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GLG News by Handset Evaluators (North America)

Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
June 3, 2008
Measuring the Third Screen
Analysis of: ComScore measures worth of M:Metrics, pays $44.3M plus stock to own (www.rcrnews.com)
The acquisition of M:Metrics by comScore and Telephia by Nielson indicates how mobile advertising wants to exploit the reach of the Internet and TV to the handset as a viable third screen.
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
June 2, 2008
FCC Free Wireless Internet Dooms Muni Wi-Fi
Analysis of: FCC Aims to Provide Free Wireless Broadband (www.wirelessweek.com)
The FCC’s plan of a spectrum auction with stipulations for free Internet access could further undermine municipal Wi-Fi ventures both as a business proposition and a community service. 
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
May 29, 2008
AT&T Investing in Huawei to Become a Global Operator
Analysis of: AT&T may bid for Huawei handset unit, says report (www.americasnetwork.com)
AT&T’s interest in Huawei could be motivated by the economics of handset subsidies in mature markets and the objective to expand into emerging growth countries.
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
May 27, 2008
Ubiquitous Broadband Households
Analysis of: The Landline That Refused to Leave (online.wsj.com)
Landline’s last stand that households have a reliable voice connection and an established phone number will be surpassed by the new standard for households to have broadband access.
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
May 23, 2008
Cable Results Show the Triple-Play Effect
Analysis of: More disturbing numbers for telcos (telephonyonline.com)
The two research studies of the article show in different ways that cable bundles win both against telcos for Internet broadband and against satellite providers for TV service.
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
May 21, 2008
FairPoint Confronting the Landline Disconnect Trend
Analysis of: FairPoint posts $10M loss for quarter (www.bizjournals.com)
FairPoint confronts the same landline disconnect trend as other major carriers, and without wireless substitution needs broadband deployment to sustain revenues.
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
May 20, 2008
RIM Counters the iPhone with a Product Portfolio and Carrier Exclusives
Analysis of: RIM to launch ‘dual mode’ handset (www.ft.com)
RIM’s new products are countering the iPhone in five ways: 1) 3G network, 2) Carrier exclusives, 3) Global reach, 4) Consumer preferences, 5) Business capabilities.   
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
May 19, 2008
Embarq Sets the 1M Mark for MVNOs
Analysis of: Embarq CFO reiterates plans to shutter wireless MVNO (www.rcrnews.com)
Embarq’s wireless withdrawal reinforces that an MVNO has to exceed a one million subscriber base by the second year with a profitable mix of ARPU, churn, acquisition costs, and service margin.
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
May 14, 2008
SK Telecom Buying VMUSA for Future U.S. Acquisitions
Analysis of: Virgin Mobile USA and Korea's SK in talks: source (www.reuters.com)
The on-and-off rumors about SK Telecom, Virgin Mobile USA and Helio could indicate future attempts to acquire the Boost subscribers from a Sprint break-up or to buy Leap and Metro PCS. 
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
May 13, 2008
RIM and AT&T Having a Bold Summer
Analysis of: RIM's new BlackBerry Bold targets business market (www.reuters.com)
RIM’s announcement of the new Bold model for exclusive U.S. distribution to AT&T adds to the carrier’s potential with the new 3G iPhone to sell both enterprise and “prosumer” customers.

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