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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

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

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