GLG News by Handset Evaluators (North America)
Analysis of:
Tech Firms to Build WiMax Network in U.S. (online.wsj.com)
Sprint Nextel’s new Clearwire alliance questions the existing partnerships with Motorola, Nokia and Samsung for the network build out and WiMAX-capable devices.
Analysis of:
Apc Wireless Buys Latino Focused Mvno (www.cellular-news.com)
APC Wireless’s acquisition of Movida combines ethnic marketing and the MVNO model to exploit the strong sense of community, but will face challenges in handset costs and service margins.
Analysis of:
Yahoo under pressure after deal collapse (www.ft.com)
Sure, Google gets the best out of the deal with a weakened Yahoo and a non-strengthened Microsoft, but I'm not sure if this deal would have been good for Microsoft anyway. They showed a lack of brutish eagerness that has hurt Yahoo, near fatally, and that hurt could help Microsoft climb up the...
Analysis of:
Deutsche Telekom May Bid for Sprint Nextel (online.wsj.com)
Buyers beware is an understatement with Sprint Nextel. They have so many gashes in their underbelly that I have difficulty seeing how they could be a worthwhile acquisition, unless the price drops much further. T-Mobile is not in a powerful position in the market, and combining the two seems...
Analysis of:
Yahoo! India launches Glue Pages Beta (www.business-standard.com)
Yahoo's move into Yahoo Glue is a smart concession in the basic textual search world and a desire to innovate the search experience. Good for them. But this is a complicated delivery in a world dominated by simple user experiences, and that is what Yahoo must concentrate on in order to succeed....
Analysis of:
Facebook users willing to let employers see profiles (www.reuters.com)
Employees posting full profiles at work certainly poses dangers to employees, should they be arrogantly drawn and rudely sketched. But this and other elements of the Social Web allow for benefits to both employee and employer. More importantly, this two-way conversation is inevitable, so it is...
Analysis of:
Sprint joins with Clearwire, Google, Comcast, Intel and others to create new $14.5 billion WiMax company (sprintconnection.kansascity.com)
In the short-term, Sprint has salvaged their WiMax opportunity, but a quick look back shows you how much they have really lost. On the other hand, sly Google had another ace up its sleeve, and their wireless strategy is becoming clearer by the day.
Analysis of:
Apple to begin selling 3G iPhone in late June? (www.appleinsider.com)
Beyond the rollout of a 3G version of the iPhone, Apple is altering the distribution model with the non-exclusive contracts of two carriers in Italy and the Vodafone contract for ten countries.
Analysis of:
Qwest to Use Verizon for Wireless Services (online.wsj.com)
In switching from reselling Sprint Nextel to Verizon Wireless, Qwest has accomplished three objectives: 1) Full line of mobile devices, 2) Major wireless branding, 2) Broadband data applications.
Analysis of:
Study: Online won’t replace traditional TV anytime soon (telephonyonline.com)
The Convergence Group’s two studies imply the strength of TV delivery over online video for advertising revenue, but also show the dominance of cable MSOs over telcos for broadband access.
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