GLG News by Bluetooth Experts

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.

Vodafone under the command of Colao can only be good news

June 18, 2008

Sarin Legacy Isn't All Aces | online.wsj.com

When Colao left McKinsey to help run Omnitel as the COO he showed that he was more that a "Strategy Man" working alongside Francesco Ciao he showed that he was someone vary capable at Operational matters.  With Cioa gone, he steppped up to the CEO role and integrated the Omnitel into Vodafone. On his return to Vodafone he has spent the last 18 months getting ready to succeed Sarin by Optimising the network. Now with an Italian at the head you can expect to see Emerging Markets take a back seat as he follows the startegy of the Spanish Subsiduary and stimulates the market.

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.

What Qualcomm is doing is building a Services Business

June 16, 2008

Qualcomm Creates Mobile Internet Strategy To Go Head-To-Head With Internet Giants | www.washingtonpost.com

Looking at the services businesses of Qualcomm and what you see is the development of a number of verticals.  One of which is BREW; the others are Location, Advertising, Payments, Video.  These services are aimed at helping to create Federations for particular services.  Having created these Federations Qualcomm will be able to influence the strategy of Mobile Networks which will lift the spend on Handsets that run Qualcomm silicon.

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 Voice and Data Share the Throne

April 30, 2008

CTIA: Mobile Data Use Up, But Voice Remains King | www.informationweek.com

While mobile voice can be considered “King” as it represents the majority of mobile traffic and revenues, the mobile industry’s growth engine is data.  Rather than worrying about what is King (or Queen), the industry needs to concern itself with solutions that optimize the overall mobile experience - marrying voice and data.

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.

Net Neutrality Debate Not Going Away

April 23, 2008

Virgin Media May Ignore Network Neutrality | www.eweek.com

Net Neutrality and its implications on the Internet and media consumption is a hot topic, and will be highlighted as network utilization increases.

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.

Microsoft and Retail - Tempting but Risky

April 22, 2008

RUMOR: Microsoft to open Apple-like retail shops | macdailynews.com

Microsoft would love to better control its retail presence to lift its profile among consumers.  Microsoft’s lack of retail experience, history of indirect sales, and the daunting economics of retail make a full-blown retail expansion effort risky.

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’s Long Road to Recovery

April 3, 2008

Sprint’s New Customer Retention Employee Incentive Plan | www.wirelessweek.com

Sprint has never hit full stride since its Nextel acquisition in 2005, and its new CEO is making several changes in an attempt to put the company back on track.  The first few steps are on target but the company has a risky bet in WiMax and little margin for error with its operations.

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.

Displacing the DVR - Not So Fast

February 26, 2008

Locking in Viewers to Watch the Commercials | www.nytimes.com

Advertisers and broadcasters must continually adapt to time-shifting, place-shifting and alternative content distribution technologies and offerings such as the DVR.

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.

RIM - Beware of Pre-Paid

February 21, 2008

Alcatel-Lucent Plans Prepaid Option for BlackBerry | www.redorbit.com

Looking to expand into foreign market, RIM and Alcatel-Lucent have come up with a pre-paid Blackberry solution.  Pricing is key to this initiative, which if not priced correctly, will backfire.

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.

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