Comments on: iPhone 3G: the Winners and Losers http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/ A daily round table on the tech industry with experts and callers from all over the globe. Join us as we pick apart the news and get to the meat of what\'s happening out there. Sun, 23 Nov 2008 13:00:05 +0000 http://wordpress.org/?v=2.6 By: Sagee Ben-Zedeff http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/#comment-845228 Sagee Ben-Zedeff Tue, 17 Jun 2008 13:35:39 +0000 http://saunderslog.com/?p=4116#comment-845228 A video-enabled iPhone could’ve been something to look forward to, and so the big losers, I believe, are the users. But just as you wrote, Steve Jobs and Apple are soon to be replaced by a big developers community using the iPhone SDK. And with all due respect to people in Nokia, Samsung or Apple, the handset wars we see today ? are really not that interesting. In the long run it will be the users and developers who will determine who will win the mobile handset war. And as handset vendors (should) think of the users first , I am sure they will move their phones in the right direction, that is, the moving picture direction. More on this here: http://blog.radvision.com/videooverenterprise/2008/06/17/will-iphone-do-for-video-conferencing-what-it-has-done-for-mobile-web-browsing/ A video-enabled iPhone could’ve been something to look forward to, and so the big losers, I believe, are the users.
But just as you wrote, Steve Jobs and Apple are soon to be replaced by a big developers community using the iPhone SDK. And with all due respect to people in Nokia, Samsung or Apple, the handset wars we see today ? are really not that interesting. In the long run it will be the users and developers who will determine who will win the mobile handset war. And as handset vendors (should) think of the users first , I am sure they will move their phones in the right direction, that is, the moving picture direction.
More on this here:
http://blog.radvision.com/videooverenterprise/2008/06/17/will-iphone-do-for-video-conferencing-what-it-has-done-for-mobile-web-browsing/

]]> By: Alec http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/#comment-831085 Alec Tue, 10 Jun 2008 21:09:14 +0000 http://saunderslog.com/?p=4116#comment-831085 Mark -- I think RIM has to play catch-up on the handset, but I expect they can and will do that. The bigger issues to me are the structural ones around business model and marketing. Job's et al are playing a different level of game than Mike and Jim. We're watching the San Jose Sharks play the Kitchener Rangers. Mark — I think RIM has to play catch-up on the handset, but I expect they can and will do that. The bigger issues to me are the structural ones around business model and marketing. Job’s et al are playing a different level of game than Mike and Jim. We’re watching the San Jose Sharks play the Kitchener Rangers.

]]> By: Alec http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/#comment-831064 Alec Tue, 10 Jun 2008 21:04:03 +0000 http://saunderslog.com/?p=4116#comment-831064 Conrad - the revenue split is a deep dark secret, but I would imagine that someone handy with a spreadsheet could reverse engineer it based on the comments that have been made publicly by AT&T. I haven't though. As for Verizon ODI, I would say wait until fall. If the rumored RIM Thunder really does ship on Verizon exclusively and if it is as good as it appears it might be, then ... we might have RIM playing Apple to Verizon's AT&T. Conrad - the revenue split is a deep dark secret, but I would imagine that someone handy with a spreadsheet could reverse engineer it based on the comments that have been made publicly by AT&T. I haven’t though.

As for Verizon ODI, I would say wait until fall. If the rumored RIM Thunder really does ship on Verizon exclusively and if it is as good as it appears it might be, then … we might have RIM playing Apple to Verizon’s AT&T.

]]> By: Alec http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/#comment-831049 Alec Tue, 10 Jun 2008 21:00:02 +0000 http://saunderslog.com/?p=4116#comment-831049 Stuart - I think push notification is smart. FWIW, it's the way that RIM handles notifications as well in order to conserve power. Up until now, RIM has been the only company to go this route. Stuart - I think push notification is smart. FWIW, it’s the way that RIM handles notifications as well in order to conserve power. Up until now, RIM has been the only company to go this route.

]]> By: Mark Evans http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/#comment-831025 Mark Evans Tue, 10 Jun 2008 20:53:11 +0000 http://saunderslog.com/?p=4116#comment-831025 Alec, A really thorough analysis - must have taken a lot of work but great insight. It would surprise me if RIM didn't aggressively respond. It would help if RIM offered a better browser and multi-media (music, video) features. Mark Alec,

A really thorough analysis - must have taken a lot of work but great insight. It would surprise me if RIM didn’t aggressively respond. It would help if RIM offered a better browser and multi-media (music, video) features.

Mark

]]> By: Alec http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/#comment-831023 Alec Tue, 10 Jun 2008 20:52:00 +0000 http://saunderslog.com/?p=4116#comment-831023 Randy, I'm not sure why there's no video recording. It's possible someone will create a video app before July 11th, though. There's already an illegal one in existance on the current iPhone. A Randy,

I’m not sure why there’s no video recording. It’s possible someone will create a video app before July 11th, though. There’s already an illegal one in existance on the current iPhone.

A

]]> By: Disruptive Telephony http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/#comment-830909 Disruptive Telephony Tue, 10 Jun 2008 19:59:34 +0000 http://saunderslog.com/?p=4116#comment-830909 <strong>It's all about syncing to the cloud - Apple's MobileMe was the most interesting part of the iPhone 3G WWDC keynote...</strong> Okay, so the iPhone got better - so what? To me, the new iPhone 3G was NOT the most interesting part of yesterday's Steve Jobs keynote at the Apple WWDC event. Sure, the blogosphere (and mainstream media) is buzzing like... It’s all about syncing to the cloud - Apple’s MobileMe was the most interesting part of the iPhone 3G WWDC keynote…

Okay, so the iPhone got better - so what? To me, the new iPhone 3G was NOT the most interesting part of yesterday’s Steve Jobs keynote at the Apple WWDC event. Sure, the blogosphere (and mainstream media) is buzzing like…

]]> By: conrad http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/#comment-830838 conrad Tue, 10 Jun 2008 18:54:31 +0000 http://saunderslog.com/?p=4116#comment-830838 How does Verizon come out with its ODI program? Also, any idea what Apple's split of data revenues is for iPhone 1.0 subs? How does Verizon come out with its ODI program? Also, any idea what Apple’s split of data revenues is for iPhone 1.0 subs?

]]> By: Access is the iPhone Model for Notifications | stuart henshall http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/#comment-830733 Access is the iPhone Model for Notifications | stuart henshall Tue, 10 Jun 2008 17:33:10 +0000 http://saunderslog.com/?p=4116#comment-830733 [...] thought I’d get away from writing about iPhones today. Then I read Alec Saunders great summary. Although I missed reading there anything on the new “Push Notification [...] [...] thought I’d get away from writing about iPhones today. Then I read Alec Saunders great summary. Although I missed reading there anything on the new “Push Notification [...]

]]> By: Stuart http://saunderslog.com/2008/06/10/iphone-3g-the-winners-and-losers/#comment-830625 Stuart Tue, 10 Jun 2008 16:01:36 +0000 http://saunderslog.com/?p=4116#comment-830625 Alec, Great review. You didn't say anything about the “Apple Push Notification Service”. Your perspective on this would be great. Cheers Stuart Alec,
Great review. You didn’t say anything about the “Apple Push Notification Service”. Your perspective on this would be great.
Cheers
Stuart

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