GLG News by Mobile Phone Handsets Purchasers (EU)

- The announcement of new funding by Blyk indicates some investors still see potential in Blyk, despite non-flying results in the UK - The announced deal with Vodafone NL is one of the first wholesale deals for Vodafone in the Netherlands in a crowded MVNO-market, where over 90% over MVNO's are on the...

- the investment of both Vodafone and Telefonica in Amobee is another indication there are great expectations of mobile advertising - control of a technical partner however might hurt market growth - Microsoft before invested in Amobee competitor Screentonic

- Vodafone, Telefonica and Orange will see increased competition in the Spanish mobile market - this time from a player with a good track record (Germany, Belgium) of working in markets with multiple MVNO's - voice and text messaging prices will drop in the Spanish market hurting margins

- by closing an exclusive deal with Apple for distributing the iPhone, T-Mobile is opening the door for future lower earnings - an Apple deal is a short-sighted focus on acquisition numbers, but by giving away data and voice revenues to a supplier, other handset suppliers will see opportunities to do...

- further consolidation in the European wireless market - little reason for customers to remain loyal - 3G is no competitive advantage anymore

Blyk, led by a former Nokia President, will start operations in the UK offering free mobile services to consumers. They will fund this with advertising revenues. Offering free services could be a threat to wireless operators revenues, but there are hurdles.

The wireless data market in European has not shown any significant revenues streams in the prepaid data market. Europe is more prepaid and more data oriented than the US. Learning from the European experience, AT&T should not be too optimistic about revenues in this market.

- Vodafone's strategy is to focus on emerging markets - however established markets still represent bulk of Vodafone's revenues - multiplay offers by competition threat existing revenue stream - both to defend this as well as to enter new markets Vodafone moves into the fixed market - more moves by...

Alcatel Lucent can profit from it's track record in Europe in 3G networks and application solutions to grasp growth opportunities in the Middle East and Chinese markets. Recently closed contracts with Etisalat and China Unicom underscore this. However, the threat from Chinese domestic players Huawei...

- wireless operators are looking for new revenue channels, of which mobile advertising promises to be one- Screentonic has multiple operator contact and the appropriate platforms to be a player in this field- by acquiring Screentonic, Microsoft can leapfrog it's attempts to become more intimate with...