GLG News by GPS Experts

Alon Konchitsky, Chief Technology Officer

Alon KonchitskyChief Technology OfficerNoise Free Wireless, Inc. 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.

Marvell will win mobile business in China!

October 19, 2009

Will Marvell win the mobile business in China? | www.mobileburn.com

Top management at Marvell is focused directly to this objective.

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 T-Mobile Had a Cloudy Day but “The Cloud” Is Here To Stay

October 13, 2009

T-Mobile Sidekick Disaster: Danger’s Servers Crashed, And They Don’t Have A Backup | www.techcrunch.com

This week was a bad one for Microsoft, T-Mobile and “the cloud” with the announcement of the Danger customers’ data losses. Despite the setback, the cloud will continue to gain popularity and continue to shape the digital media, entertainment and communication world.

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.

Netbooks Trying to Find Their Niche

September 2, 2009

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 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.

Dell’s Smartphone Effort is an Uphill Battle

August 28, 2009

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 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.

Motorola Shows That Mobile Handsets are a Difficult Business

August 3, 2009

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.

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.

Best Buy Betting Big on Mobile

June 29, 2009

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

June 10, 2009

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.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC 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.

Financial Improvement of GM and Chrylser Does Not Necessarily Translate into Sales - Ford is Still Well Positioned

June 8, 2009

Ford to Face Tougher Rivals Following U.S. Rescue | online.wsj.com

The WSJ article focuses on the immediate and medium term financial improvement that GM and Chrysler will enjoy as a result of the U.S. taxpayer bailout. But this does not necessaily translate into sales. Toyota and Ford still have the potential to take significant market share from GM and Chrysler. If you can't sell the cars to consumers, then profits are not in the cards.

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.

Pre-Paid Versus Post-Paid - the Next Chapter

May 19, 2009

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.

Mark FendleyContinuous Improvement ManagerBMW MANUFACTURING CO., LLC 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.

Recognizing the Next Edscha

May 4, 2009

Germany's Edscha to be Sold in 2-4 Months | uk.reuters.com

While we see most of the press regarding the fate of Chrysler and GM, there are many Tier suppliers to the automotive OEM's that will be transformed in the next several months as well. How can these targets for acquisition be best recognized?

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