« YahWho??? Wall Street versus Silicon Valley | Main | Guest Blog - Jonathan Askin »
February 07, 2008
The Problem with Customers
In the Wall Street Journal yesterday a new lower end iPhone was discussed which is aimed at giving higher data speeds as people browse the Internet. This phone is probably going to end up in Europe far quicker than the US and is priced in a way that will reduce the iPhone purchases by European tourists. Given that it is 3G it will probably have announcements for new partnerships in Asia.
It’s important to remember that the Internet is what sells Apple’s phone. Canalys has created this categorization of converged smart devices and places Apple in third place ahead of Motorola.
Motorola’s proxy fight is about to play out. Carl Icahn feels that the Ed Zander should split off the Wireless unit. The problem I have is that the wireless unit has been building for carriers based on the carriers specifications. In a conversation a friend heard a Nokia exec share that they had over 2000 phones in the market.
This is the problem with the categorization of Canalys. They took some products that were built for very different needs and bunched them together. I agree a new category is needed, but not sure its defined based on convergence, but on consumer list. The real story is bandwidth for wireless apps. Track the total category and we probably get the full story.
Posted by carl at February 7, 2008 07:46 AM