GLG News by Mobile Phone Handset Evaluators (North America)

  Web mantra that everyone forgets: build for needs, and the business model will come Adobe’s Chizen’ description of the seamless on-off “hybrid” switch between broadband and PC should revolutionize web apps Chizen envisions a new visual for the Web, from buying to browsing, and this is both...

AT&T has huge brand hurdle, vested in its stodgy old brand First carrier to align store concept with data, not voice “New media” wireless store showcasing iPhone is fantastic, if no doubt extremely costly, brand overhaul

Unlike Apple with the iPhone, Earthlink faces a huge brand hurdle too acceptance Earthlink’s extremely limited Wi-Fi service area, in addition to rudimentary phone, makes this a weak offering for customers Only use is to beta network and usage With growing commoditization of voice (VoIP), data...

* Only Apple has a huge mobile innovation on its hand: multi-touch technology.* Only Apple has a brand that can literally dominate a marketplace, and they have done it in multiple electronic marketplaces.* The F700 has one big advantage in 3G network speed (time will tell with the keyboard), and subsequent...

* Learn from Google's experience in delivering the best UI and relevant results -- but now for the mobile community* Mobile search prevalence may very well precede the delivery of worthwhile mobile websites

* Viacom's combativeness toward Google is merely the opening round in a long-term negotiation, one Google is well positioned to win* Securing a win for content providers, as Viacom and News Corp, requires them to negotiate, unlike the music industry did to Napster * The short-term risks...

* Due to their failure to innovate, RIM has attracted an ocean of competitors* Motorola's attempts to diversify in the face of eroding margins fail to address their core problems on the handset side* In the long run, software companies will win the software provision battle

* Exclusive move could be true content differentiator for Verizon * Parallels ESPN's "control" of cable content, where they now charge MSO's large licensing views for their use, and recognizes that mobile is just another channel for viewing content* Foreshadows similar move for Disney

* The failure to introduce significant, superior features and Yahoo's cautious defense of Panama should concern backers* In this backdrop, Yahoo Pipes is a significant announcement* Yahoo should also seek to differentiate on click fraud

* This article, speculating on Google becoming the Internet backbone, is less important in the actual speculation and more important on the vast domain of Google possibilities* Internet backbone, "pre-tailing" and data provisioning all lie within Google's sphere