Mr. Tal Raeside

GLG News by Mr. Tal Raeside, Managing Director

Nokia, Apple and Google - Driving the Mobile Revolution

November 5, 2009

Analysis of:Google, Nokia, Apple - who will win the mobile wars? | www.guardian.co.uk

Nokia, Apple and Google, along with several other companies, will shape the next phase of the mobile revolution.

Microsoft and T-Mobile Had a Cloudy Day but “The Cloud” Is Here To Stay

October 13, 2009

Analysis of:T-Mobile Sidekick Disaster: Danger’s Servers Crashed, And They Don’t Have A Backup | www.techcrunch.com

This week was a bad one for Microsoft, T-Mobile and “the cloud” with the announcement of the Danger customers’ data losses. Despite the setback, the cloud will continue to gain popularity and continue to shape the digital media, entertainment and communication world.

Netbooks Trying to Find Their Niche

September 2, 2009

Analysis of:Netbooks post higher demand than notebook PCs in Q2 | www.telecompaper.com

The netbook market has emerged with great fanfare as PC manufacturers and even mobile operators are looking to this device category to spur growth. Netbooks, while appealing in emerging markets, will face the difficult hurdle of creating a position between laptops and smartphones in developed markets in order to succeed.

Dell’s Smartphone Effort is an Uphill Battle

August 28, 2009

Analysis of:Dell Developing Phones for China | online.wsj.com

For the last couple years Dell has coveted entry into the smartphone market. Unfortunately for Dell, their PC-related assets do not necessarily translate to the mobile industry, and success in the highly-competitive handset business will prove very difficult.

Motorola Shows That Mobile Handsets are a Difficult Business

August 3, 2009

Analysis of:Motorola Breaks String of Losses, but Cellphone Sales Continue Slide | online.wsj.com

Despite a legacy of global handset success, Motorola is struggling to survive in the competitive mobile phone business.

Best Buy Betting Big on Mobile

June 29, 2009

Analysis of:Best Buy to Target 15% Cellphone Share | online.wsj.com

Best Buy’s stated goal of 15% mobile phone market share is aggressive and likely unattainable but mobile is an area of growth that Best Buy should continue to pursue.

Palm is Back! Not Yet But They’re on the Right Track

June 10, 2009

Analysis of:Apple: $99 iPhone and New $199 3GS | www.wirelessweek.com

Palm’s new Pre device, along with its webOS software, gives the company its best (and maybe last) chance to survive and regain significant presence in a category it defined and once dominated.

Pre-Paid Versus Post-Paid - the Next Chapter

May 19, 2009

Analysis of:Is prepaid growth an illusion? | telephonyonline.com

The increase in pre-paid mobile customers makes sense given the current economic conditions but the mobile industry, especially in the US, was built on post-paid or contract subscribers, and will not become pre-paid driven.

Wireless Spending Under Scrutiny but Mobile is Here to Stay

March 24, 2009

Analysis of:60 Million Consumers Contemplate Ditching Wireless | blog.telephonyonline.com

Mobile expenditures may come under scrutiny but ultimately consumers will continue to spend on wireless, and mobile operators need to properly segment their users to maximize profits and position themselves for future growth.

Mobile Video - Not a Slam Dunk

March 16, 2009

Analysis of:A Tough Sell: Movies on Small Screens | www.nytimes.com

Mobile video is appealing but has obstacles to mass adoption.

Nokia: Beware of the Laptop Market

March 16, 2009

Analysis of:Nokia considering entering laptop industry | www.reuters.com

In the quest for future growth, Nokia is considering entering the laptop market.  While the idea has some appeal, Nokia should avoid this strategy.

Smartphones, MIDs and Netbooks - Can They All Coexist?

March 13, 2009

Analysis of:Intel Readies Push Into Mobile Intenet Devices | www.businessweek.com

As the mobile Internet age is upon us, the consumer electronics industry is flirting with a category of devices between phone and laptop computers.  This clumsily-defined hybrid category (or categories) may have a hard time thriving.

Microsoft and RIM: Oil and Water

October 22, 2008

Analysis of:Will Microsoft Buy Research in Motion? | www.businessweek.com

A RIM acquisition by Microsoft could be interesting but would face significant hurdles.

MOT is Still Alive

October 17, 2008

Analysis of:Motorola introduces touchscreen phone | tech.yahoo.com

Despite its recent woes, Motorola is not dead and may have successful product releases in its future.

AT&T: LTE Can Wait

October 16, 2008

Analysis of:AT&T: 3G to hold out for 2-3 more years | www.electronista.com

AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.

Apple’s iPhone Raises the Bar

October 14, 2008

Analysis of:NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com

Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices.  The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in.  The clear winner will be mobile consumers who will benefit from improved mobile devices and a better user experience.

Mobile Will Weather the Storm

September 24, 2008

Analysis of:What now for wireless? | www.rcrwireless.com

Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.

RIM Continually Searching for Growth

September 18, 2008

Analysis of: Pre-paid B'Berry services soon | www.business-standard.com

RIM’s growth aspirations have led the company to expand its offering to include less-popular and unproven solutions like pre-paid and Blackberry Connect, especially in emerging markets like India.

RIM Beware: Consumer Segment is Appealing but Risky

September 16, 2008

Analysis of:CTIA: Blackberry aims for consumer appeal | telephonyonline.com

RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.

SMS - The Little Engine That Keeps Driving the Mobile Industry

September 12, 2008

Analysis of:Text-Messaging Rates Come Under Scrutiny | online.wsj.com

The argument that SMS pricing is not linked to cost has always been true.  There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.

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