GLG News by Mobile Phone Handset Experts
Analysis of:
Verizon aims for LTE deployment in 2009 (www.networkworld.com)
Deploying early; means what? One system? Two systems? A small commercial trial system in one city? A small isolated commercial trial system with a handful of key corporate customers?
How about deploying LTE is a handful of cities across the nation but the total network capacity...
Analysis of:
Acer Network: $99 (with $1500 Data Plan) (www.dailywireless.org)
Radio Shack’s $99 Acer netbook shows that AT&T aggressively seeks 3G mobile broadband customers, but also wants to offload users to WiFi and femtocells as presented at the UBS Conference.
Analysis of:
Activate Your iPhone 3G At Home, AT&T Says (www.informationweek.com)
AT&T’s move to buying the iPhone online and activating at home differs from Apple driving unit sales through Best Buy previously and Walmart possibly now.
Analysis of:
Alcatel-Lucent CEO: We will remain in wireless, will have LTE products (www.rcrwireless.com)
For awhile I thought Alcatel was going to listen to the pinheads and actually sell off the wireless division for a quick buck.
Analysis of:
Hawaiian Telcom files for bankruptcy protection (www.forbes.com)
Hawaiian Telcom will not easily recover from overlooking the three service basics of billing systems, customer contact, and market presence during the 2005 sale to the Carlyle Group.
Analysis of:
Nokia cuts quarterly forecast, again (www.rcrwireless.com)
A few months ago industry pundits projected slowing handset sales; specifically smart phones. Nokia’s news should not be a surprise to anyone.
December 8, 2008
Hawaiian Telcom – Files for Bankruptcy – Devastating News – But There is a Silver Lining
Analysis of:
Hawaiian Telcom files for bankruptcy protection (www.forbes.com)
Hawaiian Telcom – Files for Bankruptcy – Devastating News – But There is a Silver Lining
In a word; “devastating”. This company was supposed to be turned around by the firm of Kroll Zolfo Cooper. By all accounts when the new CEO was appointed the company should have been stabilized.
Analysis of:
Wal-Mart waffles on reports of $99 iPhone 3G (www.betanews.com)
The rumored 4 GB iPhone model at $99 in Walmart allows Apple to expand the brand for a mobile product line, but AT&T gets a different user than the projected $95 ARPU of an iPhone buyer.
Analysis of:
AT&T to cut 12,000 jobs, 4 percent of staff (biz.yahoo.com)
AT&T’s 4% layoffs could be an indicator of two trends: 1) Weak synergies of bundling mobile, fixed Internet, and landline; 2) Internet access and wireless substitution lack brand loyalty.
Analysis of:
Surge in sales of LED-backlit notebook PCs (compoundsemiconductor.net)
The sales of PC's with LED based displayes have surged 63% in the most recent quarter and are expected to reach 2.1 million units in 2008, capturing a 5.4% market share. The trand is expceted to continue.
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