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GLG News by Mobile Phone Handsets Sellers

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September 16, 2008
RIM Beware: Consumer Segment is Appealing but Risky
Analysis of: CTIA: Blackberry aims for consumer appeal | telephonyonline.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.
September 12, 2008
SMS - The Little Engine That Keeps Driving the Mobile Industry
Analysis of: Text-Messaging Rates Come Under Scrutiny | online.wsj.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
The argument that SMS pricing is not linked to cost has always been true.  There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.
September 10, 2008
US Mobile Innovation Slow to Develop but Here to Stay
Analysis of: The U.S. Closes the Mobile Innovation Gap | www.businessweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
The US was not initially a leader in mobile, but the Internet is the great equalizer that will propel the US to the top of mobile innovation.
September 10, 2008
Smartphones Still Have Growth Ahead
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
There is still plenty of growth left in the smartphone market but device manufacturers and operators must continue to innovate to entice customers to keep upgrading.  
Kenneth EisnerAugust 1, 2008
Apple iPhone is a Humongous, Game-Changer: Read this to Understand Why
Analysis of: Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In this article, I discuss 10 points on why the Apple iPhone has made mobile / mobile Web / mobile commerce the most important opportunity of the coming year.  Whether it is the four "killer apps" on the iPhone, carrier disintermediation in tandem with Google, the speed to 4G, or the way it has...
Kenneth EisnerJuly 22, 2008
Sprint's PTT, aka a return to 8-track tapes: Are you kidding me?
Analysis of: Consumer push-to-talk: Does anyone really care ‘where you at?’ | telephonyonline.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In general, I think Sprint has made a never-ending flow of tragic mistakes since their merger with Nextel.  But I rarely see a mistake so obviously devoid of consumer misunderstanding that a PTT revival.  These guys need a suitor, fast.
Kenneth EisnerJuly 22, 2008
10 Requirements to Reach Mobile Commerce Critical Mass because of Apple iPhone (and why the Nielsen report is dangerous)
Analysis of: Report: Mobile Internet use has reached "critical mass" | arstechnica.com
Author: Kenneth Eisner, Principal, Eisner Consulting
In this article, I give a preview of my 11 step analysis to mobile commerce usage, driven quickly forward by the introduction of the Apple iPhone, then adjust it slightly for mobile Internet.  But I was appalled by Nielsen's failure to be able to correctly parse the differences between the hideous...
Kenneth EisnerJuly 22, 2008
We Need Nokia: Innovation Central to Smartphone Growth and Apple iPhone Competition
Analysis of: Nokia Tries Apple's Tune | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Admittedly a next generation / innovation proponent, I have long held Nokia as my "old world" wireless players or those not named Apple or Google.  Nokia can combine great market presence with true software knowledge to compete in an ever-changing smartphone world.  Music may be a tough entry...
Kenneth EisnerJuly 22, 2008
Sprint Acquisition by SK Telekom or Deutsche Telekom Spells Disaster, Unless They Ask the Experts
Analysis of: SK Telecom Should Hang Up on Sprint | blogs.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Sprint completely missed the ball on their acquisition of Nextel, resulting in an awful acquisition that also laid waste to the main brand.  Now, SK Telekom or Deutsche Telekom is poised to do exactly the same thing.  You want due diligence, come to the true experts for answers.
June 20, 2008
LTE is going to win WiMax
Analysis of: Nortel, Alvarion in wireless pact | biz.yahoo.com
Author: Alon Konchitsky, Chief Technology Officer, Noise Free, Inc.
LTE is going to win WiMax because LTE is a part of the 3GPP. WiMax is mainly supported by Intel that has never been successful in the wireless industry. Practically, I don’t see a mobile user, with 2 or 4 or even 4 inch screen, using more than 10Mbps on his device. Given that most of the fancy devices...

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