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GLG News by Mobile Phone Handset Evaluators (North America)

Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: SK Telecom Should Hang Up on Sprint (blogs.wsj.com)
Sprint completely missed the ball on their acquisition of Nextel, resulting in an awful acquisition that also laid waste to the main brand.  Now, SK Telekom or Deutsche Telekom is poised to do exactly the same thing.  You want due diligence, come to the true experts for answers.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Yahoo under pressure after deal collapse (www.ft.com)
Sure, Google gets the best out of the deal with a weakened Yahoo and a non-strengthened Microsoft, but I'm not sure if this deal would have been good for Microsoft anyway.  They showed a lack of brutish eagerness that has hurt Yahoo, near fatally, and that hurt could help Microsoft climb up the...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Deutsche Telekom May Bid for Sprint Nextel (online.wsj.com)
Buyers beware is an understatement with Sprint Nextel.  They have so many gashes in their underbelly that I have difficulty seeing how they could be a worthwhile acquisition, unless the price drops much further.  T-Mobile is not in a powerful position in the market, and combining the two seems...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Yahoo! India launches Glue Pages Beta (www.business-standard.com)
Yahoo's move into Yahoo Glue is a smart concession in the basic textual search world and a desire to innovate the search experience.  Good for them.  But this is a complicated delivery in a world dominated by simple user experiences, and that is what Yahoo must concentrate on in order to succeed....
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Facebook users willing to let employers see profiles (www.reuters.com)
Employees posting full profiles at work certainly poses dangers to employees, should they be arrogantly drawn and rudely sketched. But this and other elements of the Social Web allow for benefits to both employee and employer.  More importantly, this two-way conversation is inevitable, so it is...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Sprint joins with Clearwire, Google, Comcast, Intel and others to create new $14.5 billion WiMax company (sprintconnection.kansascity.com)
In the short-term, Sprint has salvaged their WiMax opportunity, but a quick look back shows you how much they have really lost.  On the other hand, sly Google had another ace up its sleeve, and their wireless strategy is becoming clearer by the day.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: CTIA: Mobile Data Use Up, But Voice Remains King (www.informationweek.com)
Wireless researchers keep getting the voice to data point wrong, and they shouldn't still be making this mistake.  Consumers aren't using data because they have been given poor devices with poor interfaces, not because they wouldn't use the Internet or other data if the device was better. ...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: WSJ: Comcast, Time Warner May Fund WiMax (biz.yahoo.com)
The delay in Sprint's Xohm initiative is absolutely telling, telling that there are many problems with WiMax.  The truth is that the U.S. needs faster broadband speeds to compete with Japan and Europe, but I'm not sure if Sprint has the answer.  This article discusses some of the major problems,...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Google Profit Rose 30%, Quelling Investor Fears (online.wsj.com)
Comscore's absurd data caused a seismic roar in the media world, but it turned out that the data was awry, as it is unfortunately with all analytic firms.  Google's growth is relentless, as is the growth of all online.  This article looks at a few of the ways other companies can compete with...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Is Faster Access to the Internet Needed? (online.wsj.com)
The U.S. has been drifting farther and farther behind Asia and Europe in broadband speed, and failure to innovate has been the punishment.  AT&T may have spent too much on their CapEx to make further investments, but that doesn't mean that consumers aren't ready and longing for the broadband...

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