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GLG News by Smart Phone Software Experts (North America)

Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: KDDI primed for U.S. wireless launch (www.rcrnews.com)
 · KDDI is in search of growth beyond its mature, competitive home market · The company is looking to establish an MVNO in the US targeting Japanese consumers · The US MVNO economics are challenging at best, and with a small target audience, KDDI will find it very difficult to...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Study says consumers may accept ads—in exchange for free content (www.rcrnews.com)
· Advertising shapes most forms of media and communications · The mobile phone has thus far been a personal, private device largely free from advertising · The economics are quite compelling and it is a matter of time before advertising appears on mobile handsets
Ralph Behar, Senior Director IT
OSI Systems, Inc.
April 12, 2007
More Power To Google
Analysis of: More Power to Google (www.eweek.com)
Environmental concerns are starting to become a bigger issue for data centers.Today this impacts only the big users, but soon everyone will be affected.Data Center Power consumption is on the rise.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Americans ’06: 143 million handsets for $8.8 billion (www.rcrnews.com)
· US mobile market is expanding (subscribers are up to 210 million with 143 million handsets sold in 2006) · Mobile operators want to increase mobile data revenue, not just subscribers and handset sales · Mobile handsets need to be subsidized, and compelling applications need to emerge,...
Ralph Behar, Senior Director IT
OSI Systems, Inc.
Analysis of: Dell Reports It Has Found ‘Misconduct’ (www.nytimes.com)
Dell said its board’s audit committee had “identified a number of accounting errors, evidence of misconduct, and deficiencies in the financial control environment.”Dell also said it was working with its independent auditors to determine whether it would have to revise financial statements.Dell did not...
Ralph Behar, Senior Director IT
OSI Systems, Inc.
Analysis of: Motorola Cuts Its Estimate of Earnings (www.nytimes.com)
Motorola makes a quarter of the world’s mobile phones but it has been plagued over the last six months by sluggish profits.Motorola had tried to gain market share too aggressively, instead of focusing on better profit margins and innovative new features.
Ralph Behar, Senior Director IT
OSI Systems, Inc.
March 16, 2007
Exclusive Content
Analysis of: Carriers Locked in Content Land Grab (www.brandweek.com)
The wireless communications giants have long depended on minutes packages, broad coverage and trendy phones.Looking to help retain and attract customers, each of the major players is avidly inking exclusive content deals with sports and entertainment properties.The biggest issue for all the wireless...
Ralph Behar, Senior Director IT
OSI Systems, Inc.
Analysis of: Oracle Buys Hyperion for $3.3B (www.redherring.com)
Deal makes strategic senseOracle will be successful at being the lens through which SAP most important customers view and analyze data
Ralph Behar, Senior Director IT
OSI Systems, Inc.
February 23, 2007
Vista Sales
Analysis of: Vista Sales Perhaps Not as Dire as Feared (www.betanews.com)
NPD marketing manager David Riley offered to clear up some potential discrepancies with regard to how previous NPD launch week data for Windows operating systems has been reported.Some retailers surveyed provided NPD with monthly sales data rather than weekly. As a result, NPD decided to no longer extrapolate...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: 3GSM 2007 - Introduces the new Samsung’s Ultra Smart F700 (mobizone.wordpress.com)
Apple’s entrée into the Smartphone market has raised the bar for traditional handset manufacturers. There is now a significant competitor adding a fresh (non-mobile phone OEM / ODM) perspective to the mobile user experience. This can only benefit users in the long run. Some key implications: ·...

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