GLG News by Handset Evaluators

The U.S. has been drifting farther and farther behind Asia and Europe in broadband speed, and failure to innovate has been the punishment.  AT&T may have spent too much on their CapEx to make further investments, but that doesn't mean that consumers aren't ready and longing for the broadband...

The Yahoo Inc. and AOL alliance gains credibility as AOL wins the deal to become the advertising provider to Verizon for online and mobile destinations.

By opening store locations, Microsoft realizes that being a player in the mobile space requires retail presence in order to get closer to the customer experience.

The CEO of AT&T Mobility appears to be supporting Google’s Android not with a commitment to launch new mobile applications, but to realize cost savings and protect market share. 

The comments of Embarq’s CEO about reduced capital spending might be ignoring an axiom in telecom and the overall technology industry that “if you’re not growing, you are losing.” 

McDonald’s free iced coffee could establish mobile coupons in four areas: 1) Launcing new products; 2) Cross-selling products; 3) Targeting buying habits, and 4) Building retailer loyalty.

The newly elected Motorola chairman from AT&T, Dave Dorman, has the unique track record of being able to run traditional telco operations and also make deals for new alliances.   

The Microsoft touch-screen table computers in AT&T stores imply a new model in which device manufacturers compete for presence with live demonstrations of mobile features.   

The losses by the Carlyle Group for Hawaiian Telcom shows the need for urgency in a telco landline takeover to upgrade the customer base by selling Internet broadband and TV services.

Asurion and handset insurance could be impacted by these industry changes: 1) How handset insurance is sold; 2) Consumer Disclosures; 2) Fulfillment of claims; 3) Acceptance Rate.