Greg's bite: Verizon 4G iPhone, Microsoft stock downgrade
TweetFollow Us on Twitter

Greg's bite: Verizon 4G iPhone, Microsoft stock downgrade

By Greg Mills

Verizon iPhone rumors are making enough waves that it's starting to seem this may actually jell in some form.

Apple is so famously secretive on product development and new product launches, you sort of need to take Apple related rumors with a grain of salt. Sometimes, rumors pan out, and sometimes they don't. Steve Jobs is famous for punishing parts companies that leak accurate information about what they are doing.  

Some folks don't understand the copycat problem Apple has with Microsoft and a scad of other players who have made an industry of knocking off everything Apple does and diluting the market. Add the suspense and drama Jobs weaves into new product launches and you have a marketing program Apple's competition dreams about. Millions of dollars of free advertising and favorable spin are a major benefit. (iPhone 4's "Antennagate" being an exception to the rule.)

"MacDailyNews.com" ran a story yesterday with disclaimers that the story might be unfounded rumors, but that the tips came from a normally reliable source. I suspect the rumors are mostly true as the details leaked make sense and fit in with what else we already know.  See http://macdailynews.com/index.php/weblog/comments/27813/ .

Apple's exclusive deal with AT&T is getting long in the tooth and, by some estimates, Apple will sell 10,000,000 more iPhones the first year by also selling through Verizon. At up to US$600 a pop, that is an amazing sum of money, even for Apple. It is a well known fact that Android has thrived on the market that consists of people who prefer an iPhone but can't or won't switch to AT&T.  

With Android being the only really viable modern alternative smart phone platform to the Apple iOS, Apple must continue to grow market share to stay ahead of the pack. As I mentioned before, AT&T won't lose so many customers to Verizon they will go into a serious decline, but there will be a correction in new iPhone sales related to losing the exclusive deal with Apple. Actually, people with poor AT&T service who stay will see some benefit if the bandwidth load drops off due to new Verizon iPhone activations. There will be a lot of used iPhones on the market for a while that run on AT&T's 3G network

Secondly, as I mentioned in Saturday's Greg's Bite article, building an iPhone based upon the other main format for cell phones will allow Apple to sell iPhones to a lot of additional cell phone providers around the world.  What did surprise me was that the rumors are for a LTE capable iPhone. This is a multiple radio band iPhone that can run on both the 3G and 4G networks. If that part of the story is true, it would allow the iPhone to leverage amazing speeds, when the 4G networks are actually up and running.  

Clear loaned me a 4G hot spot device that they recently launched with great gusto and made promises for coverage and fast service that, in my mind, are more than a little wishful thinking. It seems like the cell phone companies have artists draw coverage maps with wide felt tip markers when a fine point pen would be more accurate.  

My test of the Clear hot spot was that the network wasn't mature enough to make the contract with Clear worthwhile -- and I live only a mile from a new tower. The real problem with doing business with Clear is that you have to also date Clear's ugly siamese twin sitter, Sprint, to go out on a date with the beautiful Clear. When you can't get the 4G network, most of the Clear Hot Spots revert to 3G, which in this case means an additional contract with Sprint. That is certainly a killer problem as far as I am concerned. Clear is in financial difficulties which have been dumped into Sprint's lap.  

From what I have been able to read the hand-off from 4G to 3G on the Verizon network has had problems that Apple and Verizon are working on. While going from one cell tower to another during an uninterrupted call is sometimes seamless on a mature 3G network, dropping from 4G down to 3G seems to have some unexpected issues.  

It takes a long time and a lot of money to launch a cell phone network, and that reportedly has Job's undershorts in a twist. I was amazed to read that some European cell phone companies have been asking Apple to help them get their networks up to speed to support the broadband hog we all love. If the rumors are true, Apple might actually be helping AT&T and Verizon with loans to get the 4G networks up sooner, rather than later.  

The long and short of it: expect the Apple iPhone 5 to be a dual band phone when it comes out for Verizon soon -- and later in the spring when AT&T launches its version. Having both flavors of iPhone, Verizon's  CDMA and AT&T's GSM running 4G, when it is available will certainly be easy to sell when Jobs takes the stage.  Keep in mind that if you have invested in apps that run on your AT&T iPhone, your activation of a Verizon iPhone will transfer those apps to your new Verizon iPhone. 

Microsoft's obvious failure to launch a timely touch screen tablet os to support its normal "hardware partners" is a subject I have been blogging about for a while now. A Goldman Sachs analyst confirms my point in a recent research note and has downgraded Microsofts expected revenue growth for next year to be half the growth seen this year.  She also discounts the newly released Windows Vista 7 Mobile OS as likely to only ramp up Microsoft's overall mobile OS presence in the market from 7% to 10%.  This, the same day Goldman Sachs raised Apple's stock target price to $430.

By anyone's expectation, with all that Microsoft has put on the line, a 3% market share in the burgeoning smart phone market is peanuts. The stale, existing 7% of the market using the obsolete Windows Mobile OS is actually bound to drop dramatically over the next year, as business users get new phones, which might leave some room for a bit more than 3% for the new Mobile Vista 7 OS. Any way you slice it, with Apple and Android surging, Microsoft is striking out in the important mobile OS market.

A number of additional ominous signs are that Microsoft's "partners" are bailing out of the Titanic, seeing the large iceberg clearly ahead, while captan Ballmer takes a nap. Intel has set up a dedicated table group to split its support between Microsoft, Nokia and Google's three tablet OS projects under development. Microsoft is no longer the dominant player. HP bought Palm, in many respects due to the lack of a viable tablet OS from Microsoft. These hardware partners in the PC world are going separate ways due to the giant vacuum at the top at Microsoft.

A further bit of bad news for Microsoft, my fund raising efforts to provide money for a tongue reduction surgery for Mr. Ballmer and iPads for Bill Gates' iOS deprived kids has come up dry.  I guess it is the bad economy.  

That's Greg's bite for today.

(Greg Mills, is a Faux Artist in Kansas City. Formerly a new product R&D man for the paint sundry market, he holds 11 US patents. He's working on a solar energy startup, www.CottageIndustrySolar.com using a patent pending process of turning waste dual pane glass into thermal solar panels used to heat water. Greg writes for intellectual web sites and Mac related issues. See Greg's art web site at www.gregmills.info ; his email is gregmills@mac.com )

 
AAPL
$101.58
Apple Inc.
+0.72
MSFT
$46.52
Microsoft Corpora
-0.24
GOOG
$584.77
Google Inc.
+4.82

MacTech Search:
Community Search:

Software Updates via MacUpdate

BusyCal 2.6 - Powerful calendar app with...
BusyCal is an award-winning desktop calendar that combines personal productivity features for individuals with powerful calendar sharing capabilities for families and workgroups. BusyCal's unique... Read more
Apple iOS 8.0 - The latest version of Ap...
The latest version of iOS can be downloaded through iTunes. Apple iOS 8 comes with big updates to apps you use every day, like Messages and Photos. A whole new way to share content with your family.... Read more
Apple Digital Camera RAW Compatibility 5...
Apple Digital Camera RAW Compatibility update adds RAW image compatibility to Aperture 3 and iPhoto '11. For more information on supported RAW formats, see here.Version 5.07: Adds RAW camera... Read more
Transmit 4.4.7 - Excellent FTP/SFTP clie...
Transmit is an excellent FTP (file transfer protocol), SFTP, S3 (Amazon.com file hosting) and iDisk/WebDAV client that allows you to upload, download, and delete files over the internet. With the... Read more
Macgo Blu-ray Player 2.10.8.1715 - Blu-r...
Macgo Mac Blu-ray Player can bring you the most unforgettable Blu-ray experience on your Mac. Overview Macgo Mac Blu-ray Player can satisfy just about every need you could possibly have in a Blu-ray... Read more
Capture One Pro 8.0.0.433 - RAW workflow...
Capture One Pro 8 is a professional RAW converter offering you ultimate image quality with accurate colors and incredible detail from more than 300 high-end cameras -- straight out of the box. It... Read more
Adobe Acrobat Pro 11.0.09 - Powerful PDF...
Adobe Acrobat allows users to communicate and collaborate more effectively and securely. Unify a wide range of content in a single organized PDF Portfolio. Collaborate through electronic document... Read more
Adobe Reader 11.0.09 - View PDF document...
Adobe Reader allows users to view PDF documents. You may not know what a PDF file is, but you've probably come across one at some point. PDF files are used by companies and even the IRS to... Read more
iFFmpeg 4.6.1 - Convert multimedia files...
iFFmpeg is a graphical front-end for FFmpeg, a command-line tool used to convert multimedia files between formats. The command line instructions can be very hard to master/understand, so iFFmpeg does... Read more
NTFS 11.3.62 - Provides full read and wr...
Paragon NTFS breaks down the barriers between Windows and OS X. Paragon NTFS effectively solves the communication problems between the Mac system and NTFS, providing full read and write access to... Read more

Latest Forum Discussions

See All

Light in the Dark (Games)
Light in the Dark 1.1.0 Device: iOS Universal Category: Games Price: $1.99, Version: 1.1.0 (iTunes) Description: Be enlightened by this delightful puzzle game that has never before seen the light of day! "A physics and color-blending... | Read more »
Minuum - The Little Keyboard for Big Fin...
Minuum - The Little Keyboard for Big Fingers 1.0 Device: iOS iPhone Category: Utilities Price: $1.99, Version: 1.0 (iTunes) Description: Type faster, see more of your screen, and take control of autocorrect with Minuum: the little... | Read more »
TextExpander 3 + custom keyboard (Utili...
TextExpander 3 + custom keyboard 3.0 Device: iOS Universal Category: Utilities Price: $4.99, Version: 3.0 (iTunes) Description: | Read more »
Swype - Keyboard (Utilities)
Swype - Keyboard 1.0.1411 Device: iOS Universal Category: Utilities Price: $.99, Version: 1.0.1411 (iTunes) Description: Why type when you can Swype? One of the most requested apps for iPhone is finally here. "If Swype itself ever... | Read more »
Joinz (Games)
Joinz 1.0 Device: iOS Universal Category: Games Price: $1.99, Version: 1.0 (iTunes) Description: Joinz is a clever block sliding puzzle game that is easy to play, nice to look at but tricky to master. You will be coming back again... | Read more »
Little World Escape Review
Little World Escape Review By Jordan Minor on September 17th, 2014 Our Rating: :: EARTHBOUNDUniversal App - Designed for iPhone and iPad Little World Escape draws players in with captivating concepts before pushing them away with... | Read more »
Light in the Dark Review
Light in the Dark Review By Nadia Oxford on September 17th, 2014 Our Rating: :: LIGHT 'EM UP UP UPUniversal App - Designed for iPhone and iPad Light in the Dark is an interesting and challenging puzzle game with some amusing bits... | Read more »
ShareFile for iPad is iOS 8-Ready with N...
ShareFile for iPad is iOS 8-Ready with New File-Editi​ng Feature Posted by Jessica Fisher on September 17th, 2014 [ permalink ] | Read more »
Pizo Animals
Pizo Animals By Amy Solomon on September 17th, 2014 Our Rating: :: DELIGHTFUL PUZZLESUniversal App - Designed for iPhone and iPad Pizo Animals is a puzzle app that includes many options adults can choose to customize the experience... | Read more »
ETA for iOS 8 Introduces Today View Exte...
ETA for iOS 8 Introduces Today View Extension and is Having a 50% Off Sale Posted by Jessica Fisher on September 17th, 2014 [ permalink ] | Read more »

Price Scanner via MacPrices.net

Logitech Bluetooth Multi-Device Cross-Platfor...
Logitech has an enviable track record of making some of the best computer keyboards and mice. At least in my estimation, the best freestanding keyboards I’ve ever used have been Logitech units,... Read more
Roundup of Apple refurbished iPad Airs and iP...
Apple is offering Certified Refurbished iPad Airs for up to $140 off MSRP. Apple’s one-year warranty is included with each model, and shipping is free. Stock tends to come and go with some of these... Read more
Sprint offers 16GB iPad mini for $199.99 with...
Sprint is offering 1st generation 16GB iPad minis for $199.99 with a 2-year service agreement. Standard MSRP for this iPad is $429. Their price is the lowest available for this model. Read more
2.5GHz Mac mini remains on sale for $549, sav...
B&H Photo has the 2.5GHz Mac mini on sale for $549.99 including free shipping. That’s $50 off MSRP, and B&H will also include a free copy of Parallels Desktop software. NY sales tax only. Read more
Apple refurbished iMacs available for up to $...
The Apple Store has Apple Certified Refurbished iMacs available for up to $300 off the cost of new models. Apple’s one-year warranty is standard, and shipping is free. These are the best prices on... Read more
13″ 2.5GHz MacBook Pro offered for $100 off M...
B&H Photo has the 13″ 2.5GHz MacBook Pro on sale for $999.99 including free shipping plus NY sales tax only. Their price is $100 off MSRP. Read more
Free GIMP Professional Grade Graphics App Ver...
The latest 2.8.14 version of the oddly-named GIMP (acronym for: GNU Image Manipulation Program) open source, high-end image editing and creation alternative to Adobe’s Photoshop and refuge from... Read more
Apple Announces Record Pre-orders for iPhone...
Apple has released metrics showing a record number of first day pre-orders of iPhone 6 and iPhone 6 Plus, with over four million sold in the first 24 hours. Demand for the new iPhones exceeds the... Read more
10% off iPhone 6 and 6 Plus Otterbox cases
Get 10% off on popular Otterbox iPhone 6 and iPhone 6 Plus cases at MacMall through September 19th. Use code OTTERBOX10 to see the discount. Read more
15-inch MacBook Pros on sale for up to $125 o...
Amazon has the new 2014 15″ Retina MacBook Pros on sale for up to $125 off MSRP including free shipping: - 15″ 2.2GHz Retina MacBook Pro: $1899.99 save $100 - 15″ 2.5GHz Retina MacBook Pro: $2374... Read more

Jobs Board

*Apple* Retail - Multiple Positions (US) - A...
Sales Specialist - Retail Customer Service and Sales Transform Apple Store visitors into loyal Apple customers. When customers enter the store, you're also the Read more
*Apple* Retail - Multiple Positions (US) - A...
Sales Specialist - Retail Customer Service and Sales Transform Apple Store visitors into loyal Apple customers. When customers enter the store, you're also the Read more
*Apple* Retail - Multiple Positions (US) - A...
Sales Specialist - Retail Customer Service and Sales Transform Apple Store visitors into loyal Apple customers. When customers enter the store, you're also the Read more
*Apple* Retail - Multiple Positions (US) - A...
Sales Specialist - Retail Customer Service and Sales Transform Apple Store visitors into loyal Apple customers. When customers enter the store, you're also the Read more
*Apple* Retail - Multiple Positions (US) - A...
Sales Specialist - Retail Customer Service and Sales Transform Apple Store visitors into loyal Apple customers. When customers enter the store, you're also the Read more
All contents are Copyright 1984-2011 by Xplain Corporation. All rights reserved. Theme designed by Icreon.