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GLG News by Smart Phone Software Experts (North America)

Ralph Behar, Senior Director IT
OSI Systems, Inc.
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.
Tal Raeside, Managing Director
Insight Strategic Services
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
Tal Raeside, Managing Director
Insight Strategic Services
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...
Tal Raeside, Managing Director
Insight Strategic Services
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
Ralph Behar, Senior Director IT
OSI Systems, Inc.
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.
Tal Raeside, Managing Director
Insight Strategic Services
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.
Ralph Behar, Senior Director IT
OSI Systems, Inc.
June 19, 2007
Tech's Trend
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.
Tal Raeside, Managing Director
Insight Strategic Services
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
Tal Raeside, Managing Director
Insight Strategic Services
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
Tal Raeside, Managing Director
Insight Strategic Services
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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