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Consumer electronics devices are part of the connected platform

October 2, 2009

Analysis of:Sony's Latest Gaming Device Cuts Out Retailers | www.cnbc.com

Consumer electronics devices are part of the connected platform to which much of the retail channel is existential.The consumer interface is becoming mobile, broadband, anywhere web and embedded device enabled. Sony makes the right move to throw off dependence on retail which dilutes brand and margin leverage.

Waiting for Godot: Clearwire Must Build it Before Apps, 'Killer Devices'

September 6, 2009

Analysis of:Clearwire introduces Wimax service in 10 new markets | www.telecompaper.com

Amid continued adjustments in managment, supplier base, and focus, Clearwire's immediate focus is necessarily on building out network coverage.  The company does not have the scale of POPs needed to drive suppliers to deliver the most leading edge 'killer devices' or develop exclusively around their raw and technology bandwidth advantage.

How prepared is the communications industry to Capex-Revenue Divergence?

September 4, 2009

Analysis of:Armageddon Scenario for Incumbent Operators? | www.cloud4g.com

The telecommunications industry looks vulnerable to restructuring as wireless broadband puts increased stress on the capacity and enhanced service capabilities of 3-3.5G networks while traditional revenues face erosion. 

Motorola's Strengths Fit Well with Expanding Role of Wireless Broadband

August 21, 2009

Analysis of:Motorola’s Brown Sees ‘Golden Opportunity’ to Expand (Update1) | www.bloomberg.com

The nature of the mobile handset business has recently changed to emphasize software interface, applications and web accessed servcies.  

Interdigital Faces Setback in 3G IPR Licensing

August 17, 2009

Analysis of:Judge Sides With Nokia In Mobile Patent Dispute | online.wsj.com

Interdigital was dealt a setback in their ongoing attempt to license patents the firm asserts as essential to 3G. This ruling by Chief Administrative Law Judge (ALJ) of the U.S. International Trade Commission (Commission) found that while Inderdigital's patents are valid that Nokia does not infringe.

The Handset/Mobile Service Growth Engine is Running on New Fuel

August 4, 2009

Analysis of:Motorola Breaks String of Losses, but Cellphone Sales Continue Slide | online.wsj.com

Motorola is certainly one of the most discussed communications sector companies particularly  in North America.  Their problem stems from the shift to the software centric phone tied to web/IP based  applications and content, a shift that has caught the entire mobile industry somewhat by surprise.  This shift goes beyond the device to the nature of the relationship between mobile device supplier and operator.   

The Sift Started Occurred Years Ago

July 25, 2009

Analysis of:Texas Instruments Shifts Focus | online.wsj.com

Observers of patents (IPR), have seen little activity coming out of Texas Instruments in the core segments ot technology that comprise WiAMX and LTE: e.g. ODFMA, MIMO, HARQ, AAS.  What's more, TI has not been nearly as active in the two major standards efforts, IEEE 802.16 and 3GPP LTE, as one might expect from a leader in mobile ICs.

Mobile Bandwidth is Pressing 3G Operators and Improves Case for WiMAX & LTE

July 23, 2009

Analysis of:Streaming surpassing P2P in clogging mobile networks | telephonyonline.com

Streaming video has seen a ramp on Internet connections that have spilled over into mobile broadband.  This has been poised to increase as greater use is made of TiVo type devices and streaming video sites and TV and movie services proliferate.  While still in the process of network build out, Clearwire's WiAMx network is expected to experience 2-3 times higher average bandwidth usage than has been experienced for 3.5G data subscribers.

Sprint Follows Industry Path to Higher Ground

July 23, 2009

Analysis of:Sprint Signs Deal With Ericsson to Outsource Network Operations | online.wsj.com

many of the wireless network operators have been migrating various aspects of their network design, site acquisition & management, installation and network operations management and parts of their service offerings to the vertically integrated industry suppliers.  

Green 4G: Advanced Communications is the 'Green Way Forward'

July 23, 2009

Analysis of:Is green good business? | blog.telephonyonline.com

Communications networks and ITC is often viewed within the industry from the perspective of being a consumer or power that, therefore, the industry should seek to reduce.  The more dynamic and powerful impact of communications is as the 'communications super highway' that displaces the need for travel and makes operations and personal activity more efficient and pleasurable.  

The Economic Downturn Comes as a Blow to WiMAX Momentum

July 23, 2009

Analysis of:WiMAX numbers up, profits down - Top News | www.cn-c114.net

The economic downturn comes at a point where proponents had hoped would allow it to build an early lead into higher bandwidth always connected service that would assure a place in between mobile voice and fixed broadband.  This middle ground had been viewed as the bridge juncture between seperate worlds of IT/networking and mobile phone communications.

The question is naive and shows lack of appreciation for technology convergence

July 22, 2009

Analysis of:Report sees WiMax slowdown, LTE concerns | eetimes.com

The question shows a lack of understanding of important underlying factors and trends.The question is not in the context of public journals but of an analysts resource site and should expose the interplay between how the developments occur and immediate commercial impacts.  I hope you were playing the jester in the way you posed this question in order to stimulate the discussion. 

Intel & Nokia Signal the Cloud 4G Era: Technology-Smechology

July 22, 2009

Analysis of:Collaboration of the Titans: Intel & Nokia Signal the Cloud 4G Era | www.maravedis-bwa.com

Neither WiMAX or LTE are isolated developments but are built upon the same framework of technological innovation and incremental progress: they rise up 'On the sholders of Giants' that have come before and were developed during the pursuit of the standards. 

More diversity of applications expected to drive device market

January 28, 2009

Analysis of:Dell takes business laptops to new latitudes | www.itweb.co.za

The instant or 'always on' type applications should proliferate as open IP access on 3G and next generation wireless continues to evolve and devices shift to modular, lower power architectures. This can be implemented outside of traditional laptop/PC BIOS vendors.

Samsung appears willing to concede on 2G-3G in order to prepare for a push into NG/4G

January 28, 2009

Analysis of:InterDigital / Samsung Licensing Arrangement | www.informationweek.com

The details of how the agreement has been structured are limited but inferences can be drawn from past agreements, Samsung's market position, IPR and product developments and the shifts in standards development and industry structuring: The agreement covers only until 2012.  Samsung has lagged as a supplier of 3G infrastructure and is unlikely to gather much momentum against the strong competitive field.  However, Samsung has made heavy commitments to development of IEEE 802.16 WiMAX and LTE that has resulted in a more substantial patent portfolio and potential gains in market share for their products. This can be seen as a necessary step to get litigation and contention out of the way but might also be viewed as clearing the table for a shift to next generation product offerings which will be covered by the new regimen of MIMO-AAS-OFDMA IPR used in the evolving WiMAX and LTE platforms.

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