GLG News by Handset Evaluators

Ian WoodPartnerWireless Foundry

Is Business a core segment to Nokia?

June 19, 2008

Analysis of: Nokia unveils new business phones | news.yahoo.com

With ever more of the business done by Nokia in the Emerging Markets just how important is a handset with such a rich feature set? The Blackberry like E71 whilst attractive suffers from a limited number of Enterprise Applications. How does these handsets fit into the OVI service?

Ian WoodPartnerWireless Foundry

Vodafone under the command of Colao can only be good news

June 18, 2008

Analysis of: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 WoodPartnerWireless Foundry

What Qualcomm is doing is building a Services Business

June 16, 2008

Analysis of: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.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Nortel-Alvarion is a good move

June 13, 2008

Analysis of:Nortel, Alvarion in wireless pact | biz.yahoo.com

Bringing these two stalwarts together is a good partnership and will allow Nortel to benefit from Alvarions huge market presence and for Alvarion to gain all the 'network core' expertise it needs to turnkey complete WiMAX networks.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Yahoo's Pain is Micosoft's (and of course Google's) Gain

May 12, 2008

Analysis of:Yahoo under pressure after deal collapse | www.ft.com

Sure, Google gets the best out of the deal with a weakened Yahoo and a non-strengthened Microsoft, but I'm not sure if this deal would have been good for Microsoft anyway.  They showed a lack of brutish eagerness that has hurt Yahoo, near fatally, and that hurt could help Microsoft climb up the search ladder at Yahoo's expense.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

What a Mess! Deutsche Telekom ponders Sprint Nextel and a Wireless Wasteland

May 12, 2008

Analysis of:Deutsche Telekom May Bid for Sprint Nextel | online.wsj.com

Buyers beware is an understatement with Sprint Nextel.  They have so many gashes in their underbelly that I have difficulty seeing how they could be a worthwhile acquisition, unless the price drops much further.  T-Mobile is not in a powerful position in the market, and combining the two seems more foolhardy than a power move.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Yahoo's Glue is a Good Move, but the User Experience will Determine Success

May 12, 2008

Analysis of:Yahoo! India launches Glue Pages Beta | www.business-standard.com

Yahoo's move into Yahoo Glue is a smart concession in the basic textual search world and a desire to innovate the search experience.  Good for them.  But this is a complicated delivery in a world dominated by simple user experiences, and that is what Yahoo must concentrate on in order to succeed.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

Facebook profiles at Work is another Step in the Social Web (Web 2.0)

May 12, 2008

Analysis of:Facebook users willing to let employers see profiles | www.reuters.com

Employees posting full profiles at work certainly poses dangers to employees, should they be arrogantly drawn and rudely sketched. But this and other elements of the Social Web allow for benefits to both employee and employer.  More importantly, this two-way conversation is inevitable, so it is better to embrace and understand as opposed to ignore.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

WiMax Winners (Google) and Losers (Sprint, Comcast, Time Warner)

May 9, 2008

Analysis of: Sprint joins with Clearwire, Google, Comcast, Intel and others to create new $14.5 billion WiMax company | sprintconnection.kansascity.com

In the short-term, Sprint has salvaged their WiMax opportunity, but a quick look back shows you how much they have really lost.  On the other hand, sly Google had another ace up its sleeve, and their wireless strategy is becoming clearer by the day.

Kenneth EisnerSenior Vice President, Business Development and MaONE ECONOMY CORP.

5 Reasons Why Voice is No Longer King (as this article has carelessly concluded)

April 28, 2008

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

Wireless researchers keep getting the voice to data point wrong, and they shouldn't still be making this mistake.  Consumers aren't using data because they have been given poor devices with poor interfaces, not because they wouldn't use the Internet or other data if the device was better.  I provide five reasons why voice is no longer king, and data awaits the ARPU throne.

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