GLG News by Council Members who Sell Consumer Electronics

- 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

· 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...

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

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.

- 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

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

- 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

- 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

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

- Motorola pulled of a once-in-a-decade coup with its RAZR handset - Since there is nothing “sticky” about the RAZR, Motorola will have to focus on design as well as applications and services to create an attractive handset portfolio to achieve its growth targets