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GLG News by Online Payment Experts

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James Van DykeJune 19, 2008
Mobile PtoP Payments: MasterCard's Partnership with Obopay Demonstrates Why This Market Deserves Attention
Analysis of: MasterCard Partners with Obopay to Offer Industry-leading Person-to-Person Mobile Payment Service | www.mastercard.com
Author: James Van Dyke, President and Founder, Javelin Strategy & Research Inc.
Mobile PtoP payments are a disruptive technology that must be monitored by financial industry investors, because it requires no hardware infrastructure change, and can be adopted by consumers today to send payments between individuals. All leading payments brands, banks, and processors could be affected...
Ian WoodJune 19, 2008
Is Business a core segment to Nokia?
Analysis of: Nokia unveils new business phones | news.yahoo.com
Author: Ian Wood, Partner, Wireless Foundry
With ever more of the business done by Nokia in the Emerging Markets just how important is a handset with such a rich feature set? The Blackberry like E71 whilst attractive suffers from a limited number of Enterprise Applications. How does these handsets fit into the OVI service?
Ian WoodJune 18, 2008
Vodafone under the command of Colao can only be good news
Analysis of: Sarin Legacy Isn't All Aces | online.wsj.com
Author: Ian Wood, Partner, Wireless Foundry
When Colao left McKinsey to help run Omnitel as the COO he showed that he was more that a "Strategy Man" working alongside Francesco Ciao he showed that he was someone vary capable at Operational matters.  With Cioa gone, he steppped up to the CEO role and integrated the Omnitel into Vodafone....
June 17, 2008
Mobile Wallet Popularity In The U.S.
Analysis of: Mobile phones to replace credit cards | www.bankingtimes.co.uk
Author: GLG Expert Contributor
More mobile device users in the United States are beginning to utilize devices for mobile banking and internet access.  Questions and concerns about usability and security exist and must be addressed through both improved technology and consumer education.  Merchants will also need to develop...
Tom DaileyJune 17, 2008
Plastic Cards as an account access device will continue to diminish
Analysis of: Mobile phones to replace credit cards | www.bankingtimes.co.uk
Author: Tom Dailey, Founder, Tom Dailey Consulting
- Plastic Cards as access devices to various types of payment accounts will continue to be important but will increasingly give way to alternative access methods - These alternative access methods will include devices such as smart-card enabled devices such as cell phones, watches or other devices and...
Mark MariottiJune 17, 2008
Las Vegas Housing Parabola
Analysis of: HOME INVENTORY INCREASES IN MAY | www.lvrj.com
Author: Mark Mariotti, CEO, Future Management Holdings Inc
With 45 percent of contingent sales identified as "short sales," or sales in which the lender will be required to accept less than the principal balance owed, we can't expect investor demand to grow. Investors currently have other more liquid and stable securities to place their bets, and...
Ian WoodJune 16, 2008
What Qualcomm is doing is building a Services Business
Analysis of: Qualcomm Creates Mobile Internet Strategy To Go Head-To-Head With Internet Giants | www.washingtonpost.com
Author: Ian Wood, Partner, Wireless Foundry
Looking at the services businesses of Qualcomm and what you see is the development of a number of verticals.  One of which is BREW; the others are Location, Advertising, Payments, Video.  These services are aimed at helping to create Federations for particular services.  Having created...
June 11, 2008
Plucky Revolution Money takes on payment giants
Analysis of: New Brand Pitches Security, Transfer Link | www.americanbanker.com
Author: GLG Expert Contributor
Revolution Money vies to win share away from the card payment network and money transfer establishment. It intends to compete as an open network, with lower base merchant acceptance fees, merchant-sponsored pos cardholder incentives, better fraud prophylactics and a money transfer feature. Reasonable...
Bill BradwayJune 6, 2008
Delinquencies Sprout Like Weeds: Time For a Pain Check
Analysis of: Delinquencies and Foreclosures Increase in Latest Mortgage Bankers Survey | www.mortgagebankers.org
Author: Bill Bradway, Founder & Managing Director, Bradway Research, LLC
Adverse news continues to sprout headlines describing the expansion of delinquencies into new corners of the US bank and thrift loan portfolios. The Mortgage Bankers Association reported that 1Q2008 mortgage delinquency and foreclosure rates continued to expand abovemuch 4Q2007 levels and are now much...
Art GillisJune 6, 2008
HP and EDS - Is it a Win-Win? I Predict a Lose-Lose
Analysis of: HP to Acquire EDS for $13.9 Billion | www.hp.com
Author: Art Gillis, President, Computer Based Solutions, Inc.
My experience with EDS goes back to 1962, not because it was day one for EDS, but instead, to tell you how bad I am at predicting success stories.  What I’m good at is predicting failures. 

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