GLG News by Wireless Data Card Experts

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

Cox May Make Huge Mistake by Investing in Wireless

October 30, 2008

Analysis of:Cox to Enter Wireless Services in 2009 | www.businessweek.com

Cox must have something up their sleeve with wireless.  Otherwise, why would they become a Sprint MVNO, right on the heels of the huge flame-outs by Amped, Helio, Disney, and others?  Bundling surely can't be the only answer, as there has been precious little proof behind that strategy; there must be another reason.

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

Yahoo's Display Ad Nightmare and a Dismal Holiday to Come -- Bah Humbug

October 30, 2008

Analysis of:New ad cuts raise worries for Yahoo | www.livemint.com

Yahoo faces a miserable head wind entering this holiday season.  Retail marketers, those likely to drop big bucks around Turkey Day, are having a very bad Fall and may not chase the ghost of Christmas Future.  Yahoo's dependence on online display ad revenue could be disastrous for their holiday quarter.

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

Apple's Pricing Strategy will Face Problems this Holiday

October 29, 2008

Analysis of:Apple Holds Prices on Laptops - Computer Maker Refreshes MacBook Lineup | online.wsj.com

In just this instance, Apple's arrogance may be its undoing over the holiday season and into next year.  It is generally wise, and always tempting, to stay true to the brand, and, in Apple's case, deliver premium pricing on its premium product.  However, there are several pricing strategies that could maintain their brand and maximize revenue; arrogance is not that strategy.

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

Google, Apple, and Amazon.com are Best Bets to Weather the Recession Storm

October 29, 2008

Analysis of:Can Anything Derail Google's Growth Engine? | www.businessweek.com

Google will see slowing search business domestically, of course, but they continue to expand in other arenas that take advantage of their competitive positioning.  Like Amazon.com and Apple, they make moves based on the opportunity, even if the opportunity may not be apparent to the investment community.  These companies have an approach to innovation that is not arrogant, even though Bezos, Jobs, and Google have been accused of such; rather, it is pragmatic.

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

Sprint's WiMax Begins in Baltimore: Why Baltimore, you ask?

October 29, 2008

Analysis of:With UMB Left Behind, LTE and WiMAX Battle for 4G Supremacy | www.instat.com

The Baltimore Sprint deployment tells us a lot.  In many ways, it shows us the predominance of relationships and ease in choosing a locale as opposed to the attraction of the demographic; if the opposite was the case, Baltimore never would have been selected.  As for the LTE v WiMax debate, the winner likely will be determined as much is not more so by the companies who are executing the campaign (as Verizon with LTE and Sprint with WiMax) then by the technology itself.

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

Crunch may not impact wireless as many thought

September 24, 2008

Analysis of:What now for wireless? | www.rcrwireless.com

While there is a definite impact on the low-income sector, and cable/telcos are seeing the impact with users canceling subscriptions, wireless/cellular does carry easy access (good for consumers) and higher margins (less susceptible economic low down) and will weather the storm. So yes there will an impact from the mortgage sector, with greater churn, bit in the end we all have to make calls. Its interesting that in a low income area, cars, satellite dishes, cigarettes and beer do command a very elevated position on the household spend chart!

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

Android's Risk Factors in Taking on Apple: Multiple Winners in the Wireless OS Battle

September 23, 2008

Analysis of:'Android' Cellphone to Showcase Google Brand | online.wsj.com

Google's Android starts with one big disadvantage -- time -- and one big advantage -- brand name.  But they are competing against another huge brand in Apple who also controlled the hardware and software.  Though this is directly in line with their strategy, they are leaving part of the OS war winner platform up to chance.

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

HTC Android vs 3G iPhone

September 22, 2008

Analysis of:First Google Android phone to cost $199: report | news.yahoo.com

China Mobile is keen on the Android phones.  In addition to HTC, China Mobile has formed a joint venture with a local startup to build Android phones. 

Hong JiangPresident and Chief Executive OfficerHJ Solutions, LLC

HTC Android vs 3G iPhone

September 22, 2008

Analysis of:'Android' Cellphone to Showcase Google Brand | online.wsj.com

The HTC Android phone will be closely compared with the 3G iPhone.  Most likely the look and feel won't be as sleek as the iPhone.  However, Android phones will have the processing speed that is hard to beat.  In addition, the open handset model features may not initially be impressive.  But as time goes on, when the application development community catches on, there will be some impressive apps coming out... 

Peter Curnow-FordChief Executive OfficerViatec Associates Ltd

The true cost of R&D

September 19, 2008

Analysis of:Nortel 4G Plans Up in the Air | www.unstrung.com

As was the case years back when ISDN and other carrier technologies first started coming out of the factory, the vendors have always argued, - economy of scale will always bring real returns - there is always a minimum entry price - stay in or work a partnership It would seem that having exited UMTS and partnering on WiMAX, there is still not enough operating margin to generate the cash for world scale R&D. Nortel is seeing the impact of technology complexity and also a global business plan - that entry is limited to a select few.

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