All GLG News Analyses Filed Under: Telecom

1.      Several years ago, the proposed merger between Tellabs and Ciena made a lot of sense. 2.      Now from Tellabs’ perspective, a potential marriage would appear even more favorable. 3.      Private equity firms taking over...

QCOM and its cheerleaders (Mr Seybold among them) will be touting 3G incremental enhancements as the only real option for operators at the moment, do not expect big pushes for LTE, since inviting operators to do that open the door to also consider WiMax (none of those are incremental steps from existing...

Wi-Fi operators need to build their value proposition around providing value to end users; collect user information; build sustainable relationships. Wi-Fi operators need to make billing and authentication simple and one-touch so that transient users don't have to remember passwords and key in credit...

AT&T has seen usage on its wireless network balloon with the arrival of 3G phones, according to the author. Wireless companies are upgrading their networks as fast as they can to handle the extra traffic. Meantime, Wi-Fi hotspot providers are going to see fast growth in traffic as users look for...

WiFi range is too short to ever justify the effort of providing a roaming protocol and billing structure.  The same market forces which dictated the adoption of cellular roaming protocols will work to effect the same result with Wimax, but only after Wimax proves itself to be functional at the...

The real issue here is one of knowing what the regulatory position is going to be 3 to 4 years out. Will the mobile operators be allowed to re-farm their 2G spectrum, will they be able to use the technology of their choosing and then work the investment plans to make it happen? Is the regulator doing...

Although dominance in numbers is used to classify the telecom service providers. The stature of numbers is loosing its sheen due to falling ARPU. The service provider could better focus on equipping themselves better to offer more comprehensive services and generate higher revenues.

BT has a backhaul network second to none, the mobile operators do not. It is currently spending close to £8bn on its 21CN all IP network, with this it has all the capacity needed for a data centric LTE deployment. Second LTE could serve both voice and data without cannibalising existing revenue...

1. Alan Greenspan 2. Alan Greenspan 3. Alan Greenspan

The presence of a "kill switch" to disable misbehaving applications on the iPhone isn't a betrayal, it's just standard practice for the cellular business.