Gerson Lehrman Group - Intelligently Connecting Institutions and Expertise.

GLG News by Bluetooth Experts (North America)

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Kid Phones - a Risky Business

April 22, 2007

Cingular and Verizon Wireless drop kid phones | www.rcrnews.com

· The kid’s phone market is a tough business

· Kids aspire to be older yet have specific needs and limitations

· Because of the small kids-phone market size, devices are often limited in variety and appeal

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

KDDI Coming to America…Why?

April 13, 2007

KDDI primed for U.S. wireless launch | www.rcrnews.com

 · KDDI is in search of growth beyond its mature, competitive home market

· The company is looking to establish an MVNO in the US targeting Japanese consumers

· The US MVNO economics are challenging at best, and with a small target audience, KDDI will find it very difficult to succeed

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Coming to Mobile: Add-Subsidized Content

April 13, 2007

Study says consumers may accept ads—in exchange for free content | www.rcrnews.com

· Advertising shapes most forms of media and communications

· The mobile phone has thus far been a personal, private device largely free from advertising

· The economics are quite compelling and it is a matter of time before advertising appears on mobile handsets

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Handset subsidies and compelling applications key to mobile data

April 4, 2007

Americans ’06: 143 million handsets for $8.8 billion | www.rcrnews.com

· US mobile market is expanding (subscribers are up to 210 million with 143 million handsets sold in 2006)

· Mobile operators want to increase mobile data revenue, not just subscribers and handset sales

· Mobile handsets need to be subsidized, and compelling applications need to emerge, in order for mobile data to increase significantly

Mel Burks, Founder / Senior Partner

Mel BurksFounder / Senior PartnerTech Quest Research, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

A Positive Move for Applied Materials

March 6, 2007

Applied to close Implant tool Biz | www.reed-electronics.com

Varian and Axcelis have long controlled the beamline-based implant market so this is no surprise. Applied's market share was relatively small by comparison and primarily within in the EU.

GCIB (Gas Cluster Ion Beams) and plasma immersion technologies are still largely in R/D. This could be a potentially better fix for Applied Materials' tool platforms if they were to decide to compete in this arena.

Roger MelenConsultantToyota ITC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Try and Buy anything but Vista in a new computer

March 1, 2007

Vista Sales Perhaps Not as Dire as Feared | www.betanews.com

Large scale deployment bundled in computers in retail channels has already occurred.  This a major portion of the software market.

Upgrades of Vista on existing computers are not yet a big factor in sales, nor have they ever been for OS sales.  Upgrades involves new hardware in many cases so new sales will be tied to new computer purchases.

Vista will drive Office 2007 sales for Microsoft.  This will be a major incremental revenue and profit driver for Microsoft.



Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Smartphone competition is alive and well

February 23, 2007

3GSM 2007 - Introduces the new Samsung’s Ultra Smart F700 | mobizone.wordpress.com

Apple’s entrée into the Smartphone market has raised the bar for traditional handset manufacturers. There is now a significant competitor adding a fresh (non-mobile phone OEM / ODM) perspective to the mobile user experience. This can only benefit users in the long run.

Some key implications:

· Feature expansion

· Emphasis on the user experience

· Pricing will be an obstacle to mass adoption

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Unlocking Phones Not Enough to Free Customers

January 29, 2007

Will 'unlocked' cellphones free consumers? | www.usatoday.com

- Unlocking phones is a positive step toward customer ‘freedom’

- The US market, however, is predicated on device subsidies and long-term contracts

- Until the subsidy-contract cycle is broken, unlocking phones will not have a significant impact

Tal RaesideManaging DirectorInsight Strategic Services What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

MNVOs in Trouble?

December 13, 2006

As Mobile ESPN falls, a Helio rises | money.cnn.com

With the closing of Mobile ESPN the industry is rethinking the MNVO value proposition.

At first glance MNVOs seemed like a welcome addition to the mobile landscape - well-branded companies delivering services that appeal to customer segments the large operators service poorly or outright neglect without the overhead of running a network. This is now under closer review.

Mel Burks, Founder / Senior Partner

Mel BurksFounder / Senior PartnerTech Quest Research, LLC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Will Intermec Stay Out of the Pool?

September 15, 2006

RFID Consortium Names Patent-Pool Administrator | www.rfidjournal.com

• Intermec holds more Patents than some of the others but litigation can be expensive.

• The biggest challenge for Intermec will likely come from Symbol Technologies since they too hold several Patents.

• Intermec, is not currently a member of the RFID Consortium – it might be to their advance to join, but could dilute their claim on royalties if they do. On the other hand, having the 20-plus other companies against them might also diminish such a royalty claim power play.

Previous Page : 234567891011Next91 to 100 of 107

Leading institutions connect with members of the Technology, Media & Telecom councils through GLG

Most Popular Technology, Media & Telecom News