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GLG News by Radio Frequency Identification Experts

Jason Ma, Board Advisor, Senior Counselor and former CEO
Jason Ma, Board Advisor, Senior Counselor and former CEO
IvyMax, Inc.
Analysis of: Mobile Payments Gain Energy (www.wirelessweek.com)
1. Timely article.2. Highlights the U.S. while Japan, S. Korea, HK, Singapore, other parts of Asia Pacific, and W. Europe are already a few years ahead in implementation and consumer attitude.
Analysis of: Banks plan rival to Visa, MasterCard (news.indiamart.com)
If Indian banks establish a national card payment processor it will significantly reduce MasterCard’s and Visa’s market opportunity there. Now, while the market is still nascent is the time for the global payment networks to cement their processing position.
Jason Ma, Board Advisor, Senior Counselor and former CEO
Jason Ma, Board Advisor, Senior Counselor and former CEO
IvyMax, Inc.
Analysis of: Google's Only Foe: High Expectations (www.forbes.com)
1. As the emerging major ruler and "landlord" of the Internet, a guess is Google's market cap will come down a lot due to future execution imperfection vs. Wall Street persistently skyhigh expectations but will overtake Microsoft's in the long term.  (This assumes...
Jason Ma, Board Advisor, Senior Counselor and former CEO
Jason Ma, Board Advisor, Senior Counselor and former CEO
IvyMax, Inc.
Analysis of: The $2B hole: Research shows businesses should pay for wireless (www.rcrnews.com)
1. Businesses in the U.S. have an opportunity to save costs and help enhance employee productivity regarding mobile usage.2. Wireless/mobile usage is integral, not a luxury, to employees' communications.3. The U.S. enterprise market is still the largest by far in revenue compared to Asia Pacific...
Jason Ma, Board Advisor, Senior Counselor and former CEO
Jason Ma, Board Advisor, Senior Counselor and former CEO
IvyMax, Inc.
Analysis of: Cingular and Verizon Wireless drop kid phones (www.rcrnews.com)
1. Cingular and Verizon are simply repositioning, realizing this lucrative market.2. Kids, parents, stores, distributors, mobile operators, MVNOs, mobile device manufacturers are interested, and some salivating, in this emerging large global market.
Jason Ma, Board Advisor, Senior Counselor and former CEO
Jason Ma, Board Advisor, Senior Counselor and former CEO
IvyMax, Inc.
Analysis of: Google's DoubleClick Strategic Move (www.businessweek.com)
1. Simply confirms Google's vision to own more key "real estate" in the Internet.2. Adds more "types of Internet real estate", furthering future advertising opportunities. 
Analysis of: Skype to offer money-transfer system via PayPal (news.yahoo.com)
The launch of PayPal/Skype’s money transfer system heralds the coming of electronic money and hybrid money transfer services that will compete with and, ultimately, undermine traditional cash-to-cash, branch based systems.
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: How to accelerate the adoption of mobile TV (telephonyonline.com)
Mobile TV is all hype with little interest from the user in the street at present.Content makers are yet to commit to support the Mobile TV sector.Equipment makers need first off to agree on a global standard.
Ian Wood, Partner
Ian Wood, Partner
Wireless Foundry
Analysis of: Strategy Analytics reports Yahoo! Offers Best Mobile Web Experience (www.mobiletechnews.com)
The Mobile Web is not about Web2.0 on your handset, if Yahoo! are to be successful they have to see that it is about more than just a smart UI.Success will come from offering a service that makes them a destination site rather offer to manage Portal services fo the networks as they have done with the...
Analysis of: KKR to Acquire First Data (online.wsj.com)
Private, First Data will: (1) at long last undertake serious platform consolidation, (2) may hive off assets such as Star and pieces of its US merchant processing portfolio, (3) must address the lack of realized synergies among its related payment processing businesses, and, (4) if it takes a...

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