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GLG News by GPS and Handset Manufacturing Experts

Tal Raeside, Managing Director
Insight Strategic Services
February 23, 2007
Smartphone competition is alive and well
Analysis of: 3GSM 2007 - Introduces the new Samsung’s Ultra Smart F700 (mobizone.wordpress.com)
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: ·...
Tal Raeside, Managing Director
Insight Strategic Services
January 29, 2007
Unlocking Phones Not Enough to Free Customers
Analysis of: Will 'unlocked' cellphones free consumers? (www.usatoday.com)
- 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
Tal Raeside, Managing Director
Insight Strategic Services
December 13, 2006
MNVOs in Trouble?
Analysis of: As Mobile ESPN falls, a Helio rises (money.cnn.com)
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...
November 17, 2006
will the market allow Gemalto to maintain 50% market share
By a GLG Expert Contributor
Analysis of: Axalto, Gemplus merger to create "global leader in digital security" Dec 7th, 2005 (www.secureidnews.com)
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

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