• Twitter Updates

    • Categories

    • Seeking Alpha Certified
    • Wireless

      « Previous EntriesNext Entries »

      Downside for NT-MOT JV

      Wednesday, February 20th, 2008

      Earl Lum doesn’t think much of the speculated Nortel-Motorola wireless joint venture.
      Lum, the president of research firm EJL Wireless Research, believes a NT-MOT marriage would have more disadvantages than advantages. According to a story on TMCNet, EJL’s analysis showed “lagging market share for both Motorola and Nortel in the 2G market and virtually no market [...]

      Nortel-Motorola in Wireless Talks

      Monday, February 11th, 2008

      According to the Wall Street Journal, Nortel and Motorola may be in discussions to merge their wireless business - a deal that would create a $10-billion unit. The news comes on the heels of Motorola’s announcement last month that it was looking at dumping its money-losing handset business.
      One question: why stop at the wireless business [...]

      Wither the Virtual Office?

      Monday, February 4th, 2008

      You remember when everyone was all excited about telecommuting? Remember all the buzz about being able to work from a home office without having to commute - unless you count going from the kitchen to the office a commute?
      Well, it hasn’t happened nearly as much as everyone expected. In fact, companies such as AT&T are [...]

      Nortel Powering Clearwire’s VoIP Service

      Wednesday, January 23rd, 2008

      If you push aside Nortel’s struggles to re-invent/restructure itself, one of the company’s strengths is providing carriers and cablecos with technology to offer VoIP services.
      A relatively new customer for Nortel is Clearwire, Craig McCaw’s WiMax service provider that has been working to carve out a wireless broadband business in the U.S.
      Clearwire wants to expand into [...]

      CDMA: The “Betamax” of Wireless

      Saturday, January 12th, 2008

      You have to love a Toronto Star story today that describes Telus’ contemplation of moving from CDMA to GSM as “the wireless equivalent of moving from Betamax to VHS”.
      I’ll give the reporter, Chris Sorensen, points for creativity but it’s a bit of a stretch given Betamax lasted about a decade before pretty much disappearing while [...]

      Can Apple Save Wi-Max?

      Saturday, January 12th, 2008

      According to ValleyWag, Apple could launch a new ultra-portable notebook at Macworld this week that will include WiMax. In fact, Apple may roll out WiMax to all its MacBooks.
      Would that be enough to save or jump-start WiMax? It would help but WiMax needs a lot more support to really gain momentum.

      Technorati Tags: Apple, Wi-Max

      Wi-Max’s Encouraging Prospects

      Wednesday, December 12th, 2007

      For all the excitement about Wi-Max, 2007 has been a good, but not great, year.
      Sprint got everyone excited with plans to build a $5-billion, nation-wide network in the U.S. but that strategy is now in question after its CEO stepped down. In the third-quarter, Infonetics Research said worldwide Wi-Max sales climbed a mere 6% to [...]

      What Would You Do With Wireless?

      Friday, December 7th, 2007

      If you really want to be honest about the wireless market, there hasn’t been much activity beyond voice, e-mail and text-messaging.
      Sure, you can do lots of other things such as surf the Web but wireless has come no where near to matching its potential. For example, a recent Yankee Group study showed that only 13% [...]

      Verizon’s Embrace of LTE

      Friday, November 30th, 2007

      Verizon Wireless’ decision to use long-term evolution technology could make life, well, interesting for Nortel.
      LTE is technology supported by the GSM community - a market where Nortel has a minor presence. At first blush, this suggests that Verizon’s decision could be bad news for Nortel.
      The silver lining, however, is CDMA (the technology used within Verizon’s [...]

      BSNL Looking to Award $910M contract

      Monday, November 26th, 2007

      The last time Nortel aggressively waded into India, it ended up losing more than $260-million on a GSM/GPRS deal to expand Bharat Sanchar Nigam Ltd.’s wireless network - a project pushed by ex-CEO Bill Owens despite the objections of ex-COO Gary Daichendt, who correctly believed it was an uneconomic proposition.
      Since then, Nortel has taken a [...]

      « Previous EntriesNext Entries »