Comments on: A Blinding Flash of The Obvious http://www.mondaynote.com/2009/10/05/a-blinding-flash-of-the-obvious/ Media, Tech & Business Models Sat, 31 Jul 2010 00:55:06 +0000 hourly 1 http://wordpress.org/?v=abc By: fajar http://www.mondaynote.com/2009/10/05/a-blinding-flash-of-the-obvious/#comment-4879 fajar Mon, 12 Jul 2010 02:18:55 +0000 http://www.mondaynote.com/?p=2115#comment-4879 Thank you for the link.. Thank you for the link..

]]> By: pligg.com http://www.mondaynote.com/2009/10/05/a-blinding-flash-of-the-obvious/#comment-2500 pligg.com Sun, 28 Mar 2010 00:39:35 +0000 http://www.mondaynote.com/?p=2115#comment-2500 <strong>A Blinding Flash of The Obvious | Monday Note...</strong> In the US, if Apple gave up on the AT&T exclusivity, the iPhone’s market share would double. So says Morgan Stanley’s anal-yst Kathryn Huberty. See this... A Blinding Flash of The Obvious | Monday Note…

In the US, if Apple gave up on the AT&T exclusivity, the iPhone’s market share would double. So says Morgan Stanley’s anal-yst Kathryn Huberty. See this…

]]> By: David W. http://www.mondaynote.com/2009/10/05/a-blinding-flash-of-the-obvious/#comment-2481 David W. Wed, 24 Mar 2010 13:29:03 +0000 http://www.mondaynote.com/?p=2115#comment-2481 You're absolutely correct. I've been telling people that Android may prove to be a failure for Google -- not because there won't be a gazzillion Android handsets sold (which doesn't make Google any money), but because carriers will take Android, remove all of Google's apps, and put on their own. Which is where Android was suppose to make money for Google. AT&T has already done this with its version of the Backflip phone. No Google apps clutter its screen. Instead, you have Bing for search and a bunch of "AT&T" branded Yahoo apps for email, mapping, etc. Do you think Verizon whose motto is "So, we're evil? What are you going to do about it?" isn't taking notice. Certainly the king of squeezing revenue from their customers must be thinking "Hey, we could do that!". In fact, they're probably thinking, "We could put on our own music app, and take off that annoying Android Market place icon, and of course remove that option to get Apps from other Internet sites too option." It'll be like the old days, except better because Verizon is now forcing everyone to take that costly data plan whether they want it or not. You’re absolutely correct. I’ve been telling people that Android may prove to be a failure for Google — not because there won’t be a gazzillion Android handsets sold (which doesn’t make Google any money), but because carriers will take Android, remove all of Google’s apps, and put on their own. Which is where Android was suppose to make money for Google.

AT&T has already done this with its version of the Backflip phone. No Google apps clutter its screen. Instead, you have Bing for search and a bunch of “AT&T” branded Yahoo apps for email, mapping, etc.

Do you think Verizon whose motto is “So, we’re evil? What are you going to do about it?” isn’t taking notice. Certainly the king of squeezing revenue from their customers must be thinking “Hey, we could do that!”.

In fact, they’re probably thinking, “We could put on our own music app, and take off that annoying Android Market place icon, and of course remove that option to get Apps from other Internet sites too option.” It’ll be like the old days, except better because Verizon is now forcing everyone to take that costly data plan whether they want it or not.

]]> By: Landon G. Noss » Blog Archive » 5 Reasons I’m getting sick of the iPhone http://www.mondaynote.com/2009/10/05/a-blinding-flash-of-the-obvious/#comment-1577 Landon G. Noss » Blog Archive » 5 Reasons I’m getting sick of the iPhone Wed, 28 Oct 2009 17:33:56 +0000 http://www.mondaynote.com/?p=2115#comment-1577 [...] A Blinding Flash of The Obvious (mondaynote.com) [...] [...] A Blinding Flash of The Obvious (mondaynote.com) [...]

]]> By: Blue Devil to Sue Duke University | J David Weter Dot Com http://www.mondaynote.com/2009/10/05/a-blinding-flash-of-the-obvious/#comment-1492 Blue Devil to Sue Duke University | J David Weter Dot Com Wed, 14 Oct 2009 13:28:09 +0000 http://www.mondaynote.com/?p=2115#comment-1492 [...] A Blinding Flash of The Obvious (mondaynote.com) [...] [...] A Blinding Flash of The Obvious (mondaynote.com) [...]

]]> By: Olivier Ezratty http://www.mondaynote.com/2009/10/05/a-blinding-flash-of-the-obvious/#comment-1435 Olivier Ezratty Mon, 05 Oct 2009 10:02:31 +0000 http://www.mondaynote.com/?p=2115#comment-1435 Jean-Louis, your assertion on the French market situation lacks supporting points. You said "Since 2007, Orange alone sold about 1.5 million iPhones. If Bouygues and SFR sold a generous 500,000 units since April 2009, how does this constitute a 136% market share increase?". But, you should take into account Orange originated iPhones sales during the same 6 monts period. Say it was 370K, consistently with the 1.5m sold since 2007 (1/4th, it however should be a bit more since the iPhone market is growing). Then it can make a 136% increase in volume. If the market is stable, it's about the same in market share. Market share is often measured in sales. You seem to compute only installed based share in your reasonning, which is misleading for the impact of opening the market to other operators. But the rest of your reasoning makes sense, particularly with regards to the appstore battle at stake. Jean-Louis, your assertion on the French market situation lacks supporting points. You said “Since 2007, Orange alone sold about 1.5 million iPhones. If Bouygues and SFR sold a generous 500,000 units since April 2009, how does this constitute a 136% market share increase?”.

But, you should take into account Orange originated iPhones sales during the same 6 monts period. Say it was 370K, consistently with the 1.5m sold since 2007 (1/4th, it however should be a bit more since the iPhone market is growing). Then it can make a 136% increase in volume. If the market is stable, it’s about the same in market share.

Market share is often measured in sales. You seem to compute only installed based share in your reasonning, which is misleading for the impact of opening the market to other operators.

But the rest of your reasoning makes sense, particularly with regards to the appstore battle at stake.

]]> By: Flash Player Inches Closer to Smartphones | Shakeel Tariq's Blog http://www.mondaynote.com/2009/10/05/a-blinding-flash-of-the-obvious/#comment-1426 Flash Player Inches Closer to Smartphones | Shakeel Tariq's Blog Mon, 05 Oct 2009 04:45:27 +0000 http://www.mondaynote.com/?p=2115#comment-1426 [...] A Blinding Flash of The Obvious | Monday Note [...] [...] A Blinding Flash of The Obvious | Monday Note [...]

]]>