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GLG News by Mobile Phone Handset Evaluators

Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Facebook users willing to let employers see profiles (www.reuters.com)
Employees posting full profiles at work certainly poses dangers to employees, should they be arrogantly drawn and rudely sketched. But this and other elements of the Social Web allow for benefits to both employee and employer.  More importantly, this two-way conversation is inevitable, so it is...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Sprint joins with Clearwire, Google, Comcast, Intel and others to create new $14.5 billion WiMax company (sprintconnection.kansascity.com)
In the short-term, Sprint has salvaged their WiMax opportunity, but a quick look back shows you how much they have really lost.  On the other hand, sly Google had another ace up its sleeve, and their wireless strategy is becoming clearer by the day.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: CTIA: Mobile Data Use Up, But Voice Remains King (www.informationweek.com)
Wireless researchers keep getting the voice to data point wrong, and they shouldn't still be making this mistake.  Consumers aren't using data because they have been given poor devices with poor interfaces, not because they wouldn't use the Internet or other data if the device was better. ...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: WSJ: Comcast, Time Warner May Fund WiMax (biz.yahoo.com)
The delay in Sprint's Xohm initiative is absolutely telling, telling that there are many problems with WiMax.  The truth is that the U.S. needs faster broadband speeds to compete with Japan and Europe, but I'm not sure if Sprint has the answer.  This article discusses some of the major problems,...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Google Profit Rose 30%, Quelling Investor Fears (online.wsj.com)
Comscore's absurd data caused a seismic roar in the media world, but it turned out that the data was awry, as it is unfortunately with all analytic firms.  Google's growth is relentless, as is the growth of all online.  This article looks at a few of the ways other companies can compete with...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Is Faster Access to the Internet Needed? (online.wsj.com)
The U.S. has been drifting farther and farther behind Asia and Europe in broadband speed, and failure to innovate has been the punishment.  AT&T may have spent too much on their CapEx to make further investments, but that doesn't mean that consumers aren't ready and longing for the broadband...
Peter Curnow-Ford, Chairman
Analysis of: Vodafone looks to emerging markets for growth (www.telecomseurope.net)
Further to my recent analysis above on Vodafone and Verizon, and Verizon's future capex spend:- Today Verizon announced that it:- " NEW YORK (Fortune) -- Verizon says it intends to sell $8 billion of of stock and debt notes to help finance the company's recent $9.36 billion acquisition of federal airwave...
Peter Curnow-Ford, Chairman
Analysis of: Vodafone looks to emerging markets for growth (www.telecomseurope.net)
As one of the world's largest mobile operators, with presence on 4 continents Vodafone has 2 ways to grow - by adding new services to its existing base or by acquiring new customers. The latter is most easily done through acquisition. At the same time the number of freely available markets is diminishing,...
Peter Curnow-Ford, Chairman
Analysis of: Moto spins off ailing handset unit (www.telecoms.com)
This has been rumored for over a year, if not longer and finally brings to an end a tortuous 12 months for Motorola as its fortunes in the consumer handset business have faltered in the attack from Samsung and LG. The question now is, at what value will it be sold? The longer it stays separate the greater...
Hong Jiang, President and Chief Executive Officer
Hong Jiang, President and Chief Executive Officer
HJ Solutions, LLC
Analysis of: Focus Media's Subsidiary Accused Of Sending Chinese Spam Wireless Messages (www.chinatechnews.com)
Simply put, Focus Wireless collects mobile subscriber numbers and private information through legal or illegal means, processes the subscriber data into categories such as business owner, car owners, bank VIPs, etc...  Focus Wireless then tries to target the mobile subscribers with targeted advertisements...

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