GLG News by Wireless Data Services Experts

BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced...

- Vodafone, Telefonica and Orange will see increased competition in the Spanish mobile market - this time from a player with a good track record (Germany, Belgium) of working in markets with multiple MVNO's - voice and text messaging prices will drop in the Spanish market hurting margins

- by closing an exclusive deal with Apple for distributing the iPhone, T-Mobile is opening the door for future lower earnings - an Apple deal is a short-sighted focus on acquisition numbers, but by giving away data and voice revenues to a supplier, other handset suppliers will see opportunities to do...

- further consolidation in the European wireless market - little reason for customers to remain loyal - 3G is no competitive advantage anymore

Blyk, led by a former Nokia President, will start operations in the UK offering free mobile services to consumers. They will fund this with advertising revenues. Offering free services could be a threat to wireless operators revenues, but there are hurdles.

1 - Infinera continues to build momentum with this Cox win and a recent XO Communications announcement that they will light additional long haul capacity with a second round of Infinera equipment; 2 - Recent Infinera wins however are built on a dwindling supply of available dark fiber; 3 - While...

The problem is one of market regulation in the UK, BBC has a track record of innovating before the competition because it has a public broadcast remit.  The Internet activities of the BBC have been cut back because Government and Competitors have complained that it has abused it position and stifled...

In spite of what was said on the news, Verizon Wireless knew what they were doing by paying a staggering $200M to Broadcom. They reason to believe that the effect of the ban on other CDMA Carriers would be minimal.

Verizon's decision to pass on the iPhone is a pragmatic battlefield decision and delaying tactic, hoping that Apple's impact on the cellular industry's walled garden concept will be minimal.   AT&T's assent to hosting the iPhone and Apple will bring valuable short-term growth, but in the...

Apple will no doubt have a very interesting product, but will it drive mass market adoption? Lack of wireless broadband, touch screen and battery life could be its downfall. It is hard to get people to switch wireless carriers without some great incentives - how many people will actually break...