GLG News by Handset Evaluators

To improve wireless sales, RadioShack will have to consider these alternatives: 1) Exclusive carrier relationship, 2) Subscriber residual compensation, 3) Network and device employee training.

Qwest’s attempt to change the wireless deal from reselling to revenue-sharing will require the following: 1) Upgraded handsets, 2) Incremental subscribers, 3) Bundling differentiation.

For years, wireless carriers have undercut each other to gain subscribers and market share.  February 19th Verizon Wireless decided to offer a new unlimited pricing plan.  Now, new and existing Verizon Wireless customers can choose from new plans that allow true unlimited nationwide calling...

RIM has raised the subscriber growth projections for the Blackberry, but device margins and operating profits could be challenged by the dependence on upgrades and carrier distribution.

Besides the low Sprint Nextel sales attributing to its revenue decline,  RadioShack lacks three factors:  1) Wireless subscriber base; 2) Mobile lifestyle branding; 3) Servicing mobile needs.

The AT&T and Tennessee state initiative for eHealth combines these advantages: 1) AT&T protects its network contract; 2) State government involved as an active participant; 3) Patients and providers both gain benefits.

To meet the 10 million sales target for iPhone in 2008, Apple will have to play the trade-offs of three alternatives: 1) Lower price, 2) Unlocking the iPhone, 3) Offering new models.  

The T-Mobile USA promotion to bundle the fixed line home phone has three constraints: 1) Targeted market segment; 2) Increasing smartphone adoption; 3) Home broadband requirement.

Intel’s $2 billion funding to revive the Sprint Nextel and Clearwire agreement shows that the WiMax deployment will be driven by embedding chipsets in devices and expanding Wi-Fi usage.

The unlimited voice plans imply a mature market in which the carriers have to retain high-end users to hold revenue, but acquire lower ARPU prepaid subscribers to grow market share.