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GLG News by Mobile Phone Handsets Sellers

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October 14, 2008
Apple’s iPhone Raises the Bar
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices.  The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in.  The clear winner will be mobile consumers who will benefit from improved mobile devices...
September 24, 2008
Mobile Will Weather the Storm
Analysis of: What now for wireless? | www.rcrwireless.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.
Kenneth EisnerSeptember 23, 2008
Android's Risk Factors in Taking on Apple: Multiple Winners in the Wireless OS Battle
Analysis of: 'Android' Cellphone to Showcase Google Brand | online.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Google's Android starts with one big disadvantage -- time -- and one big advantage -- brand name.  But they are competing against another huge brand in Apple who also controlled the hardware and software.  Though this is directly in line with their strategy, they are leaving part of the OS...
September 18, 2008
RIM Continually Searching for Growth
Analysis of: Pre-paid B'Berry services soon | www.business-standard.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
RIM’s growth aspirations have led the company to expand its offering to include less-popular and unproven solutions like pre-paid and Blackberry Connect, especially in emerging markets like India.
September 16, 2008
RIM Beware: Consumer Segment is Appealing but Risky
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.
September 12, 2008
SMS - The Little Engine That Keeps Driving the Mobile Industry
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
The argument that SMS pricing is not linked to cost has always been true.  There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.
September 10, 2008
US Mobile Innovation Slow to Develop but Here to Stay
Analysis of: The U.S. Closes the Mobile Innovation Gap | www.businessweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
The US was not initially a leader in mobile, but the Internet is the great equalizer that will propel the US to the top of mobile innovation.
September 10, 2008
Smartphones Still Have Growth Ahead
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
There is still plenty of growth left in the smartphone market but device manufacturers and operators must continue to innovate to entice customers to keep upgrading.  
Kenneth EisnerAugust 1, 2008
Apple iPhone is a Humongous, Game-Changer: Read this to Understand Why
Analysis of: Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In this article, I discuss 10 points on why the Apple iPhone has made mobile / mobile Web / mobile commerce the most important opportunity of the coming year.  Whether it is the four "killer apps" on the iPhone, carrier disintermediation in tandem with Google, the speed to 4G, or the way it has...
Kenneth EisnerJuly 22, 2008
Sprint's PTT, aka a return to 8-track tapes: Are you kidding me?
Analysis of: Consumer push-to-talk: Does anyone really care ‘where you at?’ | telephonyonline.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In general, I think Sprint has made a never-ending flow of tragic mistakes since their merger with Nextel.  But I rarely see a mistake so obviously devoid of consumer misunderstanding that a PTT revival.  These guys need a suitor, fast.

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