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GLG News by Mobile Phone Handsets Sellers

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February 21, 2008
RIM - Beware of Pre-Paid
Analysis of: Alcatel-Lucent Plans Prepaid Option for BlackBerry | www.redorbit.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Looking to expand into foreign market, RIM and Alcatel-Lucent have come up with a pre-paid Blackberry solution.  Pricing is key to this initiative, which if not priced correctly, will backfire.
February 21, 2008
Flat Rate Pricing in Mobile - a Tricky Bet
Analysis of: Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Flat rate pricing of mobile services can work for the industry as long as a price war does not begin.
February 18, 2008
Unlocked iPhones - Not All Bad for Apple
Analysis of: Unlocking an iPhone for real | www.news.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Unlocked iPhones, which can represent $200-$300+ dollars per device in lost revenue over the course of two years, are not all negative for Apple.
Kenneth EisnerFebruary 13, 2008
Will Yahoo! be the Next AOL? A Look at the Suitors – News Corp, Microsoft, and Google
Analysis of: After Rejection by Yahoo, Microsoft Hints at a Fight | www.nytimes.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Yahoo is in a good and a bad position.  The good position is that they have multiple suitors already -- Microsoft, News Corp, and Google (in a way) -- and might get more, driving up the offer price.  The bad news is that they've already seen AOL go down the road of a failed merger with Time...
Kenneth EisnerFebruary 12, 2008
AT&T is unlocked Apple iPhone 'scandal' loser; Apple will emerge comfortably
Analysis of: Millions of iPhones Go AWOL | www.businessweek.com
Author: Kenneth Eisner, Principal, Eisner Consulting
AT&T doesn't make a cent off of an unlocked Apple iPhone, but Apple makes a hefty profit.  Plus, they get distribution to untapped markets and can still claim that they tried to prevent it.  Apple is on a roll and will continue through the next iPhone release (provided it is not a bad...
Kenneth EisnerFebruary 12, 2008
Google's domain tasting policy, though well meaning, is small potatoes
Analysis of: Google declares war on domain tasting? | www.imediaconnection.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Google's domain tasting policy makes sense, but, predictably, it addresses a very small concern.  Click fraud and a complete lack of transparency are more vital, though this lack of transparency also vaulted Google over Yahoo, AOL, and Microsoft.  In the vein of openness (OpenSocial, Android,...
Kenneth EisnerFebruary 12, 2008
GPS is worthwhile, but Garmin's Nuviphone won't impinge on Apple iPhone's Space
Analysis of: Who Dares Call Garmin's Nuviphone an iPhone-Killer? | blog.wired.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Garmin's Nuviphone entrant shows that the incumbent manufacturers and carriers are continuing to lose their stature, in the wake of the Apple's iPhone.  However, Garmin has neither the brand power nor the expertise to pull off an iPhone.  We won't be able to predict success until we have much...
January 29, 2008
Nokia E90 Communicator - Deja Vu
Analysis of: Review: Nokia E90 Communicator Acts Like a Laptop, Makes Calls Like a Phone | blog.wired.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
The latest Nokia Communicator suffers from the same identity crisis and niche appeal that have plagued previous iterations
Kenneth EisnerJanuary 28, 2008
It's the Interface, Stupid: iPhone's Safari Clobbers Microsoft and Nokia
Analysis of: Google Sees Surge in iPhone Traffic | www.nytimes.com
Author: Kenneth Eisner, Principal, Eisner Consulting
Manufacturers, carriers, and analysts completely underestimated the willingness of consumers to access the Internet over mobile devices and are still nay-saying the iPhone.  They're wrong, and the numbers prove it. 
January 28, 2008
Flat Rate Versus Usage-Based Pricing Battle Resurfaces
Analysis of: Time Warner Trial Could Stifle Online Movies | news.yahoo.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
The issue of how to bill for fixed-capacity network access is reemerging with Time Warner Cable’s announced tiered-rate usage trial in Texas.

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