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GLG News by Mobile Phone Handset Evaluators

Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Cox to Enter Wireless Services in 2009 (www.businessweek.com)
Cox must have something up their sleeve with wireless.  Otherwise, why would they become a Sprint MVNO, right on the heels of the huge flame-outs by Amped, Helio, Disney, and others?  Bundling surely can't be the only answer, as there has been precious little proof behind that strategy; there...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: New ad cuts raise worries for Yahoo (www.livemint.com)
Yahoo faces a miserable head wind entering this holiday season.  Retail marketers, those likely to drop big bucks around Turkey Day, are having a very bad Fall and may not chase the ghost of Christmas Future.  Yahoo's dependence on online display ad revenue could be disastrous for their holiday...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Apple Holds Prices on Laptops - Computer Maker Refreshes MacBook Lineup (online.wsj.com)
In just this instance, Apple's arrogance may be its undoing over the holiday season and into next year.  It is generally wise, and always tempting, to stay true to the brand, and, in Apple's case, deliver premium pricing on its premium product.  However, there are several pricing strategies...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Can Anything Derail Google's Growth Engine? (www.businessweek.com)
Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning.  Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy (www.instat.com)
The Baltimore Sprint deployment tells us a lot.  In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected.  As for the LTE v WiMax debate,...
Peter Curnow-Ford, Chairman
Analysis of: What now for wireless? (www.rcrwireless.com)
While there is a definite impact on the low-income sector, and cable/telcos are seeing the impact with users canceling subscriptions, wireless/cellular does carry easy access (good for consumers) and higher margins (less susceptible economic low down) and will weather the storm. So yes there will...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: 'Android' Cellphone to Showcase Google Brand (online.wsj.com)
Google's Android starts with one big disadvantage -- time -- and one big advantage -- brand name.  But they are competing against another huge brand in Apple who also controlled the hardware and software.  Though this is directly in line with their strategy, they are leaving part of the OS...
Hong Jiang, President and Chief Executive Officer
Hong Jiang, President and Chief Executive Officer
HJ Solutions, LLC
September 22, 2008
HTC Android vs 3G iPhone
Analysis of: First Google Android phone to cost $199: report (news.yahoo.com)
China Mobile is keen on the Android phones.  In addition to HTC, China Mobile has formed a joint venture with a local startup to build Android phones. 
Hong Jiang, President and Chief Executive Officer
Hong Jiang, President and Chief Executive Officer
HJ Solutions, LLC
September 22, 2008
HTC Android vs 3G iPhone
Analysis of: 'Android' Cellphone to Showcase Google Brand (online.wsj.com)
The HTC Android phone will be closely compared with the 3G iPhone.  Most likely the look and feel won't be as sleek as the iPhone.  However, Android phones will have the processing speed that is hard to beat.  In addition, the open handset model features may not initially be impressive. ...
Peter Curnow-Ford, Chairman
September 19, 2008
The true cost of R&D
Analysis of: Nortel 4G Plans Up in the Air (www.unstrung.com)
As was the case years back when ISDN and other carrier technologies first started coming out of the factory, the vendors have always argued, - economy of scale will always bring real returns - there is always a minimum entry price - stay in or work a partnership It would seem that having exited...

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