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Al PappasAugust 5, 2008
Cisco with EMC may have merit
Analysis of: Cisco Won't Buy EMC, Will It? | www.informationweek.com
Author: Al Pappas, Partner, The StrataFusion Group
I believe that both Cisco and EMC are expanding their base technologies to translate Data into meaningful Information.  They both have capabilities to analyze and direct Data into predetermined and structured storage and processing domains. The translation of Data into meaningful Information for...
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...
Tom DaileyJuly 23, 2008
Is Discover’s Acquisition of the Diners Club Network a Good Thing?
Analysis of: Discover Completes Diners Club Acquisition | dealbook.blogs.nytimes.com
Author: Tom Dailey, Founder, Tom Dailey Consulting
Discover's acquisition of the Diners Club global network could greatly improve Discover's merchant acceptance.  However, there are major technical and operational hurdles involved in integrating the two networks.
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.
July 21, 2008
The strength of the bank is not reflected in the share price.
Analysis of: HDFC Bank Leads Financials Lower on Likely Slowdown | www.bloomberg.com
Author: GLG Expert Contributor
From the data available for the year ended 31st March 2008, HDFC Bank has grown substantially when compared to banking industry as a whole both in credit, deposits and earnings. Net profit increased by 39.1%; 85% Dividend as against 70% in the previous year. CAR maintained at 13.6%. By looking at the credit...
Ian WoodJuly 15, 2008
The Hard Part is Payments
Analysis of: Mobile Payment Transactions Will Grow, Research Shows | www.billingworld.com
Author: Ian Wood, Partner, Wireless Foundry
Whilst the US has seen an explosion in Mobile Banking it is yet to see the users trust the service for Payments. Payments needs to address not just the Banked but the Unbanked, in Africa Vodafone and MTN have  established services that allow micropayments to be made to those that have no Bank Accounts. ...
Bill BradwayJuly 14, 2008
Time to Say Goodbye to the Old American Mortgage Pie?
Analysis of: U.S. Weighs Takeover of Two Mortgage Giants | www.nytimes.com
Author: Bill Bradway, Founder & Managing Director, Bradway Research, LLC
The news that Treasury Secretary Paulson and Fed Chairman Bernanke are trying to reassure the broader markets that Fannie Mae (FNM) and Freddie Mac (FRE) will not be allowed to fail has not produced the expected calming effect on the markets. Shares of both firms have plunged into single digits. Who...

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