GLG News by Mobile Phone Handset Experts (North America)

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...

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,...

The 2.4 million 3G iPhone users are about a 5% contribution to net income over the next eight quarters or the 24 months of the contracted rate plan for $95 monthly APRU.

By going online with the Experience Store, AT&T is trying to reduce three costs: 1) Remodeling brick-and-mortar stores; 2) Servicing 100% wireless users; 3) Training the agent channel.  

With weak consumer spending, Apple is trying to draw traffic to its own stores with iPhone offers such as registering online for store pickup and selling an unlocked version in Hong Kong.

The AT&T reorganization into four units lacks a separate division for Enterprise Mobile Solutions to promote field communications, realtime applications, and workforce productivity.

RIM’s consumer smartphones are well-timed with the enterprise spending slowdown, but the forecast of lower gross margins show the dependence on carrier’s marketing and subsidized pricing.

The AT&T and DirecTV contract indicates the mutual need to: 1) Replace DSL and satellite TV disconnects; 2) Compete against the cable triple play; 3) Acquire higher end customers.

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...

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.