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From: nospam on 10 Aug 2010 01:06
In article <uce166h1ka0q39f5np82u2kpfbr0fif7lf(a)4ax.com>, John Navas
<spamfilter1(a)navasgroup.com> wrote:

> >> Software problems are easy to fix in the field.
> >> Hardware problems are not.
> >
> >Ironically, the single biggest "software problem" with Android right now
> >is probably that handset vendors have inserted themselves into the
> >update process (by "customizing" Android -- usually making it worse) and
> >are fallow down on the job when it comes to making updates available to
> >users.
>
> Nothing of the sort. Customizations by HTC and Motorola are popular
> improvements.

to some people they are popular, to others they are not.

the bigger problem with android is the delay the manufacturers add for
upgrades. the htc evo *just* got froyo last week, some 3 months after
it was announced. the droid x which was *just* released ships with 2.1,
*not* 2.2/froyo. why? because they aren't done customizing yet. htc
even said some existing phones won't get froyo until the *end of the
year*, which is when google is expected to announce gingerbread.

that's not an advantage.

> >> And smartphones are still
> >> only a small part of the overall phone market.
> >
> >Smartphones are pretty much the entire future of the market. ...
>
> I disagree.

then you are *very* wrong. smartphones and other mobile devices are
without question going to be the future.

> >> That doesn't follow, but it's a pointless debate regardless.
> >
> >I like how the debate became pointless as soon as you got cornered.
>
> I'm not cornered.
> The issue is that any debate with you is pointless.
> You've become a good candidate for my kill file.

actually you are, and that's your usual cowardly exit. very predictable.
From: nospam on 10 Aug 2010 01:07
In article <eoe166t1l5kgvr3h2k290sqmcq0an8e96b(a)4ax.com>, John Navas
<spamfilter1(a)navasgroup.com> wrote:

> >> >This is a battle for the future of mobile computing. ...
> >>
> >> It's a battle for the mobile phone market.
> >> The iPad market is a different market and battle.
> >> If you disagree, try making a phone call with an iPad,
> >> and let me know how well it's "working for you". ;)
> >
> >The iPad is arguably a different market. I would say it was definitely a
> >different market, except that it's possible to 'universal' apps.
> >
> >The iPod Touch is absolutely _not_ a different market in any meaningful
> >sense, despite the number of people who'd like to frame it that way to
> >make Android look better.
>
> Wrong.

because you say so?

you're going to have to do better than that.
From: nospam on 10 Aug 2010 01:09
In article <5pe16619c9osglb5urm3gk8fi7kn1r3jev(a)4ax.com>, John Navas
<spamfilter1(a)navasgroup.com> wrote:

> >> If that were true, then the principal engineer would still have a job,
> >> yet he was fired. Oops!
> >
> >The WSJ disagrees with you about why.
>
> Nope.

maybe you need to read it. obviously, you have not.
From: nospam on 10 Aug 2010 01:23
In article <znu-F2E333.00162510082010(a)Port80.Individual.NET>, ZnU
<znu(a)fake.invalid> wrote:

> The unsubsidized price for the iPhone 4 is not unusually high for a
> high-end smartphone, so I don't see how AT&T could expect a much better
> deal from someone else.
>
> The iSuppli numbers are solely for components; they don't reflect the
> real cost to Apple. I'd guess Apple runs something like its usual
> 25-30% margins, putting the real cost of an iPhone, before profits, at
> something like $420-450. Odds are nobody is going to be willing to go
> much below $500 with costs like that.

look at the price of an ipod touch and a similar iphone. the difference
is a camera, gps and cellular radio. how much can those really cost? i
find it hard to believe it's $200 and certainly not $300.

> > If I were Apple, I would offer AT&T a continued exclusive at an even
> > higher price for the iPhone 4, or a major price break if Apple were
> > allowed to sell it to the other vendors. Either way, Apple wins, and
> > AT&T just sits there.
>
> My guess is Apple wanted to have a Verizon version of the iPhone 4 at
> launch, but offered AT&T exclusivity until January in exchange for
> low-cost iPad data plans.

my guess is that since demand is *far* outstripping supply, they can't
make enough as it is, so selling on more carriers would not help
anything.

and let's not forget, at&t offered *unlimited* ipad data plans, only to
backtrack on that, so if they actually did cut a deal based on that,
at&t basically voided it by their bait&switch tactics.

> I suspect Apple is done making any deals that would allow exclusivity to
> continue longer. They couldn't possibly get enough money out of AT&T to
> offset both the lost sales and the long-term consequences of allowing
> their competitors to gain considerable market share solely because their
> devices are on more carriers. Plus, Apple appears to have been following
> a very deliberate strategy of moving away from exclusive deals in
> various markets -- I think the US and Germany are the only markets left
> where the iPhone is only one one carrier.

in the united kingdom, it's on five carriers.
From: ZnU on 10 Aug 2010 01:29
In article <090820102223378183%nospam(a)nospam.invalid>,
nospam <nospam(a)nospam.invalid> wrote:

> In article <znu-F2E333.00162510082010(a)Port80.Individual.NET>, ZnU
> <znu(a)fake.invalid> wrote:
>
> > The unsubsidized price for the iPhone 4 is not unusually high for a
> > high-end smartphone, so I don't see how AT&T could expect a much better
> > deal from someone else.
> >
> > The iSuppli numbers are solely for components; they don't reflect the
> > real cost to Apple. I'd guess Apple runs something like its usual
> > 25-30% margins, putting the real cost of an iPhone, before profits, at
> > something like $420-450. Odds are nobody is going to be willing to go
> > much below $500 with costs like that.
>
> look at the price of an ipod touch and a similar iphone. the difference
> is a camera, gps and cellular radio. how much can those really cost? i
> find it hard to believe it's $200 and certainly not $300.
>
> > > If I were Apple, I would offer AT&T a continued exclusive at an even
> > > higher price for the iPhone 4, or a major price break if Apple were
> > > allowed to sell it to the other vendors. Either way, Apple wins, and
> > > AT&T just sits there.
> >
> > My guess is Apple wanted to have a Verizon version of the iPhone 4 at
> > launch, but offered AT&T exclusivity until January in exchange for
> > low-cost iPad data plans.
>
> my guess is that since demand is *far* outstripping supply, they can't
> make enough as it is, so selling on more carriers would not help
> anything.
>
> and let's not forget, at&t offered *unlimited* ipad data plans, only to
> backtrack on that, so if they actually did cut a deal based on that,
> at&t basically voided it by their bait&switch tactics.

Or perhaps the unlimited plans were negotiated for a 12 month extension
on iPhone exclusivity, but Apple decided to renegotiate for a 6 month
deal and had to settle for worse iPad plans. The timing would be about
right with respect to when Android started picking up momentum.

> > I suspect Apple is done making any deals that would allow exclusivity to
> > continue longer. They couldn't possibly get enough money out of AT&T to
> > offset both the lost sales and the long-term consequences of allowing
> > their competitors to gain considerable market share solely because their
> > devices are on more carriers. Plus, Apple appears to have been following
> > a very deliberate strategy of moving away from exclusive deals in
> > various markets -- I think the US and Germany are the only markets left
> > where the iPhone is only one one carrier.
>
> in the united kingdom, it's on five carriers.

--
"The game of professional investment is intolerably boring and over-exacting to
anyone who is entirely exempt from the gambling instinct; whilst he who has it
must pay to this propensity the appropriate toll." -- John Maynard Keynes
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