GLG News by GPS and Handset Manufacturing Experts

A RIM acquisition by Microsoft could be interesting but would face significant hurdles.

Despite its recent woes, Motorola is not dead and may have successful product releases in its future.

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.

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...

Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.

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.

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.

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.

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.

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.