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GLG News by Bluetooth Experts (North America)

Chris Hare, GM - Head of Industry Collaboration

Chris HareGM - Head of Industry CollaborationSONY ERICSSON MOBILE COMMUNICATIONS (USA) INC. 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.

Google get it...

September 25, 2007

Google at $600 a share? Yes: here’s why | mediabiz.blogs.cnnmoney.com

Google are more than about search, that much has been clear for a while.  But Google are more than applications.

Mark OskowskyPrincipalWireless Tech 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.

BOM and Cost of Typical Cell Phone

September 20, 2007

Apple Sets iPhone Price at $399 for this Holiday Season | www.apple.com

BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced about a year ago. The BOM and price has already considerably fallen down. The phone is comparable to iPhone by Apple. 1. Samsung stacked memory is $2.00 to $3.00 2. TI OMAP – VOX $6 to $12. 3. Infineon Low Noise Amplifier-$0.15 4. RFMD GaAs Power Amplifier-$1 5. National Semi regulator-$0.35 6. The camera module $3 7. GSM transceiver $2 8. Analog ASIC $3 9. Bluetooth -$2. STM 10. Philips FM radio -$1 11. National Semi LED charge pump $0.5 12. SRAM-$1 Total IC BOM $20 to $26. Additional parts $24.

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.

Mobile Advertising - Coming Soon but Far From Ready

September 17, 2007

Blyk to launch in UK in September | www.telecompaper.com

Mobile advertising is coming. Implementation will determine how successful this new revenue generator will be.

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.

Palm Foleo - Recognizing a Mistake and Correcting It

September 11, 2007

A Message to Palm Customers, Partners and Developers | blog.palm.com

1) Palm’s Foleo was an ill-fated and short-lived project 2) Palm made the right decision by cancelling the Foleo and should instead focus on its core smartphone product line

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.

Apple Update – iPod Humming and iPhone Under Pricing Pressure

September 6, 2007

Apple's Fall Updates: New iPods and More | tech.yahoo.com

1) iPod innovation continues 2) iPhone is facing pressure in a competitive mobile market

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.

The iPhone Cat and Mouse Game Continues

August 27, 2007

Teen untethers iPhone from AT&T | alwayson.goingon.com

Cracking and unlocking phones is a continual activity in the mobile world. The latest revelation of a successful iPhone unlocking is unlikely to affect Apple or AT&T.

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.

Apple Versus the Music Industry

August 23, 2007

Wal-Mart Deals Body Blow to DRM | www.ecommercetimes.com

Apple has a leadership position in digital music distribution but is not making friends in the industry. This will likely come to a head as the music labels are trying to reverse their declining sales trend.

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.

Mobile Phones For All

August 15, 2007

Mom, Let's Talk | www.businessweek.com

It seems inevitable - mobile phones will be in the hands of nearly everyone who can hold one and talk.

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.

Mobile Handsets - A Continuing Evolution

August 7, 2007

Nokia maintains top spot in mobile phone market | www.infoworld.com

1) The mobile handset industry, now a 1.1 billion unit annual market, is continually evoloving, 2) Apple’s iPhone has raised the bar for the smartphone segment and its influences will be seen in forthcoming products

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.

Apple’s Earnings - Not Enough Data to Determine iPhone’s Success

July 25, 2007

Apple results eyed for iPhone sales | www.washingtonpost.com

- The market is interested in the iPhone’s impact on Apple’s earnings - There is not enough data in this quarter’s earning to determine success or failure but there are several items to look for in the coming months

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