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GLG News by Mobile Phone Handset Experts

Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: BlackBerry maker battles back (money.cnn.com)
RIM, like Nextel before the merger with Sprint, needs to move with lightning speed into the consumer arena.  Apple and Google have huge advantages in this arena, with greater consumer know-how and a marketing reach that blows RIM out of the water.  In this article, I look beyond RIM's new...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: DoCoMo, KTF to sell Google phone next year: report (www.reuters.com)
The roll-out of the Google phone into Japan, through the largest carrier in the country and one of the data innovators, is a shot across the bow of Microsoft, RIM, and Nokia.  It is impossible to stem the tide of the new OS mafia -- from Apple, Google, and LiMo -- but if Microsoft doesn't wake...
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: Sprint offers voluntary package to employees (www.fiercewireless.com)
Like Sprint Nextel’s voluntary separation program, AT&T and Verizon might face job reductions for mobile services in realizing Nokia’s assessment of reduced consumer spending.
P.J. Louis, President
PJ Louis LLC
Analysis of: Sprint offers voluntary package to employees (www.fiercewireless.com)
Companies in Sprint’s situation will ask for volunteers first.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Sprint offers voluntary package to employees (www.fiercewireless.com)
I don't think the Sprint voluntary package is going to draw mass defections.  The market is too weak, and options for the unemployed are not rosy.  However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: Nokia Warns of Flat Handset Sales in Q4 '08 - to Decline in 2009 (www.cellular-news.com)
Nokia talking about responding to the market conditions has the implications of more focused selling, cost cutting, and a trimmer product portfolio.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Cutting TV advertising will harm your brand (www.mandmglobal.com)
This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true.  Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future,...
Gregg Kail, MBA, Reseller Manager
Gregg Kail, MBA, Reseller Manager
AT&T Corp
Analysis of: Sprint offers voluntary package to employees (www.fiercewireless.com)
Sprint Nextel’s voluntary separation could reduce eventual layoff expenses, but could adversely affect the talent resource management for future projects in emerging technology. 
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Report: G1 costs 10 percent less to make than iPhone (news.cnet.com)
The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment.  Sure, they can price high, then lower as everyone does.  However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Holiday shoppers like Apple and Dell (apple20.blogs.fortune.cnn.com)
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.

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