GLG News by Mobile Phone Handsets Purchasers

The Telecom Italia agreement at the same time as the offer of unlimited music devices shows Nokia’s divergence for both mobile operator alliances and direct-to-consumer marketing.

- 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

Beyond the 700-MHz auction and network build out, Google is immediately striving to dominate mobile search by accelerating map and navigation applications.

The article’s marketing trial for mobile-interactive realtor window displays tests the applications potential for interactivity beyond the handset screen to the out-of-home media or “The Web Outside”.

AT&T’s press release of already having an open access network differs greatly from unveiling a support infrastructure to promote new applications and devices.

Beyond FCC appeasement and applications acceleration, Verizon Wireless’s open access could reduce the two critical cost areas of customer service and subscriber acquisition.

Motorola’s CEO replacement has the potential to integrate these three major factors: 1) Highly functional phones; 2) Consumer-appealing form factors; 3) Increasing carrier broadband usage.

Vodafone’s securing an injunction against T-Mobile for the locked iPhone has implications for the three factors of carrier exclusivity, government regulation, and manufacturer distribution.

T-Mobile USA’s co-marketing of the travel giveaway with a qualifying 2-year myFaves rate plan has the implication of inflating the ARPU for only a short-term effect.

Verizon’s FiOS price increase and AT&T’s EchoStar bid imply that Verizon might need to acquire DirecTV for the following reasons: 1) Margin on basic video, 2) Low penetration, 3) High capex.