GLG News by Wireless Data Card Experts (North America)

Afarin BellisarioFounder and PresidentTranstrategy, Inc

Intel inside everything?

March 3, 2009

Analysis of:Intel vs. Qualcomm | www.businessweek.com

The partnership between Intel and TSMC will allow expanding Intel platform well beyond PC, notebooks and Net Books. Access to IP, will allow a set of customers who value customization consider Intel platform. In addition to access to IP and ASIC design capability, TSMC can offer Intel a lower cost manufacturing facility to compete more effectively.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

One Step Forward, More to Go

March 3, 2009

Analysis of:Solar Power For $2 A Day | www.forbes.com

Designers in CA are using the current generation of solar technology to create smaller, easy to install and modular panels which are afforadble for younger people, even those living in rental housing. Using existing technology while eliminating large cost of installation is an mportant step to spread the utility of panels. This will allow people to experiment with solra power without haveing to lay out thousands of dollars. Solving safety and integration problems with the grid will be the next.  

Michael Horsch FizzPrincipal AdvisorFCI Inc.

Balancing a Load

February 27, 2009

Analysis of:Alteon deal worth just $17.65M, Nortel says | www.ottawacitizen.com

-May be enough to finally give Radware a push into profitability;  -Nortel (Alteon) clients win;  -Radware may increase their market reach.  -Competition is already going after existing Nortel clients.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

LED Displays are Here to Stay

December 5, 2008

Analysis of:Surge in sales of LED-backlit notebook PCs | compoundsemiconductor.net

The sales of PC's with LED based displayes have surged 63% in the most recent quarter and are expected to reach 2.1 million units in 2008, capturing a 5.4% market share. The trand is expceted to continue.

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

What VCs Should Invest In ... In this Economy

November 24, 2008

Analysis of:What Should Investors Do Now? | online.wsj.com

Consumers aren't in a buying mood this holiday, but there are opportunities for new companies.  I don't recommend the hi-tech plays that won't actualize for another decade, but rather look at some opportunities that should spark demand in a 1-3 year time frame.  Anyway, it is the holiday season, and nothing goes better under the Christmas tree than a fresh bowl of optimism.

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

Advice to RIM Blackberry: How to Attack Apple's B2C Advantage

November 24, 2008

Analysis of:BlackBerry maker battles back | money.cnn.com

RIM, like Nextel before the merger with Sprint, needs to move with lightning speed into the consumer arena.  Apple and Google have huge advantages in this arena, with greater consumer know-how and a marketing reach that blows RIM out of the water.  In this article, I look beyond RIM's new products to brainstorm some strategies that might be useful in this very difficult assault.

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

Big NTT DoCoMo Nets Google and LiMo: Microsoft and RIM Should be Worried

November 24, 2008

Analysis of: DoCoMo, KTF to sell Google phone next year: report | www.reuters.com

The roll-out of the Google phone into Japan, through the largest carrier in the country and one of the data innovators, is a shot across the bow of Microsoft, RIM, and Nokia.  It is impossible to stem the tide of the new OS mafia -- from Apple, Google, and LiMo -- but if Microsoft doesn't wake up quickly and radically re-invent, they will find themselves on the outside looking in.  Good for the consumer, bad for the complacent incumbents.

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

Higher-Pay Employees Most Likely to Leave Sprint

November 17, 2008

Analysis of:Sprint offers voluntary package to employees | www.fiercewireless.com

I don't think the Sprint voluntary package is going to draw mass defections.  The market is too weak, and options for the unemployed are not rosy.  However, on the margin, higher up employees might be the most likely to bolt, and this post goes through a theoretical breakdown.

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

PwC TV Ad Study Reaches Silly Conclusions: Branding isn't just TV Domain

November 14, 2008

Analysis of:Cutting TV advertising will harm your brand | www.mandmglobal.com

This PwC study really got me riled because it reflects a nonsensical version of the brand, one that can only be broadcast over the TV, that is just no longer true.  Sure, Comcast and Time Warner and ESPN may want you to believe it it true, but Google's interactive medium is the wave of the future, even the branding future.  The shift to interactive has been far too slow, and this study paints exactly the wrong picture.

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

HTC Google G1 not an iPhone: Will Cut Price Quickly

November 14, 2008

Analysis of: Report: G1 costs 10 percent less to make than iPhone | news.cnet.com

The release of the first "Google phone" certainly does not come at an ideal time, given the economic environment.  Sure, they can price high, then lower as everyone does.  However, the true measure of how long they can sustain the high price is looking at pent-up demand, which is done in this article.

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