GLG News by Mobile Phone Handsets Purchasers

News Corp buying The Wall Street Journal might have implications for the MySpace and Google alliance being repeated with the WSJ Website and mobilized under the Android platform.

The two U.S. largest carriers and three U.K. major operators being absent at Google’s Android announcements has implications for both operator competition and the advertising model.

Verizon Wireless’ new prepaid offerings have the following implications for the U.S. wireless market: 1) Prepaid becomes pay-as-you-go; 2) Saturation tactic; 3) Free in-network voice.

Instead of Apple’s iPhone, enterprises want to impact business processes and operational costs with the following: 1) Managing mobile devices; 2) Transforming the traditional PBX.

Garmin’s Tele Atlas bid following Nokia’s Navteq offer has implications for IP mapping in these emerging mobile applications: 1)Personalization and customization, 2)Social networking, 3)Interactive sharing.

Helio’s impact on EarthLink’s third-quarter loss has implications for the three major problems of other failed MVNO’s: 1) Costs of developing content; 2) Premium subscribers; 3) Retail presence.

Motorola has restructured into three divisions: 1)Mobile Devices, 2)Home and Networks Mobility, 3)Enterprise Mobility Solutions.  Nokia had also reorganized into three units: 1)Devices, 2)Services and Software, 3)Markets.  The difference is Nokia’s emphasis on convergence and market distr...

The 80.5% wireless penetration for the U.S. population changes the strategic focus in the following ways: 1) Service instead of activations; 2) Revenue over subscriber growth; 3) Distribution channels from nonexclusive to exclusive.

The 2007 third quarter earnings for Comcast have implications for “cable’s clout” and selling beyond basic video services.  Instead of digital voice and TV, the target market has become subscribers for high- speed Internet access.

Instead of being competition for broadband wireless network, WiMax could become the battle for embedding chipsets across many devices.  The consumer or business user will be attracted to use the network that comes with the device.