GLG News by Handset Evaluators

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

For WiMax's sake, Xohm must spin ASAP from Sprint and into more capable hands

April 24, 2008

Analysis of:WSJ: Comcast, Time Warner May Fund WiMax | biz.yahoo.com

The delay in Sprint's Xohm initiative is absolutely telling, telling that there are many problems with WiMax.  The truth is that the U.S. needs faster broadband speeds to compete with Japan and Europe, but I'm not sure if Sprint has the answer.  This article discusses some of the major problems, and then prays for a quick spin-off in order to get it out of Sprint's untrustworthy hands.

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

Google and RIvals will be Helped by Slow but Gigantic Surge to Online

April 23, 2008

Analysis of:Google Profit Rose 30%, Quelling Investor Fears | online.wsj.com

Comscore's absurd data caused a seismic roar in the media world, but it turned out that the data was awry, as it is unfortunately with all analytic firms.  Google's growth is relentless, as is the growth of all online.  This article looks at a few of the ways other companies can compete with Google in advertising, amid the run-up by the juggernaut.

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

The U.S. is Falling Drastically Behind in Broadband Speed: Don't Let AT&T Fool (Lie to) You

April 17, 2008

Analysis of:Is Faster Access to the Internet Needed? | online.wsj.com

The U.S. has been drifting farther and farther behind Asia and Europe in broadband speed, and failure to innovate has been the punishment.  AT&T may have spent too much on their CapEx to make further investments, but that doesn't mean that consumers aren't ready and longing for the broadband advancements.  Build the high-speed bridge, and they (consumers, businesses, applications) will come.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Verizon needs $8B for airwave licenses

April 3, 2008

Analysis of:Vodafone looks to emerging markets for growth | www.telecomseurope.net

Further to my recent analysis above on Vodafone and Verizon, and Verizon's future capex spend:- Today Verizon announced that it:- " NEW YORK (Fortune) -- Verizon says it intends to sell $8 billion of of stock and debt notes to help finance the company's recent $9.36 billion acquisition of federal airwave licenses, according to a filing Tuesday. The New York phone giant hopes to build a fourth generation nationwide network using the swath of 700 megahertz radio frequencies. Verizon (VZ, Fortune 500) needs to make a $1.4 billion down payment by Thursday on top of the $500 million installment made at the beginning of the Federal Communications Commission auction. The remaining $7.5 billion is due on April 17, hence the trip to the capital markets."

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Vodafone - growth from acquisition

March 31, 2008

Analysis of:Vodafone looks to emerging markets for growth | www.telecomseurope.net

As one of the world's largest mobile operators, with presence on 4 continents Vodafone has 2 ways to grow - by adding new services to its existing base or by acquiring new customers. The latter is most easily done through acquisition. At the same time the number of freely available markets is diminishing, and those markets that are fast growth and dominated by local players are ripe to be hoovered up by the larger players. The single largest fragmented market is Africa, specifically sub-sahara, along with some of the more accessible mid-east states. What Vodafone needs to be careful of, is that it does not get locked out by fast moving Mid-East/Asian players. Witness Zain, previously MTC of Kuwait, buying MSI Celltel's 13 licenses in East Africa. So what can Vodafone dispose of to help it get the financials sorted in a depressed market to start on its next acquisition trail, Verizon!

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Where does this leave the handset business and what future for the infrastructure side?

March 27, 2008

Analysis of:Moto spins off ailing handset unit | www.telecoms.com

This has been rumored for over a year, if not longer and finally brings to an end a tortuous 12 months for Motorola as its fortunes in the consumer handset business have faltered in the attack from Samsung and LG. The question now is, at what value will it be sold? The longer it stays separate the greater the potential for its competitors to overwhelm it and drive down its market cap even further. Further what chance does it have of raising capital for new projects. For the remaining mobility and broadband business, there are 2 key questions: first up it will be a very integrated business but dependent on key partners (Nortel, Ericsson, Cisco, etc) for the non-radio infrastructure taht its customers will need to complete a network and second as a much reduced market cap organization it will be competing in a very capital intensive marketplace, will it be able to do vendor financing, etc?

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

Yahoo's Stalling, but They Can't Escape Microsoft's Grasp

March 17, 2008

Analysis of:Yahoo buys time with Microsoft by board move | www.reuters.com

Yahoo is doing whatever they can to avoid a Microsoft takeover, but it is becoming obvious that they will have no choice but to fall prey to the Seattle giant, in large part because their other suitors - News Corp, Google, and AOL - could never exude the leverage that Microsoft could.  In truth, the merger is likely good for the marketplace, as Google is becoming far too dominant of a player in search and other Internet categories.  The only questions left to ask may be whether the takeover will be hostile or not and whether the deal will pass federal scrutiny.

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

RIM v. Apple: Why Apple is Positioned Well for the Fight

March 12, 2008

Analysis of:Apple Faces Challenges In Driving iPhone Adoption By Business | www.informationweek.com

The RIM versus Apple battle is the current smartphone battlefield (unless Nokia can enter the fray), with Microsoft and Palm bowing out due to an inability to innovate and deliver products that capitalize on the shifting pro-sumer or business / consumer market.  Now that Apple is making a move into an enterprise-level product, pro-sumers will now have an opportunity to carry only one product that can be used for both in-office and out-of-office activities, something that the Information Week article did not delve into -- the shift in consumer usage.  While conceding a RIM lead over the foreseeable future, this analysis will examine some of Apple's advantages as the playing field shifts.

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

A Kinder, Gentler Microsoft - in the Browser Battle Trenches, is the Aggressor Playing Nice?

March 10, 2008

Analysis of:Microsoft rolls out test of new Internet Explorer 8 | www.reuters.com

Microsoft is in the middle of a tremendous browser battle.  Their share has been eroding, and the web masses are getting restless.  Internet Explorer 8 is an attempt to fight back Firefox and Safari, but it also appears to be a change in approach for Microsoft.

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

Google Gears Gingerly Enters the Mobile Fray … What, no iPhone?

March 10, 2008

Analysis of:Google Gears heads for Windows Mobile phones | www.zdnetasia.com

Google Gears delivers interactive applications that run offline to a place where these applications will certainly excel, on a mobile device.  However, the users most likely to use it, iPhone users, aren’t on the list and neither are Nokia users.  Are they just seeding for the Android launch?

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