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More on iPhone & the Future of AT&T

Posted on Monday, Jun 18th

As we approach the iPhone launch, more interesting data comes out to add flesh to our iPhone and the Future framework. WSJ reports: :: AT&T Inc. stands a good chance of stealing customers away from other wireless operators by carrying Apple Inc.’s highly-anticipated iPhone, two new consumer surveys show. Two-thirds of mobile-phone users who are

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iPhone Competitors: Nokia’s Convergence Device Strategy

Posted on Monday, Jun 11th

WSJ has a good roundup on the various iPhone competitors. One of the top iPhone competitors is expected to be Nokia’s N95, a high-end smart phone that, like the iPhone, has a relatively large color screen (2.6 in), can surf the Web and can play music and DVD-quality video. Unlike the iPhone, the N95, however,

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iPhone and What’s Coming: Synthesis

Posted on Tuesday, May 15th

Over the last few weeks, we discussed a number of iPhone related issues that are key blocks challenging the rest of the eco-system today. Here is a quick synthesis of the key nuggets: (1) It’s positioning as a laptop replacement device, which I believe will force most of the other laptop and cellular handset vendors

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iPhone and the Future of Qualcomm

Posted on Wednesday, May 9th

Qualcomm (QCOM) has been reaping the benefits of the worldwide mobile industry boom for a while. Qualcomm engages in the design, development, manufacture, and marketing of digital wireless telecommunications products and services based on its Code Division Multiple Access (CDMA) technology, key competitor to GSM, the other standard. In fact, while most of the world

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Verizon versus Apple

Posted on Monday, Jan 29th

Verizon had apparently passed on the opportunity to be the exclusive partner for Apple’s iPhone. This post from Macuser nails the issue: :: In case you’ve missed the impact of this whole fiasco: I’m a Verizon customer. And my contract is in effect for another year. C’mon guys: I would have totally traded up to

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