Mr. Derek Ball

GLG News^SM Analyses by Derek Ball(?)

Maybe People are Looking for WiMax in the Wrong Places...

January 10, 2007

Analysis of:A Bad Week For WiMax | news.techdirt.com

Current carriers (the incumbents) are not the places to be looking for WiMax leadership - instead watch for new carrier startups (i.e. Clearwire and Jiffy Networks).

Very few people expected to see mobile WiMax any earlier than 2008, so this article isn't a surprise, but it doesn't mean that mobile WiMax isn't coming, 2008 is really just around the corner.

Motorola Targeting RIM

November 14, 2006

Analysis of:Motorola to Acquire Good Technology | news.zdnet.com

- Motorola now has all the components to offer a truly compelling alternative to the RIM BlackBerry in the enterprise market
- This consolidation clearly shows the maturing mobile device market and puts a great deal of pressure on small and medium vendors, including Palm.
- This is a great move for Good, as they were in danger of being the first, unintentional victim of Microsoft's mobile strategy.

Will BlackBerry Pearl Open New Markets or Just Cannabalize Existing Revenue?

September 13, 2006

Analysis of:New BlackBerry Pearl Is Light And Lovely | www.mobile-tech-today.com

RIM launches the Pearl to attract the professional consumer market to its products and as a hedge against Palm, Nokia and Motorola, but this device is unlikely to have the success that RIM hopes for.

Most likely, this device will end up competing with other BlackBerry devices like the 8700 series due to the need to be connected to a BlackBerry Enterprise Server to get the true BlackBerry experience that has been so successful in the marketplace.

Is Palm Getting Squeezed?

September 13, 2006

Analysis of:Treo Troubles Trigger Palm Plunge | www.mobile-tech-today.com

As the market for mobile smartphones heats up, analysts are questioning whether Palm will be able to compete in light of increased competition from major manufacturers such as Motorola and Nokia.

Palm's stock has taken a big hit due to revised guidance for the upcoming quarter.  The outstanding question is "Is this a new trend for Palm, or merely a hiccup due to their lack of new models in the marketplace?"  

European's Slower to Adopt Push eMail - Will Palm Change That?

September 13, 2006

Analysis of:Wireless: A New Push for Email | www.iht.com

Push email adoption to date has been largely North America centric -- as Europe and other regions come to adopt this technology, we will see the subscriber numbers for push email technologies grow.

Several groups have estimated the market growth for push email (devices and services) to hit 100 to 130 million by 2009, which is further validated by the comments in this article.

The market outside North America is still very much in play.  The RIM BlackBerry does not dominate in these markets.  On sheer handset numbers, Symbian is the leader, but Microsoft Windows Mobile shows promise.