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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.

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.

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.

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.

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.

Mobile Phones For All

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.

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.

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

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.

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

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.

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

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.

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

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.

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.

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.

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

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.

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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