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

iFFmpeg 6.2.2 - Convert multimedia files...
iFFmpeg is a comprehensive media tool to convert movie, audio and media files between formats. The FFmpeg command line instructions can be very hard to master/understand, so iFFmpeg does all the hard... Read more
ForeverSave 2.1.6 - Universal auto-save...
ForeverSave auto-saves all documents you're working on while simultaneously doing backup versioning in the background. Lost data can be quickly restored at any time. Define your preferred time... Read more
BetterTouchTool 1.961 - Customize Multi-...
BetterTouchTool adds many new, fully customizable gestures to the Magic Mouse, Multi-Touch MacBook trackpad, and Magic Trackpad. These gestures are customizable: Magic Mouse: Pinch in / out (zoom... Read more
EtreCheck 3.1.4 - For troubleshooting yo...
EtreCheck is an app that displays the important details of your system configuration and allow you to copy that information to the Clipboard. It is meant to be used with Apple Support Communities to... Read more
Together 3.7 - Store and organize all of...
Together helps you organize your Mac, giving you the ability to store, edit and preview your files in a single clean, uncluttered interface. Features Smart storage. With simple drag-and-drop... Read more
Together 3.7 - Store and organize all of...
Together helps you organize your Mac, giving you the ability to store, edit and preview your files in a single clean, uncluttered interface. Features Smart storage. With simple drag-and-drop... Read more
EtreCheck 3.1.4 - For troubleshooting yo...
EtreCheck is an app that displays the important details of your system configuration and allow you to copy that information to the Clipboard. It is meant to be used with Apple Support Communities to... Read more
Postbox 5.0.9 - Powerful and flexible em...
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
DiskCatalogMaker 6.5.16 - Catalog your d...
DiskCatalogMaker is a simple disk management tool which catalogs disks. Simple, light-weight, and fast. Finder-like intuitive look and feel. Super-fast search algorithm. Can compress catalog data... Read more
TrailRunner 3.8.827 - Route planning for...
TrailRunner is the perfect companion for runners, bikers, hikers, and all people wandering under the sky. Plan routes on a geographical map. Import GPS or workout recordings and journalize your... Read more

Latest Forum Discussions

See All

Great zombie games in the spirit of Dead...
Dead Rising 4 arrives tomorrow, giving enthusiasts a fresh chance to take selfies with zombies and get up to other ridiculous end-of-the-world shenanigans. To really get into the spirit of things, we've gone and gathered the best zombie games that... | Read more »
Amateur Surgeon 4 Guide: Advanced tips a...
Amateur Surgeon 4 is still tackling the competition at the top of the App Store charts, so if you haven't tried it out yet, you should probably do that right away. If you've been at it for a while, though, perhaps you're ready to start expanding... | Read more »
Amateur Surgeon 4 Guide: Become the worl...
It's time to wield your trusty pizza cutter again, as Amateur Surgeon has returned with a whole fresh set of challenges (and some old, familiar ones, too). Starting anew isn't easy, especially when all you have at your disposal is a lighter, the... | Read more »
Le Parker: Sous Chef Extraordinaire (Ga...
Le Parker: Sous Chef Extraordinaire 1.0 Device: iOS Universal Category: Games Price: $2.99, Version: 1.0 (iTunes) Description: | Read more »
Telltale Games really is working on a Gu...
Telltale Games' next episodic adventure is indeed Guardians of the Galaxy. A document tied to the voice actors strike suggested that the project was in the work, but now we have direct confirmation following an announcement at the Game Awards that... | Read more »
Amateur Surgeon returns to iOS and Andro...
Amateur Surgeon and its two sequels disappeared from the App Store some time and it was sad days for all. But now, just in time for the holidays, the Adult Swim favorite makes its joyous return in the shape of Amateur Surgeon 4, a remake with... | Read more »
The best board games on mobile
Sometimes you need to ditch all of the high speed, high action games in favor of something a little more traditional. If you don't feel like parting ways from your mobile device, though, there are still plenty of ways to get that old-school fix.... | Read more »
The best Facebook Messenger Instant Game...
Facebook's new Instant Games is now here, meaning you can play games with your friends directly via Facebook. It's a fun new way to connect with friends, of course, but it's also proving to be a solid gaming experience in its own right, with a... | Read more »
You can now play game's on Facebook...
Facebook launched its new Instant Games platform in an exciting new attempt to engage its user base. As a result, you can now play a number of different games directly through Facebook Messenger. All of these games run with HTML5, meaning you play... | Read more »
Apollo Justice Ace Attorney (Games)
Apollo Justice Ace Attorney 1.00.00 Device: iOS Universal Category: Games Price: $.99, Version: 1.00.00 (iTunes) Description: Court Is Back In Session Star as rookie defense attorney, Apollo Justice, as he visits crime scenes,... | Read more »

Price Scanner via MacPrices.net

Monday roundup of Holiday Mac sales: Up to $3...
Take up to $300 off MSRP on the price of a new Apple Mac at B&H Photo today as part of their Holiday sale. Shipping is free, and B&H charges NY sales tax only. Touch Bar MacBook Pros are in... Read more
12-inch WiFi Apple iPad Pros on sale for up t...
B&H Photo has 12″ WiFi Apple iPad Pros on sale for up to $50 off MSRP, each including free shipping. B&H charges sales tax in NY only: - 12″ Space Gray 32GB WiFi iPad Pro: $749 $50 off MSRP... Read more
9-inch Apple WiFi iPad Pros on sale for $20-$...
B&H Photo has 9.7″ Apple WiFi iPad Pros on sale for $20-$50 off MSRP, each including free shipping. B&H charges sales tax in NY only: - 9″ Space Gray 256GB WiFi iPad Pro: $779.95 $20 off MSRP... Read more
Holiday sale: Apple MacBook Airs available fo...
B&H Photo has 13″ MacBook Airs on sale for $100 off MSRP. Shipping is free, and B&H charges NY sales tax only: - 13″ 1.6GHz/128GB MacBook Air (MMGF2LL/A): $899 $100 off MSRP - 13″ 1.6GHz/... Read more
13-inch Silver Touch Bar MacBook Pro in stock...
Amazon has the new 2016 13″ 2.9GHz/256GB Silver Touch Bar MacBook Pro (MLVP2LL/A) in stock today and on sale for $1749 including free shipping. That’s $50 off MSRP, and it’s the lowest price... Read more
Parallels Toolbox 1.3 for Mac Offers 25 Singl...
Parallels has launched Parallels Toolbox 1.3 for Mac, an upgrade that adds five new utilities to the stand-alone application which was released in August and is available exclusively online at http... Read more
OWC Mercury Elite Pro Dual mini Ultra-Portabl...
OWC has introduced the new OWC Mercury Elite Pro Dual mini, a powerful yet ultra-portable dual-drive RAID solution. The new Mercury Elite Pro Dual mini packs phenomenal performance into a small... Read more
Clearance 13-inch Retina MacBook Pros availab...
B&H Photo has clearance 2015 13″ Retina Apple MacBook Pros available for up to $200 off original MSRP. Shipping is free, and B&H charges NY tax only: - 13″ 2.7GHz/128GB Retina MacBook Pro: $... Read more
Roundup of 2016 13-inch 2.0GHz MacBook Pro sa...
B&H has the non-Touch Bar 13″ MacBook Pros in stock today for $50-$100 off MSRP. Shipping is free, and B&H charges NY sales tax only: - 13″ 2.0GHz MacBook Pro Space Gray (MLL42LL/A): $1449 $... Read more
New 13-inch 2.0GHz Space Gray MacBook Pro in...
Adorama has the new 13″ 2.0GHz Space Gray MacBook Pro (non-Touch Bar, MLL42LL/A) in stock for $1499 including a free 3-year AppleCare Protection Plan. Shipping is free, and Adorama charges sales tax... Read more

Jobs Board

Lead *Apple* Solutions Consultant - Apple (...
# Lead Apple Solutions Consultant Job Number: 53586123 Pittsburgh, Pennsylvania, United States Posted: Nov. 28, 2016 Weekly Hours: 40.00 **Job Summary** The Lead ASC Read more
*Apple* Retail - Multiple Positions- Plano,...
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- Kansas...
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- Chicago...
Job Description: Sales Specialist - Retail Customer Service and Sales Transform Apple Store visitors into loyal Apple customers. When customers enter the store, Read more
Hardware Design Validation Engineer - *Apple...
The Apple Watch team is looking for a Hardware Design Validation Engineer. This person will be part of the Apple Watch hardware team with responsibilities for Read more
All contents are Copyright 1984-2011 by Xplain Corporation. All rights reserved. Theme designed by Icreon.