GLG News by Mobile Phone Handset Experts (North America)

Best Buy and the iPhone has three factors: 1) Shows the power of the Apple brand and product line; 2) Relegates AT&T to the traditional carrier role; 3) Tests the store-within-a store model.  

AT&T’s speech recognition was designed to speak to a computer from a telephone.  Mobile devices differ because of the efficient and reliable delivery by smart keypads and touch-screen menus.   

Convergys’s acquisition of Intervoice is an opportunity to penetrate call center solutions on the front end of IVR platforms instead of just outsourced staffing and information management.

TracFone’s entry into unlimited plans indicates a crowded space for non-contract mobile customers and perhaps the end of rechargeable prepaid as a stand-alone service.

Qwest’s 2nd quarter results show increased business and broadband revenues, but wireless subscribers would have to reach 2.6 million to match the prior year’s total revenues.

AT&T withholding the iPhone from indirect channels has three considerations: 1) Some locations gaining traffic; 2) Other distribution losing business; 3) Customer service at agent stores.

Sprint Nextel’s 2nd quarter loss of 776,000 postpaid subs questions Best Buy’s record sales of the Samsung Instinct from Sprint while Radio Shack reports disappointment with Sprint compared to AT&T.

AT&T’s future results might be impacted by comments in the 2Q2008 presentation that the iPhone subsidy could reach $720 million and that 13 million or 18% of total subscribers had 3G devices.

The AT&T and Verizon 2nd quarter results point to five problem areas: 1) High DSL disconnects; 2) Increasing wire-line losses; 3)Flat business revenues; 4) Wireless ARPU increases of only 1% to 2%; 5) Competition for high-value wireless subscribers.  The high DSL disconnects make AT&T and...

In this article, I discuss 10 points on why the Apple iPhone has made mobile / mobile Web / mobile commerce the most important opportunity of the coming year.  Whether it is the four "killer apps" on the iPhone, carrier disintermediation in tandem with Google, the speed to 4G, or the way it has...