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November 29, 2006
Verizon-YouTube: Yawn
Analysis of: Verizon Goes YouTubing | www.wirelessweek.com
Author: GLG Expert Contributor
Analysis of: Verizon Goes YouTubing | www.wirelessweek.com
Author: GLG Expert Contributor
--YouTube, like so many before it, has been forced to take a bite of the carrier apple in order to simplify its entrance into mobile--The thought of taking an open, viral, content-centric social media offering and pruning it to fit the narrow confines of a carrier-approved offering, and then charging...
November 29, 2006
Another Positive Step for Verisign
Analysis of: Verisign Acquires inCode Wireless for $52m | www.sda-india.com
Author: GLG Expert Contributor
Analysis of: Verisign Acquires inCode Wireless for $52m | www.sda-india.com
Author: GLG Expert Contributor
--Verisign continues to add to its carrier-centric products and service offerings--inCode is a trusted advisor to many operators, and if integrated properly into the Verisign fold will prove valuable as Verisign expands its core wireless offerings--this is a bit of a blow to Openwave, Amdocs, Comverse...
November 21, 2006
CLECs, part 2
Analysis of: As Mobile ESPN falls, a Helio rises | money.cnn.com
Author: GLG Expert Contributor
Analysis of: As Mobile ESPN falls, a Helio rises | money.cnn.com
Author: GLG Expert Contributor
None of the MVNOs launched outside of carriers (excluding Boost, for example) that are mentioned in this article will succeed in any meaningful long-term way.Amp'd is already migrating to become a service platform, like ESPN, (witness the deal with KDDI), Disney Mobile is languishing with a totally...
November 14, 2006
Qualcomm Puts Nokia, EU Regulators on Notice
Analysis of: Qualcomm, Nokia Struggle to reach Licensing Deal | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Qualcomm, Nokia Struggle to reach Licensing Deal | online.wsj.com
Author: GLG Expert Contributor
Qualcomm takes a measured risk in communicating its expectation that, barring formal external intervention, its prepared to take its licensing dispute with Nokia to the brink, or beyond, next springOn the heels of Qualcomm's winning the Motorola UMTS chip business the company continues to focus on eroding...
November 14, 2006
Motorola Targeting RIM
Analysis of: Motorola to Acquire Good Technology | news.zdnet.com
Author: GLG Expert Contributor
Analysis of: Motorola to Acquire Good Technology | news.zdnet.com
Author: GLG Expert Contributor
- Motorola now has all the components to offer a truly compelling alternative to the RIM BlackBerry in the enterprise market- This consolidation clearly shows the maturing mobile device market and puts a great deal of pressure on small and medium vendors, including Palm.- This is a great move for...
November 7, 2006
YouTube Opts for Compromise
Analysis of: Verizon, YouTube to Bring Web Videos to Cellphones | online.wsj.com
Author: GLG Expert Contributor
Analysis of: Verizon, YouTube to Bring Web Videos to Cellphones | online.wsj.com
Author: GLG Expert Contributor
YouTube/Google have opted for a carrier by carrier approach to bringing their content and audience to mobile, an approach that may provide short term benefits but long term audience erosionIs this deal really about mobile, or is it about content for the Fiber network ultimately?Verizon benefits from...
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