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GLG News by Mobile Phone Handset Evaluators (North America)

Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: The $831 IPhone (bits.blogs.nytimes.com)
We all now realize the power of the Apple brand, especially at the negotiating table, but I for one never thought that they could demand such a huge revenue share.  By holding AT&T over the proverbial barrel, Apple has sucked the true money pit -- data revenue -- from the carrier's hands and...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Disney to enter Japan cellphone market in spring (uk.reuters.com)
Disney has seen their own MVNO failure in bright lights, with ESPN and Disney Mobile.  They've seen Helio and Amp'd crash-and-burn, and don't be surprised if Kajeet isn't hot on their heels.  Apple with their iPhone, Nokia with their OS and handset control - they are the new MVNOs - yet Disney...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Vodafone Signs up for Nokia's Ovi (www.wirelessweek.com)
Nokia's partnership with Vodafone, Apple's partnership with AT&T, O2, and others, and Google's partnership with T-Mobile, Sprint Nextel, LG, HTC, and others indeed signals a shift in mobile.  Now, there are true players, with software and user interface expertise, delivering the mobile Internet...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: iPhones poised to hit Britain and Germany (today.reuters.com)
Apple iPhone's European entry should be met with success, perhaps somewhat prior to its first price discount, which will likely happen right after the holidays a la AT&T.  However, there will be significant differences between the O2 market entry in the UK and the Deutsche Telekom entry in...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Moto's Signs of Hope (www.unstrung.com)
Beating low expectations does not beget a turnaround.  Motorola's handset, software, and strategic problems forebode continued failure, especially as Apple, Google, and an ambitious Nokia plot a rejuvenated customer experience.  Motorola, on the other hand, sits on their RAZR.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Google sets sights on Europe growth (www.ft.com)
The assertion that Google has a lot to learn in its international efforts couldn't be more over-stated.  Google has had success in the international environment, including greater market share than in the domestic market, that every Internet company would covet.  This analysis delves deeper...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Apple iPhone Contains 'Hazardous' Chemicals, Greenpeace Charges (news.yahoo.com)
Apple stands on a pro-consumer podium, and, even if they don't declare a pro-green stance (and they have), they will be subject to intense scrutiny when they don't meet high standards.  This Greenpeace example is just another example, atop their non-consumer friendly "closed" platform or the price...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Nokia Does a Map Deal, Signaling Strategic Bet (www.nytimes.com)
Nokia's Navteq move, though likely overpriced, hints at an important mobile strategy, one that Motorola, Samsung, Sony, AT&T, and T-Mobile have yet to conceive.  By going after the mobile web platform, they are competing with the new big boys of wireless, namely Google and Apple and Internet...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: MySpace expands scope into the mobile Web (telephonyonline.com)
The latest mobile offerings from MySpace resemble its boss: News Corp and newspaper sites have flailed while trying to force consumers to pay for content.  Facebook, MySpace, and LinkedIn may eventually make money from premium services and ads, but they must be cautious while expanding into the...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Demand For Mobile TV To Outpace Infrastructure, Says Broadcast International (televisionbroadcast.com)
User experience, price, and selection are just as if not more important than bandwidth in determining wireless and mobile web usage.  In this vein, Apple's iPhone, Nokia's Ovi platform, and NBC / FOX, and other content providers can improve usage.  Streaming video, and its bandwidth constraints,...

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