GLG News by Handset Evaluators (North America)
Analysis of:
Nokia launches 'Comes With Music' phone (www.telegraph.co.uk)
Nokia’s announcement of a music pre-pay phone stands out by designating a country, but not specifying carrier partners or distribution channels
Analysis of:
Phones Go Boingo (www.unstrung.com)
Boingo’s increased hotspot usage from WiFi-enabled devices indicates that VoIP-over-WiFi could impact mobile revenue for carriers.
Analysis of:
iPhone Hits Best Buy Shelves (www.wirelessweek.com)
Best Buy Mobile could face a challenge to consistently earn both handset margins and carrier compensation from competing device manufacturers and wireless providers.
Analysis of:
Best Buy becomes first independent iPhone retailer (news.yahoo.com)
Best Buy and the iPhone has three factors: 1) Shows the power of the Apple brand and product line; 2) Relegates AT&T to the traditional carrier role; 3) Tests the store-within-a store model.
Analysis of:
AT&T Research Working on Speech Mashups (www.research.att.com)
AT&T’s speech recognition was designed to speak to a computer from a telephone. Mobile devices differ because of the efficient and reliable delivery by smart keypads and touch-screen menus.
Analysis of:
Convergys to Acquire Intervoice, Enhancing Leadership in Relationship Management (www.reuters.com)
Convergys’s acquisition of Intervoice is an opportunity to penetrate call center solutions on the front end of IVR platforms instead of just outsourced staffing and information management.
Analysis of:
Tracfone’s Net10 dives into unlimited fray (www.rcrnews.com)
TracFone’s entry into unlimited plans indicates a crowded space for non-contract mobile customers and perhaps the end of rechargeable prepaid as a stand-alone service.
Analysis of:
Qwest Reports Second Quarter 2008 Results (finance.denverpost.com)
Qwest’s 2nd quarter results show increased business and broadband revenues, but wireless subscribers would have to reach 2.6 million to match the prior year’s total revenues.
Analysis of:
Some third-party retailers sour they’ve missed out on iPhone revenue (www.rcrnews.com)
AT&T withholding the iPhone from indirect channels has three considerations: 1) Some locations gaining traffic; 2) Other distribution losing business; 3) Customer service at agent stores.
Analysis of:
Sprint posts loss as customers defect (www.marketwatch.com)
Sprint Nextel’s 2nd quarter loss of 776,000 postpaid subs questions Best Buy’s record sales of the Samsung Instinct from Sprint while Radio Shack reports disappointment with Sprint compared to AT&T.
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