On eve of being proved right, Shaw Wu calls Verizon iPhone a "major test" for Android

On eve of being proved right, Shaw Wu calls Verizon iPhone a
Kaufman analyst Shaw Wu gained a reputation amongst cell phone fanatics for his early and often forecasts that a Verizon branded Apple iPhone was coming. Now, on the eve of what is widely expected to be a press conference to announce the Verizon branded iPhone, some might say that even a broken clock is right twice a day, or some might congratulate the analyst for sticking to his guns.

Now that it would appear that the iPhone's addition to the Verizon lineup is a fait accompli, it might be important to hear what soapbox Wu is standing on now. Today, the analyst called the Verizon iPhone the "first true test" for Android. One must travel back to 2007 to understand why. After the Apple iPhone became a world wide phenomenon after its launch, Verizon customers wanted an iPhone-type device of their own. While AT&T had an exclusive on Apple's device Big Red offered its customers the LG Voyager which did offer some of the things that the original iPhone lacked like 3G connectivity, stereo Bluetooth and MMS. While it did offer a (rather sluggish) HTML browser and touchscreen, the feature phone was no "iPhone killer" and Verizon customers next had the LG Dare as their Apple substitute.

The first smartphone that Verizon put up against the Apple iPhone was the BlackBerry Storm. Big Red's customers were so hopeful of having a device that could compete with Apple's handset, that the Storm sold well despite a product that was half-baked at launch. Finally, it was the Motorola DROID, Verizon's first Android phone, that was a device that Verizon customers could proudly put up next to the iPhone and even beat out the latest iteration of Apple's touchscreen phone to be Time Magazine's Gadget of the Year for 2009.

From that point on, Android has had amazing momentum in outselling the Apple iPhone in the last quarter. But now, with a Verizon iPhone about to be real, the question is how well will Android sales stand up at the nation's largest carrier versus the new competition. Wu also adds that there is a chance that the carrier is paying Apple extra to keep the iPhone out of the hands of Sprint and T-Mobile. In the last 2 quarters, Verizon has lost market share to AT&T and could use the expected flurry of new sales and the loss of accounts at AT&T to regain a comfortable lead over the nation's number two carrier. Wu expects Apple to ship 63 million iPhone units in 2011 with Verizon accounting for 8 to 12 million of them.

source: electronista

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2. Syksyd

Posts: 63; Member since: Apr 16, 2010


4. hawk62

Posts: 320; Member since: Nov 21, 2009

Whatever! Dont be jealous because you cant get an iphone.

6. Landmarkcm

Posts: 507; Member since: Aug 11, 2009

Thank you my thoughts exactly I'll stick with my Palm pre which is a superior OS a shame it didnt catch on as well. I hope Hp can revive it but they need to step on it!

39. ssjassassin

Posts: 108; Member since: Aug 31, 2009

Sorry about the negative feed back on this comment. I agree in a few ways. I would love to see a hybrid of webos and android happen. The interface on palm is really clean and easy. I love the openness of android though.

16. TKFox007

Posts: 303; Member since: Nov 02, 2010

Caps lock is not cruise control for cool and I will agree with you on that most people want an iPhone because it's an iPhone, not for what it can do.

24. Robes1

Posts: 17; Member since: Dec 08, 2009

Your comments show your ignorance. And what you don't know is your greatest enemy! In all things! The one major thing that the iPhone does that no other phone does is truly work with iTunes which is the greatest media store of our time! Download or rent a movie or tv show from iTunes and sync that with your droid! Try to play it! Nothing right?! It's not marketing that the battery last longer than any droid ever made. Its not marketing that the screen makes all droid screens look like they have vaseline on them. Its not marketing that the camera and HD video recorded look WAY better. You should do a little marketing or advertising for a clue that you can buy!

26. Syksyd

Posts: 63; Member since: Apr 16, 2010

Robed1.......no shot itunes works with the iphone...its an apple product....and last i remember the there are a few andriod phones that have HD video recording, and better cameras....and last i remember there was not one android phone that had a DEATH GRIP problem that needed a dumb ass BUMPER to just make calls......next time do some research before you put your foot in your mouth.....

28. scnix

Posts: 41; Member since: Jul 01, 2010

itunes is a piece of crap. Why do I need a media store when I can just place whatever I want into my android SD card?

30. CRICKETownz

Posts: 980; Member since: Oct 24, 2009

dog...that iP4 is not that great. the over-hyped retina display is not that great also. i'd definitely prefer my fascinate to that phone. i've touched it...held it, not too impressed. b/c its so petite the phone appears to be extra thick. the facetime feature looks great on the tv advertisements but all of America knows in the real world it doesn't work like that. actually, i've already experienced the iP4 about 2 1/2 years ago with my iPod touch. there's not much diff. in the OS at all. if you've touched one you've touched them all. i like iTunes...but i'm ok with dragging/dropping to my Droid's memory card. i'm not that lazy to HAVE to have iTunes sync. i agree with the earlier poster about the marketing. Apple knows that more customers are concerned with appearance first...functionality second. most owners of the iP and those who want it have no clue of what the phone is actually capable of. you think they use the quality materials they do just b/c they want to? no...all across the board with their products it lends to visual stimulation b/c the population of those who aren't tech savvy is bigger than those who are...so you cover the whole genre. marketing. these guys could put a Apple logo on a terd and people will try to get on a waiting list to purchase it...

37. messiah

Posts: 438; Member since: Feb 19, 2010

Itunes is precisely why i do not want the iPhone. I do not want to have to integrate every single product I have to Apple... be it media, software, books, or business. I prefer being govern a choice. And to be able to use all formats .

5. hawk62

Posts: 320; Member since: Nov 21, 2009

I cant wait until tomorrow and they do NOT have a vz iphone! God im going to laugh hard. Maybe they will just have an ipad with cdma built in? Or maybe it will be nothing to do with apple.

10. DROID GENERAL!!! unregistered

Its going to be the true 4G i-Phone and it will do everything the att version cant do like wifi-less video chat ANYWHERE period. VERIZON OWNS THE WIRELESS INDUSTRY IN THE US WITH THE BEST 3G COVERAGE. What the point of having fast 4G network (T-mobile & Sprint) when you have a horrible 3G network as a back up. LMFAO. Sprint was definately first to have 4G and first to fail at it. T-mobile is a joke covergae wise, yea they HSPA + a.k.a 10G or what ever they are calling it now...lol...I feel sorry for anyone who just an i-phone 4g with att.

15. Junior

Posts: 52; Member since: Jun 09, 2010

I was actually thinking it'd be funny if they came out and said, "It's the exact same iPhone 4 you get on AT&T except you can use FaceTime over the air on our network". Lol.

19. andrewvisosky unregistered

Thank you!!! Att users, my friends who had iphone with att keep saying that their network is better than Verizon! I don't believe that! Verizon own their towers that makes it the best coverage! I own Verizon about 9 years and my father works for Verizon too! Sprint and T-mobile is not really a 4g network.... They both share towers, even they don't have much their own towers as Verizon does.

17. TKFox007

Posts: 303; Member since: Nov 02, 2010

I'm hoping for it to be a VZ iPhone, but I too would laugh my ass off if it wasn't.

42. Sniggly

Posts: 7305; Member since: Dec 05, 2009

So...hawk...laughing really hard now, eh?

7. DROID GENERAL!!! unregistered

LOL ...the I-phone is a joke as a smartphone, but it is a GREAT MP3 PLAYER. ;-)

9. Wardski unregistered

Wu again?? WTF??. Android is going to do just fine regardless of which carrier has the iPhone...

18. TKFox007

Posts: 303; Member since: Nov 02, 2010

Isn't Wu always wrong?

8. macawmatt unregistered

If Verizon offered me the iPhone for free, I'ld still happily pay $199 for my DX. No Jobs here for me, ever.

20. Lucas777

Posts: 2137; Member since: Jan 06, 2011

ya well you will never get any sort of job with your droid x and its hump. I mean really? Why does the smartphone look like it has a baby? Just get a sexy iPhone even though the hardware sucks. But the software-there is nothing better! (coughg cough...appstore)

11. ricking

Posts: 59; Member since: Nov 10, 2010

you can put the iphone right next to the blacberry!!! lmao

12. DROID GENERAL!!! unregistered

Can we get this guy a Cookie or something? I predictad an HTC Evo version for Verizon a long time. lol a joke.

13. Treysters unregistered

Must we always show a form of hatred for everything. The iPhone is a fine product for the needs of its specific consumers and what it seeks to excell at it does. At the same time android hardware and the OS itself has caught up to the iPhone and exceeds it in several areas. Android is basically using Microsofts strategy for the PC market by saturating the market with different lines of products for everyones tastes at different price points. In which case its going to excell and beat Apple. Still I think Apple can fight with sales and as a single phone every year a single Android phone in the span of a year hasn't beaten it. I think the iPhone on Verizon if it comes true will give a boost of sales. Beat Android in the long run even if the iPhone is release on all carriers? I doubt iOS will.

14. Slammer

Posts: 1515; Member since: Jun 03, 2010

I think it's utterly ridiculous that someone can make a prediction such as this and be praised. Everyone knew a VZW iPhone was imminent. The impressive aspect goes beyond knowing it but rather knowing when. It appears this gentleman could be 3 years too late yet he's right on the money? Amazing. I predict we are all going to die. There, do I get any recognition for this? John B.

31. CRICKETownz

Posts: 980; Member since: Oct 24, 2009


21. TKFox007

Posts: 303; Member since: Nov 02, 2010

Isn't this the analyst that's always wrong?

22. luxzy801

Posts: 140; Member since: Jun 16, 2010

I love how one simple announcement by Verizon is taken completely out of proportion. I guarantee you that the "mystery event" is going to be Verizon flipping the switch on their LTE network and introducing their first 4G phone and that is it, with how much money Verizon lost when the FCC screwed them over on the Alltel deal, they would not be able to buy out the contract that Apple has with AT&T. I just think its funny how everyone jumps on something that doesn't have any legitimate backing, and if I'm wrong, Verizon really needs to evaluate its financial situation and fire its CFO.

32. CRICKETownz

Posts: 980; Member since: Oct 24, 2009

Thanks...mr. financial expert. your comment carries about as much credibility as these various analysts jumping the gun every year on the iPhone. i love how these simpletons that don't own a billion dollar company or even a thousand dollar company read an article and feel they know the fate of that company. interesting.

23. theBankRobber unregistered

DROID GENERAL, WOW you are a very sad little man. Sprint offers better features at a better price, and come on, theirs not one Droid phone that can stack up against the Evo except the Droid x, which still falls short. Verizon put out 4 Droid phones since the Evo was show case last year and they still have people leaving Verizon and at&t for Sprint and the Evo. And wimax is great, I love my 12mbs connection. Hell I play my ps3 and watch HD netflix with my wimax connection. Ok, when you realise that your LTE will have cap limits then you will see where Sprint is at a better stand point. You sound like a Verizon Cock lover and you have been let down by Verizon for so long that you only have 1 choice to stay with them because you already let them rape you for Shit features, and when I do rarely roam, its on Verizon network, For Free, and their Shit slow ass 3g connection, god damn their 3g is slow as Shit compared to Sprint's 3g.

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