GLG News by Mobile Phone Handset Experts (North America)

The ChangeWave survey paints an overly positive picture on Apple and Dell sales this year.  As Circuit City and Best Buy foreshadow, this holiday season will be awful for high-end products, especially those whose purchase can be forestalled.

Despite reporting that the iPhone brought high value customers of 160% ARPU, AT&T is still focusing on basic mobile communications with four new messaging handsets priced under $100.

The scenario of South Lake Tahoe, AT&T and Charter is an example of the major US telcos directing their CAPEX for copper upgrades and fiber to the markets of highest ROI and competition.

AT&T’s acquisitions of Centennial and Wayport shows the economics of buying and upgrading mobile users compared to competing in the U.S. saturated market for another carrier’s subscribers. 

Beyond being a network provider, AT&T Mobility is using its iPhone success to launch a slew of co-branding relationships for devices, applications and services.

Microsoft has a checkered history of product releases as of late -- from Vista to updated versions of Windows Mobile and Internet Explorer.  They seem to release minimal updates, expecting a non-demanding user not looking for vast improvements in user experience and features.  In the face...

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...

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...

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...

Cox’s entry into wireless could merely be a defensive tactic to protect its cable market share against the three factors of telcos deploying femtocells, bundling, and discounting home connectivity.