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November 1, 2006

Lousy Networks

Seeing the other guy screw up is always a pleasure so it was good last week to see the truly awful state of the US wireless telephone network in Arizona.

Whether you got to finish your call was problematical. Much of the time there was no coverage at all. The networks are grim in Europe. In Arizona they’re 3X grimmer. Arizona’s big, but it’s in the world’s richest country. It can afford a decent wireless network.

“I am amazed that they (network operators in general) get by with such a poor quality of service,” says Michel Mayer, CEO of Freescale Semiconductor, “it’s difficult to imagine video to the phone when so many voice calls lose their connection.”

But fly for a couple of hours Westward from the dropped calls of Arizona and you find the boys of Silicon Valley happily designing chips and technologies for sending video over the mobile networks.

Is anyone really going to watch TV on their mobile phone? Those little TVs from Casio have been on shop shelves for 30 years but they haven’t exactly taken the world by storm.

Although Freescale is the dominant supplier of DVB-H RF tuners, Sandeep Chennakeshu, senior vice president of the wireless and mobile systems group, says “I really find it difficult to believe I’ll watch TV on a little screen. But the behaviour of the younger generation is so very different.”

If the networks were robust, and if mobile phones had a roll-out screen stretching to six inches on the diagonal, then TV to the handset has a chance.

But the world’s laboratories have given up speculating on when the roll-able screen will be with us. And the record of the operators in investing in their networks is such that few people expect the networks to become robust anytime soon.

The teenagers may take a different view.

November 6, 2006

Paranoia Corner

Paranoia corner

Has anyone else come across the phenomenon that, where there’s a paid WiFi connection, the free connections don’t work?

Going through San Jose airport in October, there were about half a dozen network providers, one of which was free. I connected to all the others in turn but was unable to get onto the Web.

Connect up to the paid network and, hey presto, I was able to access anything I wanted..

I’ve noticed the same phenomenon at Munich and other European airports. There are some free networks, you can connect to them, but they don’t then connect you to the Web. Have the pay-for guys somehow managed to scupper the free networks?

The situation is quite different at some airports like the Phoenix Skyport and Budapest where free WiFi is ubiquitous and, as soon as you switch on your laptop, the connected signal is blinking away.

The great hope for WiFi was that it would become the ‘Peoples’ Telephony’ with local authorities, libraries, airports, museums, publicly-minded commercial corporations, hotels, bookshops, cafes etc etc providing the service for free.

Pity if it gets wrapped up into a cellular add-on service.

November 9, 2006

Blackberry’s thorn

When your boss says: ‘Here’s your Blackberry’ do you:

a) Blush with pleasure and mumble your thanks?
b) Wonder if you’ll be able to work it?
c) Ask for a pay-rise?

The right answer is c).

‘Here’s your Blackberry’ really means: ‘Your customers can now reach you 24/7’.

Instead of working a 40 hour week you’re now on-call 168 hours a week. That deserves a mega pay-raise

November 20, 2006

Xg Technology Telecoms Revolution? Er....maybe

I have to say I love the sound of Xg Technology whose shares started trading in London today.

Xg boasts an outrageously ambitious technology with the potential to wipe out the established wireless telecommunications industry and provide free, or almost free, telephony for everyone.

It’s like the promise of the PC to ‘democratise the computer industry’. And the PC did just that, wiping out a raft of huge computer companies like Burroughs, Wang, DEC, etc.

XMAX, the name for Xq’s technology, claimed to be able to build a pan-US VOIP wireless network for just $15m. Wow!

However not everything was good about Xg. Requests to talk to senior management were refused. The workings of the technology were never explained. Previous ventures by the founders had ended messily.

Today, Xg’s shares started started trading on the London AIM stock exchange after an inauspicious roadshow.

They’d come to London hoping to raise £30m which would have valued the company at £400m, and in fact raised nothing. During the road show of potential investors, the company learned that there was no interest in investing at that level.

But they got their listing, and some of their seed investors sold their shares at $4.50 a pop and that put a value of $287m on the company.

Nonetheless potential investors gave the company non-binding expressions of interest in buying £63m worth of convertible preference shares.

I like the sound of Xq because it’s claiming to be able to do something so totally revolutionary in an age when all the new companies seem to offer only incremental improvements to what is currently on offer.

But now I can actually buy shares in the company, would I do so? Would you? OK, it sounds too good to be true, and that means it usually is.

But Intel set out to reduce the cost of computer memory by 100X. That sounded too good to be true. But they did it.

November 26, 2006

CSR, 3iGroup and Bluetooth

An excellent question was asked at the Silicon South-West meeting last week.

“How many people have got a Bluetooth pairing to work which wasn’t a pairing between an earpiece and a mobile phone?” asked Peter Gardner, technology sector head for wireless communications at 3i, the venture capital house.

Out of the audience of a hundred people involved in the wireless industry, one of which was the CTO of the No.1 Bluetooth player CSR, only five put up their hands, and Gardner seemed surprised it was as many as that.

One of the odd things about life today is that people are so afraid of being thought to be technologically incompetent that they’d rather admit to having a sexually transmitted disease than that they can’t get a consumer electronics product to work.

If only people spoke up more often about the difficulties of getting stuff to work, then manufacturers would be pressured to make products more straightforward, and people like me would stop feeling so ruddy inadequate.

November 27, 2006

Picochip, SiConnect and MMIC Solutions

Bumped into Rodger Sykes last week. The former President and CEO of parallel processing specialists Picochip, and the co-founder and CEO of powerline start-up SiConnect, is President and CEO of MMIC solutions based in Malvern.

He said that everything he told me about MMIC solutions was off the record, but the web-site for the company gives a flavour.

‘The focus of MMIC solutions activity is advanced mm wave chip sets and modules for frequencies ranging from 35GHz to 110GHz. . . . . . . . . .MMIC solutions technology massively reduces development and manufacturing costs to finally bring these frequencies into commercial exploitation.’

Sykes sees the revolution in the UK electronics industry in the last 25 years, which has seen the disappearance of the large companies like GEC, Ferranti, STC, Plessey, Thorn and Marconi, as being very positive for the start up scene in terms of making engineers willing to risk working for start-ups.

In the old days it was almost impossible getting an engineer to leave one of the big companies to join a start-up.

Now the UK attitude is much more Silicon Valley though, on the Continent, things haven’t changed so much.

Hermann Hauser, founder of Acorn Computers and Amadeus Capital Ventures, describes the contrast this way: In Germany, if you’re an engineer working for Siemens and say you’re going to join a start-up, your girl-friend will ditch you; in California, your girl-friend will ditch you if you’re an engineer with a big company and turn down the opportunity to join a start-up..

Oh, by the way, watch out for MMIC solutions in Q1 2007. The first product could be coming out around about then.

December 4, 2006

Snails, Tortoises and BT

There’s glaciers, tortoises, and BT’s speed of execution. The snail-like pace of BT's move to a new television age is shown by its launch today of a TV service.

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December 7, 2006

WiMAX frequency support? Yes - Intel; No - 3i


Is there really global frequency support for WiMAX? There is disagrement between Intel and the venture capital group 3i over that.

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December 11, 2006

Rabbit, Orange and 3: Hutchison's roller-coaster


What a difference genius can make. Thirty billion quid in one case. Hutchison has spawned two wireless flops in the UK and one stupendous success. Was genius the ingredient which made Orange a success but was lacking in Rabbit and 3?

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December 12, 2006

Hodge caves to wireless operators

UK Trade Minister Margaret Hodge has vetoed a measure by an EU Commissioner to put a limit to roaming charges putting the interests of operators before those of consumers.

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December 13, 2006

Xg 'fastest wireless roll-out in US history'

Xg Technology, the controversial Florida wirless company with a potentially revolutionary technology, plans a massive commercial roll-out starting in a couple of months.

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December 19, 2006

Samsung CEO focusing on low-end phones

Samsung Electronics' CEO Joong-Yong Yun says the company is focusing on low-end phones because the demand for low-end is much stronger than for high-end. Does this mean that the mobile phone has stopped adding functionality?

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December 22, 2006

Goldman's, Mobiles and The Nag's Head

The world may see Goldman’s bonuses as the epitome of capitalism, but earlier this week a bit of capitalism British-style warmed the cockles of the heart.

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January 4, 2007

Roll-Up Displays This Year says Polymer Vision

Philips Group spin-off Polymer Vision plans to have a product with a rollable display on the market by the end of 2007. Will the technology trigger a huge boost in mobile Internet applications?

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CSR customers Nokia, Matsushita, Samsung in patent dispute

It’s bad luck, but probably inevitable, that Cambridge Silicon Radio (CSR) finds itself in the unpleasant position that three of its customers for Bluetooth chips, Nokia, Samsung and Matsushita, are being sued by a US body called WRF Capital for infringing patents.

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January 16, 2007

Apple, Nokia and Motorola

To be honest, Nokia’s would-be RAZR-killer did not look much of a beast at the Consumer Electronics Show.

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January 18, 2007

Dodgy Data Rates

Wireless data rates are rarely what they're said to be, and, as wireless moves into the consumer space, the products have to be a lot more straightforward about what they claim to be capable of doing.

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January 25, 2007

Cellphones, Seawater and Swearing a lot

First port of call on the way back from CES, via a stop-off for some sun and sand, was the mobile phone store for a new phone.


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January 26, 2007

STMicro, Texas Instruments and the cellphone saddo.

Maybe there's a connection between the lower margins on wireless chip-sets reported by STMicrolectronics and Texas Instruemtns this week, and those guys who fiddle with their mobile phones throughout plane trips, train journeys, meetings, trips to the loo and restaurant meals.

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January 28, 2007

Mrs Thatcher, Pub Landlords and 3G phones

Mrs Thatcher and my pub landlord must be right, my new 3G phone has to go back to the store.

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January 31, 2007

Great product, pity about the company.

Beware of great products. They could imperil your company. Poor old Motorola is now under threat from corporate raider Carl Icahn, veteran of takeovers at Texaco and TWA, who is now demanding a seat on the Motorola board after buying 1.4 per cent of the company’s shares.
No one thinks he'll stop there.

Continue reading "Great product, pity about the company." »

February 8, 2007

Super-techie baffled by phone.

Today’s technology products can make you feel such a clot it is a fantastic relief when a top-flight techie admits he can’t make his phone work.

Continue reading "Super-techie baffled by phone." »

February 9, 2007

Trend to low-end phones welcomed by ARM, TI.

A couple of weeks ago we heard the CFOs of Texas Instruments and STMicroelectronics bemoan the trend of demand going towards the low-end mobile phone rather than the high-end, however other leading lights in the industry welcome the move.

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February 12, 2007

3G only 10% of Vodafone revenue


Seven years on from when Vodafone paid six billion quid for its 3G licence, the company is only getting 10 per cent of its revenues from 3G, according to Vodafone’s CEO Arun Sarin.

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Newbury knock-off in Nuremberg

Arriving here in Nuremberg for the Embedded World shindig I get to the hotel and check out (as you do these days) the data connections.

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February 14, 2007

Is 3G a failed technology?

Is 3G a failed technology? What seems like an outrageous question becomes ask-able when 3G is accounting for a small portion of telecoms operators’ revenues, when its achieved data rates are pathetically less than touted, and when WIMAX, with its vastly greater data rate, is already being deployed in Asia and will shortly be hitting Europe.

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February 15, 2007

Blackberry and Apple Pie

Why is Blackberry the only company in the world with a decent portable email terminal? And why is the iPod out-selling every other MP3 player?

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February 16, 2007

iPhone warning for Jobs.

David vs Goliath is a favourite type of story and a fine example of one is shaping up in the Hamble, the sailing Mecca on the South Coast, where a little company, with a unique technology, is squaring up to the mighty Apple and its iconic CEO Steve Jobs.

Continue reading "iPhone warning for Jobs." »

February 19, 2007

3G Killing the Golden Goose

It’s a fine thing this 3G. My new phone let’s me access http://news.bbc.co.uk from my foreign breakfast table, and it allows me to get my laptop on-line using the phone as a modem, when WiFi and Ethernet aren’t available. But God does it cost.

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February 22, 2007

Hurrah for Voice over WiFI

The pestilence of roaming charges may soon be gone forever. The evil practice of charging tourists both an extortionate fee to make a call, and an extortionate fee to receive a call, could be killed off this year as affordable voice over WiFi phones hit the market.

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February 26, 2007

Wacky Wireless, Americans, Beer and W.

Over to America, and the first thing I do on arriving is to switch phones. Although I now have a super-duper quadband, 3G, leading-edge mobile phone, I refuse to pay the rip-off roaming charges. So I switch to my cheapo, $40, US-registered phone on which the calls cost a third as much. Welcome to the wacky world of wireless.

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March 1, 2007

Pax Tibi Leibson Evangelista Mea

One of the fundamental problems of the electronics industry, why stuff doesn't work, was addressed during a panel session at the Globalpress Summit Conference in a rainy Monterey yesterday.

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March 5, 2007

From Third World Wireless to First World.

It's so nice to go from a third world wireless network to a first world one.

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China hedges its bets on 3G standards and Wimax.

China appears to be following a subtle strategy in its approach to 3G licensing. A general expectation has been created that 3G will be available for next year's Olympic Games.

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March 7, 2007

China Impressed by Architecture

To be positioned for three of the hottest chip markets in the world could be luck, but it's more likely to be because you've got a very generic chip.

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March 11, 2007

Get Screwed Monthly


A nice alternative meaning to the acronym GSM is given at the UK launch of the Swedish company Rebtel ('the mobile Skype') which has a wheeze for using your domestic mobile credits, which come as part of your monthly package, to pay for international calls at domestic rates.

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March 13, 2007

NFC and the Cashless Society

Hands up those who think Near Field Communications technology will take over from cash in the next five years. Could 2,600 years of cash usage be wiped out by 802.16?

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March 16, 2007

User-Generated Content to Drive WiMAX

Interesting to hear Sprint say that its multi-billion dollar investment in Wimax in North America is being driven by user-generated content.

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March 19, 2007

Home Base Stations To Protect Operators From WiFi

Suddenly the home base station market is being seen as a big deal as network operators start looking at it as a way to protect them from the likely ravages into their revenues caused by VOIP over WiFi.

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March 20, 2007

Intel Being Useful

It's good to see Intel being useful. It was useful in the 1970s in getting MOS memory to work and commercialising microprocessors, the combination of which democratised the computer. Now we all have one.

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Chocolate Teapots, Steel Phones and Mink-Coated ICs.

The wireless telecommunications industry is used to having design centres in Sophia Antipolis, A