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Backhaul Pains (from April 2008)
Backhaul, which is the connection between a radio node and the core network, is providing mobile-wireless operators possible with the biggest headache ever (apart from keeping a healthy revenue growth...
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Winner of the 700-MHz Auction is … Google! (from April 2008)
The United States has recently ended (March 2008) the auction of 5 blocks (see details below) of the analog TV spectrum band of 700-MHz. More specifically the band between 698 – 763 MHz (UL) and 728 –...
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Did you know? Did you consider? (from March 2008)
In 2007 the European average mobile revenue per user (ARPU per month) was €28+/-€6; a drop of ca. 4% compared to 2006 (the EU inflation level in 2007 was ca. 2.3%). of the €28 ARPU, ca. 16% could be...
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Wireless Broadband Access (BWA) Greenfield Ambition… (from March 2008)
In case you are contemplating starting a wireless broadband, maybe even mobile broadband, greenfield operation in Europe there will be plenty of opportunity the next 1 to 2 years.Will it be a great...
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The Economics of the Thousand Times Challenge: Spectrum, Efficiency and Small...
By now the biggest challenge of the “1,000x challenge” is to read yet another story about the “1,000x challenge”. This said, Qualcomm has made many beautiful presentations on The Challenge. It leaves...
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SMS – Assimilation is inevitable, Resistance is Futile!
Short Message Service or SMS for short, one of the corner stones of mobile services, just turned 20 years old in 2012. Talk about “Live Fast, Die Young” and the chances are that you are talking about...
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GSM – Gone So Much … or is it?
A Billion GSM subscriptions & almost $200 Billion GSM revenue will have gone within the next 5 years. GSM earns a lot less than its “fair” share of the top-line, a trend that will further worsened...
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Time Value of Money, Real Options, Uncertainty & Risk in Technology...
“We have met the Enemy … and he is us” is how the Kauffman Foundations starts their extensive report on investments in Venture Capital Funds and their abysmal poor performance over the last 20 years....
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The ABC of Network Sharing – The Fundamentals (Part I).
Up-to 50% of Sites in Mobile Networks captures no more than 10% of Mobile Service Revenues. The “Ugly” (cost) Tail of Cellular Networks can only be remedied by either removing sites (and thus low- or...
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Profitability of the Mobile Business Model … The Rise! & Inevitable Fall?
A Mature & Emerging Market Profitability Analysis … From Past, through Present & to the Future. I dedicate this Blog to David Haszeldine whom has been (and will remain) a true partner when it...
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The Unbearable Lightness of Mobile Voice.
Mobile data adaption can be (and usually is) very un-healthy for the mobile voice revenues. A Mega Byte of Mobile Voice is 6 times more expensive than a Mega Byte of Mobile Data (i.e., global average)...
View ArticleClik here to view.
SMS – Assimilation is inevitable, Resistance is Futile!
Short Message Service or SMS for short, one of the corner stones of mobile services, just turned 20 years old in 2012. Talk about “Live Fast, Die Young” and the chances are that you are talking about...
View ArticleClik here to view.
GSM – Gone So Much … or is it?
A Billion GSM subscriptions & almost $200 Billion GSM revenue will have gone within the next 5 years. GSM earns a lot less than its “fair” share of the top-line, a trend that will further worsened...
View ArticleClik here to view.
The ABC of Network Sharing – The Fundamentals (Part I).
Up-to 50% of Sites in Mobile Networks captures no more than 10% of Mobile Service Revenues. The “Ugly” (cost) Tail of Cellular Networks can only be remedied by either removing sites (and thus low- or...
View ArticleClik here to view.
5G Economics – An Introduction (Chapter 1)
After 3G came 4G. After 4G comes 5G. After 5G comes 6G. The Shrivatsa of Technology. This blog (over the next months a series of Blogs dedicated to 5G), “5G Economics – An Introduction”, has been a...
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5G Economics – The Tactile Internet (Chapter 2)
If you have read Michael Lewis book “Flash Boys”, I will have absolutely no problem convincing you that a few milliseconds improvement in transport time (i.e., already below 20 ms) of a valuable signal...
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5G Economics – The Numbers (Appendix X).
100% COVERAGE. 100% 5G coverage is not going to happen with 30 – 300 GHz millimeter-wave frequencies alone. The “NGMN 5G white paper” , which I will in the subsequent parts refer to as the 5G vision...
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Profitability of the Mobile Business Model … The Rise! & Inevitable Fall?
A Mature & Emerging Market Profitability Analysis … From Past, through Present & to the Future. I dedicate this Blog to David Haszeldine whom has been (and will remain) a true partner when it...
View ArticleClik here to view.
The Unbearable Lightness of Mobile Voice.
Mobile data adaption can be (and usually is) very un-healthy for the mobile voice revenues. A Mega Byte of Mobile Voice is 6 times more expensive than a Mega Byte of Mobile Data (i.e., global average)...
View ArticleClik here to view.
5G Economics – An Introduction (Chapter 1)
After 3G came 4G. After 4G comes 5G. After 5G comes 6G. The Shrivatsa of Technology. This blog (over the next months a series of Blogs dedicated to 5G), “5G Economics – An Introduction”, has been a...
View Article
