GLG News by Mobile Phone Handset Experts
Analysis of:
AT&T's Troubling Trends (www.businessweek.com)
Beyond being a network provider, AT&T Mobility is using its iPhone success to launch a slew of co-branding relationships for devices, applications and services.
Analysis of:
Viacom Sees a Concession in Google Settlement (bits.blogs.nytimes.com)
Legal settlements are never clear cut victories because both sides are able to claim victory.
Analysis of:
Windows 7: A First Look (www.businessweek.com)
All I can say is “Oh NO, not a again”, “Finally something to fix my Vista”, and “Oh no not again.”
Analysis of:
Qualcomm: $1B lawsuit is ‘baseless’ (www.rcrwireless.com)
The problem with intellectual property nowadays is that you can sue someone for infringing on an insignificant claim. The problem with intellectual property, in general nowadays, is that suits are going to rise in number given the stakes involved. Investors need to proactively do their homework before...
Analysis of:
Azure: Can Microsoft Meld Windows with the Web? (www.businessweek.com)
Microsoft has a checkered history of product releases as of late -- from Vista to updated versions of Windows Mobile and Internet Explorer. They seem to release minimal updates, expecting a non-demanding user not looking for vast improvements in user experience and features. In the face...
Analysis of:
Cox to Enter Wireless Services in 2009 (www.businessweek.com)
Cox must have something up their sleeve with wireless. Otherwise, why would they become a Sprint MVNO, right on the heels of the huge flame-outs by Amped, Helio, Disney, and others? Bundling surely can't be the only answer, as there has been precious little proof behind that strategy; there...
Analysis of:
New ad cuts raise worries for Yahoo (www.livemint.com)
Yahoo faces a miserable head wind entering this holiday season. Retail marketers, those likely to drop big bucks around Turkey Day, are having a very bad Fall and may not chase the ghost of Christmas Future. Yahoo's dependence on online display ad revenue could be disastrous for their holiday...
Analysis of:
Apple Holds Prices on Laptops - Computer Maker Refreshes MacBook Lineup (online.wsj.com)
In just this instance, Apple's arrogance may be its undoing over the holiday season and into next year. It is generally wise, and always tempting, to stay true to the brand, and, in Apple's case, deliver premium pricing on its premium product. However, there are several pricing strategies...
Analysis of:
Cox Sets Plans to Build Its Own Cellular Network (online.wsj.com)
Cox’s entry into wireless could merely be a defensive tactic to protect its cable market share against the three factors of telcos deploying femtocells, bundling, and discounting home connectivity.
Analysis of:
Cox Sets Plans to Build Its Own Cellular Network (online.wsj.com)
I am not quite sure what to make of this announcement. The cable giant is not a wireless carrier now. What makes it think it can build a system and operate it?
Cox may need a wireless partner.
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