GLG News by Bluetooth Experts (North America)

Tal RaesideManaging DirectorInsight Strategic Services 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

Tal RaesideManaging DirectorInsight Strategic Services 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

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.

Chris Hare, Chief Executive Officer

Chris HareChief Executive OfficerThe nTete Group 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Fugly?? Is that it?

February 6, 2008

Review: Nokia E90 Communicator Acts Like a Laptop, Makes Calls Like a Phone | blog.wired.com

Nokia communicators reviewed in the US is important, we've missed the point for a while here, so coverage is cool. Seeding the enterprise driven smartphone market with a real device that bridges submini notebooks and high end phones is an important door opener/wedge to get business ready to support phones in a better way. ID isnt everything.  Its not a consumer device - clearly, but you dont use this to look good.

Tal RaesideManaging DirectorInsight Strategic Services 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Nokia E90 Communicator - Deja Vu

January 29, 2008

Review: Nokia E90 Communicator Acts Like a Laptop, Makes Calls Like a Phone | blog.wired.com

The latest Nokia Communicator suffers from the same identity crisis and niche appeal that have plagued previous iterations

Tal RaesideManaging DirectorInsight Strategic Services 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Flat Rate Versus Usage-Based Pricing Battle Resurfaces

January 28, 2008

Time Warner Trial Could Stifle Online Movies | news.yahoo.com

The issue of how to bill for fixed-capacity network access is reemerging with Time Warner Cable’s announced tiered-rate usage trial in Texas.

Tal RaesideManaging DirectorInsight Strategic Services 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Yahoo!’s Struggles Continue

January 28, 2008

Pink Slips at Yahoo -- How Long Before Jerry Yang Gets One? | blog.wired.com

Yahoo! and its co-founder-turned-CEO are facing a tough time putting the company back on track.

Tal RaesideManaging DirectorInsight Strategic Services 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Can a Business iPhone Succeed?

January 25, 2008

AT&T Mobility repositions iPhone for business users | www.rcrnews.com

Apple and AT&T are trying to increase iPhone sales by repositioning it as a business device.  This is a rational goal but one that is not easily achieved.

Mel Burks, Founder / Senior Partner

Mel BurksFounder / Senior PartnerTech Quest Research, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Alternatives for Cost Reduction in Solar Cell Manufacturing – Nano Flakes

January 4, 2008

Nano Flakes May Revolutionize Solar Cells | www.sciencedaily.com

Development of silicon and III-V compound semiconductor nanostructures offers yet another path for low cost production and increased photovoltaic efficiencies. The real question is when how soon these advanced methods will become commercialized. The decisive factor for the success and production of solar modules is the manufacturing cost and how to drive cost lower while improving conversion efficiency.  

Mel Burks, Founder / Senior Partner

Mel BurksFounder / Senior PartnerTech Quest Research, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Lam Research Acquires New Opportunities with SEZ Acquisition

January 3, 2008

Lam Research rival may bid up price for SEZ Group | www.bizjournals.com

This acquisition is not Lam Research’s first step into wet processing but will be the most significant and application intensive. A very good match considering the industry is in the transitional phase for new materials and device structures at and below the 65nm node and requires an in-depth understanding of the special sensitivities to wet chemistry and etch interactions. As a major player in dielectric etch area, the SEZ acquisition complements the potential for a customer turnkey integrated process.  

Mel Burks, Founder / Senior Partner

Mel BurksFounder / Senior PartnerTech Quest Research, LLC 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Intel and STMicro’s JV Delay to Spansion’s Advantage?

December 28, 2007

Chip Makers Delay a Merger of Their Memory Divisions | www.nytimes.com

The sluggish memory market combined with the credit crunch changes the dynamic for bank funding of the Intel, STMicroelectronic and Francisco Partners joint venture agreement. This delay could impact select semiconductor capital equipment vendors. Competitor Spansion won’t likely benefit from a 3-month delay unless it extends past the second-half of 2008.  

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