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GLG News by Mobile Handset Retailers

Peter Curnow-Ford, Chairman
September 19, 2008
The true cost of R&D
Analysis of: Nortel 4G Plans Up in the Air (www.unstrung.com)
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...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Pre-paid B'Berry services soon (www.business-standard.com)
RIM’s growth aspirations have led the company to expand its offering to include less-popular and unproven solutions like pre-paid and Blackberry Connect, especially in emerging markets like India.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: CTIA: Blackberry aims for consumer appeal (telephonyonline.com)
RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Text-Messaging Rates Come Under Scrutiny (online.wsj.com)
The argument that SMS pricing is not linked to cost has always been true.  There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: Text-Messaging Rates Come Under Scrutiny (online.wsj.com)
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 Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines (online.wsj.com)
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.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: The U.S. Closes the Mobile Innovation Gap (www.businessweek.com)
The US was not initially a leader in mobile, but the Internet is the great equalizer that will propel the US to the top of mobile innovation.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines (online.wsj.com)
There is still plenty of growth left in the smartphone market but device manufacturers and operators must continue to innovate to entice customers to keep upgrading.  
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: How mobile banking is fueled by emerging markets (telephonyonline.com)
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.
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: Zi Corporation Provides Update on Strategic Alternatives (www.sys-con.com)
With Zi Corporation, Nuance continues its acquisitions to offer mobile solutions that cover four key areas: 1) Texting, 2) Embedded, 3) Web-based, and 4) Monetized.

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