GLG News by Mobile Phone Handsets Purchasers
Analysis of:
Massive customer losses force Sprint Nextel to cut jobs, stores (www.rcrnews.com)
Sprint Nextel’s 4,000 job layoffs is cost cutting, but the 20% reduction of third-party indirect distribution implies the following: 1) Lower sales, 2) High churn, 3) Competitive weakness.
Analysis of:
AT&T CEO sees slowdown in consumer sales (www.businessweek.com)
AT&T’s CEO acknowledging a sales slowdown raises the question of soft economy or the inability to replace traditional telephony revenue with compelling applications for Internet access.
Analysis of:
Pudding raises $8M in quest to place ads into phone conversations (www.rcrnews.com)
Advertising targeted to mobile voice calls will be challenged by the dubious synergy of talking and ad-viewing as well as privacy and legal issues.
Analysis of:
Danger IPO Announced (www.wirelessweek.com)
As the smartphone market becomes a highly competitive space, the Danger Inc. IPO has the implications of trying to exploit their “firsts” of a full keyboard, Web content access and messaging.
Analysis of:
Carphone Leaps on M&A Talk (www.lightreading.com)
The speculation of Vodafone acquiring Carphone Warehouse could change the wireless retail operations in U.S. Best Buy stores to become exclusive agents for Verizon Wireless.
Analysis of:
RIM Shares Rise, No Sign of Slowing Down (www.wirelessweek.com)
RIM’s strong fiscal third quarter results indicate the strength of its distribution model of selling business applications as well as exploiting the consumer retail channels of U.S. carriers.
Analysis of:
Fairpoint Comm Drops on Rejection of Verizon Landline Sale (www.news.com)
Vermont regulators rejecting Verizon’s sell-off to FairPoint could impact landline dispositions in terms of: 1) Net operating savings; 2) Cash inflow for video build outs; 3) Reliable customer service.
Analysis of:
AT&T employees, others sound off on telework cuts (www.networkworld.com)
AT&T’s withdrawal of teleworking appears to be retrenchment, but fixed mobile convergence (FMC) needs to begin with the merging of wireline-wireless salesforces and channel partners.
Analysis of:
Google Announces New iPhone App (www.wirelessweek.com)
Google’s announcement of consolidating its iPhone services indicates its potential to dominate handset platforms and exploit user-friendliness for mobile advertising.
Analysis of:
Verizon's Open Move Hastens Wireless Market Transformation (www.informationweek.com)
Verizon’s open access that includes selling wholesale network implies the following: 1) Processing call detail records (CDRs); 2) Billing end users; and 3) Ensuring customer satisfaction.
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