Telcoflash: Telecom Market News

I am very happy with the latest CMO-FAME -Palm/ GSMA study outputs. Let me extract three key findings: products are too much featured. Many built-in functions are not used by a majority of users that only need basic features, simple and easy to use device....

3G is not yet established as a mature technology, that 4G is already (almost) there. Proof, if necessary, is the DoCoMo trial and demo of a 5Mbit/s link, or Ericsson demonstrating 3G+ LTE at 144Mbit/s. Does it make sense to be in a such hurry when services...

It is known for several decades, telecom is a powerful economic growth engine (remember the JIPP curve and the link between GDP and subscriber numbers). Mobility has relayed fixed telephony, but the rule is almost the same. The larger subscriber numbers...

A few set of market information released this week: According to Chinese mobile operators, there would be 520m mobile users in China by the end of this year. According to Synergy Research, the worldwide Wireless LAN market was up 15% yoy to $3.6bn in...

Polycom has signed definitive agreement to buy SpectraLink for $220m. Cisco could buy start-up Spans Logic, a ternary content-addressable memories (TCAMs) chips designer. Palm could be a pray for Nokia or Motorola or a private equity firm.

Nokia plans to launch new enhanced videogame-enabled handsets in summer.

ZTE has signed an agreement with Telefonica to supply 3G handsets, work on development projects and develop ZTE products in Spain.

Arris reports 4Q06 revenues of $235m, up 29% and FY 2006 revenues of $891m, up 31%. 4Q06 net income was up 220% to $70m, while FY net income jumped 170% to $142m. Gross margin was down, however, to 29%.

Sonae (Portugal), finally, but it is not a surprise, increased its offer for PT Portugal and PT Multimedia to almost €15.3bn,up 10%, just above PT' shares value. The bid is scheduled to expire on March 9. EU regulators have refused a super telecom regulator...

Earthlink has been selected for a new city-wide wireless broadband Wi-Fi network in St Petersburg (Florida). Orange (France) announced FTTH service offer for €48 a month to start in March. The offer includes internet access at 100 Mbit/s downstream and...