Analyst Blog
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Is LTE set to take a bigger cut of the broadband cake?

For a telecoms analyst vendor briefings can be a bewildering experience. You find yourself in a five-star hotel being treated like royalty with food and drinks on tap and the prospect of a good crack at the hotel buffet dinner later on – it’s all really rather wonderful. The problems come when the presentations start… Read more

Tony Brown

TM finally buys P1 – but has it bitten off more than it should?

The long rumoured deal for Telekom Malaysia (TM) to takeover struggling WiMAX operator Packet One Networks (P1) has finally come to reality with TM taking a 57% stake in the operator – but there are still plenty of questions over how much TM will ultimately benefit from the deal. In its statement TM says that… Read more

Tony Brown

Gaming and the search for new blue oceans: Nintendo says it can survive without releasing its games library on mobile devices

Most people are unlikely to think of Apple and Nintendo having a lot of similarities. One is a juggernaut in the smartphone and mobile device market, while the other is a videogame manufacturer that has found itself struggling to compete with more advanced, better funded rivals; revenues have declined to around ¥500 billion (US$4.9 billion)… Read more

Francesco Radicati