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October 22, 2008
Microsoft and RIM: Oil and Water
Analysis of: Will Microsoft Buy Research in Motion? | www.businessweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Microsoft and RIM: Oil and Water
Analysis of: Will Microsoft Buy Research in Motion? | www.businessweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
A RIM acquisition by Microsoft could be interesting but would face significant hurdles.
October 17, 2008
MOT is Still Alive
Analysis of: Motorola introduces touchscreen phone | tech.yahoo.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
MOT is Still Alive
Analysis of: Motorola introduces touchscreen phone | tech.yahoo.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Despite its recent woes, Motorola is not dead and may have successful product releases in its future.
October 16, 2008
AT&T: LTE Can Wait
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
AT&T: LTE Can Wait
Analysis of: AT&T: 3G to hold out for 2-3 more years | www.electronista.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.
October 14, 2008
Apple’s iPhone Raises the Bar
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Apple’s iPhone Raises the Bar
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices. The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in. The clear winner will be mobile consumers who will benefit from improved mobile devices...
September 24, 2008
Mobile Will Weather the Storm
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Mobile Will Weather the Storm
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.
September 18, 2008
RIM Continually Searching for Growth
Analysis of: Pre-paid B'Berry services soon | www.business-standard.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
RIM Continually Searching for Growth
Analysis of: Pre-paid B'Berry services soon | www.business-standard.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
RIM’s growth aspirations have led the company to expand its offering to include less-popular and unproven solutions like pre-paid and Blackberry Connect, especially in emerging markets like India.
September 16, 2008
RIM Beware: Consumer Segment is Appealing but Risky
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
RIM Beware: Consumer Segment is Appealing but Risky
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market. The transition will not be easy and comes with risk.
September 12, 2008
SMS - The Little Engine That Keeps Driving the Mobile Industry
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
SMS - The Little Engine That Keeps Driving the Mobile Industry
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
The argument that SMS pricing is not linked to cost has always been true. There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.
September 10, 2008
US Mobile Innovation Slow to Develop but Here to Stay
Analysis of: The U.S. Closes the Mobile Innovation Gap | www.businessweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
US Mobile Innovation Slow to Develop but Here to Stay
Analysis of: The U.S. Closes the Mobile Innovation Gap | www.businessweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
The US was not initially a leader in mobile, but the Internet is the great equalizer that will propel the US to the top of mobile innovation.
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
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.
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