GLG News by Handset Evaluators (North America)

AT&T’s future results might be impacted by comments in the 2Q2008 presentation that the iPhone subsidy could reach $720 million and that 13 million or 18% of total subscribers had 3G devices.

The AT&T and Verizon 2nd quarter results point to five problem areas: 1) High DSL disconnects; 2) Increasing wire-line losses; 3)Flat business revenues; 4) Wireless ARPU increases of only 1% to 2%; 5) Competition for high-value wireless subscribers.  The high DSL disconnects make AT&T and...

In this article, I discuss 10 points on why the Apple iPhone has made mobile / mobile Web / mobile commerce the most important opportunity of the coming year.  Whether it is the four "killer apps" on the iPhone, carrier disintermediation in tandem with Google, the speed to 4G, or the way it has...

In general, I think Sprint has made a never-ending flow of tragic mistakes since their merger with Nextel.  But I rarely see a mistake so obviously devoid of consumer misunderstanding that a PTT revival.  These guys need a suitor, fast.

In this article, I give a preview of my 11 step analysis to mobile commerce usage, driven quickly forward by the introduction of the Apple iPhone, then adjust it slightly for mobile Internet.  But I was appalled by Nielsen's failure to be able to correctly parse the differences between the hideous...

Admittedly a next generation / innovation proponent, I have long held Nokia as my "old world" wireless players or those not named Apple or Google.  Nokia can combine great market presence with true software knowledge to compete in an ever-changing smartphone world.  Music may be a tough entry...

Sprint completely missed the ball on their acquisition of Nextel, resulting in an awful acquisition that also laid waste to the main brand.  Now, SK Telekom or Deutsche Telekom is poised to do exactly the same thing.  You want due diligence, come to the true experts for answers.

AT&T first terminating DirecTV and now Dish might not be intended to drop satellite-television from bundled marketing, but instead to adopt mutual-selling roles in the relationship.

Verizon Wireless’s announced agreement with Brightpoint to support handsets for indirect retail channels appears to be an attempt to separate company-owned direct distribution.

Virgin Mobile USA’s acquisition of Helio is favorable for platform efficiencies, handset inventories and cash infusion, but the saturated teen market trends are questionable for retention and growth.