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GLG News by Hardware Sellers

Analysis of: Sprint Sticks with iDEN, Push-to-Talk Customers (www.pcworld.com)
iDEN is a GSM-like Time-Division-Multiple-Access (TDMA) technology that is a proprietary implementation by Motorola with no evolution to 3G or 4G as drawn today, except a complete rip to 4G 9LTE/WiMAX) with a GSM core (GSM Mobile Switching Center or MSC). iDEN is popular in the US with Nextel (a part...
Analysis of: Owner of T-Mobile may buy Sprint, analysts say (www.kansascity.com)
If indeed T-Mobile is interested in acquiring Sprint Nextel, it will be an operational nightmare for the Nation's cleanest and most uniform (not necessarily the best coverage) network in the country. Sprint could not digest Nextel's iDEN network with its CDMA enzymes and what makes T-Mobile think that...
Analysis of: Time Warner Cable Takes Agent Program National (www.phoneplusmag.com)
One of the major challenges that Cable MSOs have is lack of mobility and wireless play. MVNO model only takes them so far and building a wireless network from scratch may prove to be too expensive. Building an underlay mobile network may be the best alternative as a starter.
Analysis of: Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee (biz.yahoo.com)
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...
Analysis of: Starent Swings to 4Q Profit on Customers (www.forbes.com)
Starent is expanding to networks outside CDMA, including WiMAX and GSM/3G. Mobile data continues to grow and that will provide high margin business on expansion of their nodes in the existing markets as well as emerging LTE radio technology. Acquisition of Navini by Cisco has opened up a near-term opportunity...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Locking in Viewers to Watch the Commercials (www.nytimes.com)
Advertisers and broadcasters must continually adapt to time-shifting, place-shifting and alternative content distribution technologies and offerings such as the DVR.
Analysis of: Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee (biz.yahoo.com)
I was wondering when the wireless industry would mature to the point that a company would put forth unlimited access and standardize on a flat-rate. It will be easier for the consumer without having to continually stay on top of their cell phone usage and getting pounded on their bill if they go over...
Tal Raeside, Managing Director
Insight Strategic Services
February 21, 2008
RIM - Beware of Pre-Paid
Analysis of: Alcatel-Lucent Plans Prepaid Option for BlackBerry (www.redorbit.com)
Looking to expand into foreign market, RIM and Alcatel-Lucent have come up with a pre-paid Blackberry solution.  Pricing is key to this initiative, which if not priced correctly, will backfire.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee (biz.yahoo.com)
Flat rate pricing of mobile services can work for the industry as long as a price war does not begin.
Analysis of: Motorola, Nortel said in talks to Combine Units (www.suntimes.com)
If indeed the rumors are true about the merger of Nortel and Motorola's infrastructure groups, the key question remains as whether the new entity is going to be able to compete in this fierce market condition. ALU and NSN have not been able to demonstrate that they got the benefit of consolidation and...

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