ANALYSIS, INC. What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Ericsson and Nortel: It's About Customers...Not CDMA

July 26, 2009

Ericsson Wins Nortel Auction | online.wsj.com

Ericsson's acquisition of Nortel's wireless assets has been positioned as a return to CDMA for the Swedish vendor.  That's true.  The deal, however, isn't about CDMA...or even LTE.  It's about an opportunity to snap up a good deal and get closer to CDMA operators worldwide who will be looking to LTE upgrades going forward.

Edward Moran, Principal

Edward MoranPrincipalInforan Int'l Telecom and Biofuels Advisory Services for Global Emerging Markets What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Shutting down Alt. Energy HQ does not mean complete exit from the Green Arena

July 7, 2009

BP shuts alternative energy HQ | www.guardian.co.uk

The shutting down of BP London Alternative Energy HQ is a simple measure of cost reduction in times of financial crisis and global economic instability. The exit from the solar and wind segments of alterntative energy is very well timed and synchronized with the alternative energy HQ: Both wind and solar areas are not part of BP core business but they did look good on the green banner and part of the slogan Beyond Petrolium. Both wind and solar are almost matured technologies but still not economically viable and can only make economic sense with government subsidies and grands. On the other hand, BP alternative energy activity in the area of biofuels is alive and well in Brazil. This is the only segment of alternative energy which is in line with BP core business of gasoline production and distribution.

Ian Wood, Partner

Ian WoodPartnerWireless Foundry What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Has anyone bid yet?

July 7, 2009

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.

Tarik Fawzi, Chief Executive Officer

Tarik FawziChief Executive OfficerAeneas Strategy What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Opportunities and challenges for Vodafone in UK consolidation

June 29, 2009

Vodafone mulls offer for T-Mobile UK | www.telecompaper.com

Vodafone is seriously looking at taking over T-Mobile UK. This would lead to a 40% market share, way ahead current market leader O2. Vodafone has been focussing increasingly on the developing markets over the last three years, with minor fixed acquisitions in Europe. In that respect, being a potential consolidator in one of the most competitive and largest European markets, might come as a surprise.

Ronald Gruia, Program Leader-Emerging Communications Solutions &

Ronald GruiaProgram Leader-Emerging Communications Solutions &FROST & SULLIVAN, INC What is a GLG Educator?|GLG Educators have qualified for GLG Member Programs and are therefore eligible to participate in ongoing in-depth consulting projects with GLG clients.

Nortel Fire Sale Begins

June 22, 2009

Nortel selling wireless unit to Nokia Siemens | finance.yahoo.com

Wireless assets acquired by NSN from Nortel include the CDMA business and LTE IP (Intellectual Property).  NSN gets relationships with operators such as Bell Mobility, VerizonWireless, Sprint Nextel, KDDI, China Telecom. CDMA is still profitable and will have a long tail. NSN also expands its footprint in North America, which represents only ~ 5% of its revenues and this acquisiton will certainly better position the company to tackle one of its Achilles heels. NSN gets Nortel's IP on LTE including SON (Self-Organizing Networks) and ongoing LTE relationships (NT had won KDDI tender and was carrying out a trial at T-Mobile AG); 400/2,500 employees that NSN is getting from Nortel were working on LTE, other 2,100 on CDMA. Who will fill in the void in terms of R&D spend in Canada? NSN will open up a lab and there are rumors that Huawei will expand its presence, but look for more from other entrepreneurs such as Sir Terry Matthews. It will be tough to match Nortel's R&D budget.

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