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GLG News by Council Members who Sell Consumer Electronics

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September 10, 2008
Smartphones Still Have Growth Ahead
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
There is still plenty of growth left in the smartphone market but device manufacturers and operators must continue to innovate to entice customers to keep upgrading.  
David WorkmanJune 30, 2008
Consumer Confidence Index
Analysis of: Consumer confidence nears all-time low | money.cnn.com
Author: David Workman, Executive Director, PRO Buying Group
Some of what we report is a self fulfilling prophecy We are not one number, driving to one result Consumers will be selective in their indulgences
June 20, 2008
LTE is going to win WiMax
Analysis of: Nortel, Alvarion in wireless pact | biz.yahoo.com
Author: Alon Konchitsky, Chief Technology Officer, Noise Free, Inc.
LTE is going to win WiMax because LTE is a part of the 3GPP. WiMax is mainly supported by Intel that has never been successful in the wireless industry. Practically, I don’t see a mobile user, with 2 or 4 or even 4 inch screen, using more than 10Mbps on his device. Given that most of the fancy devices...
June 20, 2008
Apple’s iPhone 3G - end of the marriage Apple – ATT
Analysis of: Apple may soon be free from AT&T | news.cnet.com
Author: Alon Konchitsky, Chief Technology Officer, Noise Free, Inc.
The new iPhone is a 3G UMTS HSDPA capable device does not have a lock-unlock mechanism. The UMTS standard, is a universal standard. By definition UMTS stands for Universal Mobile Terrestrial System. Therefore, the lock-unlock mechanism is not required anymore. The GSM-GPRS-EDGE iPhone, which was Appl’s...
David WorkmanJune 3, 2008
There is no room in the middle
Analysis of: Sears Loses Out To Costco And Big Lots | www.forbes.com
Author: David Workman, Executive Director, PRO Buying Group
Sears has a fundamental structural problem with its format, market appeal to the consumer and ability to resnate the differences shopping with them represent. The shift to the warehouse channel is a permanent one that greatly impacts those retailers who have in the past lived in the market somewhere...
April 30, 2008
Mobile Voice and Data Share the Throne
Analysis of: CTIA: Mobile Data Use Up, But Voice Remains King | www.informationweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
While mobile voice can be considered “King” as it represents the majority of mobile traffic and revenues, the mobile industry’s growth engine is data.  Rather than worrying about what is King (or Queen), the industry needs to concern itself with solutions that optimize the overall mobile experience...
April 23, 2008
Net Neutrality Debate Not Going Away
Analysis of: Virgin Media May Ignore Network Neutrality | www.eweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Net Neutrality and its implications on the Internet and media consumption is a hot topic, and will be highlighted as network utilization increases.
April 22, 2008
Microsoft and Retail - Tempting but Risky
Analysis of: RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Microsoft would love to better control its retail presence to lift its profile among consumers.  Microsoft’s lack of retail experience, history of indirect sales, and the daunting economics of retail make a full-blown retail expansion effort risky.
April 3, 2008
Sprint’s Long Road to Recovery
Analysis of: Sprint’s New Customer Retention Employee Incentive Plan | www.wirelessweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Sprint has never hit full stride since its Nextel acquisition in 2005, and its new CEO is making several changes in an attempt to put the company back on track.  The first few steps are on target but the company has a risky bet in WiMax and little margin for error with its operations.
February 26, 2008
Displacing the DVR - Not So Fast
Analysis of: Locking in Viewers to Watch the Commercials | www.nytimes.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Advertisers and broadcasters must continually adapt to time-shifting, place-shifting and alternative content distribution technologies and offerings such as the DVR.

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