GLG News by Wireless Data Card Experts (North America)

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.

Afarin BellisarioFounder and PresidentTranstrategy, Inc

Entertainment Create Fortunes in Japan, Will it last?

May 12, 2008

Analysis of:Nintendo Wii makes Yamauchi Japan's richest: Forbes | www.reuters.com

- Gaming and entertainment is big business in Japan these days as a number of gaming and social networking related entrepreneurs ranked by Forbes, as the richest in Japan based on the value of their companies.  The list includes founders of Nintendo, Pachinko gambling machine maker Sankyo, and  new comer creator of Mixi social networking site. - Number one on the list is Nintendo's former CEO and a major shareholder (105 of total), Hiroshi Yamauchi, whose fortune have been tripled as a result of run away success of Nintendo Wii - Numebr 3 is another gaming/gambling pioneer, Kunio Busijima, founder of pachinko gambling machine maker Sankyo - The newest arrivalis Kenji Kasahara, founder of social networking site Mixi 

Ed KetchoyianIndependent ConsultantEd Ketchoyian

Sprint Nextel Watch: Vultures Are Already Inspecting the Sprint Carcass

May 9, 2008

Analysis of:Sprint in M&A play, shares surge | www.reuters.com

Sprint Nextel's market capitalization has surged about $9B to over $26B or by more than 50% over past three weeks as of the end of trading, May 6, 2008, most recently based on speculation that big changes are in the offing.  The market and investors seem to be waking up to the idea that the piece parts of Sprint really do add up to more than the whole.

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.

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

If We Build It, A 450 mm Wafer Fab, Will Customers Come?

May 7, 2008

Analysis of:Will industry build 450-mm fabs? | www.eetimes.com

1. New Markets will be created, enabled by the 450mm revolution. 2. Opportunity is there for new equipment strategic alliances with major chip players. 3. Smarter, simpler electronics projects need very intelligent, very large 450mm wafer-based chips.

Ed KetchoyianIndependent ConsultantEd Ketchoyian

700 MHz Auction Observations, Part 1 -- Verizon

May 1, 2008

Analysis of:Verizon Wireless, AT&T Mobility on top in 700 MHz auction results | www.rcrnews.com

Verizon was the most successful in the 700 MHz auctions by utilizing a multi-pronged strategy to secure a superior spectrum position for the foreseeable future and positioning themselves to be in a position to control their own destiny regarding the industry trend towards open networks.

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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