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GLG News by Wireless Data Services Experts

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June 15, 2007
AT&T Adds Prepay Data and Messaging - So What?
Analysis of: AT&T Rolls Out GoPhone Pay As You Go Feature Packages | www.att.com
Author: Jon Adams, Director- Wireless Technology and Strategy, Freescale Semiconductor, Inc.
Why did it take AT&T so long? Billing should not be rocket science. The demand for prepay voice is well proven, SMS has been a winner for a long time; data is the biggest unknown, but MMS (photo and media) messaging could be a driver to push data volumes, but the price seems high.
Tarik FawziJune 11, 2007
AT&T should not expect too much with prepaid data, indicate European learnings
Analysis of: AT&T Rolls Out GoPhone Pay As You Go Feature Packages | www.att.com
Author: Tarik Fawzi, Chief Executive Officer, Aeneas Strategy
The wireless data market in European has not shown any significant revenues streams in the prepaid data market. Europe is more prepaid and more data oriented than the US. Learning from the European experience, AT&T should not be too optimistic about revenues in this market.
Tarik FawziMay 31, 2007
Vodafone moves into the fixed arena: defensive and offensive steps
Analysis of: Vodafone NL unveils DSL/VoIP services on Tiscali network | www.telecompaper.com
Author: Tarik Fawzi, Chief Executive Officer, Aeneas Strategy
- Vodafone's strategy is to focus on emerging markets - however established markets still represent bulk of Vodafone's revenues - multiplay offers by competition threat existing revenue stream - both to defend this as well as to enter new markets Vodafone moves into the fixed market - more moves by...
Edward MoranMay 30, 2007
Private Equity / Buyout Funds are Hungry for TMT Assets
Analysis of: Equity group considers Virgin Media buy | www.hollywoodreporter.com
Author: Edward Moran, Principal, Inforan Int'l Telecom and IT Advisory Services
Private Equity Funds and Buyout Funds renewed their interest in telecoms and media assets in recent month after losing interest in that type of operations in the early part of the decade due to the Internet bubble burst. We will see more bids for telecoms, cable and media company by these funds in the...
Tarik FawziMay 24, 2007
Opportunities for Alcatel Lucent in China, Middle East
Analysis of: Alcatel-Lucent Has Losing Quarter but Sees Better Days Ahead | www.nytimes.com
Author: Tarik Fawzi, Chief Executive Officer, Aeneas Strategy
Alcatel Lucent can profit from it's track record in Europe in 3G networks and application solutions to grasp growth opportunities in the Middle East and Chinese markets. Recently closed contracts with Etisalat and China Unicom underscore this. However, the threat from Chinese domestic players Huawei...
Tarik FawziMay 4, 2007
Opportunities and Pitfalls for Microsoft
Analysis of: Microsoft Acquires Mobile Advertising Pioneer ScreenTonic | sev.prnewswire.com
Author: Tarik Fawzi, Chief Executive Officer, Aeneas Strategy
- wireless operators are looking for new revenue channels, of which mobile advertising promises to be one- Screentonic has multiple operator contact and the appropriate platforms to be a player in this field- by acquiring Screentonic, Microsoft can leapfrog it's attempts to become more intimate with...
Edward MoranApril 30, 2007
Telecom carriers become attractive target for acquisitions again
Analysis of: Report of Talk to Take Over Bell Canada | www.nytimes.com
Author: Edward Moran, Principal, Inforan Int'l Telecom and IT Advisory Services
After over half a decade of no interest, financial institutions are taking another look at telecom carriers as attractive target for M&A. Nationalism - local investors see incumbent telecom carriers as a national asset trying to block if from falling into foreign hands.
Ian WoodApril 30, 2007
Payment or Banking?
Analysis of: Mobile Payments Gain Energy | www.wirelessweek.com
Author: Ian Wood, Partner, Wireless Foundry
What you are seeing in the US is something that we saw in Europe five years ago.  We are going to see a number of services that are extensions of banking services and then others that are payments based.When you look at payments where we are currently seeing success is in the expansion of banking...
April 20, 2007
Big Gamble for Amp'd
Analysis of: The new Amp'd model | telephonyonline.com
Author: GLG Expert Contributor
Mobile content is a high stakes risky venture - as is building an MVNO, so Amp'd may strike gold or go down in flames.As Amp'd is learning, offering your content to other carriers on their deck is good, but only if you are in one of the top placement slots - it really doesn't matter if you are...
April 20, 2007
Grow Up Cingular and Verizon
Analysis of: Cingular and Verizon Wireless drop kid phones | www.rcrnews.com
Author: GLG Expert Contributor
Many tweeners think these phones are uncool - and probably can find better options at similar or lower prices.These phones need to support wireless data services that can be turned on or off by the parent.In such a competitive market, carriers need to make sure every SKU they offer in retail is a strong...

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