Light Reading

Euronews: Slim's Stealthy Expansion

Paul Rainford
6/22/2012
50%
50%

KPN Telecom NV (NYSE: KPN), Nokia Corp. (NYSE: NOK) and Orange (NYSE: FTE) hog the headlines in today's trip to EMEA telecom central.

  • Shares in Dutch incumbent KPN fell to a six-week low amid speculation that Carlos Slim might cancel his bid for 27.7 percent of the company after managing to acquire a 21 percent stake on the markets, reports Reuters. Investors have clearly ignored KPN's pleas for them not to sell their shares to América Móvil S.A. de C.V. , the Latin American giant owned by Slim. (See Euronews: Slim Makes His Move on KPN and Slim's Dutch Drama .)

  • The news that current Windows Phone Nokia handsets, such as the flagship Lumia models, won't be upgradeable to the forthcoming Windows Phone 8 operating system has prompted analysts at Nomura International to cut their estimates of Nokia's handset revenues to €6 billion (US$7.5 billion) next year, from an earlier estimate of €10.9 billion ($13.6 billion), reports Bloomberg. (See Euronews: You're on Your Own, Govt Tells Nokia, Nokia Poll Update: Farewell Independence? and Nokia Cuts 10,000 Jobs, Restructures.)

  • France Telecom CEO Stephane Richard has made it clear that neither he nor his counterpart at Deutsche Telekom AG (NYSE: DT) are particularly interested in selling EE , the pair's U.K. mobile joint venture, reports Reuters. Last week Reuters said that Tom Alexander, the former CEO of Everything Everywhere, had approached private equity groups with a view to launching a bid for the operator. (See Euronews: Big Hitters Back $12.5B Mobile Bid.)

  • Is this what those beardy scientists mean when they talk about galaxies exploding? Samsung Corp. is looking into claims that one of its shiny new Galaxy III smartphones blew up while mounted on a user's car dashboard in Ireland, reports Reuters. (See Samsung's Big Bang: 5 US Carriers Get the S III, Samsung Galaxy S III Hits EMEA and Samsung's New Galaxy: A Data Hog Approaches.)

    — Paul Rainford, Assistant Editor, Europe, Light Reading

    (2)  | 
    Comment  | 
    Print  | 
  • Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
    Anne Morris
    50%
    50%
    Anne Morris,
    User Rank: Light Beer
    12/5/2012 | 5:29:26 PM
    re: Euronews: Slim's Stealthy Expansion


    How much more can Nokia take? Just been reading previous comments on LR about the WP8 fiasco too...what a PR disaster for MS and Nokia.

    krishanguru143
    50%
    50%
    krishanguru143,
    User Rank: Light Beer
    12/5/2012 | 5:29:23 PM
    re: Euronews: Slim's Stealthy Expansion




    Nokia was dead the day Elop announced the move to WP.  WP has hardly any market share and any increase it saw was mainly at the cost of WM.  So in the end, Microsoft is not making much headway.  Why move to a platform that has hardly anything sales wise; they have been at 10 million handsets sales a year; that is where they started at the end of the first full year and on target to end there at the end of year two.  That is not growth at all and overall, the market share it held went from 2.6% to 1.9% last quarter.  All Nokia did was enter a market space where all of the vendors are vying for a piece of that 10 million sales a year.  Nokia has just pulled sales from HTC and Samsung while enticing a few new customers to buy the phone.  Elop was counting on the current customer base to follow.  If the current customer base wanted a Microsoft based phone, they would have been using WM.  So why would they follow when they clearly made that decision to forgo a Microsoft OS to begin with?

     

    The only hope for Nokia, their stock price needs to fall below 1.00 and be delisted.  At which point the board and the shareholders will have no option but to call for Elop to be fired immediately.  The shareholders will see no value in Microsoft buying Nokia as the share price is already so low that the shareholders will see losses.  The only value the shareholders can hope for is that a new CEO will have a vision and a plan to dig Nokia out of the hole Elop has put it in.  Even the board stands to lose as they stock options will be worthless as well as their current stock.

    Nokia announced they hired Elop on 09/10/2010.  The closing price was 7.91, the closing price on 06/21/2012 was 1.93.  So in his nearly two years there, they lost around 6.00 and their market share has severely dropped.  He has been a failure, it is time to move on and find a new CEO.  Right now, no CEO would be better than Elop.




    Educational Resources
    sponsor supplied content
    Educational Resources Archive
    Flash Poll
    From The Founder
    Last week I dropped in on "Hotlanta," Georgia to moderate Light Reading's inaugural DroneComm conference – a unique colloquium investigating the potential for drone communications to disrupt the world's telecom ecosystem. As you will see, it was a day of exploration and epiphany...
    LRTV Documentaries
    Verizon's Emmons: SDN Key to Cost-Effective Scaling

    5|22|15   |   03:53   |   (0) comments


    For Verizon and other network operators to ramp up available bandwidth cost effectively, they need to move to SDN and agree on how to do that.
    LRTV Documentaries
    Lack of Universal SDN a Challenge

    5|21|15   |   04:51   |   (3) comments


    Heavy Reading Analyst Sterling Perrin talks about how uncertainty about SDN standards and approaches may be slowing deployment.
    LRTV Custom TV
    Steve Vogelsang Interview: Carrier SDN

    5|20|15   |   05:02   |   (0) comments


    Sterling Perrin speaks to Steve Vogelsang, Alcatel-Lucent CTO for IP Routing & Transport business, about the new Carrier SDN-enabling Network Services Platform and the operator challenges it solves.
    LRTV Custom TV
    Carrier SDN: On-Demand Networks for an On-Demand World

    5|20|15   |   20:52   |   (0) comments


    Steve Vogelsang, Alcatel-Lucent CTO for IP Routing & Transport business, talks about requirements and benefits of Carrier SDN during the keynote address at the Light Reading Carrier SDN event May 2015.
    LRTV Documentaries
    The Security Challenge of SDN

    5|19|15   |   02:52   |   (0) comments


    CenturyLink VP James Feger discusses concerns that virtualization could create new vulnerabilities unless network operators build in safeguards.
    LRTV Custom TV
    NFV Elasticity – Highly Available VNF Scale-Out Architectures for the Mobile Edge

    5|18|15   |   5:50   |   (0) comments


    Peter Marek and Paul Stevens from Advantech Networks and Communications Group talk about their NFV Elasticity initiative and the company's latest platforms for deploying virtual network functions at the edge of the network. Packetarium XL and the new Versatile Server Module: 'designed to reach parts of the network that other servers cannot reach.'
    LRTV Huawei Video Resource Center
    Bay Area Spark Meetup 2015

    5|14|15   |   3:54   |   (0) comments


    Developed in 2009, Apache Spark is a powerful open source processing engine built around speed, ease of use and sophisticated analytics. This spring, Huawei hosted a meetup for Spark developers and data scientists in Santa Clara, California. Light Reading spoke with organizers and attendees about Huawei's code contributions and long-term commitment to Spark.
    LRTV Custom TV
    The Transport SDN Buzz

    5|12|15   |   06:01   |   (1) comment


    Sterling Perrin, senior analyst at Heavy Reading, speaks with Peter Ashwood-Smith of Huawei and Guru Parulkar of ON.Lab about the evolution of transport SDN and the integration of technologies.
    LRTV Custom TV
    Next-Generation CCAP: Cisco cBR-8 Evolved CCAP

    5|5|15   |   04:49   |   (0) comments


    John Chapman, Cisco's CTO of Cable Access Business Unit and Cisco Fellow, explained the innovation design of Cisco's cBR-8, the industry's first Evolved CCAP, including DOCSIS 3.1 design from ground-up, distributed CCAP with Remote PHY and path to virtualization. Cisco's cBR-8 Evolved CCAP is the platform that will last through the transitions.
    LRTV Custom TV
    Meeting the Demands of Bandwidth & Service Group Growth

    5|1|15   |   5:35   |   (0) comments


    Jorge Salinger, Comcast's Vice President of Access Architecture, explains how DOCSIS 3.1 and multi-service CCAP can meet the demands of the bandwidth and service group growth.
    LRTV Custom TV
    DOCSIS 3.1: Transforming Cable From Hardware-Defined Network to Software-Defined Network

    4|29|15   |   03:48   |   (0) comments


    John Chapman, Cisco's CTO of Cable Access Business Unit and Cisco Fellow, explains how DOCSIS 3.1 can transform cable HFC network to a more agile software-defined network.
    LRTV Huawei Video Resource Center
    Predicting Traffic Patterns for Quality Mobile Broadband

    4|29|15   |   6:45   |   (0) comments


    Accessing information ubiquitously creates complexity and creates heavy traffic onto the network, especially at large-scale events like sporting events or festivals. In this video, Huawei's Mohammad Hussain speaks to experts about how to predict traffic and improve user experience during periods of heavy traffic.
    Upcoming Live Events
    June 8, 2015, Chicago, IL
    June 9, 2015, Chicago, IL
    June 9-10, 2015, Chicago, IL
    June 10, 2015, Chicago, IL
    September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
    October 6, 2015, The Westin Peachtree Plaza, Atlanta, GA
    October 6, 2015, Westin Peachtree Plaza, Atlanta, GA
    All Upcoming Live Events
    Infographics
    Network functions virtualization (NFV) is not the easiest of topics to take on board, so here's a Light Reading infographic, developed following conversations with the folks at HP, that helps make sense of where NFV is taking the industry.
    Hot Topics
    Verizon Saves 60% Swapping Copper for Fiber
    Sarah Thomas, Editorial Operations Director, 5/19/2015
    Choosing a Technology Supplier? Consider Changing Your Selection Criteria
    Steve Saunders, CEO and founder, Light Reading, 5/18/2015
    Chattanooga Charts Killer Gigabit Apps
    Mari Silbey, Senior Editor, Cable/Video, 5/20/2015
    10 Alternate Uses for Tablets
    Eryn Leavens, Copy Desk Editor, 5/22/2015
    Smarter 'Dumb' TVs Will Drive OTT Adoption
    Mari Silbey, Senior Editor, Cable/Video, 5/18/2015
    Like Us on Facebook
    Twitter Feed
    Webinar Archive
    BETWEEN THE CEOs - Executive Interviews
    With 200 customers in 60 countries, Stockholm-based Net Insight has carved out a solid leadership position in one of the hottest vertical markets going in comms right now: helping service providers and broadcasters deliver video and other multimedia traffic over IP networks. How has Net Insight managed to achieve this success in the face of immense competition from the industry giants?
    My ongoing interview tour of the leading minds of the telecom industry recently took me to Richardson, Texas, where I met with Rod Naphan, CTO and SVP, Solutions, ...
    I recently popped down to Texas to chat with CEO Eric L. Pratt about his company, Taqua.
    Cats with Phones