GLG News by Smartphones Experts

- Mobile operators are attracting interest from private equity firms as well as other operators - The US has only a few mobile operator acquisition candidates, while some markets have even fewer 

How is this a good move for Hutchison?  What advantages does this pose for Vodafone?  And what about Essar?

- The Curve represents another step toward mobile consumers (from RIM’s traditional enterprise customer base)   - RIM will continue to make marginal changes while still leveraging its core email strength as it targets consumers   - In doing so RIM will increase its potential...

· Palm was an innovator in the PDA and smartphone markets · Competition from RIM and newcomers has displaced Palm from a leadership position · Palm needs to improve its product portfolio to return to its successful ways

 · The Apple iPhone, even with limited marketing, is gaining exposure · AT&T / Cingular and Apple will pour significant resources into the iPhone launch · AT&T / Cingular might benefit from the increased exposure beyond its iPhone sales as customers may opt to purchase...

 · Several attempts at operator-branded handsets have made, each with limited success · The Top-5 mobile phone manufacturers are tough to beat - they produce 80% of the mobile phones worldwide and have significant design resources and brand loyalty

· The kid’s phone market is a tough business · Kids aspire to be older yet have specific needs and limitations · Because of the small kids-phone market size, devices are often limited in variety and appeal

 · KDDI is in search of growth beyond its mature, competitive home market · The company is looking to establish an MVNO in the US targeting Japanese consumers · The US MVNO economics are challenging at best, and with a small target audience, KDDI will find it very difficult to...

· Advertising shapes most forms of media and communications · The mobile phone has thus far been a personal, private device largely free from advertising · The economics are quite compelling and it is a matter of time before advertising appears on mobile handsets

· US mobile market is expanding (subscribers are up to 210 million with 143 million handsets sold in 2006) · Mobile operators want to increase mobile data revenue, not just subscribers and handset sales · Mobile handsets need to be subsidized, and compelling applications need to emerge,...