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GLG News by Smartphone Purchasers

Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Will Microsoft Buy Research in Motion? (www.businessweek.com)
A RIM acquisition by Microsoft could be interesting but would face significant hurdles.
Tal Raeside, Managing Director
Insight Strategic Services
October 17, 2008
MOT is Still Alive
Analysis of: Motorola introduces touchscreen phone (tech.yahoo.com)
Despite its recent woes, Motorola is not dead and may have successful product releases in its future.
Tal Raeside, Managing Director
Insight Strategic Services
October 16, 2008
AT&T: LTE Can Wait
Analysis of: AT&T: 3G to hold out for 2-3 more years (www.electronista.com)
AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary (macdailynews.com)
Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices.  The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in.  The clear winner will be mobile consumers who will benefit from improved mobile devices...
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: What now for wireless? (www.rcrwireless.com)
Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Pre-paid B'Berry services soon (www.business-standard.com)
RIM’s growth aspirations have led the company to expand its offering to include less-popular and unproven solutions like pre-paid and Blackberry Connect, especially in emerging markets like India.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: CTIA: Blackberry aims for consumer appeal (telephonyonline.com)
RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market.  The transition will not be easy and comes with risk.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Text-Messaging Rates Come Under Scrutiny (online.wsj.com)
The argument that SMS pricing is not linked to cost has always been true.  There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: The U.S. Closes the Mobile Innovation Gap (www.businessweek.com)
The US was not initially a leader in mobile, but the Internet is the great equalizer that will propel the US to the top of mobile innovation.
Tal Raeside, Managing Director
Insight Strategic Services
Analysis of: Smart-Phone Sales Growth Slows As Consumer Demand Declines (online.wsj.com)
There is still plenty of growth left in the smartphone market but device manufacturers and operators must continue to innovate to entice customers to keep upgrading.  

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