Now that Alcatel-Lucent is to become part of Nokia, it’s a good time to look back and see what has happened over the last decade or so in the global telecoms equipment market. The picture that emerges is one of consolidation and divestment. Consolidation into four major players: Huawei, Cisco, Nokia and Ericsson. Divestment of […] Read more »
The Mobile Voice And Text Messaging Platform Is Burning
And KPN is the proverbial canary in the coal mine. For operators, the impact of an increased uptake of mobile VoIP and chat (mVoIP/Chat) is potentially devastating. Operators run a very real risk that voice and SMS revenues will dwindle. A study by GSM/Wireless Intelligence estimates global mobile service provider revenues will be $1.1 trillion […] Read more »
Huawei: Back To The Future?
Ten years ago, Siemens, Ericsson, Alcatel, Motorola, Nokia, and Lucent – to name a few – had operator, enterprise, consumer and handset divisions. Today, Siemens has sold all of its communication equipment businesses and Siemens Enterprise Communications is a joint venture of Siemens and the Gores Group. Ericsson exclusively focuses on operator customers after selling […] Read more »
The Connected Consumer Ecosystem War
“If I can operate Google, I can find anything… Google, combined with Wi-Fi, is a little bit like God. God is wireless, God is everywhere and God sees and knows everything. Throughout history, people connected to God without wires. Now, for many questions in the world, you ask Google, and increasingly, you can do it […] Read more »