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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The iPhone Cat and Mouse Game Continues
August 27, 2007
Teen untethers iPhone from AT&T | alwayson.goingon.com
Cracking and unlocking phones is a continual activity in the mobile world. The latest revelation of a successful iPhone unlocking is unlikely to affect Apple or AT&T.
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Apple Versus the Music Industry
August 23, 2007
Wal-Mart Deals Body Blow to DRM | www.ecommercetimes.com
Apple has a leadership position in digital music distribution but is not making friends in the industry. This will likely come to a head as the music labels are trying to reverse their declining sales trend.
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August 15, 2007
Mom, Let's Talk | www.businessweek.com
It seems inevitable - mobile phones will be in the hands of nearly everyone who can hold one and talk.
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Mobile Handsets - A Continuing Evolution
August 7, 2007
Nokia maintains top spot in mobile phone market | www.infoworld.com
1) The mobile handset industry, now a 1.1 billion unit annual market, is continually evoloving, 2) Apple’s iPhone has raised the bar for the smartphone segment and its influences will be seen in forthcoming products
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Apple’s Earnings - Not Enough Data to Determine iPhone’s Success
July 25, 2007
Apple results eyed for iPhone sales | www.washingtonpost.com
- The market is interested in the iPhone’s impact on Apple’s earnings - There is not enough data in this quarter’s earning to determine success or failure but there are several items to look for in the coming months
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Sprint - Good Call, Bad Timing
July 18, 2007
Sprint Admits It Is "Unable Meet Your Current Wireless Needs" | telecom.seekingalpha.com
· Sprint’s business is under scrutiny as they have several big technology bets in place and have been losing customers · While dropping a few “abusive” customers is not that significant, this is not a good time for a public relations hit · While dropping a few “abusive” customers is not that significant, this is not a good time for a public relations hit
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The US iPhone Launch - Best Outcome for all Parties
July 16, 2007
Was Verizon Really Wrong To Pass On The iPhone? | telecom.seekingalpha.com
1) The iPhone was the right product at the right time for AT&T; 2) Verizon was quite reasonable with its decision to pass on the iPhone
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The iPhone Revolution -- Not So Fast
July 2, 2007
iPhone: Jobs's Revenge | www.businessweek.com
1) The iPhone launch has brought increased visibility and a heightened customer focus to the mobile phone market, 2) but this is far from creating a revolution in a highly competitive market.
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Location, Location, Location...in Mobile Too
June 18, 2007
Shop 'Til You Drop With Your Cell Phone, Says Sprint | www.informationweek.com
- Mobile location-based services are in their infancy - Many future mobile applications will integrate location data providing large and local merchants, as well as advertisers, an additional consumer contact point
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Handset Replacement Will Continue to Shape Mobile Industry
June 12, 2007
Consumers Holding Onto Handsets | www.wirelessweek.com
- Mobile handsets have become must-have personalized devices - Handset manufacturers continue to work diligently to create next-generation products to spur consumer replacement
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Amp’d - The Latest in the Growing List of Struggling MNVOs
June 6, 2007
MVNO struggles continue: Amp’d files for bankruptcy protection | www.rcrnews.com
- MVNOs in general are struggling to succeed - Amp’d Mobile’s subscriber portfolio details are particularly alarming and call into question the operator's business model
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Palm Foleo - Interesting Concept but Questionable Execution
June 5, 2007
Introducing the Palm Foleo | www.palm.com
- Palm may have addressed an emerging issue - application optimized devices - with its Foleo, but - The solution is not practical - it is costly and lacks a compelling usage scenario
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Mobile Data - Just Scratching the Surface
June 1, 2007
Report: Mobile Office Market Consolidation | www.wirelessweek.com
- The market for mobile data services, even those closely related to office applications, is large and growing rapidly
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Motorola - design alone is not enough
June 1, 2007
Moto's monster; Smartphone changes shape depending on the task | findarticles.com
- Motorola pulled of a once-in-a-decade coup with its RAZR handset - Since there is nothing “sticky” about the RAZR, Motorola will have to focus on design as well as applications and services to create an attractive handset portfolio to achieve its growth targets
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May 23, 2007
AT&T steps up Cingular rebranding ahead of iPhone | www.reuters.com
- Cingular Wireless, established in 2001, emerged as a top US wireless brand - With the AT&T acquisition of Bell South (and full ownership of Cingular Wireless) and the resulting AT&T re-branding, the Cingular brand is being jettisoned, and the expensive brand building exercise begins, once again - The good news is that there is no more re-branding on the horizon
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Searching for Deals in Wireless
May 14, 2007
Providence, Blackstone chasing Alltel: source | www.reuters.com
- Mobile operators are attracting interest from private equity firms as well as other operators - The US has only a few mobile operator acquisition candidates, while some markets have even fewer
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May 9, 2007
RIM Curves It Around | www.unstrung.com
- The Curve represents another step toward mobile consumers (from RIM’s traditional enterprise customer base)
- RIM will continue to make marginal changes while still leveraging its core email strength as it targets consumers
- In doing so RIM will increase its potential audience, while at the same time the BlackBerry maker will experience heightened competition and subject itself to the whims of consumers
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May 1, 2007
Research In Motion Has The Advantage Over Palm | ce.seekingalpha.com
· Palm was an innovator in the PDA and smartphone markets
· Competition from RIM and newcomers has displaced Palm from a leadership position
· Palm needs to improve its product portfolio to return to its successful ways
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The iPhone residual effect could indeed benefit AT&T / Cingular
May 1, 2007
iPhone boosting interest in Cingular/AT&T | www.appleinsider.com
· The Apple iPhone, even with limited marketing, is gaining exposure
· AT&T / Cingular and Apple will pour significant resources into the iPhone launch
· AT&T / Cingular might benefit from the increased exposure beyond its iPhone sales as customers may opt to purchase AT&T / Cingular products instead of the iPhone
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Operator-Branded Handsets - Try, Try Again
April 27, 2007
Operators rake it in with branded handsets | www.telecoms.com
· Several attempts at operator-branded handsets have made, each with limited success
· The Top-5 mobile phone manufacturers are tough to beat - they produce 80% of the mobile phones worldwide and have significant design resources and brand loyalty
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