GLG News by Mobile Phone Handsets Sellers

· US mobile market is expanding (subscribers are up to 210 million with 143 million handsets sold in 2006) · Mobile operators want to increase mobile data revenue, not just subscribers and handset sales · Mobile handsets need to be subsidized, and compelling applications need to emerge,...

Google will “solve” mobile search, but their solution may not have the best interface Google is not an aesthetic company, which may not bode well on form factor Seeing Google put more effort into mobile is great for mobile Seeing Google try to control the high-level user experience may not be great...

  Web mantra that everyone forgets: build for needs, and the business model will come Adobe’s Chizen’ description of the seamless on-off “hybrid” switch between broadband and PC should revolutionize web apps Chizen envisions a new visual for the Web, from buying to browsing, and this is both...

AT&T has huge brand hurdle, vested in its stodgy old brand First carrier to align store concept with data, not voice “New media” wireless store showcasing iPhone is fantastic, if no doubt extremely costly, brand overhaul

Unlike Apple with the iPhone, Earthlink faces a huge brand hurdle too acceptance Earthlink’s extremely limited Wi-Fi service area, in addition to rudimentary phone, makes this a weak offering for customers Only use is to beta network and usage With growing commoditization of voice (VoIP), data...

Apple’s entrée into the Smartphone market has raised the bar for traditional handset manufacturers. There is now a significant competitor adding a fresh (non-mobile phone OEM / ODM) perspective to the mobile user experience. This can only benefit users in the long run. Some key implications: ·...

* Only Apple has a huge mobile innovation on its hand: multi-touch technology.* Only Apple has a brand that can literally dominate a marketplace, and they have done it in multiple electronic marketplaces.* The F700 has one big advantage in 3G network speed (time will tell with the keyboard), and subsequent...

* Learn from Google's experience in delivering the best UI and relevant results -- but now for the mobile community* Mobile search prevalence may very well precede the delivery of worthwhile mobile websites

* Viacom's combativeness toward Google is merely the opening round in a long-term negotiation, one Google is well positioned to win* Securing a win for content providers, as Viacom and News Corp, requires them to negotiate, unlike the music industry did to Napster * The short-term risks...

* Due to their failure to innovate, RIM has attracted an ocean of competitors* Motorola's attempts to diversify in the face of eroding margins fail to address their core problems on the handset side* In the long run, software companies will win the software provision battle