GLG News by Mobile Phone Handsets Sellers

· Palm was an innovator in the PDA and smartphone markets · Competition from RIM and newcomers has displaced Palm from a leadership position · Palm needs to improve its product portfolio to return to its successful ways

 · The Apple iPhone, even with limited marketing, is gaining exposure · AT&T / Cingular and Apple will pour significant resources into the iPhone launch · AT&T / Cingular might benefit from the increased exposure beyond its iPhone sales as customers may opt to purchase...

* Dual CDMA & GSM is vitally important for the international business traveler* Innovative-weak BlackBerry is finally making their mark; sleeker look and necessary features provide excellent platform for BlackBerry to grow* Timing is very important, as Cingular's Apple iPhone is due out in June

* 10 elements, including mobile Internet, GPS, and mobile payment security, are considered relative to their impact on mobile commerce* As these elements speed up, enhanced by strong brand buy-in (Paypal, Visa, Mastercard, Apple), the tipping point to consumer adoption will likely take place in 2009...

* Following their domestic acquisition of Doubleclick, Google once again tops Microsoft with their entry into China* Unlike other US companies, such as Yahoo and Amazon.com who have had problems expanding internationally, Google has been very successful* Free-trade deals like this will help cast Google's...

 · Several attempts at operator-branded handsets have made, each with limited success · The Top-5 mobile phone manufacturers are tough to beat - they produce 80% of the mobile phones worldwide and have significant design resources and brand loyalty

* Gap between Google and Yahoo continues to grow: search is lost, and Panama is not a savior* Yahoo must look to other areas for differentiation * Yahoo has been aggressively plotting social media, wireless, and other Web 2.0; now, they must communicate this strategy in order to avoid a further equity...

· The kid’s phone market is a tough business · Kids aspire to be older yet have specific needs and limitations · Because of the small kids-phone market size, devices are often limited in variety and appeal

 · KDDI is in search of growth beyond its mature, competitive home market · The company is looking to establish an MVNO in the US targeting Japanese consumers · The US MVNO economics are challenging at best, and with a small target audience, KDDI will find it very difficult to...

· Advertising shapes most forms of media and communications · The mobile phone has thus far been a personal, private device largely free from advertising · The economics are quite compelling and it is a matter of time before advertising appears on mobile handsets