GLG News by Mobile Handset Retailers
Analysis of:
Apple Holds Prices on Laptops - Computer Maker Refreshes MacBook Lineup (online.wsj.com)
In just this instance, Apple's arrogance may be its undoing over the holiday season and into next year. It is generally wise, and always tempting, to stay true to the brand, and, in Apple's case, deliver premium pricing on its premium product. However, there are several pricing strategies...
Analysis of:
Cox Sets Plans to Build Its Own Cellular Network (online.wsj.com)
Cox’s entry into wireless could merely be a defensive tactic to protect its cable market share against the three factors of telcos deploying femtocells, bundling, and discounting home connectivity.
Analysis of:
Can Anything Derail Google's Growth Engine? (www.businessweek.com)
Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning. Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment...
Analysis of:
With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy (www.instat.com)
The Baltimore Sprint deployment tells us a lot. In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected. As for the LTE v WiMax debate,...
Analysis of:
How AT&T Became Apple's Lap Dog (blog.wired.com)
The 2.4 million 3G iPhone users are about a 5% contribution to net income over the next eight quarters or the 24 months of the contracted rate plan for $95 monthly APRU.
Analysis of:
Will Microsoft Buy Research in Motion? (www.businessweek.com)
A RIM acquisition by Microsoft could be interesting but would face significant hurdles.
Analysis of:
Motorola introduces touchscreen phone (tech.yahoo.com)
Despite its recent woes, Motorola is not dead and may have successful product releases in its future.
Analysis of:
AT&T: 3G to hold out for 2-3 more years (www.electronista.com)
AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.
Analysis of:
NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices. The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in. The clear winner will be mobile consumers who will benefit from improved mobile devices...
Analysis of:
AT&T takes Experience Stores virtual (telephonyonline.com)
By going online with the Experience Store, AT&T is trying to reduce three costs: 1) Remodeling brick-and-mortar stores; 2) Servicing 100% wireless users; 3) Training the agent channel.
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