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GLG News by GPS and Cellphone Experts

Alon Konchitsky, Chief Technology Officer
Noise Free, Inc.
June 20, 2008
LTE is going to win WiMax
Analysis of: Nortel, Alvarion in wireless pact (biz.yahoo.com)
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...
Alon Konchitsky, Chief Technology Officer
Noise Free, Inc.
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)
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...
Tal Raeside, Managing Director
Insight Strategic Services
April 30, 2008
Mobile Voice and Data Share the Throne
Analysis of: CTIA: Mobile Data Use Up, But Voice Remains King (www.informationweek.com)
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...
Tal Raeside, Managing Director
Insight Strategic Services
April 23, 2008
Net Neutrality Debate Not Going Away
Analysis of: Virgin Media May Ignore Network Neutrality (www.eweek.com)
Net Neutrality and its implications on the Internet and media consumption is a hot topic, and will be highlighted as network utilization increases.
Tal Raeside, Managing Director
Insight Strategic Services
April 22, 2008
Microsoft and Retail - Tempting but Risky
Analysis of: RUMOR: Microsoft to open Apple-like retail shops (macdailynews.com)
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.
Tal Raeside, Managing Director
Insight Strategic Services
April 3, 2008
Sprint’s Long Road to Recovery
Analysis of: Sprint’s New Customer Retention Employee Incentive Plan (www.wirelessweek.com)
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.
Tal Raeside, Managing Director
Insight Strategic Services
February 26, 2008
Displacing the DVR - Not So Fast
Analysis of: Locking in Viewers to Watch the Commercials (www.nytimes.com)
Advertisers and broadcasters must continually adapt to time-shifting, place-shifting and alternative content distribution technologies and offerings such as the DVR.
Tal Raeside, Managing Director
Insight Strategic Services
February 21, 2008
RIM - Beware of Pre-Paid
Analysis of: Alcatel-Lucent Plans Prepaid Option for BlackBerry (www.redorbit.com)
Looking to expand into foreign market, RIM and Alcatel-Lucent have come up with a pre-paid Blackberry solution.  Pricing is key to this initiative, which if not priced correctly, will backfire.
Tal Raeside, Managing Director
Insight Strategic Services
February 21, 2008
Flat Rate Pricing in Mobile - a Tricky Bet
Analysis of: Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee (biz.yahoo.com)
Flat rate pricing of mobile services can work for the industry as long as a price war does not begin.
Tal Raeside, Managing Director
Insight Strategic Services
February 18, 2008
Unlocked iPhones - Not All Bad for Apple
Analysis of: Unlocking an iPhone for real (www.news.com)
Unlocked iPhones, which can represent $200-$300+ dollars per device in lost revenue over the course of two years, are not all negative for Apple.

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