Will Apple/Verizon tablet have negative impact on RIM?
0. phoneArena posted on 10 Aug 2009, 13:37
Wall Street analysts are lowering their opinion of the BlackBerry maker on rumors of an impending internet tablet from Apple to be offered by Verizon...
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21. YouLostTheGame posted on 11 Aug 2009, 23:21 0 0
Thank you ward107, couldn't have said it better.
22. lolipopjones posted on 12 Aug 2009, 10:25 0 0
When has Apple ever changed their business model? I think you misunderstand GREATLY because your looking at Apple's cellphone service as being treated as no different then RIM's services. The problem VzW has with Apple is they are not going to take massive short term hits on their profit to sell a phone that will only get make them money on voice plans and 30 dollar data plans Apple has no reason to bend for VzW at all. To say Apple should give in its demands that would cause it too LOSE more profit then gain just to sell a phone is foolish. Apple is not making money just on sales of that device thats only a portion. Warranty Services, itunes, and Apps all provide apple money which creates an ecosystem for that product that to break from diminishes their profit margin. The other point is why should Apple change their stance for one carrier? They sell on a global scale that has been willing to give into their demands why should bend for one little carrier in the US? Yes its the largest US carrier but its still one carrier making demands that carriers around the world are willing to concede to Apple... The truth is they won't concede a single point for VzW and have no impetus to do so. They lose money if they give in to VzW's demands. They lose 60 dollars per iPhone for Apple care if they allow VzW to direct warranty it. Thats just one example and the counter claim of "Oh they will sell more iPhones." doesn't hold water. After the exclusivity agreement is up they could just offer their services to T-mobile and sell more iPhone and keep their Apple care plans... which means they keep making more profit. Technology. VzW is going LTE but only for Data because they intend to use their CDMA network for voice. This means any phone on the Network must be LTE/CDMA chipset phones. Apple has already proven they are not going to make a specific phone for a specific carrier. This means when LTE launches they are going to launch with the LTE/GSM chipsets of Infineon over the LTE/CDMA chipsets of Qualcomm which will be required for VzW handsets. SO either way you look at it VzW has continued to segregate itself and its network from other carrier until LTE is its Stand alone technology which even in 2014 will not.... Their is no need for Apple to lose profits for one US carrier any argument contrary to that shows ignorance in Apple's closed propriety driven ecosystem.
23. ward107 posted on 12 Aug 2009, 15:52 0 0
lolipop. I guess I see your point in Apple's buisness practices, I feel it every time I want to buy software or a new machine. I know of the first issues that verizon had with the Apple deal and I understand why their could not be an agreement. Times change and so does buisness practices. Over the past few years has been a learning experiance for Apple in the phone industry. IF Apple could not come to Agree with Verizon, how did a contract form with the sister company Vodafone which is opperated by primarily the same engine. I think the Time issue was a relevant issue as well as Apple's first phone in the industry could of been questionable for the pricing and marketing issues that AT&T seen at start up. Now Apple has the phone for a more reasonable price that Verizon would agree to. Vadafone will have the same infastructure because they have the same department working on thier network in Europe and they will maintain the Iphone on an Identicle network as verizon.Today the Vodafone network is GSM but 1st Q it will be converted to LTE/G4 and will be close to 40% complete. So either the Iphone will accomadate the industry standard or be obsolite. If you look at Vodafone's web sight it will resemble Verizon's by next year with the Iphone adjacent to the Blackberry. The CDMA will be used by verizon for some time because of some of the network is rented and leased and they have a large population that has CDMA handsets like myself that doesnt quite want to give up yet. The tablet will be first, then maybe a lite version of the Iphone or a 4g full version. By 1st Q 2010 the new network will be 40% complete with most major cities covered. I know this from inside info, believe it or not..
24. lolipopjones posted on 12 Aug 2009, 23:05 0 0
Ward. I work for VzW. Vodafone runs its business completely different then VzW. Its Not a Sister company. Vodafone is a parent company that has only kept VzW due to its profitability. They were going to sell all there shares and buy out AT&T not too long ago hence why AT&T has been limping for so long because Vodafone nearly bankrupted them. I think you misunderstand the relationship between Vodafone and VzW.... Vodafone is the leader who views us as their bastard child. It was Vodafone that pushed VzW to go with LTE not the other way around. It was Vodafone that has been forcing VzW to make its technology compatible because Vodafone's goal is to eventually buyout and rebrand VzW. However, Vodafone does not operate like VzW at all. Vodafone operates more like AT&T and T-mobile in how the devices are much more Manufacturer operated. They have exclusives but Vodafone doesn't force companies to run their software. The reason they have the iPhone is they did like everyone else and gave in to Apple on all issues. Every carrier that has the iPhone on their network only offer's voice plans and Data. That is it. VzW is the only carrier that attempts to force manufacturers to give VzW complete control over the device. I don't know how you think that VzW is the big kid... but it is not... Vodafone is everything VzW could wish to be and unfortunately will never be due to it being the most greedy carrier out of all carriers... The Iphone is not reasonably priced. Its 699 for the 32gb and AT&T eats 400 dollars in every Subsidized purchase. VzW will charge you 399 and thats probably as a mail in rebate. They will not take a huge hit on a device especially if they are not going to make ANYTHING off of the device. Your "INSIDE" info is lying to you...... Then again I can name some regionals and DMs that told their employees that they were going to get the 3GS this summer... VzLEARN LTE Transition... VzW does not expect to have a the numbers you claim by 2014.... Your salesbuddy or CCR friend doesn't know what they are talking about.
25. ward107 posted on 13 Aug 2009, 20:18 0 0
lolipop, I understand the differences between Vodafone and Verizon, Parent, Sister, Major shareholder, I guess it is all the same. Even if Iphone never comes to VZW we can purchase the Iphones that are distributed for Vodafone. I Had spoken with an acquittance that is in charge of certain area testing and implementation of the new network. He said that there is LTE in major cities and has been even before the TV stopped broadcasting on the frequency. That was 3 months ago in the testing stage, and now they are in implementation and will be up and running by December or early jan not a full blanket but major cities and its surroundings. He said that Vodafone and verizon will have Identical networks for compatibility. They are using the same plans and schedule and he reports to the same individuals on progress and issues. I do not know anyone in sales it is much higher. As for the Iphone he said that both companies have made agreements to control the markets similar and provide the same product and agreed that universal sims between the companies would aid in traveling customers, it was part of the initial requirements that were layed out and added before deployment of the new network. He had stated that most of the newer phones starting with smart phones and Blackberrys and such will be required to have sims and then lower models as they are designed all swappable with one another, no more calling or dealing with long digits. VZW has made many attempts to purchase their stock in the past then recently when the plans for the network surfaced they decided to maintain their current status and work together as one..He said the "LTE" network is truly revolutionary and they have the best of the best working on the citation. It sounds as though you will be quite busy this holiday season..
