GLG News by Handset Evaluators

The RIM and Motorola lawsuit dueling implies that mobile cross-licensing is constrained by: 1)  Divergent technology, 2) Licensee not controlling distribution, 3) 3rd party carrier marketing.

With a wireless prepaid platform, RIM continues to diversify beyond the enterprise to: 1) High growth countries, 2) Fully penetrated markets, 3) Prosumer mobile users.

Yahoo is in a good and a bad position.  The good position is that they have multiple suitors already -- Microsoft, News Corp, and Google (in a way) -- and might get more, driving up the offer price.  The bad news is that they've already seen AOL go down the road of a failed merger with Time...

AT&T doesn't make a cent off of an unlocked Apple iPhone, but Apple makes a hefty profit.  Plus, they get distribution to untapped markets and can still claim that they tried to prevent it.  Apple is on a roll and will continue through the next iPhone release (provided it is not a bad...

Google's domain tasting policy makes sense, but, predictably, it addresses a very small concern.  Click fraud and a complete lack of transparency are more vital, though this lack of transparency also vaulted Google over Yahoo, AOL, and Microsoft.  In the vein of openness (OpenSocial, Android,...

Garmin's Nuviphone entrant shows that the incumbent manufacturers and carriers are continuing to lose their stature, in the wake of the Apple's iPhone.  However, Garmin has neither the brand power nor the expertise to pull off an iPhone.  We won't be able to predict success until we have much...

Besides contactless payment technology, the cellphone “mobile wallet” evolving from online banking requires: 1) retailer adaptation, 2) consumer acceptance; 3) e-marketing alliances. 

Besides funding partners for the WiMAX build out, Sprint Nextel’s alliance efforts have these three benefits: 1) User applications, 2) Embedded devices, 3) Distribution channels.

The expansion of Blyk’s ad-funded free service is questionable as a MVNO, but could become an alternative model for carriers to attract and retain high data subscribers.

Garmin’s Nuviphone integrates the navigation device and smartphone, but the test is these three factors: 1) Social networking, 2) Video-sharing, 3) Advertising monetization.