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[20/10/06]
Briga de gente grande
por Jana de Paula
O WiMAX Spectrum Owners Alliance (WiSOA), criticou duramente, hoje, um press
release que classificou de "obtuso", publicado na semana passada pelo Yankee
Group. O comunicado do Yankee declara que o standard do WiMAX móvel "não será
realidade antes de 2008". O estudo afirma, também, que o exagero em torno da
tecnologia e a falta de normas têm como meta "enfraquecer a adoção potencial
do WiMAX".
O WiSOA considera que, ao contrário, há muitas normas globais da indústria que
sustentam a interface aérea a partir do padrão IEEE802.16e. Estas estão
afeitas a bandas de freqüências limitadas e restritas, suportadas pelo WiMAX
Fórum, que igualmente instrui a indústria a respeito destas normas.
Ler mais
[16/10/06]
O forte, o popular e o cliente
por Jana de Paula
Ao mesmo tempo em que se reconhece a necessidade crescente de convergência
na mobilidade, parece longe o fim da disputa de mercado entre as duas
tecnologias dominantes na telefonia celular - GSM e CDMA.
As organizações que reúnem e mobilizam cada um destes dois padrões se
esmeram em dizer que um tende a suplantar o outro. O CDMA tem mais
tecnologia, dizem uns. O GSM reúne maior número de assinantes, afirmam
outros. Basta uma análise mais atenta, no entanto, para verificar que o
caminho, neste caso, é o do meio.
O fato é que os dois padrões vão bem em suas linhas de atuação. Tanto assim
que a estratégia de ambos para os próximos anos é ocupar maior espaço um no
mercado do outro. A Qualcomm e sua indiscutível tecnologia CDMA quer também
o mercado low-cost, low-ARPU. O GSM, por sua vez, arregaça as mangas para
ganhar em velocidade, capacidade de armazenamento e novos tipos de serviço
de valor agregado para manter sua extensa base de assinantes global.
Ler mais.
[03/10/06]
"Post" no BLOCO do Portal WirelessBRASIL:
• A jornalista Jana de Paula,
diretora de conteúdo do Thesis,
participante da nossa ComUnidade, escreve diretamente da Futurecom.
Futurecom 2006 -
Presença Virtual
-
Estranhamento por Jana de Paula - "O
Ministério das Comunicações não está em lua-de-mel com as operadoras de
telecomunicações. Isto ficou claro nestas primeiras 24 horas do Futurecom
2006, inaugurado ontem no Centro de Convenções de Florianópolis (SC). Em sua
palestra na cerimônia de abertura do evento, o ministro Hélio Costa se
ressentiu das críticas feitas à escolha da tecnologia japonesa para o padrão
de TV Digital; criticou o índice de penetração em domicílios da telefonia
fixa; e disse que, no país, quem formula a política do setor é o Minicom."
Ler mais:
Estranhamento
-
Moto Q: veloz por
Jana de Paula - "Vivo e
Motorola lançaram hoje o Moto Q, smartpohone para múltiplas tarefas. O novo
aparelho - com 11,9 mm de espessura - é o garoto propaganda da mais
agressiva campanha da Vivo, que cobrará R$ 599 pelo aparelho, e R$ 69,90
pela assinatura do serviço de conexão sem fio à internet em banda larga. De
acordo com Enrique Ussher, presidente da Motorola Brasil, o device é
voltado a aplicações que requerem produtividade para o mercado corporativo e
atua como ferramenta de entretenimento ao cliente final." Ler mais:
Moto Q: veloz
[26/09/06]
MVNO: além da vã filosofia
"Post" no BLOCO do Portal WirelessBRASIL:
• MVNO - Mobile Virtual
Network Operator (2) - Começa hoje um New York um evento sobre o tema.
MVNO foi assunto de um "post"
neste BLOCO em 19 Set. A jornalista Jana de Paula, diretora de
conteúdo do Portal Thesis, é uma
das pioneiras da mídia brasileira em MVNO e volta ao tema neste artigo:
MVNO: além da vã filosofia - "Há pelo menos quatro anos
comenta-se a disposição da Anatel de regulamentar a prestação de serviços
das operadoras móveis virtuais. As regras de mercado hoje em curso não
subentendem explicitamente alocação de banda de terceiros para prestação
de serviços móveis. Daí, a criação das mobile virtual network
operators (MVNO) no Brasil esbarra num forte impedimento regulatório.
O crescimento local do mercado móvel, ou das business wireless
applications (BWA), continua, assim, bastante restrito".
Ler mais
[11/09/06]
11 de setembro, o 'bizz'
por Jana de Paula
Tio Patinhas não poderia ter nascido em outro país que não os Estados
Unidos. Onde mais grandes tragédias transformam-se em fonte de lucro? Longe
de fazer bazófia com algo tão sério quanto o ataque às Torres Gêmeas do
World Trade Center, há cinco anos, em New York, nos propomos a um exercício
de pragmatismo.
É claro que, neste momento, nem mesmo os americanos do Norte estão mais tão
seguros quanto aos motivos de os EUA perpetuarem a disputa com o povos do
Oriente, cujo estopim foi o 11 de setembro de 2001. Assim, não seremos nós
mais realistas do que o rei. A verdade sobre os ataques às Duas Torres ainda
está para ser contada. Ou melhor, seus mais recentes capítulos são escritos
diariamente, como a lista inacabável de notícias de uma grande agência
internacional.
Por isso, continuemos com nosso exercício. E sejamos francos: houve lucros
estupendos desde aquele fatídico atentado. Não. Não tenho estatísticas e
balanços que comprovem o fato. Não é politicamente correto anunciar lucros
oriundos de tragédias, ao menos no caso de companhias bem-estabelecidas.
Enquanto alguns setores - como os de aviação e seguros amargaram maus
momentos nos 12 meses imediatos aos atentados, outros se transformaram em
chave de superação e porta de acesso a novos mercados.
Ler mais
[01/08/06]
Spots sobre IPTV
Na coluna À Propósito, a diretora de
conteúdo do Thesis, Jana de Paula, analisa a importância do Mobile Marketing
e do conteúdo no ambiente de IPTV, a partir da análises da indústria e
institutos de pesquisa.
Mobile Marketing e conteúdo são dois
conceitos que começam a adquirir contornos mais nítidos no ambiente de IPTV
(televisão por protocolo IP). Eles se apresentam como a chave para
solucionar um dado importante neste universo – o preço dos serviços. Os
usuários demonstram bastante sensibilidade em relação aos custo de novos
serviços de IPVT, broadcasting, DHV-B (Digital Video Broadcast - Handheld)
etc. O Yankee Group, em recente pesquisa, assinala que o consumidor
norte-americano médio, por exemplo, quer checar preço e valor da nova
experiência. E apenas a metade dos assinantes pretende gastar mais em
serviços de dados que atualmente. Mas, destes, 24% o fariam para adquirir
vídeo e TV.
Para que operadoras e outros provedores mantenham seus custos mensais a
preços razoáveis na batalha pela fidelidade do cliente e não percam mercado
na evolução do IPTV, é necessário que os consumidores aceitem a publicidade.
Hoje, a maioria dos episódios vídeo e/ou TV através de banda larga, móveis
ou não, apresentam spots de patrocinadores.
Leia mais
[01/08/06]
Redes anti-relacionamento
Texto de Jana de Paula na coluna "À
Propósito" do Portal Thesis
Responda rápido: a quantas redes de
relacionamento profissional você pertence? Para quantas outras você é
convidado semanalmente? Desde que a idéia comprovou que funciona, através da
internet, muita coisa evoluiu neste ambiente. É tempo de uma revisão de
conceitos. Tem-se verificado que participar dessas redes exige senso de
auto-crítica e capacidade de reconhecer não somente o papel de cada
participante mas, também, da organização que as mantém. Do contrário, é
possível que estas redes trabalhem para o anti-relacionamento.
Leia mais
[31/07/06]
Fonte:
BusinessWeek Online
Emerging Giants
Multinationals from China, India, Brazil,
Russia, and even Egypt are coming on strong. They're hungry -- and want your
customers. They're changing the global game
Like other rural residents of southern Mississippi, Jamie Lucenberg, 35,
faced a huge cleanup job last fall in the wake of Hurricane Katrina. He
needed a tractor fast to clear debris and trees from his 17-acre family farm,
just 16 miles north of devastated Biloxi. "We literally had to cut our way
up and down the blacktop roads," recalls Lucenberg.
But rather than buy an American-made John Deere or New Holland, brands he
grew up with, Lucenberg chose a shiny red Mahindra 5500 made by India's
Mahindra & Mahindra Ltd. "I have been around equipment all my life," says
Lucenberg, who also used the tractor to earn extra money clearing destroyed
homes along the Gulf Coast. But for $27,000, complete with a front loader,
the 54-hp Mahindra "is by far the best for the money. It has more power and
heavier steel," Lucenberg says. "When you lock it into four-wheel drive, you
can move 3,000 pounds like nothing. That thing's an animal." The local
dealership in nearby Saucier, Miss. (population 1,300), figures it has sold
300 Mahindras in the past four months.
Surprised that a company from India is penetrating a U.S. market long
dominated by venerable names like Deere & Co.? Then it's time to take a look
at how globalization has come full circle. A new breed of ambitious
multinational is rising on the world scene, presenting both challenges and
opportunities for established global players.
These new contenders hail from seemingly unlikely places, developing nations
such as Brazil, China, India, Russia, and even Egypt and South Africa. They
are shaking up entire industries, from farm equipment and refrigerators to
aircraft and telecom services, and changing the rules of global competition.
Unlike Japanese and Korean conglomerates, which benefited from protection
and big profits at home before they took on the world, these are mostly
companies that have prevailed in brutally competitive domestic markets,
where local companies have to duke it out with homegrown rivals and Western
multinationals every day. As a result, these emerging champions must make
profits at price levels unheard of in the U.S. or Europe. Indian generic
drugmakers, for example, often charge customers in their home market as
little as 1% to 2% of what people pay in the U.S. Cellular outfits in North
Africa, Brazil, and India offer phone service for pennies per minute. Yet
these companies often thrive in such tough environments. Egyptian cellular
operator Orascom boasts margins of 49%; Mahindra's pretax profit rose 81%
last year.
Some already are marquee names. Lenovo Group, the Chinese computer maker,
made waves last year by buying IBM's (IBM
) $11 billion PC business. Indian software outfits Infosys, Tata Consultancy
Services, and Wipro (WIT )
have revolutionized the $650 billion technology services industry.
Johannesburg brewer SABMiller PLC is challenging Anheuser-Busch Cos.' (BUD
) leadership right in the U.S.
These companies are just the first wave. The biggest international cellular
provider? Soon it may be Mexico's América Móvil (AMX
), which boasts more than 100 million Latin American subscribers and led
BusinessWeek's latest rankings of the world's top information
technology companies. Never heard of Hong Kong's Techtronic Industries Ltd.?
If you buy power tools at Home Depot Inc. (HD
), where its products now fill the aisles, you probably know some of the
brands it manufactures: Ryobi, Milwaukee, and RIDGID. Brazil's Embraer has
surged past Canada's Bombardier as the world's No. 3 aircraft maker and is
winning midsize-jet orders that otherwise would have gone to larger planes
by Airbus and Boeing (BA ).
Western telecom equipment leaders have long looked down on China's Huawei
Technologies Co. as a mere copier of their designs. But last year, Huawei
snared $8 billion in new orders, including contracts from British
Telecommunications PLC (BT )
for its $19 billion program to transform Britain's telecom network. The deal
"sent a chill through the rest of the telecom manufacturers," says analyst
Michael Howard of Infonetics Research Inc. in Campbell, Calif.
Many more companies are using their bases in the developing world as
springboards to build global empires, such as Mexican cement giant Cemex,
Indian drugmaker Ranbaxy, and Russia's Lukoil (LUKOY
), which has hundreds of gas stations in New Jersey and Pennsylvania. "What
is surprising is the amount of progress emerging-market companies have made
in the last few years," says Harold L. Sirkin, senior vice-president at
Boston Consulting Group (BCG), which recently published a study based on
data collected from 3,000 companies in 12 developing nations. BCG identified
100 emerging multinationals that appear positioned to "radically
transform industries and markets around the world." The 100 had a combined
$715 billion in revenue in 2005, $145 billion in operating profits, and a
half-trillion dollars in assets. They have grown at a 24% annual clip in the
past four years. "There is no doubt in my mind that Corporate America has
started to take this threat seriously," Sirkin adds.
What makes these upstarts global contenders? Their key advantages are access
to some of the world's most dynamic growth markets and immense pools of
low-cost resources, be they production workers, engineers, land, petroleum,
or iron ore. But these aspiring giants are about much more than low cost.
The best of the pack are proving as innovative and expertly run as any in
the business, astutely absorbing global consumer trends and technologies and
getting new products to market faster than their rivals. Techtronic, for
example, was the first to sell heavy-duty cordless tools powered by
lightweight lithium ion batteries. Jetmaker Embraer's sleek EMB 190, which
seats up to 118, has taken smaller commercial aircraft to a new level with a
fuselage design that offers the legroom and overhead luggage space of much
larger planes. Globalization and the Internet are ushering in this "seismic
change" to the competitive landscape, says management guru Ram Charan.
Because they can tap the same managerial talent, information, and capital as
Western companies, "anyone from anywhere who sets his mind to it can really
restructure an industry," Charan says. "Make no mistake, this now is a
global game."
U.S. corporations, of course, have weathered waves of new rivals before. The
1960s and '70s saw the rise of Western European industrial groups such as
Unilever, Philips, Siemens (SI
), and Volkswagen. Then came Japanese giants such as Sony (SNE
) and Toyota, followed by South Korean powerhouses such as Hyundai and
Samsung and Taiwanese electronics conglomerates in the '90s. Each time,
chief executives found themselves caught off guard. The best U.S.
corporations adapted and emerged stronger than before.
Yet this new group of game-changing companies is different on many levels.
For starters, the new players are coming from many nations at once and
deploying an array of strategies. They're also arriving from lands that,
while growing fast, remain relatively poor. Germany and Japan were
industrial powers before World War II and built on those strengths to
reemerge as global heavyweights. By contrast, China and India have begun to
emerge from extreme poverty only in recent decades. Per capita income in
China is still just $1,300 a year. In India it's $620. That sounds like a
huge handicap for companies from those nations: It implies low-income
customers, meager capital, and hand-me-down technologies. It also means
struggling with arcane regulations, corruption, and poor infrastructure.
Fit Survivors
Hardscrabble origins, though, can be a vital source of strength. These
companies have learned to make money by developing reliable, easy-to-use
goods and services at very low prices. And those skills have equipped them
well for operating elsewhere in the Third World. Telcos such as Orascom and
India's Bharti Telecom, for example, earn high margins while selling
cellular service in some nations for 2 cents or 3 cents a minute, while
América Móvil pioneered the use of pay-as-you-go cellular service that
allows the masses to pay as little as $4.50 for a prepaid card. India has
some of the lowest pharmaceutical prices in the world. The country has 101
brands of generic ciprofloxacin, used to treat bacterial infections such as
pneumonia and anthrax, costing an average of 63 cents for 10 tablets of
500mg each. That compares with $51 for generic ciprofloxacin in the U.S.,
according to Ranbaxy Laboratories. "By learning to compete in this
environment, we have gained strength in development and marketing that helps
us around the world," says Ranbaxy CEO Malvinder Mohan Singh.
The late 1990s proved to be a time of key opportunity for these companies.
In the wake of financial crises in Asia, Latin America, and Russia, many
Western companies and banks pulled back from all but a few developing
nations. Well-run local players bought assets from retreating Westerners on
the cheap and doggedly pursued opportunities from Nigeria to Pakistan to
Colombia. From 1995 to 2003, the World Bank estimates, corporate investment
from one developing nation to another more than tripled, to $47 billion
annually. It probably has neared $60 billion since.
That leaves the new multinationals in a strong position. Over the next
decade, the World Bank projects, developing nations' share of world gross
domestic product is expected to grow from one-fifth to one-third. During the
next two decades, predicts Goldman, Sachs & Co. (GS
), China, India, Brazil, and Russia alone will add to their populations some
225 million consumers who earn at least $15,000 a year. That's more than the
combined population of Germany and Japan. Of 1.2 billion new cellular-phone
subscribers worldwide by 2010, estimates Pyramid Research in Cambridge, Mass.,
86% will be in developing nations. Chicago economic consultant Keystone
India figures emerging markets will make up 69% of all new car sales by
2030, compared with 26% now.
Where they choose to fight, of course, the established multinationals still
hold big advantages over the upstarts. Citibank (C
), General Electric (GE ),
Honda (HMC ), HSBC (HBC
), Motorola (MOT ), Nokia (NOK
), and Philips (PHG ) are
masters at using low-cost manufacturing, engineering, and managerial talent
from Bangalore to São Paulo. Few developing-nation companies have such
management agility.
That's especially true in China, where promising consumer-electronics makers
such as Bird, Konka, and TCL have stumbled because of overcapacity at home
and poorly managed acquisitions abroad. "Everyone sees Chinese enterprises
as a threat, but in fact they face a lot of difficulties going global,"
concedes Zhang Xuebin, CEO of $1.5 billion color TV maker Skyworth Digital
Holding Ltd.
The best emerging multinationals, though, have amassed piles of cash, have
built global research and development networks, and boast world-class
management. You get the idea how far some companies have come by touring
Embraer's campus in São José dos Campos, the size of 55 soccer fields. On
the floor of one hangar, dozens of workers in impeccable overalls put the
finishing touches on three luxurious Legacy 600 corporate jets that seat up
to 16. In a classroom perched above the assembly line, 30 engineers enrolled
in the company's graduate aerospace program fine-tune a PowerPoint
presentation on a hypothetical new jet they have designed after conducting
exhaustive market research and cost-feasibility studies.
Local Heroes
Other emerging players are using their access to deep pools of low-cost
local engineers and experience gained in developing nations to close the gap
with Western incumbents. Just three years ago, Huawei was known in the U.S.
mainly as the company that Cisco Systems Inc. (CSCO
) caught copying its designs. But Huawei, which spent $558 million in R&D
last year and employs 7,000 engineers at its sprawling Shenzhen campus, is
winning respect globally. Last year 57% of its sales were outside China. It
boasts a 15% market share in Asia and 9% in Latin America, cutting sharply
into Cisco's lead in those regions. Huawei is the global leader in the
rapidly growing equipment market for voice-over-Internet protocol service.
Besides undercutting Western rivals' prices by 20% to 50%, Huawei is adept
at designing equipment appropriate for developing nations. "A Cisco always
starts a discussion with its software superiority," says Steven Davidson,
leader of strategic change at IBM in Asia. "But many companies in developing
nations would rather pay half the price for software that gets the job
done."
A raft of Indian companies also have gotten in position for a U.S. assault
after building heft at the margins of the global economy. Ranbaxy may rank
just No. 14 in the $28 billion U.S. market for prescription generic drugs.
But it is a leader in nations like Nigeria and Brazil. It has earned
goodwill by being one of the biggest suppliers of $1-a-day generic AIDS
treatments to Africa at cost, and hopes to have its own new malaria drug on
the market by 2008. It has also snapped up smaller generic drugmakers in
Belgium, Italy, and Romania. When Ranbaxy first began to market its drugs in
Europe, recalls CEO Singh, its sales staff was often kept waiting hours
before skeptical purchasing managers would hear their pitch. Now, Ranbaxy is
a top supplier in much of Europe, and 80% of its $1.2 billion in revenues
comes from overseas. It has staff in 49 nations, plants in seven, and an R&D
team of 1,100 at its 17-acre campus outside New Delhi.
Ranbaxy hopes this R&D base will enable it to vault into the top five in the
U.S. by 2012 and to No. 1 globally, passing Israel's Teva Pharmaceutical
Industries Ltd. It has 58 generic medicines pending U.S. Food & Drug
Administration approval, including a version of the anti-cholesterol drug
Lipitor. Ranbaxy's pipeline is the second-biggest in the generic industry.
How can Western multinationals respond? The first step is to begin
respecting the new competition. That is the attitude David C. Everitt,
president of Deere's $10.5 billion agricultural division, is adopting toward
Mahindra. Everitt concedes the Indian rival could someday pass Deere in
global unit sales. Mahindra dominates the Indian market, which is bigger
even than America's, and is especially strong in the small tractors that
account for two-thirds of U.S. sales. But Deere also is picking up its game
by, among other things, boosting R&D in higher-end tractors for mega-farms
in the U.S., Europe, and Brazil, and expanding its own production in India
and elsewhere. "We are not afraid of competition," Everitt says. "It gets
the juices going and helps us find ways to be better."
Standing Pat
Another strategy is to refuse to cede ground either at home or abroad. Last
year, Whirlpool Corp. (WHR
) agreed to pay a surprisingly high $2.8 billion to buy Maytag Corp. It
wanted to keep Maytag out of the hands of China's Haier, which is ramping up
in the U.S. and had made a rival bid. Cisco, meanwhile, is keeping up the
pressure in China, Huawei's home market. Cisco continues to win large orders
from Chinese corporations, has plowed $650 million into Chinese tech
startups, and has forged a tieup with local Huawei rival ZTE Corp.
Then there's always the strategy of joining the new challengers. Nortel
Networks Ltd. (NT ) and 3Com
(COMS ) have formed
telecom equipment and design ventures with Huawei. And Navistar
International Corp. in Warrenville, Ill., has a joint venture with Mahindra
to build trucks and buses for export. "These companies can be
opportunities," says BCG's Sirkin, "if you can work with them."
No matter how the big U.S. companies respond, gone is the era when they
could afford to wait for an emerging market to ripen, then count on their
ability to roll over the unsophisticated local players. "If you don't
participate in these markets, you not only miss opportunities but also are
cut out of all the innovation that comes from competing there," says
University of Michigan management strategist C.K. Prahalad. "Then you won't
be able to withstand the pressure when these companies come and hit you
here." Whether one chooses to confront or collaborate, the new
multinationals are set to change the rules in industry after industry.
26/05/06
Fonte: TechRepublic
Dell embraces Google
by Stefanie Olsen , Staff Writer, CNET News.com | Published: 5/25/06
Deal between the search giant and the PC maker gets Google into new
territory. It's a strike against Google rival Microsoft.
Google and Dell have agreed to a first in a series of deals to preinstall
Web and desktop search software on the PC maker's computers, Google CEO Eric
Schmidt said Thursday.
Speaking at a Goldman Sachs conference in Las Vegas, Schmidt discussed
details of a long-rumored deal between the No. 1 search engine and the No. 1
PC maker, which is a strike against Google rival Microsoft. Under the deal,
millions of Dell PCs will be loaded with the Google toolbar for Web and PC
search, along with a co-branded home page, before they're shipped to
consumers.
Financial details were not disclosed, but Schmidt said the companies will
share revenue from search-advertising fees.
"The real reason we do this is for users," Schmidt said. People "turn the
Dell machine on, and everything is integrated right there. (This deal) is a
turnkey solution for search."
A Dell representative said that the deal will not hamper consumer choice on
the Dell desktop, however. "Our motivation is to deliver customers tools
that enable them to search and organize information quickly and easily,
right out of the box...Dell customers will have the option of choosing
Microsoft as their default if they prefer."
The deal covers Dell PCs sold to consumers and certain corporations.
As well as the Dell agreement, Schmidt talked about other coming Google
services in a question-and-answer session at the conference.
For example, Google plans to introduce a targeted voice advertising service
for Internet radio in the coming months, he said. The company is working to
convert technologies for creating radio ads to complement its own
advertising platform.
Listen up
The Google-Dell alliance During the Goldman Sachs Seventh Annual Internet
Conference on Thursday, Google CEO Eric Schmidt breaks down the deal with
Dell.
Download mp3 (787 KB)
"Targeted advertising is known to work...There's every reason to think it
will for radio," he said.
Google is eyeing other complementary services for advertising. One such
service would allow marketers to buy "run of site" promotional packages for
itself or for partners' sites, Schmidt said.
The Web company is testing pay-per-call plans, which let marketers advertise
in keyword search results and pay only when people call a 1-800-number for
the promoted service. "Eventually, we'll roll it out," he said.
The Google-Dell deal comes on the same day
Yahoo
and eBay announced a three-year marketing deal that effectively combines
their resources against rivals Google and Microsoft. Under terms of that
agreement, Yahoo will provide graphical and search-related ads to eBay sites.
In turn, eBay's PayPal will be the default online payment service on Yahoo.
In answer to a question about competition, Schmidt said eBay isn't a rival
but rather a partner that he sees will grow closer to Google in the coming
years. eBay will likely grow stronger because of its partnership with Yahoo,
he said.
In contrast, Schmidt said he views Microsoft and Yahoo as clear competitors.
To be sure, Yahoo and Microsoft were reportedly vying for search-bar real
estate on Dell PCs before Google sealed the deal. Schmidt said that Dell has
been testing its software for the last six months.
Still, at least one analyst was largely unimpressed with the Google-Dell
agreement.
Stephen Baker, an analyst at NPD Techworld, said: "It strikes me as a great
deal for Dell, as they are basically selling dead space, and a bad deal for
Google, as I doubt that they will collect many incremental eyeballs beyond
the ones they have now."
12/05/03
Fonte:
Mobile Tech Today
DoCoMo 3G Phones Get Windows Media
By Jay Wrolstad
May 11, 2006 9:15AM
Japanese wireless operator NTT DoCoMo will use Microsoft's Windows Media
technology on its next-generation mobile phones, enabling customers
initially to play tunes on their handsets and, at some point down the line,
video too.
The carrier, a pioneer in third-generation (3G) wireless networks, said the
Windows Media Audio platform, including its built-in copyright-protection
technology, will be added to the company's FOMA (freedom of mobile media)
handsets, starting with the F902iS model that will be released this summer.
As a result of the deal, the phones will be able to play music downloaded to
a PC from some 100 online music services, as well songs ripped from CDs in
Windows Media Audio format.
Digital Rights Is Key
Mobile music services are beginning to come into their own, with Sprint
Nextel, Verizon, and Cingular all offering variations that include direct
downloads to the phone.
Analysts contend that these new services won't replace the iPod, but may
prove popular as 3G networks and services continue to roll out globally.
"What's significant about the DoCoMo-Microsoft arrangement is that it
includes the Windows Media DRM technology so that users can play the music
on multiple devices," said David Linsalata, an analyst at IDC.
"Windows Media is a major player in the desktop space," he said, "and
providing compatibility with mobile phones is a key driver of mobile music."
Phone Users Want Tunes
Linsalata said Apple most likely isn't too worried about competition from
carriers because most phones have storage capacities in the 1-GB to 2-GB
range, compared to some 30 GB of storage space for most iPods.
"The phone is still a voice-centric device, and there will be people who
carry both a phone and an MP3 player," the analyst said.
IDC projects that the number of music-enabled handsets will rise from 12
percent of phones shipped worldwide in 2005 to 50 percent by 2009.
03/05/06
Fonte:
News Factor
Don't Expect Vista Until 2Q 2007, Gartner Says
"Don't tie your future too closely to Microsoft's expected release dates for
Windows," Gartner wrote in its research note. "Microsoft cannot accurately
predict them more than a few months out, and organization that are too
reliant on Microsoft making shipment dates are leaving themselves open to
excessive risk."
Everybody will have to wait until at least May or June of 2007 for the
release of Microsoft's new operating system, Windows Vista, according to a
report from research firm Gartner. That report pegs the release of Vista at
several months later than Microsoft's latest estimate indicates.
In the research note released Tuesday, the analysts pointed to Microsoft's
habit of missing target dates for major operating system releases. "History
abounds with examples of Microsoft missing deadlines on major versions of
Windows," Gartner wrote.
"Microsoft has been much more consistent with minor releases, hitting
Windows 98 Second Edition, Windows ME, and Windows XP largely on time," the
analysts indicated. "In sum, one should never overestimate how much
Microsoft will underestimate the complexity and time needed to deliver a
major new client OS."
Beta Time
According to Gartner, Vista will not be available for the general public and
shipped on new computers until nine to 12 months after Microsoft releases
the Beta 2 version, which is expected to ship this summer. The second beta
will serve several functions. Within Microsoft, it signals that the company
has attained "a certain level of quality." Outside the company, it involves
opening the OS to a broader test audience -- as many as two million users --
who will put the system through the paces.
Microsoft's revised Vista schedule only allows for about five months between
Beta 2 and the start of manufacturing. The Gartner analysts contend that
more time is required between the two stages if the software giant is to
accommodate the issues expected to emerge during broad testing and to allow
for final testing before the software goes into production.
"It took 16 months from the time Microsoft shipped Windows 2000 Beta 2 in
August 1998 until it was released to manufacturing in December of 1999," the
analysts pointed out. "Once Microsoft announced that Windows Vista would
miss the holiday season, the urgency to ship on schedule after the holidays
was reduced."
Denial Time
The Gartner report also noted that Microsoft's development branch "firmly
believes" the scheduled Vista release will make its October or November 2006
deadline in time for it to ship to businesses in late 2006 and for original
equipment manufacturers to ship it on new PCs in January 2007.
"The development team sincerely believes this," the analysts noted. "However,
development also believed it could do it in time for 2006 holiday
availability, and that did not materialize."
For its part, Microsoft said that work on Vista remains on schedule. "We
respectfully disagree with Gartner's views around timing of the final
delivery of Windows Vista," said a Microsoft spokesperson. "We remain on
track to deliver Windows Vista Beta 2 in the second quarter and to deliver
the final product to volume license customers in November 2006 and to other
businesses and consumers in January 2007."
Gartner recommended that businesses "adopt a managed diversity," bringing in
new PCs when needed and not waiting for the release of Vista.
"Don't tie your future too closely to Microsoft's expected release dates for
Windows," the analysts concluded. "Microsoft cannot accurately predict them
more than a few months out, and organizations that are too reliant on
Microsoft making shipment dates are leaving themselves open to excessive
risk."
Fonte:
Sci_Tech Today
Sony, Motorola Announce Mesh-Enabled Surveillance Cameras
"Previously, if you wanted to mesh-enable a camera, you needed to attach
an ... enhanced wireless router, and the cost of those is a few thousand
dollars," the spokeswoman said. "Now, inserting a mesh PC card costs
just a few hundred dollars."
Sony Electronics and Motorola today
announced two Sony cameras that can be integrated into a Motorola MotoMesh
network with a new wireless modem card.
"Before, when we wanted to mesh-enable IP cameras, we needed to connect a
piece of mesh hardware to it," said a Motorola spokeswoman. "Now we simply
take our MEA 2.4 GHz card, or our MotoMesh 4.9 GHz card, and we insert it
into the PCMCIA slot of these IP cameras, and they automatically become part
of the mesh network."
As such, the mesh-enabled camera serves a router/repeater that extends the
coverage and capacity of the mesh network, the Motorola spokeswoman said.
Not only does the new solution result in a sleeker look for the camera, it
draws less power than cameras with external modems, which combines with a
reduced hardware cost to cut down total deployment costs by as much as 50
percent, she said.
"Previously, if you wanted to mesh-enable a camera, you needed to attach an
... enhanced wireless router, and the cost of those is a few thousand
dollars," the spokeswoman said. "Now, inserting a mesh PC card costs just a
few hundred dollars."
Unveiled at the ISC West show in Las Vegas, the mesh-enabled Sony IPELA
SNC-RX550N/W-MT and SNC-RX550N/B-MT cameras will be sold by Motorola as its
mesh camera video networking system designed for security and video
surveillance. The cameras are designed for outdoor environments and can be
deployed for fixed or mobile applications.
The cameras let personnel remotely control options such as 26-times zoom
function, a 360-degree "endless" pan and tilt from 0 to 90 degrees and
includes Sony's Real Shot Manager software. The full-range pointing
capabilities can be masked to create privacy zones with spherical (three-dimensional)
tracing, according to Sony.
"By having the SNC-RX550N/W-MT and B-MT cameras use Motorola's mesh-enabled
wireless modem cards, the cost to deploy these networks is reduced
dramatically," said Ken LaMarca, general manager of Sony's security group,
in a prepared statement. "The cameras' advanced features, coupled with
Motorola's mobile mesh-networking technology, bring surveillance to police
forces where they nee field."
An IPELA camera with a mesh-enabled PC card will cost about $5,800,
Motorola's spokeswoman said. Requests from customers with existing IPELA
cameras wanting to mesh-enable the devices with the PCMCIA card will be
considered on a case-by-case basis, she said.
Fonte:
Wi-Fi Net News
April 21, 2006
Mesh Standard Might
Create Baseline Interop, Not Mix and Match
By Glenn Fleishman
More on the 802.11s mesh standard as word of a January compromise hits trade
publications: Apparently, we all missed the news in January and March that
progress was made on 802.11s, a mesh standard coming through the IEEE
process, because Motorola’s announcement a few days ago that they would
support the draft and final version of the standard has sparked several
articles. At Wi-Fi Planet, Eric Griffith tries to figure out the scope of
what the spec encompasses. This can be tricky, because if you’re outside the
IEEE (or inside and not yet a voting member), you don’t have access to the
draft itself.
There seems to be a bit of back-and-forth over whether multi-radio outdoor
nodes will be accommodated by the final 802.11s. Phil Belanger, who wrote
about the indoor, peer-to-peer implications of 802.11s in a white paper
published at Wi-Fi Networking News last month, thinks that the impact will
be limited to end nodes that can act as mesh devices among each other.
Representatives of Motorola, Strix, and Belanger’s former employer BelAir
stated in Griffith’s article that the implications are broader and that the
standard now encompasses outdoor, multi-radio units. But none of the firms
would suggest that the standard would, in fact, allow fully interoperable
outdoor multi-radio nodes! In the best case, they’d have some minimal level
of interoperability that would probably not be terribly useful.
Thus Belanger’s original contention seems to be the accurate one, then: in
practical terms, it’s niche and end-user nodes that will benefit from
802.11s.
Fonte:
SearchOpenSource.com
Will Schwartz add more Windows to Sun?
By Jack Loftus, News Writer
26 Apr 2006
Perhaps the changing of the guard at Sun Microsystems Inc. was no shock to
some. Now pundits can dish over whether or not it will be the start of a new
era at Sun – and one that might mean more collaboration with Microsoft.
The company said earlier this week that CEO Scott McNealy was stepping aside
so chief operating officer Jonathan Schwartz could take the reigns. Not
everyone thinks the new CEO will bring big changes. Gordon Haff, a senior
analyst at Illuminata Inc., Nashua, N.H., said he doubted the change was
much more than Schwartz taking over a role he had already started and fine
tuned even while McNealy was in control.
Major moves, including the adoption of x86 architecture, the move to AMD's
Opteron processor on low-end hardware and the open sourcing of the Solaris
operating system, all bore the mark of Schwartz, Haff said.
And more importantly Schwartz's background, based in software, is one that
could see some interesting collaboration in the future -- mainly with
Microsoft. Relations between Sun and Microsoft have improved in the past few
years -- the "sword has been sheathed," Haff said – and have included
healthy doses of interoperability work between the two companies.
The interoperability reflects what the end users have been demanding, said
Tony Iams, a senior analyst with Rye Brook, N.Y.-based IDEAS International
Inc., and now the idea of pre-installing Windows Server onto Sun boxes is
not unthinkable.
"Now that Sun is with x86, to realistically compete in that market you have
to have some level of support for Windows," Iams said. "If Apple [Computer]
can come in and support Windows, then it makes even more sense for Sun to do
so too."
Broad support for Windows would also help Sun stem the flow of lost
customers who have defected from Solaris to Linux thanks to free migration
programs offered by IBM and Hewlett Packard, said Charles King, founder of
Hayward, Calif.-based Pund-IT Research.
However, King said that Sun has made inroads with x86 in the interim with an
aggressive campaign to present its Galaxy servers, based on AMD's Opteron
processor. And while not as pronounced as the gains in the hardware business,
Sun has also seen up ticks in popularity with ISVs thanks to its efforts
into open source software.
"Typically systems vendors like Sun don't make a huge amount of money
selling open source software, but they do manage to make a healthy profit
through alliances with the ISVs and by selling ancillary products to support
the open source ISV applications," King said.
As for Java, the pundits said they believed Sun will continue to be careful
about retaining control and managing Java for the time being. Schwartz has
publicly said he has considered options regarding Java, but to date the
company has been reluctant to open source the technology.
24/04/06
Fonte:
NewsFactor Magazine OnLine
Nokia
and MIT Look to the Future of Wireless
By Jay Wrolstad
April 24, 2006 8:16AM
Initially, the projects at the Nokia
Research Center will focus on ways to interact with mobile devices using
speech- and handwriting-recognition technology, and methods for users to
connect a variety of mobile devices to each other across the Internet.
Using simple voice commands to change
calendar entries or search the Web on a mobile phone is but one of many
research projects now underway by engineers at Nokia and the Massachusetts
Institute of Technology (MIT).
At a new facility in Cambridge, Massachusetts, researchers at MIT's
Computer Science and Artificial Intelligence Laboratory (CSAIL) are
collaborating with Nokia scientists on next-generation communications
software and hardware.
While Nokia has partnered with MIT on
research efforts for some 20 years, officials said the Cambridge center
will allow for the sort of daily interaction necessary to move development
efforts forward rapidly and push some of those technologies into Nokia's
products more quickly.
Information Ecosystem
Current research projects by the two groups
-- each a leader in its respective area -- are seen as integral components
of a larger strategy in which mobile devices will play a pivotal role in
an information ecosystem.
Applications for the research fall into two
basic areas, said James Hicks, director of the Nokia Research Center. The
first is creating more user-friendly interfaces for accessing the growing
number of rich features available on mobile devices, and the second is
providing better connections among handhelds and other products, such as
PCs and peripherals.
"One example is helping camera-phone users
share their pictures across the network with a home computer or an
electronic picture frame, and do that securely," Hicks said.
Focus Areas
Other projects will focus on developing
better ways to interact with mobile devices using speech- and
handwriting-recognition technology. In addition, the research center plans
to develop technology for verifying the interoperability of new wireless
Web services and create new designs for high-performance, power-conserving
hardware.
Hicks said that, in terms of building more
power-efficient mobile phones, the new fuel-cell technologies hold promise
in improving battery life but do not address heat-dissipation issues
effectively. "The idea is to investigate ways to conserve more energy so
that the devices can handle the advanced applications users prefer," he
said.
"Not only do we have the opportunity to work
on compelling research with Nokia's researchers, but, because of Nokia's
leadership in the mobile-communications market, we also have confidence
that our joint research will likely be deployed throughout the world,
ultimately having a positive impact on the daily lives of millions of
people." said professor Rodney Brooks, director of MIT's CSAIL, in a
statement.
Coleção de Artigos de Jana de Paula
Bastidores do GSM
O que se conversou extra-oficialmente no 5º Congresso GSM do IBC Brasil
Por Jana de Paula
A sigla GSM está defasada. A tendência mundial do padrão é de crescente
adoção do WCDMA e, em alguns mercados, do HSDPA. Até mesmo o EDGE, que há
dois anos era reverenciado por sua capacidade e velocidade de transmissão,
não passa de um caminho já bastante palmilhado, em fase de substituição nos
mercados mais maduros. Segundo o Informa Telecoms & Media, em estudo de 2 de
junho passado, o HSDPA já contabiliza 30 redes em serviço, além das 69 em
testes na Europa, Israel, Coréia e Kuwait. A estimativa do instituto é que a
maioria dos operadores do UMTS migrem para a nova tecnologia, que
possibilita velocidade de transmissão até 3,5 vezes superior.
A caduquice do termo GSM para definir o padrão aberto de telefonia celular
foi um dos assuntos preferidos dos bastidores da quinta versão do Congresso
GSM, de autoria do IBC Brasil, que ocorreu na semana passada, no Rio de
Janeiro. Entre uma palestra e outra, comentou-se que muita coisa mudou no
ambiente GSM, às vezes de forma inesperada e na contramão de tendências
dadas como certas.
Leia mais em
Bastidores do GSM
A pressa dos chineses é ‘zen’
Por Jana de Paula
Se o Brasil vai à China – e o Brasil o tem feito – a China também vem ao
Brasil. No caso do setor de telecom, a presença local de fornecedores
originários de pontos do planeta que não a Europa e os Estados Unidos
significa que nós, por aqui, estamos interessados em outro timing no
processo de aquisição de novas tecnologias e serviços. Os chineses, como de
resto todos os asiáticos, têm pressa. E os brasileiros também devem ter. Por
isso, nada mais natural que buscarmos soluções fora do circuito Disney -
Helen Rubinstein. Talvez fôsse este o espírito que norteava as cabeças dos
clientes corporativos e representantes de operadoras, no dia 1º de junho
passado, quando a estatal chinesa ZTE apresentou seu portfoglio a um
restrito e seleto grupo de executivos locais, no Rio de Janeiro.
Pronta para lançar até o final deste ano, no mercado mundial, suas soluções
para WiMAX - que suportam mobilidade – e uma das fornecedoras de plataformas
para IPTV (ela está entre as proponentes de soluções para a Brasil Telecom),
a ZTE quer fortalecer sua presença no fornecimento de serviços de valor
agregado (VAS) para o mercado local. Sua família de serviços é suportada por
plataformas convergentes (fixo-móvel) e engloba ringback tones, instant
messaging corporativo, billing convergente etc. Além de IPTV, sua
infra-estrutura inclui elementos de rede como modem, DSALMs, roteadores etc.
Leia mais no site Thesis:
A pressa dos chineses é ‘zen’
O começo do BGAN no Brasil
Por Jana de Paula
Para quem está confortavelmente sentado diante de um desktop ou usa e abusa
do laptop em viagens, reuniões e seminários pelo mundo civilizado pode não
parecer muita coisa. Mas, convenhamos, a possibilidade de acessar e.mail,
trafegar dados pela internet, baixar e subir streaming de vídeo, tudo a
taxas similares aos serviços de ADSL, e, ainda, falar ao telefone - mesmo em
locais sem antenas celulares, fios de cobre e, até, sem eletricidade, não
parece pouco neste mundo de mobilidade. É o que oferece a tecnologia
Broadband Global Area Network, ou simplesmente BGAN. E agora, no Brasil,
também podemos afirmar:"BGAN has begun".
O lançamento do serviço para a América Latina – que ainda depende de ajustes
finais com a Anatel, no Brasil, e agências reguladoras do continente, foi
anunciado pela Inmarsat, no último dia 30 de março, na Marina da Glória
(RJ), como um dos inúmeros eventos do Volvo Ocean Race, que a dois de abril
levantou âncora em direção a Balltimore (EUA). Segundo Michael Butler, chief
operation officer (COO) da companhia britânica de satélites, as questões
regulatórias estarão concluídas até meados deste mês (abril), para que o
serviço esteja cem por cento disponível ao público corporativo
latino-americano. Os motivos para o alvoroço são bons.
Leia mais no site Thesis:
O começo do BGAN no Brasil
VoIP nas corporações brasileiras
Por Jana de Paula
Usuários domésticos, fornecedores de soluções baseadas em ‘open-source’ e
desenvolvedores em geral estão bastante adaptados aos serviços de Voz sobre
IP, ou simplesmente VoIP. Muitas empresas em todo o mundo já economizam
somas fantásticas com os chamados serviços de IP Telephony, a partir de
ferramentas com o Skype e derivados e
Asterisk e versões. Mas, o mercado
corporativo brasileiro ainda engatinha neste segmento.
A necessidade de obtenção de graus de confiabilidade e segurança das redes
não inferiores a 99,9% e o desconhecimento das soluções abertas prestadas
por software-houses locais são alguns dos entraves. Mas, no caso das
empresas de grande porte, as limitações são maiores. Premidas por contratos
draconianos com fornecedores, distribuidores, revendas etc. e, sobretudo,
habituadas a receber dos vendors ‘pacotes prontos’ elas hesitam.
Para quem oferece soluções para este mercado a hora é essa. Ao menos este é
o feeling da Ericsson, que lançou na semana passada um pacote de soluções de
hardware e software voltado para o mercado corporativo de grande porte.
Leia mais no site Thesis:
VoIP nas corporações brasileiras
Paixão pelo conhecimento
Por Jana de Paula
A informação que circula pelo Thesis é variada e dinâmica e nosso público
leitor, sempre ávido por absorvê-las e analisá-las. Por isso, criamos a
coluna À Propósito: para complementar as opiniões de nossos articulistas,
através de matérias jornalísticas produzidas a partir de entrevistas com
executivos, analistas e consultores atualizados. Na inauguração, queremos
partilhar a emoção da equipe do Thesis nesta fase de pré-lançamento do site.
Leia mais no site Thesis:
Paixão pelo conhecimento
Inovação com jeito brasileiro
- Parte 1
Por Jana de Paula
A importância que o ponto de vista do cliente adquire nas estratégias e
produtos das fornecedoras de soluções de tecnologia, transforma a inovação
em diferencial de competividade. Compartilhar informação e risco, trocar a
imposição de modelos pela gestão conjunta são algumas das iniciativas de
quem investe em inovação no país.
Leia mais
no site Thesis:
Inovação com jeito brasileiro
Alegria, agente provocador
Por Jana de Paula
Iniciamos hoje uma série de análises, entrevistas e e-pesquisas sobre o uso do
bom homor e da alegria nas novas técnicas de gestão de projetos. Leia.
Colabore. Debata.
Leia mais
no site Thesis:
Alegria, agente provocador
A segurança da segurança
Por Jana de Paula
O mercado de storage, recuperação e certificação de dados ganha impulso a
partir deste ano. Grandes institutos de pesquisa garantem que a partir de 2005
o mercado de autenticidade e guarda das informações - tanto as que trafegam
pela a web como aplicações internas das corporações - vai, pelo menos, dobrar.
Leia mais
no site Thesis:
A segurança da segurança
Os primeiros sistemas antifraude
para a telefonia foram desenvolvidos de sete a dez anos atrás. Eram sistemas
caríssimos - uma solução num servidor Sun Microsystems, por exemplo, tinha
custo médio de vinte mil dólares e se baseava no conceito de regras e
limites. Estas primeiras soluções levavam muito pouco em consideração a
necessidade dos assinantes e limitavam as prerrogativas das telcos, suas
compradoras.
Estas
ferramentas - que embutem geração de alarmes diários na suspeita de fraude
ou o processo de trabalhar a inadimplência recente após 30 dias de sua
ocorrência - acrescidas ao pouco conhecimento do mercado por parte das
operadoras eram os principais responsáveis pela dificuldade em gerenciar, de
fato, a ocorrência de fraude e inadimplência nas chamadas realizadas.
Leia mais
no site Thesis :
A nova geração antifraude
O fenômeno Mashup
Por Jana de Paula
À esta altura você já deve saber o que é Mashup. O termo foi empregado pela
primeira vez quando músicos e DJs começaram a ‘jogar’ com duas canções, ou
seja, criaram um jeito novo de remix. Do underground londrino, depois
novaiorquino e, finalmente, planetário, a técnica extrapolou para uma
infinidade de aplicações. Em tecnologia, refere-se a web sites ou aplicações
que combinam conteúdo de múltiplas fontes, mas que aparecem "sem costura"
para o usuário. “Utilizável” a partir de vários programas (como Web 2.0,
Ajax etc.), o mashup transforma-se num fenômeno da cartografia digital
graças à sua capacidade de cobrir todo tipo de dados de um mapa online junto
às ferramentas de sites de busca como Google e Amazon.
Leia mais
no site Thesis:
O fenômeno Mashup
[Abr 2004]
O Meganegócio Embratel (Parte 3)
O meganegócio
Embratel marca uma nova fase do mercado brasileiro de telecom, cujo modelo de
privatização completará seis anos em outubro próximo. A tendência é de que se
mantenha um máximo de quatro grupos fortes, que passarão a atuar como “multicarriers”,
com braços nos mercados de telefonia fixa e móvel e capacidade de fornecer
soluções cada vez mais integradas, sobretudo nos pacotes corporativos. É este
leque completo de serviços em telefonia e dados para as empresas que pode
reduzir custos, vencer a concorrência e minimizar as perdas no mercado
residencial, onde é maior o rombo, sobretudo devido à transformação do serviço
de voz local em commoditie e da possibilidade de eliminação da assinatura
residencial, entre outros fatores.
[Leia mais]
[Abr 2004]
O Meganegócio Embratel (Parte 2)
As especulações em torno da venda da Embratel
continuam aquecendo as discussões oficiais e as conversas de pé-de-orelha em
todos os segmentos onde as implicações do negócio têm repercussão direta.
O Portal Alice Ramos.com obteve, mais uma vez, com exclusividade, informações
de que se a pressão financeira for mais forte do que quaisquer outros fatores,
ainda assim a mexicana Telmex teria um trunfo sobre o lobby do grupo Calais
(Telefônica, Telemar e Brasil Telecom), o outro interessado em adquirir a
carrier.
[Leia mais]
[Abr 2004]
O Meganegócio Embratel (Parte 1)
A diferença em dólares nos
preços propostos para compra da Embratel pelos dois grupos que disputam o
negócio – a mexicana Telmex e o consórcio Calais (Telefônica, Telemar e Brasil
Telecom) – tem sido apontada como ponto nevrálgico nas negociações que visam a
transferência da carrier, hoje em mãos da norte-americana MCI, para o grupo
que vencer a disputa. Antes que a Corte de Justiça de Nova Iorque bata o
martelo, o que está previsto para o dia 27 próximo, muita especulação será
feita em torno desta mega-negociação. Mas pouca gente sabe que há mais
informações de bastidor do que supõe a nossa vã filosofia.
[Leia mais]
[14/01/04]
O reinado do GSM pode estar próximo
No momento em que as operadoras de celular no
Brasil travam uma de suas mais renhidas disputas, Eva Benguigui, analista para
a América Latina da EMC World Cellular Database, empresa britânica de pesquisa
e consultoria especializada no mercado de telefonia móvel, não foge à pergunta
sobre qual tecnologia, GSM ou CDMA, vai liderar na região. "O GSM irá dominar
nas Américas, ou seja, do México à Argentina e o Caribe. Os aparelhos têm
preços competitivos, são atraentes, com serviços diferenciados e roaming mais
abrangente que as outras tecnologias em uso", diz sem rodeios.
[Leia mais]
[01/04/03]
Cinco anos depois...
Na hora de reescrever as normas que vão
disciplinar o mercado brasileiro de telecomunicações de 2006 a 2026 e de
renovar as licenças para que as atuais operadoras continuem (ou não) a
prestar serviços de telefonia, o que se pergunta é até que ponto a
promessa-argumento da privatização - qualidade e preço baixo - foi de fato
cumprida.
Quem estiver interessado em apresentar sugestões capazes de melhorar a
política nacional de telecomunicações tem até o dia 17 deste mês para entrar
no site
www.anatel.gov.br
e opinar, respondendo à consulta pública feita pela Agência Nacional de
Telecomunicações (Anatel), conclama o conselheiro José Leite Pereira Filho.
O convite merece atenção. Embora sejam poucas as alterações sugeridas pela
agência no que se refere ao Plano Geral de Metas de Qualidade (PGMQ), parte
integrante do novo contrato de concessão do Serviço Telefônico Fixo Comutado
(STFC), ao consumidor só restam duas opções: falar agora ou se calar por
mais 20 anos, a contar de 2006, quando entrará em vigor o novo PGMQ.
[Leia mais]
[Out 2002]
Intel abraça o wireless
Empresa fechou parceria com a Oi para
incentivar o desenvolvimento de aplicações sem fio corporativas.
A Intel e a Oi, operadora móvel da Telemar, formalizaram uma parceria para
lançar ainda este ano – de preferência antes da concorrência, leia-se TIM – as
primeiras soluções corporativas do mercado brasileiro para convergência entre
telefonia celular e outras tecnologias móveis, incluindo as de W-LAN e W-VAN (wireless
local area network e virtual area network). Para que os novos
serviços estejam disponíveis a curto prazo, o acordo prevê incentivo ao
desenvolvimento de aplicações entre os diversos elos da cadeia produtiva – do
grande fabricante que adota os padrões mundiais da Intel ao pequeno
desenvolvedor.
[Leia mais]
[Abr 2002]
Alcatel afia as armas para a guerra de mercado
Caso não surjam mais 30 milhões de pessoas no
Brasil capazes de consumir telecomunicações e não caiam os preços dos
serviços, o mercado local sofrerá “uma acomodação selvagem e brutal”, entre as
operadoras e os fornecedores de tecnologia. O alerta é do vice-presidente da
Alcatel do Brasil, Juan Horacio Carbone, para quem a falta de competição real
entre as telcos, a saturação das redes e a queda de resultados na maioria dos
balanços apontam para um cenário de fusões, inclusive no universo dos vendors.
“No país há claros sinais disso”, adverte.
O executivo lembra que a própria Alcatel esteve prestes a inaugurar, com a
Lucent, este processo de consolidação entre fabricantes, hipótese ainda não
totalmente descartada. A multinacional francesa, inclusive, conta, nas suas
projeções para os próximos dois a três anos, com estas fusões. “Basta ler os
jornais. Os principais vendors já fizeram cortes dramáticos em sua
força de trabalho. Chega uma hora em que isto tem que parar. Se não há
business para todo mundo, alguém desaparece”, equaciona Carbone.
[Leia mais]
[Mar 20 02] Parceria
em redes móveis já desperta interesse
Sucesso na Europa e
Estados
Unidos, os
operadores
de
redes
móveis
virtuais,
ou
MVNO (Mobile Virtual
Network Operators) absorvem boa
parte
da
demanda
de serviços
via celular.
O
compartilhamento de
freqüências
entre uma
operadora
que queira
oferecer
serviços
móveis,
mas
não tenha
alocação de
banda, e
outra
que detém o
direito de
usar
comercialmente
parte do
espectro de
radiofreqüência –
conceito
básico do
MVNO -,
ainda
não faz
parte dos
planos da
Anatel.
Como lembra
Jarbas
Valente,
superintendente
de
serviços
privados da
agência,
hoje os
serviços
móveis estão
vinculados à
outorga de
freqüência,
e o
atual
modelo de telecom
não
comporta uma
operadora
que use a
rede de
acesso da
outra.
Nos
moldes
atuais, a
Anatel
outorga,
por
tempo
determinado
e
sem
exclusividade,
faixas de
radiofreqüência
para
cada
um dos
serviços
móveis,
como as de
850 MHz
para p
Serviço
Móvel
Celular (SMS), de 1,8
GHz
para o
Serviço
Móvel
Especializado (SME) e de 1,9 a 2,1 GHz,
para a
terceira
geração de
celular (3G).
Ou seja,
só
quem
compra
banda pode
vender
serviço. “Quem
usar
banda de
terceiros prestará
serviços de
maneira
clandestina,
sem respaldo
regulatório. Esta
prática é considerada
crime”,
adverte
Valente.
Mas o
superintendente
confirma
que a
agência
já recebeu
pedidos
para
funcionamento
de MVNO.
Não está
descartada,
também, a
hipótese de
a Anatel
vir a
considerar o
assunto de
outra
forma. “Se
isso vier a
ocorrer, será
realizada uma consulta
pública,
tomando-se as mesmas
providências
adotadas
em
relação a
outros
serviços”,
pondera
Valente.
Não se pode,
portanto,
especular
sobre
prazos.
Aliás a
agência
sequer
concluiu a regulamentação do SMP.
A
intenção de
montar
redes
virtuais no
país,
entretanto,
existe, e os
candidatos
já ensaiam
negociação
com
operadoras
móveis,
além de
fazer
estudos de
nichos de
mercado
mais
rentáveis,
por
enquanto
mantidos
em
sigilo. A
formação de
uma operadora
virtual exige
investimentos
entre US$ 10
milhões e
US$ 20
milhões e
alguns
investidores
começam a interessar-se
pelo
negócio.
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