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GLG News by Mobile Phone Handset Evaluators (North America)

Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Sprint WiMAX Spending Creeps Up (gigaom.com)
Sprint has the best 4G spectrum in the land, but they will not be able to capitalize on it unless they dramatically refocus their organization and overcome the failures of the past two years.  This article will explore Sprint’s biggest hurdles to success, including their own brand, and discuss...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Norwegian hacker says he can bypass AT&T on iPhone (today.reuters.com)
Yes, there will be a small but growing segment of the population interested in an unlocked iPhone, both for making calls and more importantly for the supercharged iPod, as I will discuss.  What is more interesting, though, is to look at unlocking as another piece in Apple's strategy to be a dominant...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Was Verizon Really Wrong To Pass On The iPhone? (telecom.seekingalpha.com)
In a vacuum, Verizon's decision to pass on the iPhone makes sense, as they couldn't conceive Apple dictating terms to the wireless giant.  Unfortunately for Verizon, AT&T did bow to Apple's demands in order to gain a healthy  short-to-mid term boost in both sales and data ARPU.  This...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: iPhone Watch: The Summer Blockbuster Goes on Sale Tomorrow (ce.seekingalpha.com)
Pundits claimed for years that convergence was a myth, that all the domestic (and international) audience wanted a cell phone that would ring.  These are pundits akin to the ones who claimed Amazon, eBay, and Google would be flashes in the pan, and they are wrong.  What has been missing to...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Search Engine Showdown (www.websearchguide.ca)
* "Crowdsourcing" competitors, as Wikia, Yahoo! Answers, Amazon Mechanical Turk, del.icio.us, digg, and StumbleUpon; * Additionally, vertical search engines, image engines as Like.com,  video engines as Blinkx.com, and Yahoo One Search mobile provide targeted search offerings; * PC World's analysis...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Verizon Gets a World BlackBerry (www.switched.com)
* Dual CDMA & GSM is vitally important for the international business traveler* Innovative-weak BlackBerry is finally making their mark; sleeker look and necessary features provide excellent platform for BlackBerry to grow* Timing is very important, as Cingular's Apple iPhone is due out in June
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Mobile Payments Gain Energy (www.wirelessweek.com)
* 10 elements, including mobile Internet, GPS, and mobile payment security, are considered relative to their impact on mobile commerce* As these elements speed up, enhanced by strong brand buy-in (Paypal, Visa, Mastercard, Apple), the tipping point to consumer adoption will likely take place in 2009...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Google, China Telecom Form Online Ad Alliance (www.sda-india.com)
* Following their domestic acquisition of Doubleclick, Google once again tops Microsoft with their entry into China* Unlike other US companies, such as Yahoo and Amazon.com who have had problems expanding internationally, Google has been very successful* Free-trade deals like this will help cast Google's...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Earning Report Sends Yahoo To 10-Week Low (www.tradingmarkets.com)
* Gap between Google and Yahoo continues to grow: search is lost, and Panama is not a savior* Yahoo must look to other areas for differentiation * Yahoo has been aggressively plotting social media, wireless, and other Web 2.0; now, they must communicate this strategy in order to avoid a further equity...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: For Google Phone Rumors, Press 1. For More Google Phone Rumors, Press 2 (googlewatch.eweek.com)
Google will “solve” mobile search, but their solution may not have the best interface Google is not an aesthetic company, which may not bode well on form factor Seeing Google put more effort into mobile is great for mobile Seeing Google try to control the high-level user experience may not be great...

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