GLG News by Smart Phone Software Experts (North America)
Analysis of:
The Loser in Amazon’s Results: EBay? (bits.blogs.nytimes.com)
Amazon’s stock price is up more than 25 percent today after its second blockbuster quarterly earnings report in a row. eBay is losing market share to Amazon. This trend appears likely that it will continue.
Analysis of:
Apple results eyed for iPhone sales (www.washingtonpost.com)
- The market is interested in the iPhone’s impact on Apple’s earnings - There is not enough data in this quarter’s earning to determine success or failure but there are several items to look for in the coming months
Analysis of:
Sprint Admits It Is "Unable Meet Your Current Wireless Needs" (telecom.seekingalpha.com)
· Sprint’s business is under scrutiny as they have several big technology bets in place and have been losing customers · While dropping a few “abusive” customers is not that significant, this is not a good time for a public relations hit · While dropping a few “abusive” customers is not...
Analysis of:
Was Verizon Really Wrong To Pass On The iPhone? (telecom.seekingalpha.com)
1) The iPhone was the right product at the right time for AT&T; 2) Verizon was quite reasonable with its decision to pass on the iPhone
Analysis of:
Was Verizon Really Wrong To Pass On The iPhone? (telecom.seekingalpha.com)
Source of revenue when seeling iPhones: revenue from device and revenue from plan/subscription. Both need one another. Newer devices garner attention while older devices reach end of life. Gaining control of the platform is the end issue.
Analysis of:
iPhone: Jobs's Revenge (www.businessweek.com)
1) The iPhone launch has brought increased visibility and a heightened customer focus to the mobile phone market, 2) but this is far from creating a revolution in a highly competitive market.
Analysis of:
Tech's biggest trend: everywhere (money.cnn.com)
The tech world is going to shift as new customers/users come online from other developing nations.
Analysis of:
Shop 'Til You Drop With Your Cell Phone, Says Sprint (www.informationweek.com)
- Mobile location-based services are in their infancy - Many future mobile applications will integrate location data providing large and local merchants, as well as advertisers, an additional consumer contact point
Analysis of:
Consumers Holding Onto Handsets (www.wirelessweek.com)
- Mobile handsets have become must-have personalized devices - Handset manufacturers continue to work diligently to create next-generation products to spur consumer replacement
Analysis of:
MVNO struggles continue: Amp’d files for bankruptcy protection (www.rcrnews.com)
- MVNOs in general are struggling to succeed - Amp’d Mobile’s subscriber portfolio details are particularly alarming and call into question the operator's business model
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