GLG News by GPS and Handset Manufacturing Experts

- MVNOs in general are struggling to succeed - Amp’d Mobile’s subscriber portfolio details are particularly alarming and call into question the operator's business model

- Palm may have addressed an emerging issue - application optimized devices - with its Foleo, but  - The solution is not practical - it is costly and lacks a compelling usage scenario

- The market for mobile data services, even those closely related to office applications, is large and growing rapidly

- Motorola pulled of a once-in-a-decade coup with its RAZR handset - Since there is nothing “sticky” about the RAZR, Motorola will have to focus on design as well as applications and services to create an attractive handset portfolio to achieve its growth targets

- 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...

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 !

- 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 

How is this a good move for Hutchison?  What advantages does this pose for Vodafone?  And what about Essar?

- 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...

· 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