GLG News by Mobile Phone Handsets Purchasers
Analysis of:
RadioShack Stock Soars After Earnings (biz.yahoo.com)
To improve wireless sales, RadioShack will have to consider these alternatives: 1) Exclusive carrier relationship, 2) Subscriber residual compensation, 3) Network and device employee training.
Analysis of:
Qwest Looking to Expand Wireless Partnership (www.wirelessweek.com)
Qwest’s attempt to change the wireless deal from reselling to revenue-sharing will require the following: 1) Upgraded handsets, 2) Incremental subscribers, 3) Bundling differentiation.
Analysis of:
RIM: No seasonal dip in subscriber growth (www.rcrnews.com)
RIM has raised the subscriber growth projections for the Blackberry, but device margins and operating profits could be challenged by the dependence on upgrades and carrier distribution.
Analysis of:
RadioShack revenue down on lower postpaid wireless sales (www.rcrnews.com)
Besides the low Sprint Nextel sales attributing to its revenue decline, RadioShack lacks three factors: 1) Wireless subscriber base; 2) Mobile lifestyle branding; 3) Servicing mobile needs.
Analysis of:
AT&T, Tenn. Create Medical Info Exchange (biz.yahoo.com)
The AT&T and Tennessee state initiative for eHealth combines these advantages: 1) AT&T protects its network contract; 2) State government involved as an active participant; 3) Patients and providers both gain benefits.
Analysis of:
Report: 10 Million iPhones Unlikely To Be Sold in 2008 (www.wirelessweek.com)
To meet the 10 million sales target for iPhone in 2008, Apple will have to play the trade-offs of three alternatives: 1) Lower price, 2) Unlocking the iPhone, 3) Offering new models.
Analysis of:
T-Mobile Adds Landline Compatibility to Hotspot@Home (www.wirelessweek.com)
The T-Mobile USA promotion to bundle the fixed line home phone has three constraints: 1) Targeted market segment; 2) Increasing smartphone adoption; 3) Home broadband requirement.
Analysis of:
Clearwire and Sprint my revive WiMax deal (seattletimes.nwsource.com)
Intel’s $2 billion funding to revive the Sprint Nextel and Clearwire agreement shows that the WiMax deployment will be driven by embedding chipsets in devices and expanding Wi-Fi usage.
Analysis of:
AT&T, T-Mobile Unveil Unlimited Calling Plans (www.wirelessweek.com)
The unlimited voice plans imply a mature market in which the carriers have to retain high-end users to hold revenue, but acquire lower ARPU prepaid subscribers to grow market share.
Analysis of:
RIM, Motorola Exchange Lawsuits (www.wirelessweek.com)
The RIM and Motorola lawsuit dueling implies that mobile cross-licensing is constrained by: 1) Divergent technology, 2) Licensee not controlling distribution, 3) 3rd party carrier marketing.
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