GLG News by GPS and Cellphone Experts

· Advertising shapes most forms of media and communications · The mobile phone has thus far been a personal, private device largely free from advertising · The economics are quite compelling and it is a matter of time before advertising appears on mobile handsets

· US mobile market is expanding (subscribers are up to 210 million with 143 million handsets sold in 2006) · Mobile operators want to increase mobile data revenue, not just subscribers and handset sales · Mobile handsets need to be subsidized, and compelling applications need to emerge,...

Large scale deployment bundled in computers in retail channels has already occurred.  This a major portion of the software market.Upgrades of Vista on existing computers are not yet a big factor in sales, nor have they ever been for OS sales.  Upgrades involves new hardware in many cases so...

Apple’s entrée into the Smartphone market has raised the bar for traditional handset manufacturers. There is now a significant competitor adding a fresh (non-mobile phone OEM / ODM) perspective to the mobile user experience. This can only benefit users in the long run. Some key implications: ·...

- Unlocking phones is a positive step toward customer ‘freedom’ - The US market, however, is predicated on device subsidies and long-term contracts - Until the subsidy-contract cycle is broken, unlocking phones will not have a significant impact

Current carriers (the incumbents) are not the places to be looking for WiMax leadership - instead watch for new carrier startups (i.e. Clearwire and Jiffy Networks).Very few people expected to see mobile WiMax any earlier than 2008, so this article isn't a surprise, but it doesn't mean that mobile WiMax...

With the closing of Mobile ESPN the industry is rethinking the MNVO value proposition. At first glance MNVOs seemed like a welcome addition to the mobile landscape - well-branded companies delivering services that appeal to customer segments the large operators service poorly or outright neglect without...

Gemalto is a distant leader with more than 50% market shareSecurity is a national matter and large countries (e.g. China, India, USA, Eu, Russia, et..) would prefer to maintain national players

- Motorola now has all the components to offer a truly compelling alternative to the RIM BlackBerry in the enterprise market- This consolidation clearly shows the maturing mobile device market and puts a great deal of pressure on small and medium vendors, including Palm.- This is a great move for...