Editor’s Foreword By Adlane Fellah, CEO

In light of so many divestitures, mergers and acquisitions I could not help myself from looking back over the past couple of years at some fancy transactions that occurred. I think these past deals should be taught in business schools as examples of disastrous decisions made by very smart people, with dire consequences for shareholders and all stakeholders of their respective companies. Over the next few weeks, I will be covering some of these transactions with the most notable negative returns on investment.

IP Wireless or how to burn US$25 million in less than two years read more…

Sizing up the Competitive Opportunities for Verizon (LTE) and Clearwire (WiMAX) By: Robert Syputa, Senior Analyst & Partner

The rollouts of the Clearwire Clear and Verizon networks are seen as contests of WiMAX and LTE next generation wireless technologies and services. However, there are clear differences between the two: the frequency spectra are far apart, and Clearwire has more available bandwidth than Verizon. FCC licensing of the 700 MHz spectrum available for the Verizon rollout require open devices and applications which nudges the typically more closed incumbent operator business model toward the open device and service model expected of WiMAX.  Despite the similarities between LTE and WiMAX technologies, the way that they will be applied due to the differences in spectrum, partnerships and orientation of the two companies will result in much different performance characteristics and service models. view full article…

Maravedis welcomes Andy Bae as Senior Analyst, Mobile Content. Andy  is based in Seoul, Korea, and has spent 14 years as a market intelligence analyst for wireless systems including Mobile WiMAX and 3G. His major projects include work on telematics, LBS, and mobile advertising applications, for which he developed analyses for technical features and market forecasting. Andy brings an abundance of wireless industry experience to Maravedis including roles as an industry analyst, director of product marketing and strategy, and project manager.

Leading vendors for wireless systems and chipsets have dashed the hopes of the Next Generation Mobile Networks (NGMN) implementation by successively announcing 4G compliant chipset, components, and related platform applications. Amongst these, the system chipset for LTE base stations (eNodeB) is the most active segment this untapped and promising new market. view full article…

Maravedis In the News

• Wi-Fi Planet, “WiMAX Faces Tough Competition from 3G in UK” February 2009
• ITU Report: Confronting the Financial Crisis, “How Does the Global Financial Crisis Impact Wireless Communications” February 2009
• Telephony Online, “Moto: WiMAX Making an Impact” February 2009” February 2009
• Digital Communities: International Beat, “Global Economic Downturn Takes Its Toll on WiMAX Growth”February 2009
• Wi-Fi Planet, “WiMAX Struggles to Find a Foothold in Western Europe” February 2009

VoIP over 4G (Vo4G): Opportunities, Challenges and Deployment Trends (January 2009)

VoIP over 4G (Vo4G): Opportunities, Challenges and Deployment Trends is the first study from Maravedis examining the main trends in this market and offering an in-depth discussion of the ecosystem and value chain. It includes detailed descriptions of the main players, drivers and barriers.

WiMAX/LTE 4G Intellectual Property Rights & Market Impact - 2nd Edition

The second edition of the exclusive IPR database and analysis for WiMAX/LTE 4G! An exhaustive analysis of real-world IPR and patent data complemented by a comprehensive worldwide patent database. The report covers IPR policies, regulations, climate, and forecasts, revealing several important IPR trends that indicate the role major players could have in the emerging WiMAX/4G markets.

WiMAXCounts

WiMAXCounts is a web-based service providing easy access to the latest WiMAX & LTE network deployment trends and information. It is dedicated to tracking and analyzing WiMAX deployments worldwide. Developed from ground-up and comprised of key information on applications, service offerings, ARPU, pricing, target markets, subscribers and deployments worldwide, WiMAXCounts is a unique source of comprehensive information for the entire WiMAX ecosystem. It also includes Quarterly Reports providing an executive summary of key information found and analyzed by the Maravedis “WiMAXCounts Team.”

Ups: Bharat Sanchar Nigam, Ltd (BSNL), India’s state-owned and largest telecommunications company, and SOMA Networks, Inc., a leading provider of WiMAX solutions, today announced the commercial launch of “BSNL Wireless Broadband” service in the state of Gujarat. This service will aim to significantly improve India’s broadband tele-density, helping to realize the Indian Government’s broadband mandate of installing 20 million connections by 2010. As a part of this operating partnership, SOMA has invested in the network rollout, and will manage the service on behalf of BSNL. view story

Downs: Novatel Wireless Inc. reported a 45% drop in sales during Q4 2008, representing a US$3 million loss, or 10 cents per share. During Q4 2007 the company earned US$11 million, or 35 cents per share. These latest figures show a slightly higher loss than expected. Before the results were announced Novotel’s stock price fell 2 cents, closing at US$6.25. view story

Mobile broadband handsets (speeds of 3.5G and higher) and portables will account for 83% of all mobile data traffic by 2013. These devices offer consumer content and applications not supported by the previous generation of mobile devices, such as high-speed, high-quality video, and peer-to-peer (P2P) connectivity.

Laptops and Mobile Broadband Handsets Drive Traffic Growth
CLICK HERE TO ENLARGE

THE LARGEST AND MOST EXPERIENCED
TEAM OF ANALYSTS IN WIMAX/4G!
OVER 6 YEARS SERVING THE EMERGING INDUSTRY