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GLG News by Wireless Data Card Experts (North America)

Analysis of: Microsoft Web Browser Loses Ground (online.wsj.com)
Browsers are a give away; no one pays for themNot an indicator of anything except that MS does not have the best browser in town
Analysis of: Sprint-Clearwire WiMAX deal clears final hurdle (www.bizjournals.com)
Clearwire's original plan was impossible to implement with the capital they had. Sprint has two goals for the combination:     get rid of their capital commitment to Xohm     own a stake in a business model that can work The Investors in the new Clearwire...
Afarin Bellisario, DSc, MS, Founder and President
Transtrategy, Inc
Analysis of: Surge in sales of LED-backlit notebook PCs (compoundsemiconductor.net)
The sales of PC's with LED based displayes have surged 63% in the most recent quarter and are expected to reach 2.1 million units in 2008, capturing a 5.4% market share. The trand is expceted to continue.
Analysis of: Why Apple Should Buy Dell (lowendmac.com)
The difference between a Mac and a Dell is strictly the OS.  Why would Apple want to sell the same hardware for lower margins?
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: What Should Investors Do Now? (online.wsj.com)
Consumers aren't in a buying mood this holiday, but there are opportunities for new companies.  I don't recommend the hi-tech plays that won't actualize for another decade, but rather look at some opportunities that should spark demand in a 1-3 year time frame.  Anyway, it is the holiday season,...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: BlackBerry maker battles back (money.cnn.com)
RIM, like Nextel before the merger with Sprint, needs to move with lightning speed into the consumer arena.  Apple and Google have huge advantages in this arena, with greater consumer know-how and a marketing reach that blows RIM out of the water.  In this article, I look beyond RIM's new...
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: DoCoMo, KTF to sell Google phone next year: report (www.reuters.com)
The roll-out of the Google phone into Japan, through the largest carrier in the country and one of the data innovators, is a shot across the bow of Microsoft, RIM, and Nokia.  It is impossible to stem the tide of the new OS mafia -- from Apple, Google, and LiMo -- but if Microsoft doesn't wake...
Analysis of: Sprint offers voluntary package to employees (www.fiercewireless.com)
Clearly Sprint needs to reduce costs as they keep hemorrhaging market share.  Voluntary work force reduction is not the way to go.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Sprint offers voluntary package to employees (www.fiercewireless.com)
I don't think the Sprint voluntary package is going to draw mass defections.  The market is too weak, and options for the unemployed are not rosy.  However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.
Kenneth Eisner, Principal
Kenneth Eisner, Principal
Eisner Consulting
Analysis of: Cutting TV advertising will harm your brand (www.mandmglobal.com)
This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true.  Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future,...

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