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GLG News by Wireless Data Card Experts

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Peter Curnow-FordDecember 3, 2008
New Clearwire - a positive step in the right direction
Analysis of: Sprint-Clearwire WiMAX deal clears final hurdle | www.bizjournals.com
Author: Peter Curnow-Ford, Chairman, Eisar Ltd.
With Clearwire targeting to provide coverage for over 140m people across continental US - and assuming it reaches a penetration rate of 10% over 3 years - thats 14m devices or nearly 5m per year. Clearwire will be supplying either directly or indirectly WiMAX modems, USB Dongles and laptops with...
November 26, 2008
Apple buying Dell: A complete waste of money
Analysis of: Why Apple Should Buy Dell | lowendmac.com
Author: GLG Expert Contributor
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 EisnerNovember 24, 2008
What VCs Should Invest In ... In this Economy
Analysis of: What Should Investors Do Now? | online.wsj.com
Author: Kenneth Eisner, Principal, Eisner Consulting
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 EisnerNovember 24, 2008
Advice to RIM Blackberry: How to Attack Apple's B2C Advantage
Analysis of: BlackBerry maker battles back | money.cnn.com
Author: Kenneth Eisner, Principal, Eisner Consulting
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 EisnerNovember 24, 2008
Big NTT DoCoMo Nets Google and LiMo: Microsoft and RIM Should be Worried
Analysis of: DoCoMo, KTF to sell Google phone next year: report | www.reuters.com
Author: Kenneth Eisner, Principal, Eisner Consulting
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...
November 18, 2008
Voluntary Packages: Always a mistake
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: GLG Expert Contributor
Clearly Sprint needs to reduce costs as they keep hemorrhaging market share.  Voluntary work force reduction is not the way to go.
Kenneth EisnerNovember 17, 2008
Higher-Pay Employees Most Likely to Leave Sprint
Analysis of: Sprint offers voluntary package to employees | www.fiercewireless.com
Author: Kenneth Eisner, Principal, Eisner Consulting
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 EisnerNovember 14, 2008
PwC TV Ad Study Reaches Silly Conclusions: Branding isn't just TV Domain
Analysis of: Cutting TV advertising will harm your brand | www.mandmglobal.com
Author: Kenneth Eisner, Principal, Eisner Consulting
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,...
Kenneth EisnerNovember 14, 2008
HTC Google G1 not an iPhone: Will Cut Price Quickly
Analysis of: Report: G1 costs 10 percent less to make than iPhone | news.cnet.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment.  Sure, they can price high, then lower as everyone does.  However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this...
Kenneth EisnerNovember 14, 2008
Scrooge will Visit Apple and Dell for Xmas
Analysis of: Holiday shoppers like Apple and Dell | apple20.blogs.fortune.cnn.com
Author: Kenneth Eisner, Principal, Eisner Consulting
The ChangeWave survey paints an overly positive picture on Apple and Dell sales this year.  As Circuit City and Best Buy foreshadow, this holiday season will be awful for high-end products, especially those whose purchase can be forestalled.

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