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Gregg KailJuly 3, 2008
Verizon and Brightpoint Transforming Handset Distribution
Analysis of: Brightpoint signs Verizon Wireless for carrier’s indirect channel | rcrnews.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
Verizon Wireless’s announced agreement with Brightpoint to support handsets for indirect retail channels appears to be an attempt to separate company-owned direct distribution.
Gregg KailJuly 3, 2008
Virgin Mobile USA and the Saturated Teen Market
Analysis of: Teen Market May Be Running Out of Gas | www.wirelessweek.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
Virgin Mobile USA’s acquisition of Helio is favorable for platform efficiencies, handset inventories and cash infusion, but the saturated teen market trends are questionable for retention and growth.
Gregg KailJuly 2, 2008
Sprint Nextel Upgrading Customers with the Samsung Instinct Smartphone
Analysis of: Sprint Running Short on Instinct Phones, Analyst Says | www.bloomberg.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The strong initial sales of the $130 Samsung Instinct indicate that Sprint Nextel can thwart churn with handset upgrades and that there could be a price war of smartphones and unlimited data.
Gregg KailJuly 1, 2008
Nuance Competing in a Fragmented Mobile Market
Analysis of: Legal Strategy | www.boston.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
Different from healthcare dictation and call center IVRs, Nuance faces the challenge of the fragmented mobile market of device manufacturers, mobile carriers and application developers.
July 1, 2008
Oracle Not Enthusiastic About SaaS
Analysis of: Oracle Will Keep Shopping, Just Not in the SaaS Aisle | finance.yahoo.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
According to the media and several prominent individuals, SaaS is the future of the software business.  The “old-fashioned” licensed software model is doomed.  Yet the most profitable and biggest software companies have only a limited presence in SaaS.  Does this mean they are out of...
Joseph UptonJune 24, 2008
COX Communications, Inc.: Bellwether to the Bells?
Analysis of: Cox Flirts With Fiber | www.lightreading.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
Whoever gets fiber to the customer first wins, or whoever gets future-proofed revenue-producing services to the customer wins, however one wants to say it.  Once the CATV MSOs begin seriously investigating FTTP, PON or other fiber-based final customer loop decisions, things are heating up on the...
June 24, 2008
Motorola Shows Signs of Life
Analysis of: Motorola Impresses With 5-Megapixel Camera Phone | www.informationweek.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
Motorola’s new camera phone won’t be enough to resuscitate their ailing handset business, but it does show that some innovation still lives within Motorola.  This is not the second coming of the RAZR, but is a good beginning if they can follow with other innovative products.
June 19, 2008
HP, Sun and EMC Push SSD
Analysis of: HP adding solid-state memory to its servers | www.infoworld.com
Author: Paul Massie, Sr. Director of IT and Facilities, Genesis Microchip Inc.
The move from rotating disks to Solid State Disks (SSD) is happening faster than most predicted.  Rotating disk vendors such as Seagate will likely see margins erode as they lose the high-end disk business to SSD.
Joseph UptonJune 19, 2008
Love is 50mbs FIOS Data for Working From Home, etc.: Hear That AT&T?
Analysis of: Verizon Takes 50-Mbit/s FIOS to the Masses | www.lightreading.com
Author: Joseph Upton, Pres/CEO, Kabel-X USA
AT&T's Uverse is doing well, people are buying it, and VOILA!  Along comes VZ overbuilding T, AND selling 5 times the AT&T data speed to customers.  This puts CATV MSOs and AT&T/Qwest and anyone else not doing FTTP in a quandry.  Do they continue to build hybrid fiber-copper...
Gregg KailJune 19, 2008
AT&T like a Locomotive
Analysis of: AT&T CEO's Keynote Looks Back | www.lightreading.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The AT&T CEO’s keynote at the NXTcomm2008 reminiscing about railroads and telephones could imply that AT&T is not going to be an agile, speedy player for multimedia communications.

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