GLG News by Bluetooth Experts

Tal RaesideManaging DirectorInsight Strategic Services

Netbooks Trying to Find Their Niche

September 2, 2009

Analysis of:Netbooks post higher demand than notebook PCs in Q2 | www.telecompaper.com

The netbook market has emerged with great fanfare as PC manufacturers and even mobile operators are looking to this device category to spur growth. Netbooks, while appealing in emerging markets, will face the difficult hurdle of creating a position between laptops and smartphones in developed markets in order to succeed.

Tal RaesideManaging DirectorInsight Strategic Services

Dell’s Smartphone Effort is an Uphill Battle

August 28, 2009

Analysis of:Dell Developing Phones for China | online.wsj.com

For the last couple years Dell has coveted entry into the smartphone market. Unfortunately for Dell, their PC-related assets do not necessarily translate to the mobile industry, and success in the highly-competitive handset business will prove very difficult.

Tal RaesideManaging DirectorInsight Strategic Services

Motorola Shows That Mobile Handsets are a Difficult Business

August 3, 2009

Analysis of:Motorola Breaks String of Losses, but Cellphone Sales Continue Slide | online.wsj.com

Despite a legacy of global handset success, Motorola is struggling to survive in the competitive mobile phone business.

Ian WoodPartnerWireless Foundry

Has anyone bid yet?

July 7, 2009

Analysis of:Orange and even O2 may bid against Vodafone for T-Mobile UK | www.rethink-wireless.com

Whilst the UK has two more mobile networks than it needs the big three all know that they would be helping it's closest rivals in removing the two small players. If T-Mobile were to be sold to a rival the actions of the Regulator are not know at this time but some action is expected.  The best case is that the new owner would be expected to return the 3G license and spectrum the worse is that both 2 & 3G spectrum is handed over. Has T-Mobile put the business up for sale?  The present book value for the business is some €3B following the write down at the start of the year.  Since that time T-Mobile has seen a decline in revenues in the UK and a loss of business caused by the fact that they have been working without a CEO or CMO and so have been following the German strategy.  This has further lowered the value of the business.

Tal RaesideManaging DirectorInsight Strategic Services

Best Buy Betting Big on Mobile

June 29, 2009

Analysis of:Best Buy to Target 15% Cellphone Share | online.wsj.com

Best Buy’s stated goal of 15% mobile phone market share is aggressive and likely unattainable but mobile is an area of growth that Best Buy should continue to pursue.

Tal RaesideManaging DirectorInsight Strategic Services

Palm is Back! Not Yet But They’re on the Right Track

June 10, 2009

Analysis of:Apple: $99 iPhone and New $199 3GS | www.wirelessweek.com

Palm’s new Pre device, along with its webOS software, gives the company its best (and maybe last) chance to survive and regain significant presence in a category it defined and once dominated.

Mel BurksFounder / Senior PartnerTech Quest Research, LLC

A Contender for the Number-Two Spot in Wafer Foundry Services

June 2, 2009

Analysis of:Chartered Denies Bid From Abu Dhabi’s ATIC | www.semiconductor.net

In 2007, Chartered was ranked number four in revenue market share behind TSMC, UMC and SMIC.   However, an acquisition of Chartered, combined with GlobalFoundries, could conceivably compete for the number two slot challenging UMC but likely not before 2011. An acquisition of Chartered Semiconductor folded into GlobalFoundries would not dislodge TSMC's position as number one foundry provider for fabless companies.

Tal RaesideManaging DirectorInsight Strategic Services

Pre-Paid Versus Post-Paid - the Next Chapter

May 19, 2009

Analysis of:Is prepaid growth an illusion? | telephonyonline.com

The increase in pre-paid mobile customers makes sense given the current economic conditions but the mobile industry, especially in the US, was built on post-paid or contract subscribers, and will not become pre-paid driven.

Tal RaesideManaging DirectorInsight Strategic Services

Wireless Spending Under Scrutiny but Mobile is Here to Stay

March 24, 2009

Analysis of:60 Million Consumers Contemplate Ditching Wireless | blog.telephonyonline.com

Mobile expenditures may come under scrutiny but ultimately consumers will continue to spend on wireless, and mobile operators need to properly segment their users to maximize profits and position themselves for future growth.

Tal RaesideManaging DirectorInsight Strategic Services

Mobile Video - Not a Slam Dunk

March 16, 2009

Analysis of:A Tough Sell: Movies on Small Screens | www.nytimes.com

Mobile video is appealing but has obstacles to mass adoption.

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