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GLG News by Mobile Phone Handsets Sellers

Tal Raeside, Managing Director
Insight Strategic Services
August 15, 2007
Mobile Phones For All
Analysis of: Mom, Let's Talk (www.businessweek.com)
It seems inevitable - mobile phones will be in the hands of nearly everyone who can hold one and talk.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Online Ad Spending to Overtake Print by 2011 -- Study (internet.seekingalpha.com)
Catalog deceleration and online "eyeballs" foreshadow a quick acceleration in online ad spending.  However, the slow integration of multi-channel and the failure of key execs and ad companies to understand this new channel are preventing the shift from print to online.  This article explores...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Nokia maintains top spot in mobile phone market (www.infoworld.com)
1) The mobile handset industry, now a 1.1 billion unit annual market, is continually evoloving, 2) Apple’s iPhone has raised the bar for the smartphone segment and its influences will be seen in forthcoming products
William Stueber, Independent Consultant
William Stueber, Independent Consultant
Bill Stueber
July 31, 2007
iPhone - Act1
Analysis of: Was Verizon Really Wrong To Pass On The iPhone? (telecom.seekingalpha.com)
- Vzw never would have been a partner, at least now. - AT&T was bargaining from weakness - This is the first in a long string of heightened benchmarks for device/network integration - The iPhone story is only at the very first chapter
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Google falls short of expectations (www.ft.com)
With the latest quarter's news, Google is bound to hear many calling for a growth slowdown, but you won't hear that here.  This blog will delineate arguments and utilize sources to make the point that Google's position in the ad market, personnel moves, acquisitions, and telecom move -- even in...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Apple results eyed for iPhone sales (www.washingtonpost.com)
- The market is interested in the iPhone’s impact on Apple’s earnings - There is not enough data in this quarter’s earning to determine success or failure but there are several items to look for in the coming months
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Motorola Reports Q2 2007 (www.technologynewsdaily.com)
Motorola is falling into the abyss, with each new iteration - the RIZR, the ROKR, and the Q - painfully echoing the lost glory of the RAZR.  To avoid the bottom, Motorola needs a drastic overhaul and a renewed focus.  This article describes the steps I believe Motorola must take to recapture...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Moto's monster; Smartphone changes shape depending on the task (findarticles.com)
Consumers are looking for convergent products, have been for awhile, contrary to the belief of many, yet Motorola is trying to give them piecemeal products with outdated UIs (user interfaces).  Motorola has long been resting on its laurels with the RAZR, and, as they roll out these "new" phones,...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Sprint Admits It Is "Unable Meet Your Current Wireless Needs" (telecom.seekingalpha.com)
· Sprint’s business is under scrutiny as they have several big technology bets in place and have been losing customers · While dropping a few “abusive” customers is not that significant, this is not a good time for a public relations hit · While dropping a few “abusive” customers is not...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Evolution of the internet opens doors for Microsoft (www.ft.com)
Microsoft has recently picked up search steam, largely at the expense of Yahoo!, further underscoring the worthiness of this partnership.  Both organizations have big holes - Microsoft's largely in web 2.0 platforms such as social networking and mobile, and Yahoo's largely in its search decline...

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