GLG News by Handset Evaluators

Sprint’s Web browsing enhancement needs a stronger focus on: 1) Compelling applications in messaging, search, and navigation; 2) Monetizing the mobile Web with privacy and security.

Tellabs commissioning a broadband survey based on respondent’s perceptions instead of deployment metrics indicates their competitive threats for market share and equipment margins.

With Verizon controlling the C Block and Google without any licenses, the 700 MHz auction results are a future test for the key factors of customer ownership and billing responsibility.

Apple considering music alternatives could lead to additional iPhone models differentiated by bundled music packages, mobile Internet applications, and exclusive carrier offerings. 

Verizon CFO’s comments about the economic slowdown and increased prepaid in the last quarter could be a new retail emphasis that is a competitive threat to Leap Wireless and MetroPCS. 

Beyond the network integration costs and service reputation, an issue for acquiring Sprint Nextel is the challenge to hold the disparate distribution channels of wholesaling and reselling.

Sprint Nextel’s challenge with iDEN is retain the subscribers for whom push-to-talk services are not the priority and select another carrier for better services.

Yahoo is doing whatever they can to avoid a Microsoft takeover, but it is becoming obvious that they will have no choice but to fall prey to the Seattle giant, in large part because their other suitors - News Corp, Google, and AOL - could never exude the leverage that Microsoft could.  In truth,...

Apple’s limitations on the iPhone SDK might be an attempt to reconcile how to maximize revenue sharing from both developer applications and exclusive carrier deals.

Sprint Nextel’s upgrading of the Mogul device for faster network is well timed with the announcement to redirect the advertising from fast network to the user experience.