GLG News by Wireless Data Card Experts (North America)

Ed KetchoyianIndependent ConsultantEd Ketchoyian

700 MHz Auctions Coming To A Close: Implications and Speculation

March 17, 2008

Analysis of:Only a few days left: Auction 73 drawing to a close | www.rcrnews.com

Speculation on moves by selected players in the wireless area that are presumed to be interested in the C-Block when the 700 MHz auctions close.  There is also speculation on implications of the likely outcome of the D-Block failing to reach the reserve price.

Ed KetchoyianIndependent ConsultantEd Ketchoyian

Sprint Nextel Watch: How Low Can the Stock Price Go Before Sprint Gets Taken Out?

March 17, 2008

Analysis of:Sprint Nextel Fate Source of Speculation | money.cnn.com

There are lots of possibilities and scenarios for Sprint to be in play at its current market capitalization and stock price.

Ed KetchoyianIndependent ConsultantEd Ketchoyian

Sprint Nextel Watch: Undoing the Merger

March 17, 2008

Analysis of:Sprint Merger Would Be Hard to Undo, Officer Says | www.washingtonpost.com

An iDEN spin would be complex, but it would still be achievable with competent people in charge, and not as difficult as projected, given the relative lack of integration between the iDEN and CDMA networks.

Ed KetchoyianIndependent ConsultantEd Ketchoyian

iPCS Reaches Detente with Sprint Nextel

March 17, 2008

Analysis of:iPCS posts greater Q4 loss, inks new affiliate agreement with Sprint Nextel | www.rcrnews.com

The recent resolution of so many outstanding issues between Sprint Nextel and iPCS may be a small indication of yet another culture change at Sprint. From a Sprint perspective, the question on many investor's minds these days is:  are these changes too little too late to make a difference?

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?

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

Data is King: Verizon, Sprint, AT&T, and T-Mobile Hasten Voice as Commodity in the Wireless World

March 4, 2008

Analysis of:Verizon Wireless Introduces New Unlimited Plans That Are as Worry Free as the Guarantee | biz.yahoo.com

With the decreasing value of voice through both mobile and landline phones, Verizon, AT&T, Sprint, and T-Mobile are all entering into a price war that places a decreasing value on voice.  They are also adding data onto their plans, and services such as Sprint TV, in the hopes of getting consumers attracted to their products.  The implications, though sometimes subtle, include a transition away from carriers, at the center of the wireless world.

James "Jim" CantorePresident & Chief AnalystJLC Associates LLC

How Can AMD Save Itself and Stay Independent? Is Nvidia AMD's Savior?

March 4, 2008

Analysis of:Nvidia-AMD: Deal or no deal? | www.eetimes.com

1. AMD got itself in a precarious position by failing to execute. 2. Nvidia acquiring AMD is not the solution. Nvidia does not need an AMD headache. Neither aspirin nor anything stronger will help Nvidia. 3. AMD needs financial and engineering resources.

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