GLG News by Smartphones Experts (North America)

A RIM acquisition by Microsoft could be interesting but would face significant hurdles.

Despite its recent woes, Motorola is not dead and may have successful product releases in its future.

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.

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...

Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.

China Mobile is keen on the Android phones.  In addition to HTC, China Mobile has formed a joint venture with a local startup to build Android phones. 

The HTC Android phone will be closely compared with the 3G iPhone.  Most likely the look and feel won't be as sleek as the iPhone.  However, Android phones will have the processing speed that is hard to beat.  In addition, the open handset model features may not initially be impressive. ...

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.

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.

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.