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GLG News by Council Members who Sell Consumer Electronics

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May 31, 2007
Dell + Wal Mart = A Bad Channel Strategy
Analysis of: Dell to sell computers through Wal-Mart | www.ft.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Dell needs to move into the indirect channel to remain competitive with HP and IBM. 2. Wal Mart is not the right partner. 3. Entry level desktops are not the way to gain market share and profitability.
May 29, 2007
3D Projection - Feature Film Exhibitors Silver Bullet?
Analysis of: U2 performs 'Streets' on Croisette | www.hollywoodreporter.com
Author: Zeke Margolis, Senior Account Manager, Key Code Media, Inc
1. Exhibitors Need to Find New Ways to Differentiate in the Marketplace 2. The Movie Going Publics expectations of exhibitors is increasing 3. CGI and Live Action content is enhanced by 3D Projection Technology
May 23, 2007
The Expensive Branding Game
Analysis of: AT&T steps up Cingular rebranding ahead of iPhone | www.reuters.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
- Cingular Wireless, established in 2001, emerged as a top US wireless brand - With the AT&T acquisition of Bell South (and full ownership of Cingular Wireless) and the resulting AT&T re-branding, the Cingular brand is being jettisoned, and the expensive brand building exercise begins, once...
May 15, 2007
3G in India is ramping up
Analysis of: India on Edge Over 3G | www.lightreading.com
Author: GLG Expert Contributor
3G handsets are cost reduced to sub $30, 3G allows higher capacity, 3G coverls longer distance. This is a perfect business model for the Indian market !
May 14, 2007
Searching for Deals in Wireless
Analysis of: Providence, Blackstone chasing Alltel: source | www.reuters.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
- Mobile operators are attracting interest from private equity firms as well as other operators - The US has only a few mobile operator acquisition candidates, while some markets have even fewer 
May 9, 2007
RIM’s New Curves
Analysis of: RIM Curves It Around | www.unstrung.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
- The Curve represents another step toward mobile consumers (from RIM’s traditional enterprise customer base)   - RIM will continue to make marginal changes while still leveraging its core email strength as it targets consumers   - In doing so RIM will increase its potential...
Chuen-Yi WangMay 9, 2007
RFID Application
Analysis of: Active RFID Technology: MINI USA “Motorby” Pilot Program Features Wavetrend Active RFID Technology | www.rfidsolutionsonline.com
Author: Chuen-Yi Wang, Former Vice President, TAIWAN SEMICONDUCTOR CO., LTD.
RFID industry needs long-term improvements for individual application.1. Price - Much higher than target price.2. Hardware system - Based on ROI, cost and price still too high to application.3. System - For commercial application, total operation system still not completed and matured yet.4. Photocol...
May 1, 2007
Palm’s Last Stand?
Analysis of: Research In Motion Has The Advantage Over Palm | ce.seekingalpha.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
· Palm was an innovator in the PDA and smartphone markets · Competition from RIM and newcomers has displaced Palm from a leadership position · Palm needs to improve its product portfolio to return to its successful ways
May 1, 2007
The iPhone residual effect could indeed benefit AT&T / Cingular
Analysis of: iPhone boosting interest in Cingular/AT&T | www.appleinsider.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
 · The Apple iPhone, even with limited marketing, is gaining exposure · AT&T / Cingular and Apple will pour significant resources into the iPhone launch · AT&T / Cingular might benefit from the increased exposure beyond its iPhone sales as customers may opt to purchase...
April 27, 2007
Operator-Branded Handsets - Try, Try Again
Analysis of: Operators rake it in with branded handsets | www.telecoms.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
 · Several attempts at operator-branded handsets have made, each with limited success · The Top-5 mobile phone manufacturers are tough to beat - they produce 80% of the mobile phones worldwide and have significant design resources and brand loyalty

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