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GLG News by Handset Evaluators

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Steve FanchiuOctober 2, 2008
What Could You Expect from Players for MEMS-based Pico Projector in North American Market?
Analysis of: Microvision Demonstrates Enhancements to Pico Projector Prototype at CEATEC Japan 2008 | biz.yahoo.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
What is the merit and advantage for Japanese and other leading Asian brands in Korea and Taiwan to play with in the consumer electronics market? How spaciously could be U.S. firms to play in the portable consumer electronics market when Apple has lost its power in driving further cost reduction and...
Gregg KailOctober 1, 2008
AT&T Needs Higher End Satellite TV to Retain DSL
Analysis of: Satellite TV stocks fall, led by Dish Network | news.moneycentral.msn.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The AT&T and DirecTV contract indicates the mutual need to: 1) Replace DSL and satellite TV disconnects; 2) Compete against the cable triple play; 3) Acquire higher end customers.
Peter Curnow-FordSeptember 24, 2008
Crunch may not impact wireless as many thought
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
While there is a definite impact on the low-income sector, and cable/telcos are seeing the impact with users canceling subscriptions, wireless/cellular does carry easy access (good for consumers) and higher margins (less susceptible economic low down) and will weather the storm. So yes there will...
Kenneth EisnerSeptember 23, 2008
Android's Risk Factors in Taking on Apple: Multiple Winners in the Wireless OS Battle
Analysis of: 'Android' Cellphone to Showcase Google Brand | online.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Google's Android starts with one big disadvantage -- time -- and one big advantage -- brand name.  But they are competing against another huge brand in Apple who also controlled the hardware and software.  Though this is directly in line with their strategy, they are leaving part of the OS...
Gregg KailSeptember 19, 2008
AT&T Upgrading Both Devices and the Network
Analysis of: Apple (AAPL) iPhone problems undermine AT&T (T) marketing | www.bloggingstocks.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
AT&T’s CTO tries to reduce the marketing impact of iPhone problems with comments about the ROI on technology improvements from smartphone subsidy costs and network upgrades. 
Peter Curnow-FordSeptember 19, 2008
The true cost of R&D
Analysis of: Nortel 4G Plans Up in the Air | www.unstrung.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
As was the case years back when ISDN and other carrier technologies first started coming out of the factory, the vendors have always argued, - economy of scale will always bring real returns - there is always a minimum entry price - stay in or work a partnership It would seem that having exited...
Steve FanchiuSeptember 11, 2008
Where will Small Players for Projection Display Technologies Go ?
Analysis of: Light Blue Optics Demonstrates Miniature Projection Systems | www.reuters.com
Author: Steve Fanchiu, President and Chief Executive Officer, Genttix, Inc.
How often have those projection display technology providers or developers claimed to bring a brilliant future, with excuses for repetitive delay in productization and market adoption? Pico-projector is just one of them.  .......................... Why has the development of many projection technologies...
Gregg KailSeptember 11, 2008
Text Message Inquiry Impacting Mobile Broadband Prices
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
Senator Herb Kohl’s inquiry into text-message prices could be the start of evaluating a simple service that impacts the pricing for mobile broadband in the US market. 
Gregg KailSeptember 10, 2008
Smartphone Growth Stymied by Low Frequency-of-Use for Mobile Web
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
Smartphone growth is hindered by the mobile Web’s low frequency-of-use.  The slow economy requires subsidized handset prices, but carriers need the payback of data usage.
Gregg KailSeptember 9, 2008
Mobile Banking in Emerging vs. Mature Markets
Analysis of: How mobile banking is fueled by emerging markets | telephonyonline.com
Author: Gregg Kail, Former Reseller Manager, AT&T Corp
The growth of mobile banking in emerging markets is from the payment features of network billing systems, compared to mature markets that are merely complementing the online experience.

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