GLG News by Bluetooth Experts

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.

Palm’s Last Stand?

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

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 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

Ian Wood, Partner

Ian WoodPartnerWireless Foundry 
          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.

Payment or Banking?

April 30, 2007

Mobile Payments Gain Energy | www.wirelessweek.com

What you are seeing in the US is something that we saw in Europe five years ago.  We are going to see a number of services that are extensions of banking services and then others that are payments based.

When you look at payments where we are currently seeing success is in the expansion of banking rather than a substitution of credit cards. The rules for Money Laundering make mass adoption of mobile payments very difficult to roll out the services.

Internationally the big area is in remittances, these services mean that Western Union is challenged and the size and frequency of payments increase.

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.

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

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.

Kid Phones - a Risky Business

April 22, 2007

Cingular and Verizon Wireless drop kid phones | www.rcrnews.com

· The kid’s phone market is a tough business

· Kids aspire to be older yet have specific needs and limitations

· Because of the small kids-phone market size, devices are often limited in variety and appeal

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.

KDDI Coming to America…Why?

April 13, 2007

KDDI primed for U.S. wireless launch | www.rcrnews.com

 · KDDI is in search of growth beyond its mature, competitive home market

· The company is looking to establish an MVNO in the US targeting Japanese consumers

· The US MVNO economics are challenging at best, and with a small target audience, KDDI will find it very difficult to succeed

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.

Coming to Mobile: Add-Subsidized Content

April 13, 2007

Study says consumers may accept ads—in exchange for free content | www.rcrnews.com

· Advertising shapes most forms of media and communications

· The mobile phone has thus far been a personal, private device largely free from advertising

· The economics are quite compelling and it is a matter of time before advertising appears on mobile handsets

Ian Wood, Partner

Ian WoodPartnerWireless Foundry 
          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.

Just who asked for TV on their phone?

April 11, 2007

How to accelerate the adoption of mobile TV | telephonyonline.com

Mobile TV is all hype with little interest from the user in the street at present.

Content makers are yet to commit to support the Mobile TV sector.

Equipment makers need first off to agree on a global standard.

Ian Wood, Partner

Ian WoodPartnerWireless Foundry 
          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! needs to understand the Mobile market in Europe if its to move forward

April 9, 2007

Strategy Analytics reports Yahoo! Offers Best Mobile Web Experience | www.mobiletechnews.com

The Mobile Web is not about Web2.0 on your handset, if Yahoo! are to be successful they have to see that it is about more than just a smart UI.

Success will come from offering a service that makes them a destination site rather offer to manage Portal services fo the networks as they have done with the Fixed Networks.

Staffing and Politics are still an issue if Yahoo! are to be able to offer and execute a service that Mobile users will be happy with.

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 subsidies and compelling applications key to mobile data

April 4, 2007

Americans ’06: 143 million handsets for $8.8 billion | www.rcrnews.com

· US mobile market is expanding (subscribers are up to 210 million with 143 million handsets sold in 2006)

· Mobile operators want to increase mobile data revenue, not just subscribers and handset sales

· Mobile handsets need to be subsidized, and compelling applications need to emerge, in order for mobile data to increase significantly

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