Personaly i find his info even when he is just speculating to be around the lines of what i believe. He was also the one who recently said the new iphone would have the double resoulution, apple A4 chips, and front facing camera befor the leak.
http://daringfireball.net/2010/05/apple_verizon_political_calculus
Apple-Verizon Political Calculus, 2010 Edition
Wednesday, 12 May 2010
Regarding Verizons announcement of a supposed forthcoming Android iPad-alike tablet, MG Siegler wrote:
The big question is: will it get ugly enough that Apple will re-up with AT&T and forget about a Verizon iPhone? Or maybe they have already, which is why McAdam would make such a pro-Google statement? The next few weeks leading up to Apples WWDC event in June should be interesting.
Theres a lot to unpack here. First, Ill state up front that I know very little, one way or the other, regarding whether the iPhone is coming to Verizon this year.
The very little I know is that Apple has a skunkworks CDMA iPhone project. I dont think its anything new I think theyve always had a skunkworks CDMA iPhone project, very much like the skunkworks Intel version of Mac OS X they kept alive during the PowerPC era. Its just obvious common sense: be prepared.
So, technically, yes, Apple could offer a CDMA iPhone HD (or whatever theyre going to call the next-generation iPhone Im truly just guessing that itll be called HD) this year. If they do if I dont think itd be ready alongside the GSM iPhone HD for AT&T this June or July; Id guess that itd be announced in September at the annual iPod event. (If Apple has a CDMA iPhone HD ready to unveil in June, theyve kept it under far, far tighter wraps than any previous new iPhone.)
As for whether Verizons vaporous pre-announcement of an Android tablet might squelch such a deal with Apple, count me in with Dan Frommer if anything, Verizons early talk of such a tablet makes more sense as a negotiating tactic regarding the iPhone and iPad. Frommer writes:
Think about it. There is ZERO reason for Google and Verizon to pre-announce a tablet collaboration, likely several months before anything is available for purchase. There is only downside from something like that delays, other disappointments, etc. (Whos going to make it, anyway? HTC? JooJoo?) Look what happened to Microsoft when everyone found out its Courier tablet was just a design mockup.
Meanwhile, there is EVERY reason for Verizon to make it look like its doing something threatening to Apple.
Strategically, the Apple-Verizon relationship is fascinating.
Verizon wants the iPhone. Its a popular and profitable phone; iPhone users pay high monthly service fees. AT&Ts current iPhone exclusivity is its biggest, maybe even only, advantage against Verizon. AT&Ts plans arent cheaper, and their service quality is infamously worse. If Verizon had the iPhone, surely many current AT&T customers would switch. And, some number of existing Verizon customers who would have switched to AT&T just to get the iPhone would instead stay with Verizon. Simply put, a Verizon iPhone would be terrible for AT&T. Thats reason enough for Verizon to want it.
Apple wants Verizon. They have a better network, especially in major markets like New York and San Francisco. Yes, with CDMA, theres a technical limitation where you cant use 3G data while youre on a voice call, and Apple and AT&T have run ads pointing this out. Thats unfortunate, but I dont see it as a big deal. I cant recall ever hearing anyone with a Verizon smartphone complaining about this; contrast that with the zillions of complaints from iPhone users about AT&Ts network quality. More importantly, Verizon has the most customers. The simple truth is that many people, when shopping for a new phone, choose a model from their current service provider. There are some number of people who would buy an iPhone on Verizon who will not ever buy one on AT&T and that some number is, I think, very high.
Really, were right back where we were a year ago with Apple-Verizon rumors. I could pretty much just re-run today this piece I wrote a year ago. (Id change my prediction that well see a Verizon iPhone before the end of 2010 to before the end of 2011, though. But I still think its a question of when, not if, the iPhone will be available through Verizon.)
One difference today from a year ago, though, is that Android has blossomed into a popular platform and in the U.S., thats largely attributable to Verizon. You can see why Verizon wants Android phones and now tablets whichever way it goes with Apple. If Verizon is not soon getting the iPhone, they want a good rival. If they are (or even just may) be getting the iPhone, they want to be in the best possible negotiating position.
AT&T is in a weak position they need the iPhone to remain theirs exclusively. Verizon and Apple are both in strong positions they might want each other, but neither yet needs the other. Thats what makes this so interesting.
But imagine a hypothetical world where there was no Android, or where Android was utterly unsuccessful in the market. In that world, Apple would be in a much stronger position against Verizon in that world, Verizon would need the iPhone.
Lastly, even if Verizon already had the iPhone, theyd still want a strong Android platform. A strong Apple does Verizon no good, regardless if theyre carrying the iPhone. Verizons interests are best served in a market where there are many phone makers Apple, RIM, HTC, Motorola, Samsung, HP none of which are in a dominant position.
http://daringfireball.net/2010/05/apple_verizon_political_calculus
Apple-Verizon Political Calculus, 2010 Edition
Wednesday, 12 May 2010
Regarding Verizons announcement of a supposed forthcoming Android iPad-alike tablet, MG Siegler wrote:
The big question is: will it get ugly enough that Apple will re-up with AT&T and forget about a Verizon iPhone? Or maybe they have already, which is why McAdam would make such a pro-Google statement? The next few weeks leading up to Apples WWDC event in June should be interesting.
Theres a lot to unpack here. First, Ill state up front that I know very little, one way or the other, regarding whether the iPhone is coming to Verizon this year.
The very little I know is that Apple has a skunkworks CDMA iPhone project. I dont think its anything new I think theyve always had a skunkworks CDMA iPhone project, very much like the skunkworks Intel version of Mac OS X they kept alive during the PowerPC era. Its just obvious common sense: be prepared.
So, technically, yes, Apple could offer a CDMA iPhone HD (or whatever theyre going to call the next-generation iPhone Im truly just guessing that itll be called HD) this year. If they do if I dont think itd be ready alongside the GSM iPhone HD for AT&T this June or July; Id guess that itd be announced in September at the annual iPod event. (If Apple has a CDMA iPhone HD ready to unveil in June, theyve kept it under far, far tighter wraps than any previous new iPhone.)
As for whether Verizons vaporous pre-announcement of an Android tablet might squelch such a deal with Apple, count me in with Dan Frommer if anything, Verizons early talk of such a tablet makes more sense as a negotiating tactic regarding the iPhone and iPad. Frommer writes:
Think about it. There is ZERO reason for Google and Verizon to pre-announce a tablet collaboration, likely several months before anything is available for purchase. There is only downside from something like that delays, other disappointments, etc. (Whos going to make it, anyway? HTC? JooJoo?) Look what happened to Microsoft when everyone found out its Courier tablet was just a design mockup.
Meanwhile, there is EVERY reason for Verizon to make it look like its doing something threatening to Apple.
Strategically, the Apple-Verizon relationship is fascinating.
Verizon wants the iPhone. Its a popular and profitable phone; iPhone users pay high monthly service fees. AT&Ts current iPhone exclusivity is its biggest, maybe even only, advantage against Verizon. AT&Ts plans arent cheaper, and their service quality is infamously worse. If Verizon had the iPhone, surely many current AT&T customers would switch. And, some number of existing Verizon customers who would have switched to AT&T just to get the iPhone would instead stay with Verizon. Simply put, a Verizon iPhone would be terrible for AT&T. Thats reason enough for Verizon to want it.
Apple wants Verizon. They have a better network, especially in major markets like New York and San Francisco. Yes, with CDMA, theres a technical limitation where you cant use 3G data while youre on a voice call, and Apple and AT&T have run ads pointing this out. Thats unfortunate, but I dont see it as a big deal. I cant recall ever hearing anyone with a Verizon smartphone complaining about this; contrast that with the zillions of complaints from iPhone users about AT&Ts network quality. More importantly, Verizon has the most customers. The simple truth is that many people, when shopping for a new phone, choose a model from their current service provider. There are some number of people who would buy an iPhone on Verizon who will not ever buy one on AT&T and that some number is, I think, very high.
Really, were right back where we were a year ago with Apple-Verizon rumors. I could pretty much just re-run today this piece I wrote a year ago. (Id change my prediction that well see a Verizon iPhone before the end of 2010 to before the end of 2011, though. But I still think its a question of when, not if, the iPhone will be available through Verizon.)
One difference today from a year ago, though, is that Android has blossomed into a popular platform and in the U.S., thats largely attributable to Verizon. You can see why Verizon wants Android phones and now tablets whichever way it goes with Apple. If Verizon is not soon getting the iPhone, they want a good rival. If they are (or even just may) be getting the iPhone, they want to be in the best possible negotiating position.
AT&T is in a weak position they need the iPhone to remain theirs exclusively. Verizon and Apple are both in strong positions they might want each other, but neither yet needs the other. Thats what makes this so interesting.
But imagine a hypothetical world where there was no Android, or where Android was utterly unsuccessful in the market. In that world, Apple would be in a much stronger position against Verizon in that world, Verizon would need the iPhone.
Lastly, even if Verizon already had the iPhone, theyd still want a strong Android platform. A strong Apple does Verizon no good, regardless if theyre carrying the iPhone. Verizons interests are best served in a market where there are many phone makers Apple, RIM, HTC, Motorola, Samsung, HP none of which are in a dominant position.
