GLG News by Wireless Data Card Experts (North America)

Afarin BellisarioFounder and PresidentTranstrategy, Inc

Games as

August 6, 2008

Analysis of:No Recession for Game Console Makers | www.ecommercetimes.com

Enteratinment has always been one industry thrieving during a recession.  Today, games are the dominant form of entertainment, especially for young people.  With the sales of both hardware and software (content) at record levels, the article speculates that the expenditure on the games will be dominated by tried and true, well known titles. 

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

Apple iPhone is a Humongous, Game-Changer: Read this to Understand Why

August 1, 2008

Analysis of:Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com

In this article, I discuss 10 points on why the Apple iPhone has made mobile / mobile Web / mobile commerce the most important opportunity of the coming year.  Whether it is the four "killer apps" on the iPhone, carrier disintermediation in tandem with Google, the speed to 4G, or the way it has made RIM, Palm, Verizon, and others change their strategy ... this product is revolutionalizing the way we look at wireless.  For years, we listened to the carriers and handset manufacturers say that we shouldn't build for the Web or convergence because consumers weren't using these elements, and now we know for sure that it is because that user experience wasn't ready for prime time.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

iPhone is really not a big deal

July 30, 2008

Analysis of:Verizon Says iPhone Has Had Minimal Impact | www.ipodobserver.com

Verizon business appears to be expanding as a result of strength in wireless and FiOS, and not be effected by iPhone.  This confirm the fundumentals of the market and trends.

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

Sprint's PTT, aka a return to 8-track tapes: Are you kidding me?

July 22, 2008

Analysis of:Consumer push-to-talk: Does anyone really care ‘where you at?’ | telephonyonline.com

In general, I think Sprint has made a never-ending flow of tragic mistakes since their merger with Nextel.  But I rarely see a mistake so obviously devoid of consumer misunderstanding that a PTT revival.  These guys need a suitor, fast.

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

10 Requirements to Reach Mobile Commerce Critical Mass because of Apple iPhone (and why the Nielsen report is dangerous)

July 22, 2008

Analysis of:Report: Mobile Internet use has reached "critical mass" | arstechnica.com

In this article, I give a preview of my 11 step analysis to mobile commerce usage, driven quickly forward by the introduction of the Apple iPhone, then adjust it slightly for mobile Internet.  But I was appalled by Nielsen's failure to be able to correctly parse the differences between the hideous UI (user interface) and consequent usage of the Motorola RAZR and the elegant Apple iPhone experience.

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

We Need Nokia: Innovation Central to Smartphone Growth and Apple iPhone Competition

July 22, 2008

Analysis of:Nokia Tries Apple's Tune | www.businessweek.com

Admittedly a next generation / innovation proponent, I have long held Nokia as my "old world" wireless players or those not named Apple or Google.  Nokia can combine great market presence with true software knowledge to compete in an ever-changing smartphone world.  Music may be a tough entry point, but it is also a necessary facet to a convergent device; I applaud Nokia's efforts, even if the model with Warner may be flawed.

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

Sprint Acquisition by SK Telekom or Deutsche Telekom Spells Disaster, Unless They Ask the Experts

July 22, 2008

Analysis of:SK Telecom Should Hang Up on Sprint | blogs.wsj.com

Sprint completely missed the ball on their acquisition of Nextel, resulting in an awful acquisition that also laid waste to the main brand.  Now, SK Telekom or Deutsche Telekom is poised to do exactly the same thing.  You want due diligence, come to the true experts for answers.

Ed KetchoyianIndependent ConsultantEd Ketchoyian

Sprint Nextel Watch: A Twelve Month Strategic Prognosis (with correction)

June 5, 2008

Analysis of:Bucking the Wind To Rebuild Sprint | www.washingtonpost.com

Sprint's current state of the business and challenges combined with externalities will determine the fate of Sprint over the next twelve months.

Ed KetchoyianIndependent ConsultantEd Ketchoyian

700 MHz Auction Observations, Part 2 - Vendor Impact

May 30, 2008

Analysis of:LTE to cover much of 700 MHz band, but deployments still on horizon | www.rcrnews.com

Liberal buildout requirements for recently auctioned 700 MHz auctions will result in lower short term sales for infrastructure vendors, lower stock prices, and further consolidation.

Ed KetchoyianIndependent ConsultantEd Ketchoyian

iPCS and Sprint: A Short Lived Detente

May 30, 2008

Analysis of:Affiliate Sues Sprint Over Clearwire Deal | online.wsj.com

Trying to figure out the iPCS - Sprint relationship raises some puzzling questions.

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