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GLG News by Mobile Phone Handset Evaluators

Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: European 3G subscriptions seen topping 100 million (www.reuters.com)
The market is still fragmented. In the big five we still see a wide spread of take up as consumers are yet to be won over. The mobile networks are still to discover a range of products that make the investment pay off. This talks about terminals rather than handsets and so a slowing of sales of phones...
Peter Curnow-Ford, Chairman
Analysis of: It’s official: First certified WiMAX gear arrives (telephonyonline.com)
In a recent survey it was clear that the 'ecosystem' is the most or second most important factor behind generating momentum behind roll out of WiMAX networks. What any operator needs is the ability to deliver and bill for content & service and that means giving or selling a device to the customer...
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
June 25, 2008
Too Little to Late
Analysis of: Motorola Impresses With 5-Megapixel Camera Phone (www.informationweek.com)
This is something that they should have launched 12 months ago.  Failing that then we should have seen it in February at GSM World. The design is dated and the technology is out of date. This new handset is not going to have Networks placing orders outside of the US.  At best this gets a C...
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Nokia unveils new business phones (news.yahoo.com)
With ever more of the business done by Nokia in the Emerging Markets just how important is a handset with such a rich feature set? The Blackberry like E71 whilst attractive suffers from a limited number of Enterprise Applications. How does these handsets fit into the OVI service?
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Sarin Legacy Isn't All Aces (online.wsj.com)
When Colao left McKinsey to help run Omnitel as the COO he showed that he was more that a "Strategy Man" working alongside Francesco Ciao he showed that he was someone vary capable at Operational matters.  With Cioa gone, he steppped up to the CEO role and integrated the Omnitel into Vodafone....
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Qualcomm Creates Mobile Internet Strategy To Go Head-To-Head With Internet Giants (www.washingtonpost.com)
Looking at the services businesses of Qualcomm and what you see is the development of a number of verticals.  One of which is BREW; the others are Location, Advertising, Payments, Video.  These services are aimed at helping to create Federations for particular services.  Having created...
Peter Curnow-Ford, Chairman
Analysis of: Nortel, Alvarion in wireless pact (biz.yahoo.com)
Bringing these two stalwarts together is a good partnership and will allow Nortel to benefit from Alvarions huge market presence and for Alvarion to gain all the 'network core' expertise it needs to turnkey complete WiMAX networks.
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....

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