Study Group: Wireless Data Card Experts

GLG News^SM Analyses by this Study Group's Leading Experts(?)

As Orange launches iPhone in UK, Apple requests marketing assistance

November 3, 2009

Analysis by:Peter Curnow-Ford, Chairman,

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.

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

November 2, 2009

Analysis by:Peter Curnow-Ford, Chairman,

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.

Orange UK sees strength while revenues suffer interim slide

October 29, 2009

Analysis by:Peter Curnow-Ford, Chairman,

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.

Increased competition, mobile internet boom lead to German contraction

October 13, 2009

Analysis by:Tarik Fawzi, Chief Executive Officer,

Analysis of: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.

Still early days for LTE

October 1, 2009

Analysis by:Tarik Fawzi, Chief Executive Officer,

Analysis of: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.

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