GLG News by Wireless Data Card Experts

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.

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

For WiMax's sake, Xohm must spin ASAP from Sprint and into more capable hands

April 24, 2008

Analysis of:WSJ: Comcast, Time Warner May Fund WiMax | biz.yahoo.com

The delay in Sprint's Xohm initiative is absolutely telling, telling that there are many problems with WiMax.  The truth is that the U.S. needs faster broadband speeds to compete with Japan and Europe, but I'm not sure if Sprint has the answer.  This article discusses some of the major problems, and then prays for a quick spin-off in order to get it out of Sprint's untrustworthy hands.

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

Google and RIvals will be Helped by Slow but Gigantic Surge to Online

April 23, 2008

Analysis of:Google Profit Rose 30%, Quelling Investor Fears | online.wsj.com

Comscore's absurd data caused a seismic roar in the media world, but it turned out that the data was awry, as it is unfortunately with all analytic firms.  Google's growth is relentless, as is the growth of all online.  This article looks at a few of the ways other companies can compete with Google in advertising, amid the run-up by the juggernaut.

Ed KetchoyianIndependent ConsultantEd Ketchoyian

No Sprint WiMAX Deal Announcement at CTIA, No Big Deal

April 22, 2008

Analysis of:WSJ: Comcast, Time Warner May Fund WiMax | biz.yahoo.com

The lack of an announced Sprint multi-party deal at the CTIA show is not necessarily a sign that no deal will happen or that negotiations have failed.

Ed KetchoyianIndependent ConsultantEd Ketchoyian

Sprint Nextel Watch: If iDEN is Key to Sprint, Where Are the New Handsets?

April 18, 2008

Analysis of:Product placement 101: The keynote | www.rcrnews.com

The lack of iDEN only handsets on the immediate horizon gives mixed messages to investors and customers as to Sprint's commitment to the iDEN network.

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