GLG News by Mobile Phone Handsets Purchasers (North America)
Analysis of:
Best Buy begins selling refurbished iPhones (www.businessweek.com)
The refurbished iPhones are questionable for 2009 handset trends in that “refurbs” have generally been utilized for replacements, trial offers, and temporary usage.
Analysis of:
Phone companies doing a services bait-and-switch? (www.fiercetelecom.com)
The article implies that the three major U.S. carriers are using bait-n-switch with lower-end customers, but the focus might be on “high-billers” of multiple and strategic services.
Analysis of:
The Internet's Cool, But TV Remains Ad King (www.informationweek.com)
Deloitte’s survey of how consumers pay attention to ads indicates that TV still wins over the Internet, but does not measure the ad effectiveness for buying behavior.
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:
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:
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:
Economic crisis spurs mobile device shipment contraction in '09 (www.echannelline.com)
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.
Analysis of:
Zi Corporation Responds to Unsolicited Offer Made by Nuance Communications, Inc. (money.cnn.com)
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.
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