Lance Wilson Quotes (9 Quotes)

We have refined our appraisal of GSMGPRSEDGE versus WCDMA. The uptake of WCDMA is not likely to be as rapid as was once thought. It will show good growth, but there is still a lot of life left in GSM.

This gives us a lot more confidence in knowing we can do things.

In practice, managed services vendors are primarily the major wireless infrastructure equipment vendors. This is logical they already have close relationships with the service operators they have the very deep pockets needed to succeed in this field and they've always offered some services relating to their own equipment installation and maintenance. Finally, they enjoy economies of scale, because they may offer the same service to many different operators.

The realization that the Total Available Market (TAM) is decreasing is really starting to hit home with players in this market. Depending on their market position, companies will need to take a hard look at their commitment to remaining in this business. Indeed, some companies' very survival may depend on their ability to diversify to new sectors beyond wireless infrastructure.

Qualcomm has a very viable patent portfolio, and they are trying to extract the maximum amount of money out of it that they can while at the same time the licensees are looking to spend as little as possible for the right to use the patents. It is likely that what is going on is some business maneuvering going on both sides.

Dealers will sell hundreds at a time, usually routed through by FEMA,

All of these factors are defocusing for operators, and distract them from their core business of rolling out services, combating churn (turnover) and ensuring that they can attract high paying subscribers.

Deep down, that feeling is there. But you have to be ready for every game. If you want to run the table, every night is the same challenge.

Most of the problems come from people who don't live in these areas.