GLG News by Handset Evaluators (North America)

The strong initial sales of the $130 Samsung Instinct indicate that Sprint Nextel can thwart churn with handset upgrades and that there could be a price war of smartphones and unlimited data.

Different from healthcare dictation and call center IVRs, Nuance faces the challenge of the fragmented mobile market of device manufacturers, mobile carriers and application developers.

Can Corning Glass best utilize its capacity in Asia to equalize profit versus quantity? undefined What if the sizes of 42 inch up to 65 in of LCD TV were not sold for the said 50% increase in quantity? What if the increase in unit sold comes from smaller-sizes of LCD TV, from 29 inch to 32 inch, instead...

LTE is going to win WiMax because LTE is a part of the 3GPP. WiMax is mainly supported by Intel that has never been successful in the wireless industry. Practically, I don’t see a mobile user, with 2 or 4 or even 4 inch screen, using more than 10Mbps on his device. Given that most of the fancy devices...

The new iPhone is a 3G UMTS HSDPA capable device does not have a lock-unlock mechanism. The UMTS standard, is a universal standard. By definition UMTS stands for Universal Mobile Terrestrial System. Therefore, the lock-unlock mechanism is not required anymore. The GSM-GPRS-EDGE iPhone, which was Appl’s...

The AT&T CEO’s keynote at the NXTcomm2008 reminiscing about railroads and telephones could imply that AT&T is not going to be an agile, speedy player for multimedia communications.

Apple adding 12 Latin American countries to the Telefonica agreement after contracting America Movil will test the carrier influence on device pricing, distribution channels and network quality.

AT&T’s newly launched Net Reach bundle could indicate how Wi-Fi hotspots can complement 3G broadband access and build mobile-dependent Internet users.   

AT&T’s settlement of the class action suit for third-party content could constrain the revenue-sharing agreements of carriers and third-party content providers.

Qualcomm’s ip.access investment adds more credibility to the femtocell industry following AT&T’s plan to sell 7 million femtocells from ip.access Ltd.