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GLG News by Mobile Phone Handsets Sellers

Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: MySpaceTV To Compete With YouTube, Facebook Continues Surge (blog.wired.com)
MySpace faces competition from about a dozen, highly-relevant social networks in the incipient Web 2.0 space, and will lose if they focus their energies on competing with Facebook.  Social video networks, on the other hand, will not only become vital, they are also quickly becoming the darling...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Sprint WiMAX Spending Creeps Up (gigaom.com)
Sprint has the best 4G spectrum in the land, but they will not be able to capitalize on it unless they dramatically refocus their organization and overcome the failures of the past two years.  This article will explore Sprint’s biggest hurdles to success, including their own brand, and discuss...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Norwegian hacker says he can bypass AT&T on iPhone (today.reuters.com)
Yes, there will be a small but growing segment of the population interested in an unlocked iPhone, both for making calls and more importantly for the supercharged iPod, as I will discuss.  What is more interesting, though, is to look at unlocking as another piece in Apple's strategy to be a dominant...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Was Verizon Really Wrong To Pass On The iPhone? (telecom.seekingalpha.com)
1) The iPhone was the right product at the right time for AT&T; 2) Verizon was quite reasonable with its decision to pass on the iPhone
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Was Verizon Really Wrong To Pass On The iPhone? (telecom.seekingalpha.com)
In a vacuum, Verizon's decision to pass on the iPhone makes sense, as they couldn't conceive Apple dictating terms to the wireless giant.  Unfortunately for Verizon, AT&T did bow to Apple's demands in order to gain a healthy  short-to-mid term boost in both sales and data ARPU.  This...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: iPhone: Jobs's Revenge (www.businessweek.com)
1) The iPhone launch has brought increased visibility and a heightened customer focus to the mobile phone market, 2) but this is far from creating a revolution in a highly competitive market.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: iPhone Watch: The Summer Blockbuster Goes on Sale Tomorrow (ce.seekingalpha.com)
Pundits claimed for years that convergence was a myth, that all the domestic (and international) audience wanted a cell phone that would ring.  These are pundits akin to the ones who claimed Amazon, eBay, and Google would be flashes in the pan, and they are wrong.  What has been missing to...
William Stueber, Independent Consultant
William Stueber, Independent Consultant
Bill Stueber
Analysis of: iPhone Watch: The Summer Blockbuster Goes on Sale Tomorrow (ce.seekingalpha.com)
iPhone creates a new business model for wireless Partnerships will be forced among historically antagonistic players Effects will be felt sooner than later
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Shop 'Til You Drop With Your Cell Phone, Says Sprint (www.informationweek.com)
- Mobile location-based services are in their infancy - Many future mobile applications will integrate location data providing large and local merchants, as well as advertisers, an additional consumer contact point
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Consumers Holding Onto Handsets (www.wirelessweek.com)
- Mobile handsets have become must-have personalized devices - Handset manufacturers continue to work diligently to create next-generation products to spur consumer replacement

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