GLG News by Handset Evaluators

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.

FairPoint confronts the same landline disconnect trend as other major carriers, and without wireless substitution needs broadband deployment to sustain revenues.

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.   

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.

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. 

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.

Sprint Nextel’s new Clearwire alliance questions the existing partnerships with Motorola, Nokia and Samsung for the network build out and WiMAX-capable devices. 

APC Wireless’s acquisition of Movida combines ethnic marketing and the MVNO model to exploit the strong sense of community, but will face challenges in handset costs and service margins.

Sure, Google gets the best out of the deal with a weakened Yahoo and a non-strengthened Microsoft, but I'm not sure if this deal would have been good for Microsoft anyway.  They showed a lack of brutish eagerness that has hurt Yahoo, near fatally, and that hurt could help Microsoft climb up the...

Buyers beware is an understatement with Sprint Nextel.  They have so many gashes in their underbelly that I have difficulty seeing how they could be a worthwhile acquisition, unless the price drops much further.  T-Mobile is not in a powerful position in the market, and combining the two seems...