GLG News by Wireless Data Card Experts (North America)

Josh KingVP, Business Development, General CounselAvvo, Inc.

Sprint's spectrum assets provide a compelling backstop to value

February 4, 2008

Analysis of:Is Sprint Nextel Worth Saving? | blogs.wsj.com

The book value of Sprint's spectrum assets is likely understated, given the robust results in the 700 MHz auction and the emerging value of Sprint's vast 2.5 GHz holdings.

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

AMD Looks Uphill: Bluster Dims Lost Luster

February 4, 2008

Analysis of:AMD: Is The Worst Over? | seekingalpha.com

Does AMD keep close enough tabs on the details? Risk underestimation cripples bold initiatives. Crisp execution and coordination of all the risks is something AMD needs to do better. AMD overpaid for ATI, ran short of cash and had to go overseas for capital.AMD will give up precious market share to Intel.AMD profitability remains just out of reach.At current market valuation AMD may be a takeover target.  

Ed KetchoyianIndependent ConsultantEd Ketchoyian

Sprint Nextel Watch: Clearwire Agreement Back On and iDEN Network Affirmed

February 1, 2008

Analysis of:Sprint Confirms Commitment to Industry-Leading Push-to-Talk Service | www.businesswire.com

Big announcements on the Sprint Nextel front this week. Sprint, Clearwire tying up again and the curious announcement on the iDEN network.  Included in the developments was the announcement of a $31B impairment charge, which will not be covered below. 

Tarik FawziChief Executive OfficerAeneas Strategy

Blyk will have a challenging situation in the Netherlands; wholesale customer for Vodafone

January 30, 2008

Analysis of:Mobile Advertising: Blyk gets new funding; launches in second market | www.moconews.net

- The announcement of new funding by Blyk indicates some investors still see potential in Blyk, despite non-flying results in the UK - The announced deal with Vodafone NL is one of the first wholesale deals for Vodafone in the Netherlands in a crowded MVNO-market, where over 90% over MVNO's are on the KPN network - the planned launch of Blyk in the Netherlands will stimulate the Mobile Advertising market and the turn around of the business model. 

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

It's the Interface, Stupid: iPhone's Safari Clobbers Microsoft and Nokia

January 28, 2008

Analysis of:Google Sees Surge in iPhone Traffic | www.nytimes.com

Manufacturers, carriers, and analysts completely underestimated the willingness of consumers to access the Internet over mobile devices and are still nay-saying the iPhone.  They're wrong, and the numbers prove it. 

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

Google’s Android Appears (Near) Ready: Motorola, Microsoft Should Shake in their Boots

January 28, 2008

Analysis of:A Warm Welcome for Android | www.businessweek.com

I'm now excited about Google's Android.  Large-scale apps are being created, Motorola is hiring Android developers, scads of Android downloads are being reported ... and Microsoft is denying any problem.  All the signs for a good 2008 and 2009 and a hefty complement to Apple's iPhone.

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

RIM and Sprint: 2 companies sought pro-sumers. Guess who won?

January 22, 2008

Analysis of:RIM Shares Rise, No Sign of Slowing Down | www.wirelessweek.com

RIM and Nextel both faced a limited business-only marketplace and strategized a move into the consumer market.   When Sprint merged with Nextel, they made all the wrong choices to attack this marketplace, losing a huge opportunity to leverage a powerful business brand in Nextel.  RIM Blackberry, on the other hand, truly merged their offering into the pro-sumer space, eradicating any challenge from the merged company and facing it rather from Apple.

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

Completely Realigning Sprint's Strategy or Watching their Disappearance

January 22, 2008

Analysis of:Sprint Looks to Slice | www.thestreet.com

Sprint is in dire straits, with a rapidly eroding core business.  This article suggests a complete refocus around their business lines and a move to creating a bold new strategy.  A new CEO helps them, as will strategic layoffs, but it is difficult to determine whether they will be able to recover.

Ed KetchoyianIndependent ConsultantEd Ketchoyian

A Sprint Magical Mystery Tour: One Scenario for the Long Term Future

January 18, 2008

Analysis of:Sprint Looks to Slice | www.thestreet.com

A possible scenario is submitted on how Sprint will resolve its short term strategic issues and how this will all play out over the longer term in the wireless industry.  In the end, the author suggests a slimmed down Sprint, after spinning off WiMAX and iDEN, is ultimately taken over.

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

To Save their Business, Sprint Must Realign Around the Customer

December 31, 2007

Analysis of:Sprint surcharges, taxes, fees, and other charges | support.sprint.com

The Sprint-Nextel merger has created an awful mess.  There is no doubt in my mind, unfortunately, that Sprint is completely lost in the wireless experience and needs something absolutely dramatic to shake things up.  Realigning around the customer experience and bucking the other wireless carriers, as I describe in this article, is an option, and the other option is much riskier. 

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