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xG Technology Scores Another Potential Win

January 15, 2013


Yesterday I discussed how xG Technology scored with a big $6M win and today the company has announced Cornet Technology has entered into an agreement with xG to resell $5M worth of the company’s products to the government and DoD.

Cornet Technology, Inc. is a privately-held concern which designs, engineers, and manufactures a wide range of advanced command, control, communications, computer, intelligence, surveillance, and reconnaissance (C4ISR) solutions targeted at U.S. and international defense and aerospace agencies.

The deal covers part of an end-to-end two-way video streaming solution for vehicles that is currently under development.

Shockingly Nortel's Frank Dunn not Found Guilty in Canada

January 15, 2013

In February 2004 I was invited to a Nortel analyst day. The Canadian telecom giant had great news to share about their worldwide sales – especially in China. CEO Frank Dunn was the primary speaker at the conference and explained just how well the company was doing. Thereafter, I met with division head after division head and the story kept getting better.

How Mobile Will Destroy Retail Margins

December 21, 2012


Some of the news of the week has to do with eBay deciding mobile advertising doesn’t work for them as it clutters small screens and doesn’t provide that much revenue. This seems to make sense but if you think this in any way is going to change the impact of mobile advertising and commerce you are dead wrong.

Logic and rumors tell us Amazon will be releasing a telephone soon and the reasoning for them to do so goes far beyond expanding its ecosystem and pushing people to download apps and watch videos online.

Location based advertising is where everything is going.

Flexible Samsung Screens and Jim Cramer's Mistake Round Out Tech News

December 20, 2012

Samsung to show flexible screens are coming to a smartphone and tablet near you but what still needs to be worked out is how to get multicore processors and batteries to bend along with them. Moreover, what happens when you bend them too far – do they just snap, pouring the guts of the battery onto your lap or dinner plate? We still have some time on this tech but the progress is promising. Can’t wait to see it (and bend it) at CES.

Chinese Government Funds Global Telecom Roll Outs Through ZTE

December 20, 2012

With global uncertainty the norm, many carriers have struggled to get financing for new infrastructure projects and in fact they have been a bit hesitant to spend on areas other than wireless where ROI is much more predictable. Subsequently, the financial challenges facing Alcatel-Lucent, Nokia Siemens Networks, ZTE and others aren’t expected to dissipate any time soon. What may be a surprise to some though is how ZTE, a Chinese telecom equipment manufacturer with relatively low costs could have lost $414 in Q3 of this year while seeing sales drop by 13% and gross margins cut in half.

In response to this decline, China Development Bank (CDB) an entity controlled by the Chinese government has given the company a $20B line of credit at very low rates allowing it to streamline operations, continue its expansion and perhaps most importantly finance its customers’ purchases.

Important Tech News of the Day Dec 14, 2012

December 14, 2012




Amazon Prime Instant Video app for iOS is out


and in my testing on a 4th generation iPad it worked well. Some complaints remain that for non-Prime users the experience isn’t that great. I for one would like to be able to download video on the app – there is a download area but no instructions as to what is downloadable or how to download.

Alcatel Lucent says providing video to devices is a great new revenue opportunity for carriers.

The Fiscal Cliff Could Kill Super-WiFi

December 13, 2012

One of the most amazing turning points in technology advancement has been the US Government’s decision to allow unlicensed spectrum to be used in the form of WiFi. Instead of taking the short-term gain of revenue via spectrum auction, it was released for free for everyone to use. As a result, cable companies can compete wirelessly with 4G providers and they need no private spectrum to do so.

The point is, unlicensed spectrum has truly revolutionized technology and productivity. Think this through – even the companies who sell “competitive to WiFi” 4G service are benefiting from WiFi. Consider carriers often wheel in large-scale WiFi equipment to sporting events and other venues because of cellular capacity issues.

T-Mobile Finally Gets the iPhone

December 7, 2012

While spending time in a T-Mobile and Verizon store in the same city recently I couldn’t help but notice the customers at the Verizon stores were dressed better and seemed far more affluent. This makes sense as T-Mobile offers cheaper service and it is common for people who can’t afford an AT&T or Verizon data plan to unlock an iPhone from AT&T and activate it on T-Mobile. They then access data when WiFi is available for free.

The latest research I found from Strategy Analytics has the spread in ARPU or average revenue per user between these two carriers at $11.45 per month or almost $140 per year.

Google and Dish Were in Talks to Launch Wireless Biz

November 15, 2012

Some time back I commented on rumors of a Sprint takeover by Google and at the time many thought the idea was crazy. Fast forward a few years, tens of thousands of Android devices and a Motorola Mobility acquisition later and now Google is reportedly in talks to launch a wireless service with a number of companies including Dish Networks. As you may recall, Steve Jobs too wanted to launch a wireless network and if Google is seriously exploring this option this means Apple has to be doing the same.

The next frontier of advertising revenue for Google is mobile and if carriers and Apple decide to lock the company out of this lucrative market (even partially), then they have no choice but to own the wireless pipes.

Mobile Profits are Skyrocketing as 67,000 Are Laid Off

November 15, 2012

Mobile is not your father’s tech space.

 

Over the past two years, profits from the top eight mobile vendors has risen from $5.3 billion to $14.4 billion for a whopping increase of $9.1 billion and all this while over 67,000 people have been laid off in the technology. How is this possible you ask? I posited a similar query two months ago regarding Corning’s shares losing value – even while they supply Gorilla Glass to much of the booming mobile market.

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