GLG News by Mobile Phone Handsets Sellers
Analysis of:
Mobile ESPN to Relaunch Through Verizon (www.businessweek.com)
* Exclusive move could be true content differentiator for Verizon * Parallels ESPN's "control" of cable content, where they now charge MSO's large licensing views for their use, and recognizes that mobile is just another channel for viewing content* Foreshadows similar move for Disney
Analysis of:
A Long-Delayed Ad System Has Yahoo Crossing Its Fingers (www.nytimes.com)
* The failure to introduce significant, superior features and Yahoo's cautious defense of Panama should concern backers* In this backdrop, Yahoo Pipes is a significant announcement* Yahoo should also seek to differentiate on click fraud
February 12, 2007
Google Search GUI: Why Google May be to Internet What TV Guide Never Fully Was to TV
Analysis of:
When Being a Verb is Not Enough: Google Wants to Be Your Internet (www.pbs.org)
Google Search GUI: Why Google May be to Internet What TV Guide Never Fully Was to TV
* This article, speculating on Google becoming the Internet backbone, is less important in the actual speculation and more important on the vast domain of Google possibilities* Internet backbone, "pre-tailing" and data provisioning all lie within Google's sphere
Analysis of:
Will 'unlocked' cellphones free consumers? (www.usatoday.com)
- Unlocking phones is a positive step toward customer ‘freedom’
- The US market, however, is predicated on device subsidies and long-term contracts
- Until the subsidy-contract cycle is broken, unlocking phones will not have a significant impact
Analysis of:
Tech: The Look Ahead to 2007 (www.tmcnet.com)
* Apple's iPhone could very well be a game changer, and I am bullish on its potential to be THE smart phone and convergence product of 2007 and possibly 2008* Time will be the biggest factor in encouraging mCommerce, but the iPhone may very well speed adoption rates* Price will be an inhibitor to adoption,...
Analysis of:
Motorola Margins 'Collapse' (www.unstrung.com)
* Motorola introduced a trend setter and created the "fashion" phone market with the introduction of the v3 RAZR in November of 2004. They've spent the last two years patting themselves on the back instead of innovating.* Cell phone provision is incredibly competitive, with the Internet and rebates...
Analysis of:
Ice.com CEO Disses Google, Yahoo; Suggests Cut In Online Ad Spend (internet.seekingalpha.com)
* In order to understand the context of Ice.com's complaints you need to first recognize that they operate in the high-end jewelry vertical and face competitive pressures specific to that industry.* Ice.com CEO Gniwisch's complaints could also be caused, in part, by inefficiencies in Google and...
Analysis of:
Google Steps More Boldly Into PayPal's Territory (www.nytimes.com)
* Google Checkout is part of an end-to-end solution that, when combined with other properties, allows consumers to execute whole transactions without leaving the Google platform. Google Checkout could be a killer application for mobile or local search.
* Google, unlike other online entities as AOL...
Analysis of:
As Mobile ESPN falls, a Helio rises (money.cnn.com)
Lev-Ramin offers an extremely optimistic view of the likely success for MVNO players, an analysis that is high on hype and light on supporting points and an understanding of the MVNO landscape.
The MVNO landscape has grown at an extremely quick pace, driving multiple strong competitors for narrow...
Analysis of:
As Mobile ESPN falls, a Helio rises (money.cnn.com)
With the closing of Mobile ESPN the industry is rethinking the MNVO value proposition. At first glance MNVOs seemed like a welcome addition to the mobile landscape - well-branded companies delivering services that appeal to customer segments the large operators service poorly or outright neglect without...
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