GLG News by Mr. Tal Raeside, Managing Director
GLG News is now G+ Insights
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G+ is a community for professionals, academics and entrepreneurs to connect through online discussions and in-person meetings. You will continue to see G+ Insights (formerly GLG News) here as well as on the G+ website, where you can share and discuss the G+ Insights you read.
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Nokia: Beware of the Laptop Market
March 16, 2009
Nokia considering entering laptop industry | www.reuters.com
In the quest for future growth, Nokia is considering entering the laptop market. While the idea has some appeal, Nokia should avoid this strategy.
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Smartphones, MIDs and Netbooks - Can They All Coexist?
March 13, 2009
Intel Readies Push Into Mobile Intenet Devices | www.businessweek.com
As the mobile Internet age is upon us, the consumer electronics industry is flirting with a category of devices between phone and laptop computers. This clumsily-defined hybrid category (or categories) may have a hard time thriving.
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Microsoft and RIM: Oil and Water
October 22, 2008
Will Microsoft Buy Research in Motion? | www.businessweek.com
A RIM acquisition by Microsoft could be interesting but would face significant hurdles.
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October 17, 2008
Motorola introduces touchscreen phone | tech.yahoo.com
Despite its recent woes, Motorola is not dead and may have successful product releases in its future.
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October 16, 2008
AT&T: 3G to hold out for 2-3 more years | www.electronista.com
AT&T Mobility’s cautious approach to its Long Term Evolution (LTE) roll out is appropriate given the lack of demand, undeveloped ecosystem and current economic turmoil.
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October 14, 2008
NPD: Apple iPhone 3G is #1 smartphone in U.S.; AT&T big beneficiary | macdailynews.com
Apple’s iPhone has set a new standard in smartphones and mobile entertainment devices. The mobile industry will spend the next few years digesting the new paradigm Apple and others have helped usher in. The clear winner will be mobile consumers who will benefit from improved mobile devices and a better user experience.
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September 24, 2008
What now for wireless? | www.rcrwireless.com
Wireless services have become such an integral part of our everyday lives that the current financial turmoil will not significantly impact the mobile market.
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RIM Continually Searching for Growth
September 18, 2008
Pre-paid B'Berry services soon | www.business-standard.com
RIM’s growth aspirations have led the company to expand its offering to include less-popular and unproven solutions like pre-paid and Blackberry Connect, especially in emerging markets like India.
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RIM Beware: Consumer Segment is Appealing but Risky
September 16, 2008
CTIA: Blackberry aims for consumer appeal | telephonyonline.com
RIM aims to leverage its enterprise and pro-sumer Blackberry success into the consumer market. The transition will not be easy and comes with risk.
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SMS - The Little Engine That Keeps Driving the Mobile Industry
September 12, 2008
Text-Messaging Rates Come Under Scrutiny | online.wsj.com
The argument that SMS pricing is not linked to cost has always been true. There will come a point where SMS pricing is more elastic (either because the price becomes too high or there are messaging alternatives), but we have not reached that point yet.
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US Mobile Innovation Slow to Develop but Here to Stay
September 10, 2008
The U.S. Closes the Mobile Innovation Gap | www.businessweek.com
The US was not initially a leader in mobile, but the Internet is the great equalizer that will propel the US to the top of mobile innovation.
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Smartphones Still Have Growth Ahead
September 10, 2008
Smart-Phone Sales Growth Slows As Consumer Demand Declines | online.wsj.com
There is still plenty of growth left in the smartphone market but device manufacturers and operators must continue to innovate to entice customers to keep upgrading.
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Mobile Voice and Data Share the Throne
April 30, 2008
CTIA: Mobile Data Use Up, But Voice Remains King | www.informationweek.com
While mobile voice can be considered “King” as it represents the majority of mobile traffic and revenues, the mobile industry’s growth engine is data. Rather than worrying about what is King (or Queen), the industry needs to concern itself with solutions that optimize the overall mobile experience - marrying voice and data.
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Net Neutrality Debate Not Going Away
April 23, 2008
Virgin Media May Ignore Network Neutrality | www.eweek.com
Net Neutrality and its implications on the Internet and media consumption is a hot topic, and will be highlighted as network utilization increases.
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Microsoft and Retail - Tempting but Risky
April 22, 2008
RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com
Microsoft would love to better control its retail presence to lift its profile among consumers. Microsoft’s lack of retail experience, history of indirect sales, and the daunting economics of retail make a full-blown retail expansion effort risky.
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Sprint’s Long Road to Recovery
April 3, 2008
Sprint’s New Customer Retention Employee Incentive Plan | www.wirelessweek.com
Sprint has never hit full stride since its Nextel acquisition in 2005, and its new CEO is making several changes in an attempt to put the company back on track. The first few steps are on target but the company has a risky bet in WiMax and little margin for error with its operations.
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Displacing the DVR - Not So Fast
February 26, 2008
Locking in Viewers to Watch the Commercials | www.nytimes.com
Advertisers and broadcasters must continually adapt to time-shifting, place-shifting and alternative content distribution technologies and offerings such as the DVR.
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February 21, 2008
Alcatel-Lucent Plans Prepaid Option for BlackBerry | www.redorbit.com
Looking to expand into foreign market, RIM and Alcatel-Lucent have come up with a pre-paid Blackberry solution. Pricing is key to this initiative, which if not priced correctly, will backfire.
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Flat Rate Pricing in Mobile - a Tricky Bet
February 21, 2008
Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com
Flat rate pricing of mobile services can work for the industry as long as a price war does not begin.
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Unlocked iPhones - Not All Bad for Apple
February 18, 2008
Unlocking an iPhone for real | www.news.com
Unlocked iPhones, which can represent $200-$300+ dollars per device in lost revenue over the course of two years, are not all negative for Apple.
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