All GLG News Analyses Filed Under: Telecom

The pool of potential customers likely to choose Clearwire’s WiMax network will likely be severely limited by the availability of alternative broadband wireless services that already offer wide coverage, as well as the characteristics of many of their demands and expectations which WiMax-based services...

Verizon Wireless’s announced agreement with Brightpoint to support handsets for indirect retail channels appears to be an attempt to separate company-owned direct distribution.

Virgin Mobile USA’s acquisition of Helio is favorable for platform efficiencies, handset inventories and cash infusion, but the saturated teen market trends are questionable for retention and growth.

London-based research firm Frost & Sullivan are pronouncing mobile WiMAX as dead on arrival, citing its incompatibility with existing cellular hardware and presenting WiFi, the current predominent wireless technology, and specifically the 802.11n standard, as sufficient until 3G LTE rolls around....

The strong initial sales of the $130 Samsung Instinct indicate that Sprint Nextel can thwart churn with handset upgrades and that there could be a price war of smartphones and unlimited data.

    A large percentage of the population of Asia, Africa, and South America, which make up 85% of the world's population, do not have broadband cell phone access.  Many do not have any cell phone data access or even cell phone voice service.     Much...

1.      An Ethernet over Copper (EoC) supplier, such as Hatteras Networks, sells to service providers and mobile operators that either own or have access to copper facilities through special access, leased lines, UNE-Ls and LLUs. 2.      Hatteras is...

1.      It is probably not an exaggeration to say that Verizon is hell-bent on taking full control of its wireless business. 2.      The acquisition of Alltel was only kind of a half victory. 3.      Verizon might be signaling...

This was what I feared – distraction and lack of coordination. We may be seeing the beginning of the end of Sprint’s WiMAX plans.

Verizon has a lot going on right now.  Verizon is inviting Vodafone to leave the Verizon Wireless venture.  Verizon is acquiring Alltel. What did people think Strigl was going to say? However, Sprint may be its own worse enemy.