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Jon AdamsDirector, Business DevelopmentFREESCALE SEMICONDUCTOR, 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.

Verizon Stupid? No - Apple Smart.

July 25, 2007

Was Verizon Really Wrong To Pass On The iPhone? | telecom.seekingalpha.com

Verizon's decision to pass on the iPhone is a pragmatic battlefield decision and delaying tactic, hoping that Apple's impact on the cellular industry's walled garden concept will be minimal.   AT&T's assent to hosting the iPhone and Apple will bring valuable short-term growth, but in the longer term can further undermine the walled garden, jeopardizing the industry's ability to force consumers to accept their proprietary value-added services.   Unless someone with similar clout and consumer understanding gets into this game, Apple's ability to change the world may be limited.    

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.

Sprint - Good Call, Bad Timing

July 18, 2007

Sprint Admits It Is "Unable Meet Your Current Wireless Needs" | telecom.seekingalpha.com

· Sprint’s business is under scrutiny as they have several big technology bets in place and have been losing customers · While dropping a few “abusive” customers is not that significant, this is not a good time for a public relations hit · While dropping a few “abusive” customers is not that significant, this is not a good time for a public relations hit

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 US iPhone Launch - Best Outcome for all Parties

July 16, 2007

Was Verizon Really Wrong To Pass On The iPhone? | telecom.seekingalpha.com

1) The iPhone was the right product at the right time for AT&T; 2) Verizon was quite reasonable with its decision to pass on the iPhone

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 Revolution -- Not So Fast

July 2, 2007

iPhone: Jobs's Revenge | www.businessweek.com

1) The iPhone launch has brought increased visibility and a heightened customer focus to the mobile phone market, 2) but this is far from creating a revolution in a highly competitive 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.

Location, Location, Location...in Mobile Too

June 18, 2007

Shop 'Til You Drop With Your Cell Phone, Says Sprint | www.informationweek.com

- Mobile location-based services are in their infancy - Many future mobile applications will integrate location data providing large and local merchants, as well as advertisers, an additional consumer contact point

Jon AdamsDirector, Business DevelopmentFREESCALE SEMICONDUCTOR, 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.

AT&T Adds Prepay Data and Messaging - So What?

June 15, 2007

AT&T Rolls Out GoPhone Pay As You Go Feature Packages | www.att.com

Why did it take AT&T so long? Billing should not be rocket science. The demand for prepay voice is well proven, SMS has been a winner for a long time; data is the biggest unknown, but MMS (photo and media) messaging could be a driver to push data volumes, but the price seems high.

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 Replacement Will Continue to Shape Mobile Industry

June 12, 2007

Consumers Holding Onto Handsets | www.wirelessweek.com

- Mobile handsets have become must-have personalized devices - Handset manufacturers continue to work diligently to create next-generation products to spur consumer replacement

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.

Amp’d - The Latest in the Growing List of Struggling MNVOs

June 6, 2007

MVNO struggles continue: Amp’d files for bankruptcy protection | www.rcrnews.com

- MVNOs in general are struggling to succeed - Amp’d Mobile’s subscriber portfolio details are particularly alarming and call into question the operator's business model

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 - Interesting Concept but Questionable Execution

June 5, 2007

Introducing the Palm Foleo | www.palm.com

- Palm may have addressed an emerging issue - application optimized devices - with its Foleo, but  - The solution is not practical - it is costly and lacks a compelling usage scenario

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 Data - Just Scratching the Surface

June 1, 2007

Report: Mobile Office Market Consolidation | www.wirelessweek.com

- The market for mobile data services, even those closely related to office applications, is large and growing rapidly

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