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  • Clearwire Stockholders Approve the new Clearwire

    The last major hurdle for the new Clearwire has been cleared today as Clearwire stockholders approved the transaction to merge Clearwire with Sprint's 4G assets. This means that Clearwire will most likely acheive its target of creating the new Clearwire by the end of the year.
  • Motorola Drops LiMo and Europe

    On todays Motorola earnings call Sanjay Jha Co CEO stated that they were focusing on 3 major OS going forward - Windows, Android and P2K. Windows will obviously be targeted for the high tier products (I hope they re-negotiate their deal with Microsoft for better royalty rates) and Android for mid-tier products where they see their first products based on the Android platfom to be released in the holiday season of 09. Maybe this is just the tonic that Microsoft needed - after feeling isolated by all this open source activity - they have just been thrown a major bone that could see them with two major outlets for their products in the form of HTC and Motorola.This obviously bodes ill for the LiMo community a ...
  • Nokia's Touch Screen - At Last

    Nokia launched its first touch screen phone today, almost five years after the Finnish company initially expected to enter this segment of the market. What was rumored in the industry to be called the Tube, is actually designated as the Nokia 5800 XpressMusic. The Symbian-based phone is the first device to run the Series 60 5 th Edition user interface, which is the first version of the Nokia UI to include support for touch as well as high resolution nHD (640 x 360) displays. Previous versions of Series 60 supported QVGA (240 x 320) making 5 th Edition far more notable than just its support for touch. Nokia’s practicality surrounds this phone and th ...
  • GSMA Launches "Mobile Broadband" Branding Initiative To Start Defending Against WiMAX

    The GSMA announced its branding initiative to promote HSPA and LTE as the broadband technology of choice by using the generic words "mobile broadband." It is interesting to see how the GSMA was able to get some device manufacturers like laptop vendors to support this initiative when these companies should be very neutral when it comes to air interfaces. The United States in particular, will see EV-DO (Verizon Wireless and Sprint Nextel) and WiMAX (Clearwire, Sprint Nextel, Comcast, Time Warner Cable, Bright House Networks) services competing with HSPA networks for a few years before LTE networks are widespread. The fact that this bra ...
  • Sprint Finally Launches Xohm . . . In Baltimore at Least

    Sprint finally launched Xohm in Baltimore yesterday. This announcement is a bit lackluster because it is just one city, and it has been delayed about a year as Sprint worked through a few technical issues and worked on its deal with Clearwire, Intel Capital, Google, Comcast, Time Warner, and Bright House Networks. Coverage includes Baltimore and some spottier coverage that extends into suburbs of Baltimore for now. Sprint will continue to fill in this coverage and add more cities later this year to reach its goal of covering 15M people. More substantial network buildou ...
  • Mortgage Troubles Could Help Out Clearwire

    It is interesting to notice the positive effect that poor home sales and foreclosures have on Clearwire's network. It seems that educational institutions are losing their tax base when homes foreclose. The negative effect on funding for schools has to be compensated for somehow. Many of these educational institutions have an asset they can leverage, which is timely given the timing of Clearwire's network buildout - rights to 2.5 GHz spectrum. These educational institutions were in general always interested in working out a deal with Sprint and Clearwire, but the tough economic times may push them into working out deals a bit faster. This will work out nicely for Clearwire, who already has a significant amount ...
  • Another Mobile CE Device: Polymer Vision's Readius

    Polymer Vision is about to release a mobile (WWAN-enabled) consumer electronics device that has been in the works for a while - an e-book reader called the Readius . While this is a "second" as far as WWAN-enabled e-book readers - the Amazon Kindle is the first), and is also not the first HSDPA-enabled CE device (Samsung's HSDPA-enabled camera is the first HSDPA-enabled CE device), it is the first HSPA-enabled e-book reader. You follow that? Good. Polymer Vision was a division of Philips and was spun off in January 2007. You can ...
  • Quiet CTIA show -- less hype, better consumer focus

    When CTIA IT in San Francisco wraps up today it will be one of the quietest of these shows in recent memory. There was no "Next Big Thing" being hyped or peddled, mostly because two of the most influential forces in mobile innovation today, Apple and Google, continue to bypass the show. But quiet is not necessarily bad. It may be a reflection of the mobile industry in North America having a better focus on consumer demand/behavior and workable business models. (NOTE: CTIA is made up largely of North American MNOs, therefore the focus is logically on the North American mobile market.) Over the past three to four years the show has been energized by the buzz and ecosystem hopefuls around m ...
  • The Gloves Just Came off the Chinese 3G Operators

    OK... Telecom Restructuring Complete, Beijing Olympics Proving to be Success... 3G Licenses? 3G licensing is suspiciously looking like it could become reality. Two major hurdles, the Telecom Restructuring and the Beijing Olympics are on their way to being "Done Deals. Another positive sign is the ramped up commitments by the three mobile operators in the Chinese market: - China Mobile (GSM) - Has committed to RMB 127.2B (US$ 18.5B) in 2008, RMB 119B (US$ 17.3B) in 2009 and RMB 109B (US$ 15.9B) in 2010; - China Unicom (GSM) - Will spend RMB 100B (US$ 14.5B) between 2009 and 2010; - China Telecom (CDMA) - will spend RMB 80B (US$ 11.6B) upgrading its CDMA network between 2 ...
  • What is good for Motorola, could be good for Qualcomm

    Motorola is in a short pattern of delivering good news. Following its second quarter earnings call last week (7/31) where the Schaumburg, Ill. company surprised many by posting a profit of $4 million and maintained its global market share position with more than 28 million handsets shipped, it had the pleasure of welcoming Dr. Sanjay Jha as its new head of Motorola’s mobile device division on Monday (8/4). Jha left his position as Qualcomm’s COO to take on the role as Co-CEO of Motorola Inc. and CEO of Motorola Mobile Device, its new handset division which is to be spun off during Q3 2008.
  • The Femtocell Market: Boom or Bust?

    I recently attended the Avren Events European Femtocell events and an analyst colleague from a different firm (who shall remain nameless) predicted a market of 9 million Femtocells in 2012. This raises some very interesting thoughts. If the market turns out to be only 9 million units per annum, the VC funded start-ups, that have added so much innovation to this market ,will have burned so much cash that they would have been acquired of would have gone out of business. This will leave us with the same old faces running the show. More importantly, there will be absolutely no diversity in this market in any strata - not a good thing. More importantly, a 9 million unit market in 4 years is hardly something to c ...
  • Nokia to Acquire Symbian and Go "Open"

    Big news broke today when Nokia announced that it will purchase the remaining stock it doesn't own in Symbian and then migrate the solution to an "Open" platform. Anyone that has followed the Symbian environment for long enough would see that there has been financial pressure on Nokia to move in this direction at some point. The sheer economics of the number of devices it ships with the OS versus the value it gets out of its historic shareholding clearly indicated that such a purchase was inevitable at some point. The real added spice in this announcement is that Nokia is openly stating that it will offer the OS in a more "open" way. As the press release from Nokia stated, "A full platform ...
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