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 )

 

Community Search:
MacTech Search:

Software Updates via MacUpdate

VirtualBox 5.1.30 - x86 virtualization s...
VirtualBox is a family of powerful x86 virtualization products for enterprise as well as home use. Not only is VirtualBox an extremely feature rich, high performance product for enterprise customers... Read more
ScreenFlow 7.1.1 - Create screen recordi...
ScreenFlow is powerful, easy-to-use screencasting software for the Mac. With ScreenFlow you can record the contents of your entire monitor while also capturing your video camera, microphone and your... Read more
Adobe Flash Player 27.0.0.170 - Plug-in...
Adobe Flash Player is a cross-platform, browser-based application runtime that provides uncompromised viewing of expressive applications, content, and videos across browsers and operating systems.... Read more
Xcode 9.0.1 - Integrated development env...
Xcode includes everything developers need to create great applications for Mac, iPhone, iPad, and Apple Watch. Xcode provides developers a unified workflow for user interface design, coding, testing... Read more
TotalFinder 1.10.2 - Adds tabs, hotkeys,...
TotalFinder is a universally acclaimed navigational companion for your Mac. Enhance your Mac's Finder with features so smart and convenient, you won't believe you ever lived without them. Features... Read more
Backblaze 5.1.0.134 - Online backup serv...
Backblaze is an online backup service designed from the ground-up for the Mac. With unlimited storage available for $5 per month, as well as a free 15-day trial, peace of mind is within reach with... Read more
Postbox 5.0.20 - Powerful and flexible e...
Postbox is a new email application that helps you organize your work life and get stuff done. It has all the elegance and simplicity of Apple Mail, but with more power and flexibility to manage even... Read more
Corel Painter 18.1.0.651 - Digital art s...
Corel Painter lets you advance your digital art style with painted textures, subtle glazing brushwork, interactive gradients, and realistic Natural-Media. Easily transition from traditional to... Read more
QuarkXPress 13.1.0.0 - Desktop publishin...
QuarkXPress 2017 is the new version that raises the bar for design and productivity. With non-destructive graphics and image editing directly within your layout, you no longer have to choose between... Read more
Backblaze 5.1.0.134 - Online backup serv...
Backblaze is an online backup service designed from the ground-up for the Mac. With unlimited storage available for $5 per month, as well as a free 15-day trial, peace of mind is within reach with... Read more

Home Street guide - how to make friends...
From the creators of Food Street comes Home Street, a new simulation game that tasks you with building a social network and designing a beautiful home. It's a bit like The Sims, but you won't have to worry about the daily chores involved (feeding,... | Read more »
Color Ballz guide - how to bounce to the...
Color Ballz is an addictive new arcade title from Ketchapp Studios. It takes old school mechanics from games like Brickles and puts a fun twist on it. Your job? To catch balls with a paddle and send them back into a chute to be carried back to... | Read more »
Q&A: A-33 Studio explains why Combat...
When it comes to mobile FPS, it’s often tricky to get the fundamentals right on a platform lacking a physical controller, large display and hefty RAM. With Combat Squad: Project Wednesday, A-33 Studio bravely took on the challenge of making a... | Read more »
Taichi Panda 3: Dragon Hunter guide - ti...
Taichi Panda 3: Dragon Hunter launched this week to players all over the world. It's a beautiful mobile MMORPG that blends elements of Eastern and Western fantasy. It reminds us of a mix between World of Warcraft and Jade Empire. MMO's can have a... | Read more »
The best new games we played this week -...
Phew. It has been a week, but now it's time to relax, put your feet up, and enjoy some brand new mobile games. It was a bit of slow week, but there's still plenty of new titles to add to your collection. Here are four of our favorites. [Read... | Read more »
Yoink - Improved Drag and Drop (Product...
Yoink - Improved Drag and Drop 1.0 Device: iOS Universal Category: Productivity Price: $2.99, Version: 1.0 (iTunes) Description: Yoink for iPad and iPhone lets you easily and quickly store items you drag, copy or share, for later use... | Read more »
Cottage Garden (Games)
Cottage Garden 1.11 Device: iOS Universal Category: Games Price: $4.99, Version: 1.11 (iTunes) Description: | Read more »
Into the Dead 2 guide - how to survive t...
Into the Dead 2 is an endless gunner, of sorts, with a lot of grit and satisfying gunplay behind it. The game looks amazing, and tells an effective story to boot. Plus, it has some quality voice acting behind it to really bring the story to life... | Read more »
Smash Up - The Card Game (Games)
Smash Up - The Card Game 1.0.7 Device: iOS Universal Category: Games Price: $4.99, Version: 1.0.7 (iTunes) Description: ***“It’s a goofy theme with fun art and high replayability, but beneath that veneer of casual play is a great... | Read more »
Dive in to Combat Squad if you’re lookin...
Earlier this year, A-33 Studio made the leap from developing Counter Strike Online to launching its very own FPS for the mobile. Combat Squad: Project Wednesday pits your team of mercs against the world in multiplayer death matches, so if you’re on... | Read more »

Price Scanner via MacPrices.net

Sale! 10″ Apple WiFi iPad Pros for up to $100...
B&H Photo has 10.5″ WiFi iPad Pros in stock today and on sale for $50-$100 off MSRP. Each iPad includes free shipping, and B&H charges sales tax in NY & NJ only: – 10.5″ 64GB iPad Pro: $... Read more
Apple iMacs on sale for up to $130 off MSRP w...
B&H Photo has 21-inch and 27-inch iMacs in stock and on sale for up to $130 off MSRP including free shipping. B&H charges sales tax in NY & NJ only: – 27″ 3.8GHz iMac (MNED2LL/A): $2179 $... Read more
2017 3.5GHz 6-Core Mac Pro on sale for $2799,...
B&H Photo has the 2017 3.5GHz 6-Core Mac Pro (MD878LL/A) on sale today for $2799 including free shipping plus NY & NJ sales tax only . Their price is $200 off MSRP. Read more
12″ 1.2GHz Space Gray MacBook on sale for $11...
Amazon has the 2017 12″ 1.2GHz Space Gray Retina MacBook on sale for $100 off MSRP. Shipping is free: 12″ 1.2GHz Space Gray MacBook: $1199.99 $100 off MSRP Read more
Bare Bones Software Releases macOS High Sierr...
Bare Bones Software has announced the release and immediate availability of BBEdit 12.0, a significant upgrade to its professional strength text and code editor. BBEdit 12 introduces a new foundation... Read more
Yale Announces Availability of Apple HomeKit-...
Yale Locks & Hardware has announced that Apple HomeKit support for its Assure Lock family is available this month. The new Yale iM1 Network Module, which provides support for the Apple Home app... Read more
Clearance 2016 13″ MacBook Pros, refurbished,...
Apple has Certified Refurbished 2016 13″ MacBook Pros available starting at $1189. An Apple one-year warranty is included with each model, and shipping is free: – 13″ 2.9GHz/512GB Touch Bar Gray... Read more
12-inch 64GB iPad Pro on sale for $749, save...
Adorama has 12″ 64GB iPad Pros on sale today for $749 including free shipping plus NY & NJ sales tax only. Their price is $50 off MSRP. Read more
13″ 3.1GHz/256GB Silver MacBook Pro on sale f...
Amazon has the Silver 13″ 3.1GHz/256GB MacBook Pro (MPXX2LL/A) on sale for $1699 including free shipping. Their price is $100 off MSRP. Read more
12″ MacBook available for $1099 with Apple re...
Apple has Certified Refurbished 2017 12″ Retina MacBooks available for $200-$240 off the cost of new models. Apple will include a standard one-year warranty with each MacBook, and shipping is free.... Read more

Jobs Board

*Apple* Retail - Multiple Positions - Apple,...
Job Description:SalesSpecialist - Retail Customer Service and SalesTransform Apple Store visitors into loyal Apple customers. When customers enter the store, Read more
*Apple* Retail - Multiple Positions - Apple,...
Job Description: Sales Specialist - Retail Customer Service and Sales Transform Apple Store visitors into loyal Apple customers. When customers enter the store, Read more
*Apple* Retail - Multiple Positions - Farmin...
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 - Apple...
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 - Apple...
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.