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GLG News by Mobile Phone Handset Evaluators (North America)

Hong Jiang, President and Chief Executive Officer
Hong Jiang, President and Chief Executive Officer
HJ Solutions, LLC
Analysis of: WiMax is 3G (www.wirelessweek.com)
This is a significant milestone in the business sense.  So far, Wimax had been viewed as a threat to the incumbents from the left field.  With this approval by ITU, it begins to legitimize WiMax among the cellular incumbents.
Hong Jiang, President and Chief Executive Officer
Hong Jiang, President and Chief Executive Officer
HJ Solutions, LLC
Analysis of: Chipset vendors jostle for position in WiMAX handsets (www.wimaxtrends.com)
The strongest supporter of WiMax Intel has announced that it will embed its WiMax technology in the processor dubbed Montevina in May of 2008. Intel intends to establish their own Intel-based handsets as well. The biggest US WiMax operator Sprint Nextel also announced that they will deploy WiMax to...
Hong Jiang, President and Chief Executive Officer
Hong Jiang, President and Chief Executive Officer
HJ Solutions, LLC
Analysis of: Motorola Back On Track (www.forbes.com)
Over the long-term (five years and out), the low-cost Asian phone manufacturers are becoming more competitive with features and low cost, making it diffult for the large vendors to sustain their R&D in the US or Europe.  In the short run, the Asian manufactures are still more focused on the...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Vodafone and Verizon Wireless Looking to 4G (www.wirelessweek.com)
A Vodafone and Verizon joint initiative in Long-Term Evolution (LTE) technology represents an important 4G step.  However, to truly hit 4G, the product will need to deliver on end-to-end integration, 100Mbps speed, and a better customer value proposition, as Apple is exploring via the U.K. iPhone...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Google at $600 a share? Yes: here’s why (mediabiz.blogs.cnnmoney.com)
This article provides an analysis of Google's latest moves, including their huge advances into telco, their potential as a competitor to Microsoft Office, and the Apple rumors.  As a follow-up to an earlier blog, this one also deals with the risks Google faces.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Review: Moto Razr2, Q9m fail to excite (news.yahoo.com)
Motorola, by failing to listen to their customer base, hiring true innovators, or partnering with other UI innovators or software providers, has accelerated their fall.  Re-hashing the RAZR and the Q is laughable. 
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Getting Inside Google's gPhone (www.businessweek.com)
There has been an exciting and inevitable shift in the power structure in the wireless industry.  Google has joined an active Apple, a slightly less powerful Yahoo, and a somewhat passive Microsoft in elevating the stakes in the wireless game, setting to snatch it right under the noses of the wireless...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Cable Takes a Ratings Hit (www.businessweek.com)
From DVRs to audio portability to the rise of the Internet, all signs have been pointing to downward trends in TV ad revenue.  And it will just get worse, with social media and the power of consumer beginning to take hold. TV, print, and radio to innovate to maintain some ground, and only NBC appears...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Steve Jobs Offers Rare Apology, Credit for iPhone (online.wsj.com)
Jobs duped the early adopter of the iPhone, and he needed to provide reparation for this breach in trust.  Likely he considered it prior to the price cut announcement but wanted to minimize the cost to Apple, which he did.  Most of all, this shows the immediate and forceful power to the wired...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Teen untethers iPhone from AT&T (alwayson.goingon.com)
The iPhone unlocking, via software, was inevitable, and, though it will likely only affect a small percentage of customers, international users will find it useful.  AT&T has already displayed their ire and may be walking into a customer relations faux pas.  Meanwhile, does Apple even...

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