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To 4G or not to 4G? That is the investment question....

January 27, 2010

Analysis of:Blackberry Offers Low-Hanging Fruit (WSJ Thursday, 11/5/2009) | wsj.com

This article looks at the infrastructure upgrade ROI impacts on Verizon Wireless, who will be the first US operator to roll out LTE. Concerns raised about the risks of being the first to roll out a new technology. Questions the rush to bring this technology to market. Even Vodafone, who is a 45% Verizon shareholder, is not rushing to roll out 4G upgrades on its network. And the article looked at Verizon's other recent technology upgrade, FIOS, which still is a ROI question mark.

Google's new Phone: what does this mean for Android?

December 16, 2009

Analysis of:HPV Vaccine Stirs Economic Debate | wsj.com

12/14/09 article in the WSJ announces Google's plans to sell a wireless phone, Nexus, next year. Google plans to sell the Nexus online and not through the carriers. The article speculates on what the phone will do to the Android Consortium, which Google has fostered. Concern raised that existing handset manufacturers in Android might get upset and leave the consortium. Or is it much to do about nothing.

Sly as a fox.....

December 9, 2009

Analysis of:ATT to iPhone users: Don't use your iPhone so much | www.mercurynews.com

The Mercury News reported that ATT's Ralph de la Vega, head of Consumer Services, told investors that ATT is working to improve its network (bandwidth). But will also offer incentives to "reduce or modify their usage".

Has RIM become the AOL of the handset market?

November 6, 2009

Analysis of:Blackberry Offers Low-Hanging Fruit (WSJ Thursday, 11/5/2009) | wsj.com

The release of the Motorola's Droid Smartphone was predicted to impact Apple's iPhone business. This article points out that it is Research in Motion ("RIM's") Blackberry business that is threatened. The article provides facts and figures on the iPhone, Android devices on impact on RIM's Blackberry business and market share. And predicts a continuing revenue decline.

There Will Not Be Long Term Implications on ATT Iphone Exclusivity.

April 22, 2009

Analysis of:AT&T Chief Presses to Keep iPhone, Deepen Wireless Push | online.wsj.com

I believe that there will not be long term implications on ATT Iphone exclusivity. Handsets initially released on one network is a long industry practice that has been going on for years. It has not led to domination of one Network operator over the others. Apple would prefer to see the iphone on competitor's networks as soon as possible to help them get a wider distribution and market share.

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