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GLG News by Mobile Phone Handsets Sellers

Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: MVNO struggles continue: Amp’d files for bankruptcy protection (www.rcrnews.com)
- MVNOs in general are struggling to succeed - Amp’d Mobile’s subscriber portfolio details are particularly alarming and call into question the operator's business model
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Introducing the Palm Foleo (www.palm.com)
- Palm may have addressed an emerging issue - application optimized devices - with its Foleo, but  - The solution is not practical - it is costly and lacks a compelling usage scenario
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Report: Mobile Office Market Consolidation (www.wirelessweek.com)
- The market for mobile data services, even those closely related to office applications, is large and growing rapidly
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Moto's monster; Smartphone changes shape depending on the task (findarticles.com)
- Motorola pulled of a once-in-a-decade coup with its RAZR handset - Since there is nothing “sticky” about the RAZR, Motorola will have to focus on design as well as applications and services to create an attractive handset portfolio to achieve its growth targets
Analysis of: Adderton Leaving Amp’d Mobile? Board Struggles -- Money Problems for Ampd (gigaom.com)
  Apparently Peter Adderton, Amp’d CEO hasn’t left the building… for now. Valleywag reported that the mobile maverick was out, a rumor we had heard a few weeks ago, but it was denied by the company. Adderton tells PE Hub that he is still the big cheese. Regardless of his status it seems the company...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: AT&T steps up Cingular rebranding ahead of iPhone (www.reuters.com)
- Cingular Wireless, established in 2001, emerged as a top US wireless brand - With the AT&T acquisition of Bell South (and full ownership of Cingular Wireless) and the resulting AT&T re-branding, the Cingular brand is being jettisoned, and the expensive brand building exercise begins, once...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Search Engine Showdown (www.websearchguide.ca)
* "Crowdsourcing" competitors, as Wikia, Yahoo! Answers, Amazon Mechanical Turk, del.icio.us, digg, and StumbleUpon; * Additionally, vertical search engines, image engines as Like.com,  video engines as Blinkx.com, and Yahoo One Search mobile provide targeted search offerings; * PC World's analysis...
Alon Konchitsky, Chief Technology Officer
Noise Free, Inc.
Analysis of: India on Edge Over 3G (www.lightreading.com)
3G handsets are cost reduced to sub $30, 3G allows higher capacity, 3G coverls longer distance. This is a perfect business model for the Indian market !
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Providence, Blackstone chasing Alltel: source (www.reuters.com)
- Mobile operators are attracting interest from private equity firms as well as other operators - The US has only a few mobile operator acquisition candidates, while some markets have even fewer 
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: RIM Curves It Around (www.unstrung.com)
- The Curve represents another step toward mobile consumers (from RIM’s traditional enterprise customer base)   - RIM will continue to make marginal changes while still leveraging its core email strength as it targets consumers   - In doing so RIM will increase its potential...

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