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.

Google Will Help Bring Advertising to Mobile

October 22, 2007

Will Google Crush The iPhone? | www.forbes.com

Google is the undisputed online advertising leader. With their rumored push into mobile, the biggest impact may be bringing advertising to the mobile mainstream.

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.

Compression Not the Only Thing Hindering Mobile Video Success

October 18, 2007

Demand For Mobile TV To Outpace Infrastructure, Says Broadcast International | televisionbroadcast.com

Technology improvements combined with a fresh look at the mobile user experience are required for mobile video to succeed.

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.

Form or Function?

October 12, 2007

Motorola Back On Track | www.forbes.com

The V3 was something that was a victim to fortune. Motorola built a very sexy looking handset they just forgot to do something with the software.  So you got a large number of users who discover that this is not a Nokia or a Sony Ericsson and you need to read the instruction book. Life is too short for instruction books, and so people became unhappy that this was a phone that just made calls and sent texts.  As an internet device it is a nightmare. Not a great device for networks looking to raise ARPU with data services so limited lifespan. Motorola have been playing with just what OS to run on the handset.  You can get the Q which is using Microsoft as the engine for the Smartphone.  However the latest Smartphone sees them return to UIQ (Symbian) for the software and it does not have a QWERTY keypad and so once again data services will be limited. David Beckham as a Brand is outdated, just as LA Galaxy about bang for buck.

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 Helio MVNO Experiment Continues, For Now

September 28, 2007

Earthlink Stops Funding Helio | www.infoworld.com

The US MVNO market, and Helio in particular, faces an uphill battle.

Mark OskowskyPrincipalWireless Tech 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.

NextWave will it survive?

September 26, 2007

Chipset vendors jostle for position in WiMAX handsets | www.wimaxtrends.com

1. There is a lot of noise about WiMax being 4G technology for mobile devices including cellular phones. While this is probably true Wimax standard is not finalized yet and this fact makes the technology developers a risky companies to invest in. 2. NextWave is spending huge amount of money on technology development ranging from ICs, though the prototype development platforms for both industrial and consumer markets. In addition,  NextWave is buying frequency spectrum all around the world. In my opinion this is very risky strategy because WiMax will be rolled-out in 2009-2010 if not later in some countries but the interest payments on company loans to have to be satisfied in the meantime. 3. In addition, the growth of the company is tremendous. They need more and more people to cover all the activities they are involved in and there is question in my mind of controlling the growth.

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.

Google get it...

September 25, 2007

Google at $600 a share? Yes: here’s why | mediabiz.blogs.cnnmoney.com

Google are more than about search, that much has been clear for a while.  But Google are more than applications.

Mark OskowskyPrincipalWireless Tech 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.

BOM and Cost of Typical Cell Phone

September 20, 2007

Apple Sets iPhone Price at $399 for this Holiday Season | www.apple.com

BOM and Cost of Typical Cell Phone Bill Of Materials (BOM) for cell phone is constantly falling. This is especially true for gsm/gprs/edge phones built in high volumes. I summarize the BOM cost of typical and mature phone based on Nokia 7820. Nokia 7820 is the mid/high end phone that has been introduced about a year ago. The BOM and price has already considerably fallen down. The phone is comparable to iPhone by Apple. 1. Samsung stacked memory is $2.00 to $3.00 2. TI OMAP – VOX $6 to $12. 3. Infineon Low Noise Amplifier-$0.15 4. RFMD GaAs Power Amplifier-$1 5. National Semi regulator-$0.35 6. The camera module $3 7. GSM transceiver $2 8. Analog ASIC $3 9. Bluetooth -$2. STM 10. Philips FM radio -$1 11. National Semi LED charge pump $0.5 12. SRAM-$1 Total IC BOM $20 to $26. Additional parts $24.

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 Advertising - Coming Soon but Far From Ready

September 17, 2007

Blyk to launch in UK in September | www.telecompaper.com

Mobile advertising is coming. Implementation will determine how successful this new revenue generator will be.

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 Foleo - Recognizing a Mistake and Correcting It

September 11, 2007

A Message to Palm Customers, Partners and Developers | blog.palm.com

1) Palm’s Foleo was an ill-fated and short-lived project 2) Palm made the right decision by cancelling the Foleo and should instead focus on its core smartphone product line

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 Update – iPod Humming and iPhone Under Pricing Pressure

September 6, 2007

Apple's Fall Updates: New iPods and More | tech.yahoo.com

1) iPod innovation continues 2) iPhone is facing pressure in a competitive mobile market

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