Searching for Deals in Wireless
May 14, 2007
Providence, Blackstone chasing Alltel: source | www.reuters.com
- Mobile operators are attracting interest from private equity firms as well as other operators - The US has only a few mobile operator acquisition candidates, while some markets have even fewer
May 9, 2007
RIM Curves It Around | www.unstrung.com
- The Curve represents another step toward mobile consumers (from RIM’s traditional enterprise customer base)
- RIM will continue to make marginal changes while still leveraging its core email strength as it targets consumers
- In doing so RIM will increase its potential audience, while at the same time the BlackBerry maker will experience heightened competition and subject itself to the whims of consumers
May 9, 2007
Active RFID Technology: MINI USA “Motorby” Pilot Program Features Wavetrend Active RFID Technology | www.rfidsolutionsonline.com
RFID industry needs long-term improvements for individual application.
1. Price - Much higher than target price.
2. Hardware system - Based on ROI, cost and price still too high to application.
3. System - For commercial application, total operation system still not completed and matured yet.
4. Photocol - The global standards still not match yet. EPC running on different frequencies.
5. Tag - Price of the active. semi active, passive tag still two expensive compared with bar code label.
6. Integration - needs longer time to integrate all standards, acceptable & economic pricing level, software cost, hardware cost cost, AUTO-ID national standard, actual application after integration and high percantage of application.
7. High level of application - The benefit will only be crated by high level of application as a regular control system for AIDC/AUTO-ID applications.
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
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
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
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
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
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
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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