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GLG News by Smartphones Experts

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Hong JiangOctober 4, 2007
Short-term and Long-term View of Motorola's Cell Phone Business
Analysis of: Motorola Back On Track | www.forbes.com
Author: Hong Jiang, President and Chief Executive Officer, HJ Solutions, LLC
Over the long-term (five years and out), the low-cost Asian phone manufacturers are becoming more competitive with features and low cost, making it diffult for the large vendors to sustain their R&D in the US or Europe.  In the short run, the Asian manufactures are still more focused on the...
September 28, 2007
The Helio MVNO Experiment Continues, For Now
Analysis of: Earthlink Stops Funding Helio | www.infoworld.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
The US MVNO market, and Helio in particular, faces an uphill battle.
September 17, 2007
Mobile Advertising - Coming Soon but Far From Ready
Analysis of: Blyk to launch in UK in September | www.telecompaper.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Mobile advertising is coming. Implementation will determine how successful this new revenue generator will be.
September 11, 2007
Palm Foleo - Recognizing a Mistake and Correcting It
Analysis of: A Message to Palm Customers, Partners and Developers | blog.palm.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
1) Palm’s Foleo was an ill-fated and short-lived project 2) Palm made the right decision by cancelling the Foleo and should instead focus on its core smartphone product line
September 6, 2007
Apple Update – iPod Humming and iPhone Under Pricing Pressure
Analysis of: Apple's Fall Updates: New iPods and More | tech.yahoo.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
1) iPod innovation continues 2) iPhone is facing pressure in a competitive mobile market
August 27, 2007
The iPhone Cat and Mouse Game Continues
Analysis of: Teen untethers iPhone from AT&T | alwayson.goingon.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Cracking and unlocking phones is a continual activity in the mobile world. The latest revelation of a successful iPhone unlocking is unlikely to affect Apple or AT&T.
August 23, 2007
Apple Versus the Music Industry
Analysis of: Wal-Mart Deals Body Blow to DRM | www.ecommercetimes.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
Apple has a leadership position in digital music distribution but is not making friends in the industry. This will likely come to a head as the music labels are trying to reverse their declining sales trend.
August 15, 2007
Mobile Phones For All
Analysis of: Mom, Let's Talk | www.businessweek.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
It seems inevitable - mobile phones will be in the hands of nearly everyone who can hold one and talk.
August 7, 2007
Mobile Handsets - A Continuing Evolution
Analysis of: Nokia maintains top spot in mobile phone market | www.infoworld.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
1) The mobile handset industry, now a 1.1 billion unit annual market, is continually evoloving, 2) Apple’s iPhone has raised the bar for the smartphone segment and its influences will be seen in forthcoming products
July 25, 2007
Apple’s Earnings - Not Enough Data to Determine iPhone’s Success
Analysis of: Apple results eyed for iPhone sales | www.washingtonpost.com
Author: Tal Raeside, Managing Director, Insight Strategic Services
- 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

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