GLG News by Handset Evaluators (North America)

Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning.  Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment...

The Baltimore Sprint deployment tells us a lot.  In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected.  As for the LTE v WiMax debate,...

The 2.4 million 3G iPhone users are about a 5% contribution to net income over the next eight quarters or the 24 months of the contracted rate plan for $95 monthly APRU.

What would be Apple's strategy for a sustained position in the laptop market? What has hindered Apple to do more for a profit when cost reduction is a critical issue? How could the new lines appeal to catch more buys?

How did Corning (NYSE: GLW) push for its valuation over the year? What did Corning claim to be outstanding for Q2, Q3 and Q4 of 2008? How did Corning influence and then surprise financial analysts?

How will the U.S. innovative firms prominently continue the global leadership in LED (Light Emitting Diode) device? How will the green energy incorporate newer lighting technologies? What are the challenges that affect the technological development in the clean lighting industry?

By going online with the Experience Store, AT&T is trying to reduce three costs: 1) Remodeling brick-and-mortar stores; 2) Servicing 100% wireless users; 3) Training the agent channel.  

With weak consumer spending, Apple is trying to draw traffic to its own stores with iPhone offers such as registering online for store pickup and selling an unlocked version in Hong Kong.

The AT&T reorganization into four units lacks a separate division for Enterprise Mobile Solutions to promote field communications, realtime applications, and workforce productivity.

RIM’s consumer smartphones are well-timed with the enterprise spending slowdown, but the forecast of lower gross margins show the dependence on carrier’s marketing and subsidized pricing.