GLG News by Mobile Phone Handsets Purchasers

With a wireless prepaid platform, RIM continues to diversify beyond the enterprise to: 1) High growth countries, 2) Fully penetrated markets, 3) Prosumer mobile users.

Besides contactless payment technology, the cellphone “mobile wallet” evolving from online banking requires: 1) retailer adaptation, 2) consumer acceptance; 3) e-marketing alliances. 

Besides funding partners for the WiMAX build out, Sprint Nextel’s alliance efforts have these three benefits: 1) User applications, 2) Embedded devices, 3) Distribution channels.

The expansion of Blyk’s ad-funded free service is questionable as a MVNO, but could become an alternative model for carriers to attract and retain high data subscribers.

Garmin’s Nuviphone integrates the navigation device and smartphone, but the test is these three factors: 1) Social networking, 2) Video-sharing, 3) Advertising monetization.

Beyond innovation catch-up, Microsoft’s acquisition of Yahoo has three advantages from the AT&T/Yahoo co-marketing: 1) Broadband subscribers; 2) Advertising revenue; 3) Mobile migration.

The revenue-sharing agreement of AT&T and Apple had risk management provisions for the launch of the iPhone through online purchases and a self-activation platform.

- 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...

AT&T’s record of largest quarterly wireless customer gain is actually consistent with the fourth quarter results for the two prior years of more than 50% prepaid subscribers.  The concern is AT&T’s strategic direction for accelerating consumer video services and enterprise IP applications. ...

AT&T’s repositioning of the iPhone for business users has the implication of increasing sales to corporate employees visiting retail stores rather than serving the needs of enterprise IT managers.