Friday, january 9, 2009

Features: Analyst Angle

Welcome to our Monday column, Analyst Angle. Every Monday, the industry’s leading analysts give their outlook on the hot topics in the wireless industry, from carriers to content to handsets to infrastructure.




Analyst Angle: The dark side of the open OS handset trend

December 15 2008 - 5:59 am ET | Frank Dickson, co-founder and chief research officer, MultiMedia Intelligence

-Frank Dickson, co-founder and chief research officer, MultiMedia Intelligence-

The migration to mobile messaging and data was the story of the first half of the decade. The story of the second half of the decade is the paradigm shift to open OS handsets. Granted, paradigm shift is an overused word, but the ... Read More »

Analyst Angle: Enterprise WLAN market expected to defy macroeconomic weakness

December 8 2008 - 5:59 am ET | Ben Kwan, Analyst, Dell'Oro Group Inc.

-Ben Kwan, Analyst, Dell'Oro Group Inc.-

The macroeconomic weakness and increased uncertainty has spurred enterprises to reduce capital budgets and increasingly pressured IT managers to reevaluate their services and cut spending where appropriate. Despite these factors, ... Read More »

Analyst Angle: The urgency of wireless voice service for cable operators

December 1 2008 - 12:09 pm ET | Doug Williams, analyst, Forrester Research

-Doug Williams, analyst, Forrester Research-

Cable operators are market leaders for pay TV and broadband services, and have done very well stealing fixed voice lines from traditional telephone carriers. Yet they are woefully behind when it comes to wireless service. ... Read More »

Analyst Angle: More bytes for a buck

November 24 2008 - 12:25 pm ET | Michael W. Thelander, CEO, Signals Research Group

-Michael W. Thelander, CEO, Signals Research Group-

Conventional wisdom suggests that the spectral efficiency of a wireless technology has a meaningful impact on an operator’s network economics. ... Read More »

Analyst Angle: The open-data-pipe boogey man

November 17 2008 - 12:47 pm ET | Frank Dickson, co-founder and chief research officer, MultiMedia Intelligence

-Frank Dickson, co-founder and chief research officer, MultiMedia Intelligence-

When Apple launched the iPhone a little over a year ago, they disrupted the industry forever. Apple went beyond simply replacing the keyboard with a huge touch-screen display. ... Read More »

Analyst Angle: Rising expectations for WLAN in the enterprise

November 10 2008 - 11:51 am ET | Ben Kwan, Analyst, Dell'Oro Group Inc.

-Ben Kwan, Analyst, Dell'Oro Group Inc.-

Enterprise spending on WLAN equipment has outpaced the growth rate of both the Layer 2+3 Ethernet switching and the IP telephony markets for the past five consecutive years. We believe this trend will continue through 2012 ... Read More »

Analyst Angle: Opportunities for growth and responsible teenage spending

November 3 2008 - 5:59 am ET | Seth Fowler and Julie Ask, Forrester Research

-Seth Fowler and Julie Ask, Forrester Research-

Data usage is an important component for future revenue growth as it becomes an ever greater percentage of ARPU (average revenue per user) and is currently the fastest growing source of revenue for carriers — a fact that has ... Read More »

Analyst Angle: OMG, the teen market is slowing

October 20 2008 - 5:59 am ET | Frank Dickson, co-founder, chief research officer, MultiMedia Intelligence

-Frank Dickson, co-founder, chief research officer, MultiMedia Intelligence-

The last few years have seen significant growth in the U.S. teen market, a market that MultiMedia Intelligence defines as the age group of 12- to 17-year-old individuals. In 2007, the market grew 12% to surpass 16 million ... Read More »

Analyst Angle: The ‘emerging‘ growth of GSM in a 3G world

October 13 2008 - 5:59 am ET | Scott Siegler, Analyst, Dell'Oro Group

-Scott Siegler, Analyst, Dell'Oro Group-

Happy belated birthday to you, GSM. Last month, GSM technology celebrated its 21st birthday — quite remarkable considering that the average life cycle in the technology world is only about five years. ... Read More »

Analyst Angle: Why you should buy your grandmother an iPhone this holiday season

October 6 2008 - 12:04 pm ET | Julie Ask, Jupiter Research

-Julie Ask, Jupiter Research-

Maybe you should buy your mother one, too. My mother (age 66) already packs a Nintendo DS and a cellphone. She’s considering an iPhone. A number of catalysts inspired me to write this piece and led me to believe that this is a ... Read More »

Analyst Angle: Shutting the door on an open-device policy

September 29 2008 - 5:59 am ET | Michael W. Thelander, CEO, Signals Research Group

-Michael W. Thelander, CEO, Signals Research Group-

During the past 18 months there has been a groundswell movement in the U.S. to have mobile operators adopt an open-device policy. It is hard to say with any certainty who gets credit for starting this movement, but by all ... Read More »

Analyst Angle: Foreboding cloud coming ‘off the deck’

September 22 2008 - 4:17 pm ET | Frank Dickson, co-founder, chief research officer, MultiMedia Intelligence

-Frank Dickson, co-founder, chief research officer, MultiMedia Intelligence-

Another CTIA show has come and gone. There was plenty of talk of new applications and wireless spectrum. The discussion continued regarding what “opening a network” means, and if we truly want that. ... Read More »

Analyst Angle: The Butterfly Effect of 802.11n

September 15 2008 - 5:59 am ET | Ben Kwan, Analyst, Dell'Oro Group Inc.

-Ben Kwan, Analyst, Dell'Oro Group Inc.-

To adapt the words of famed chaos theorist Edward Lorenz who coined the term “butterfly effect”, 802.11n is the “butterfly” in the WLAN market. ... Read More »

Analyst Angle: Mobile social networking’s brave new world

September 8 2008 - 5:59 am ET | Seth Fowler and Julie Ask, Jupiter Research

-Julie Ask, left, and Seth Fowler, Jupiter Research-

Cellphones, with their index of personal contacts, knowledge of a user’s location, ubiquity, and hallowed place in nearly everyone’s pocket, are the perfect devices to transform online social networking to truly mobile social ... Read More »

Analyst Angle: Counter-arguments for evaluating next-gen network rollout strategies

September 1 2008 - 5:59 am ET | Michael W. Thelander, CEO, Signals Research Group, LLC

Michael W. Thelander-CEO, Signals Research Group, LLC-

Over the next few years the three major mobile operators in North America will deploy their respective next-generation broadband wireless technologies. Sprint Nextel, through its Clearwire relationship, will deploy Mobile WiMAX ... Read More »

Analyst Angle: Call-to-action advertising proves that dreams do come true

August 25 2008 - 5:59 am ET | Frank Dickson, co-founder, chief research officer, MultiMedia Intelligence

Frank Dickson-co-founder, chief research officer, MultiMedia Intelligence |-

There is a ride in Disneyland called “Fantasy Land.” The ride consists of park guests loading into a boat and floating down a mystic river, admiring miniaturized models of scenes from fairy tales. One can see Cinderella’s castle, ... Read More »

Analyst Angle: The evolution from 3G to 4G

August 18 2008 - 5:59 am ET | Scott Siegler, Analyst, Dell'Oro Group

-Scott Siegler, Analyst, Dell'Oro Group-

To quote Bob Dylan… mobile networks are a-changin’. As more and more mobile users download more and more YouTube videos, and interact with sites like MySpace, 3G technologies like W-CDMA/HSPA that provide the lightning speeds ... Read More »

Analyst Angle: Ads, ads everywhere, yet not the one I seek

August 11 2008 - 5:59 am ET | Seth Fowler and Julie Ask, Jupiter Research

-Julie Ask, left, and Seth Fowler, Jupiter Research-

As adoption of the wireless web grows, so too does the Holy Grail of advertising: targeted, timely, contextualized ads delivered directly into the hands of engaged consumers. Despite this tempting proposition, advertisers have ... Read More »

Analyst Angle: Be mindful of the legal restrictions on mobile ads

August 4 2008 - 5:59 am ET | Lynn R. Charytan and Samir Jain

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For years, mobile advertising has been touted as the next frontier. Its day may finally have arrived. ... Read More »

Analyst Angle: Mobile content providers beware, the iPhone is a Trojan iHorse

July 28 2008 - 5:59 am ET | Frank Dickson, co-founder, chief research officer, MultiMedia Intelligence

Frank Dickson-co-founder, chief research officer, MultiMedia Intelligence-

The introduction of the iPhone was the most significant event in the 2007 wireless industry. Apple wanted to raise the bar and identified that handsets were suffering from the lack of an intuitive and efficient user interface. ... Read More »

Analyst Angle: Mobile device management and the user experience

July 7 2008 - 5:59 am ET | Tony Cripps and Jessica Figueras, Ovum

-Tony Cripps and Jessica Figueras, Ovum-

Why is the mobile user experience important? For many mobile service providers in developed markets, what is termed the “customer experience” or “user experience” is currently an area of strategic focus. ... Read More »

Analyst Angle: My favorite WiMAX myths and misconceptions

June 30 2008 - 12:17 pm ET | Peter Jarich, Research Director, Current Analysis

Peter Jarich-Research Director, Current Analysis-

This year has been labeled a “make or break” year for mobile WiMAX and, as we hit the mid-point, there’s no denying the positive buzz. The WiMAX Forum just managed to pull off its first global trade show. Mobile WiMAX ... Read More »

Analyst Angle: Apple’s possible iPhone miss

June 16 2008 - 5:59 am ET | Rob Enderle, Principal Analyst, Enderle Group

Rob Enderle-Principal Analyst, Enderle Group-

Apple rarely misses and when they do they are so good at spinning the event that you often don’t know until well after the fact that there was a problem. ... Read More »

Analyst Angle: Just when you thought PANs were DUN

June 9 2008 - 11:22 am ET | Ross Rubin, Director of Industry Analysis, The NPD Group Inc.

Ross Rubin-Director of Industry Analysis, The NPD Group Inc.-

Bluetooth has come a long way from the days when its stylized "B" logo graced only a handful of handsets. According to NPD's Mobile Phone Track, Bluetooth was a feature of 79% of handsets sold in the U.S. ... Read More »

Analyst Angle: Pushing the button

June 2 2008 - 5:59 am ET | Peter Jarich, Research Director, Current Analysis

Peter Jarich-Research Director, Current Analysis-

The good people at Sprint Nextel have an expression they use when talking about their Nextel Direct Connect service: the button. In this context, “the button” is shorthand for the value of push. Push to Talk. Push to Voicemail. ... Read More »

Analyst Angle: Why you shouldn’t buy the 2.0 iPhone

May 19 2008 - 5:59 am ET | Rob Enderle, Principal Analyst, Enderle Group

Rob Enderle-Principal Analyst, Enderle Group-

With the recent announcement from RIM and the rumor of an entire new line from that company, coupled with some amazing new phones from companies like Asus, you may want to wait until later in the year to buy an iPhone. ... Read More »

Analyst Angle: Clearwire attracts billions from strange bedfellows

May 12 2008 - 5:59 am ET | Ross Rubin, Director of Industry Analysis, The NPD Group, Inc.

Ross Rubin-Director of Industry Analysis, The NPD Group, Inc.-

The creation of Clearwire as a new mobile WiMAX carrier was the most visible result of the recent blockbuster agreement between Clearwire, Sprint and five other companies investing $3.2 billion in the future of the wireless ... Read More »

Analyst Angle: Is Huawei telecom’s Barack Obama?

May 5 2008 - 5:59 am ET | Peter Jarich, Research Director, Current Analysis

Peter Jarich-Research Director, Current Analysis-

I don’t watch CNN much at home, opting for a more intellectual diet of reality TV and “Futurama” re-runs. When I’m traveling abroad, however, CNN International is somehow comforting. ... Read More »

Analyst Angle: Barry West, Founding Fathers and the (WiMAX) revolution

April 28 2008 - 12:36 pm ET | Shiv K. Bakhshi, Ph.D., Director, Mobility Research, IDC

Shiv K. Bakhshi, Ph.D.-Director, Mobility Research, IDC-

As those of us who have had the pleasure of listening to him speak might attest, Sprint Nextel’s Barry West does have a way with words and one cannot but marvel at the elegant manner in which he strings them together. ... Read More »

Analyst Angle: Intel’s MIDs use Linux to go after GPS systems first and iPhone next

April 21 2008 - 5:59 am ET | Rob Enderle, Principal Analyst, Enderle Group

Rob Enderle-Principal Analyst, Enderle Group-

I was in China earlier this month at Intel’s Developer Forum in Shanghai and watched the birth of their Netbook and Mobile Internet Device (MID) platforms. ... Read More »

Analyst Angle: At AT&T, a richer retail experience comes to the Surface

April 14 2008 - 1:21 pm ET | Ross Rubin, Director of Industry Analysis, NPD Group

Ross Rubin-Director of Industry Analysis, NPD Group-

After the CTIA Wireless 2008 show there can be no question that AT&T, the largest carrier in the U.S., is also leading the industry in the embrace of multi-touch technology. ... Read More »

Analyst Angle: Unlimited calling plans cater to customers worth retaining

April 2 2008 - 5:59 am ET | Ross Rubin

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The sudden and ubiquitous availability of unlimited calling plans descended on the consumer market with a cascading domino effect. Not long after Verizon Wireless announced unlimited voice calling for about $100 per month, AT&T ... Read More »

Analyst Angle: Anticipating the birth of the super smartphone or ‘Global’

April 1 2008 - 5:59 am ET | Rob Enderle

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A number of firms from Intel Corp. to Apple Inc. are currently working to create the next big thing in personal communications technology. Amazingly enough they are, without knowing it, recreating a dream of Gene Roddenberry who ... Read More »

Analyst Angle: Making a case for 4G

March 31 2008 - 5:59 am ET | Peter Jarich

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In case you hadn’t noticed, it’s become fashionable -- at least among analysts -- to question the value of 4G. ... Read More »

Analyst Angle: How to beat the iPhone and the Blackberry

March 24 2008 - 5:59 am ET | Rob Enderle, Principal Analyst, Enderle Group

Rob Enderle-Principal Analyst, Enderle Group-

There are a lot of brain cells focused on trying to find ways to beat Research in Motion’s Blackberry and Apple’s iPhone. What amazes me is how few of the strategies seem to have any real chance of succeeding because none of the ... Read More »