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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 and the Future of Infineon

Posted on Friday, Jun 15th

One of my readers, points out that I have not discussed Infineon in my iPhone and the Future series. True. I somehow missed, even though it very much featured on the list of component vendors. In fact, looks like some analysts are predicting, that Infineon’s iPhone design win will result in over $100 Million in

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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: Countdown

Posted on Wednesday, May 30th

Just 2 weeks left for the release of the iPhone. We have analyzed the eco-system in a fair bit of detail thus far. Today, I read a great review by an Australian of Nokia’s competing product, N95 which is not “a mere cell phone but a true multitasking, handheld, Internet connected multimedia computer that does

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iPhone and the Future of AT&T

Posted on Wednesday, May 23rd

In my recent iPhone series, I touched a lot of nerves when I said that Apple might drive the industry towards a global standard, and that standard might be GSM. USA Today reports: “AT&T has exclusive U.S. distribution rights for five years — an eternity in the go-go cellphone world. And Apple is barred for

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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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Sudden Windfall For 3Com?

Posted on Thursday, Apr 19th

An interesting Patent infringement situation seems to be brewing, with Verizon suing Vonage for some fundamental Voice-Over-IP intellectual property violation, and then a former US Robotics engineer, Michael Musiel, who wrote another patent on similar technology, suggesting that 3Com (which acquired US Robotics) actually owns the patent now. From Muriel’s email: “I originally wrote up

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Leadership Profile: Maggie Wilderotter (Part 11)

Posted on Sunday, Apr 1st

The rural telecommunications market has over 1,500 telecommunications companies, many of them owned privately. Major telecoms such as AT&T and Verizon also own some rural markets, while others are private companies. Here we explore the possibilities of consolidating this market, and the strategies of the larger players. SM: Sounds like the perfect market to consolidate!

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