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June 19, 2008Is 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?
June 18, 2008
Apple iPhone cost is not possible for $100
Analysis of: Early teardown: iPhone 3G could cost Apple as little as $100 | apple20.blogs.fortune.cnn.com
Author: GLG Expert Contributor
Analysis of: Early teardown: iPhone 3G could cost Apple as little as $100 | apple20.blogs.fortune.cnn.com
Author: GLG Expert Contributor
The semiconductor and other component's margin would be lower.
June 18, 2008Vodafone 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 16, 2008What 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
Why EMC?
Analysis of: Credit-Card Security Falters | online.wsj.com
Author: Michael Cherry, President, Cherry Biometrics, Inc.
Why EMC?
Analysis of: Credit-Card Security Falters | online.wsj.com
Author: Michael Cherry, President, Cherry Biometrics, Inc.
Why EMC? (1) EMC’s RSA Division is the best known encryption firm in the world; and data encryption is the next frontier in preventing data theft. (2) EMC makes data storage and encrypted data requires substantially more storage as encrypted data cannot be compressed.
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
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...
June 9, 2008Virtual competition
Analysis of: Wall Street scores VMware's Q4 results an error | www.computerworld.com
Author: Shawn Burgess, Vice President & Chief Information Officer, Abrazo Health System
Other OEMs are developing business strategy on VMWare's innovations? As a consequence the expanding competition landscape is threat to VMWare's market share?
June 9, 2008
Why Not Pursue Solar Over Semi in 2008?
Analysis of: Profitless Prosperity Haunts IC Industry | www.semiconductor.net
Author: GLG Expert Contributor
Analysis of: Profitless Prosperity Haunts IC Industry | www.semiconductor.net
Author: GLG Expert Contributor
Profitless prosperity is the meager reward for the IC industry, as tool costs escalate while chip prices fall. It is increasingly a consumer's market for electronics and equipment providers and employees of IC companies continue to pay the price. The solar cell industry is an ever- promising...
June 2, 2008
Selander bullish on MasterCard earnings growth, but regulatory threat looms large
Analysis of: MasterCard "buy," target price raised | www.newratings.com
Author: GLG Expert Contributor
Analysis of: MasterCard "buy," target price raised | www.newratings.com
Author: GLG Expert Contributor
There’s little not to like in MasterCard’s evolving top and bottom line growth story, a story they could well – indeed should, beat, if! they can contain regulatory threats
June 2, 2008
MasterCard’s earnings growth acceleration credible if it can curb regulation
Analysis of: MasterCard on fire, again | dailybriefing.blogs.fortune.cnn.com
Author: GLG Expert Contributor
Analysis of: MasterCard on fire, again | dailybriefing.blogs.fortune.cnn.com
Author: GLG Expert Contributor
MasterCard’s revamped top and bottom line growth forecasts are eminently achievable, assuming it can contain or better yet roll back regulatory restrictions.
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