Key Issues: M&A Special
Cluster of acquisitions reflects new concerns of the mobile industry 2

• Ruckus – a strong buy for Brocade, Juniper isolated again 3
• Ericsson adds NodePrime to its hyperscale infrastructure push 9
• Here, Alexa and Orbeus help Amazon stay ahead of the web experience 10
• Two acquisitions and two resignations highlight the change in Intel 13

Comment:

• DT pushes Qivicon as response to US smart home invasion 16
• Are Foxconn’s deep pockets enough to turn Sharp around at last? 18
• Is Google’s smart home strategy in tatters? 21
• iPhone SE disappoints in first few days, while Galaxy S7 delights 23
• IBM’s ‘brain chip’ targets smartphones as well as supercomputers 25

M&A Watch:
As French merger fails, Hutchison is still trying to save its UK deal 27
4G Watch:
LTE provides new hope for ailing state telcos 29
4G/5G Watch:
Malaysia gets first ‘fronthaul as a service’ option for C-RAN 30
IoT Watch:
Verizon to bring back unlimited data, but only for IoT 31
Spectrum Watch:
WiMAX bands back in the limelight as TD-LTE takes hold round the world 32
IPR Watch:
5G will be compromised if the same old IPR models prevail 34
Operator Watch:
Telstra’s apology for signalling storm gives it “glimpse of the future” 36