GLG News by Mobile Phone Handset Experts

The projections and analysis from the iSuppli Corp. for replacement handsets compared to new subscribers imply the possibility of a price war and reduced margins. 

Nokia has already exited Japan.  Nokia made no headway in Japan.  If the economy was healthier Nokia would have stayed.  The company’s relationship with Linux will figure prominently in Nokia’s future.

With Clearwire targeting to provide coverage for over 140m people across continental US - and assuming it reaches a penetration rate of 10% over 3 years - thats 14m devices or nearly 5m per year. Clearwire will be supplying either directly or indirectly WiMAX modems, USB Dongles and laptops with...

Nuance and Zi Corporation face a similar challenge of getting presence in the mobile handset space driven by the usability of touchscreens for search input.

The failure of this deal has a number of pundits scratching their heads.  Why did the deal crater?

Verizon’s aggressive launch of the RIM Storm model and the perceived flaws in the “clickable” touchscreen and mobile OS could change the landscape for carrier exclusives and return policies.

Finally, the shareholders of Clearwire have approved to merge with Sprint’s wireless broadband network.

Google’s recent actions are a sign that it is becoming more customer focused.  Yes I know it is a strange thing to say but when you think about it you really don’t have a deep understanding as to how your search results got ranked.

I have often described Tata as the GE of India.  It is involved in everything in India and around the world.  However, not even global giants are immune to over expansion and the recession.

Consumers aren't in a buying mood this holiday, but there are opportunities for new companies.  I don't recommend the hi-tech plays that won't actualize for another decade, but rather look at some opportunities that should spark demand in a 1-3 year time frame.  Anyway, it is the holiday season,...