Seeking Alpha

Edward Harrison

About this author:

I recently switched from a Windows Mobile telephone to an Android-based mobile phone. When I was making the switch, I had to decide whether I was going with the iPhone, which my wife uses. or to run with Blackberry or Android, a Google (GOOG)-centric operating system (Symbian, which runs Nokia (NOK) phones, and the Palm (PALM)-based OS look like losers and I don’t want to get caught with limited app choice or upgradeability).

I liked the iPhone but the lack of keyboard made Blackberry look inviting. In the end, what sealed the deal for me was the apparently anti-competitive behavior of Apple (AAPL) and AT&T (T) in declining to accept Google Voice as an App for the iPhone.

Why should I reward companies which are engaging in this type of behavior with my business? Apple is already acting anti-competitively by tying iTunes to the iPhone and iPod. So I went elsewhere.

Android is an open-source software system, which means that the code is available for everyone to see, which gives developers maximum flexibility. It also means that Google can’t win the OS war by making your life more difficult and tying you into their system like Microsoft (MSFT) and Apple do. Instead, they must compete to be the best at what they do.

And they are doing that well. The video below from Bloomberg features Nicholas Thompson of Wired Magazine telling us why Android is gaining ground on Apple.

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This article has 88 comments:

  •  
    This is hearsay and complete jealousy of Apple.

    Good luck with the lack of apps on Android and glut of Android phones to confuse the consumer to death
    Oct 14 11:09 AM | Link | Reply
  •  
    And since when does a company not have the right to defend their proprietary technology. What they spend millions to develop their phone software and interface and they let Google swoop in and take the thing over like a freaking cancer with their free crap.

    C'mon. Get over yourself
    Oct 14 11:11 AM | Link | Reply
  •  
    I have tried the HTC Hero, it is a sweet device!
    Oct 14 11:18 AM | Link | Reply
  •  
    "Apple is already acting anti-competitively by tying iTunes to the iPhone and iPod." So is it anti-compeitive by tying the BigMac to only MacDonalds resaurants???
    Oct 14 11:26 AM | Link | Reply
  •  
    Don't be mad that itunes, ipod, iphone, and apple tv integrate seamlessly. I wouldn't open that up to be messed up.
    Oct 14 11:34 AM | Link | Reply
  •  
    And we all see how smooth and easy to maintain systems are when the OS has no connection to the hardware manufacturer!
    Oct 14 11:36 AM | Link | Reply
  •  
    How exactly is Android gaining ground on Apple ? You didn't explain anything at all about the point you were trying to make.

    Are android phones selling like hotcakes ? I don't think so. The G1 and G2 haven't sold much. They are just wannabes that fell by the wayside. Now Motorola has announced phones with and there are other who have announced android phones. They haven't even started selling them yet. So how are they gaining ground ??? How exactly are they gaining market share ????

    This is all just marketing FUD created by google. We'll see when the numbers come out in a couple of quarters.
    Oct 14 12:01 PM | Link | Reply
  •  
    What a crock, and also a worthless "article". Only a fool would claim that Apple is being anti-competitive by tying iTunes to its own products. First, other devices CAN access iTunes data as has been repeated over and over again, just not as seamlessly as you can with Apple's own products. Further, why in the world would Apple have to / need to / or be required to share their intellectual property beyond their own products! Its a platform and ecosystem they invented, developed and marketed to the tune of MILLIONS and MILLIONS of dollars. What total nonsense that they should then make it easy for competitors to "borrow or steal" it! Others keep trying to "steal" Apples functionality / access instead of creating their own products and services from scratch, and then they whine about it just like you're doing when they can't. Let these other companies invest their own millions in developing competing products.
    Oct 14 12:02 PM | Link | Reply
  •  
    the AAPL camp is quite defensive...

    Looks like a replay of the Apple-PC battle for the desktop; open source vs. managed source, interesting to see who "wins" this time

    ....boo hoo for PALM & Nokia didn't even get a look (if you were open minded I would've thought you'd at least try it out)

    ......race not even close to the backstretch, more like just out of the gate......look to LTE & Wimax as the quarter pole
    Oct 14 12:05 PM | Link | Reply
  •  
    Android may or may not turn out to be a good OS.

    But if you start with 0 phones and you then sell any at all, by definition you will "gain ground."

    I think people should keep in mind that iPhone is the leader NOT because it is "iconic" but because it is the leader in innovation and customer satisfaction. If your product continually "exceeds expectations" then you will be a leader.
    Oct 14 12:07 PM | Link | Reply
  •  
    btw Google-Verizon team up will be interesting to watch as to the character (flavor?) of Android "openness"....
    Oct 14 12:07 PM | Link | Reply
  •  
    On another point -

    Personally, I will never trust a company that wants to (or ever wanted to) look at my personal communications for marketing data - or for any reason at all. I just do not trust Google and will never have a gmail account for that reason.
    Oct 14 12:13 PM | Link | Reply
  •  
    Wow, Ed. Looks like you sure pissed off the AAPL folk. It truly is amazing how angry/defensive they become when you attack their precious Iphone. I like the argument for the android and really think that open source software keeps its opportunities many. Idk about other people, but I myself have become ADD with phones. I seem to switch at least once every year.
    Oct 14 12:17 PM | Link | Reply
  •  
    Wow! so now anything that is not open to developers to mess with is considered anti-competitive. This guy is not after ease-of-use, huge app libraries or solid construction. This guy does not make purchases based on value, no, he buys a device to make statements against other competing phones. I consider that anti-competative purchasing.
    Oct 14 12:21 PM | Link | Reply
  •  
    This android OS will NEVER become a seamless user experience... EVER... Why? Too many handsets from too many hardware manufactures. Too many BS options... too many options period that won't work well.... ie BLOATWARE.....All those who created t5he BLOAT will want to control. Android will morph into the most convoluted cluster !@#$ of a platform the mobile space will ever encounter. 10 x the PC MicroDog Fiasco We see today.

    All u naysayers out there are the same who said the iPod 2001 would fail and the same naysayers who said that the iPhone 2007 would FAIL. After 2 Billion downloads and 85,000 Apps available I would LOVE to hear your arguments as to exactly HOW Android will create such a seamless user experience as Apple.

    iJah420 over and out... AAPL long $250 by end of year 2010...

    Just keep naysaying people, while I laugh all the way to the BANK!!!
    Oct 14 12:22 PM | Link | Reply
  •  
    At least go download the Tunewiki app so you can enjoy your music on the Android
    Oct 14 12:28 PM | Link | Reply
  •  
    wow! do you have ADD or something? hint: the premise of your whiney diatribe was why android is gaining ground on iphone.

    all we know now is why YOU chose android ('cuz it uses anticompetitive behavior? hehe!! Google meet Ed. Ed, this is Google. snuggle up by the fire and read a book together, fellas. there. isn't that just so nice, warm and cozy Ed?).

    and no evidence (like real, actual numbers for instance) that supports your pointless point. cheers!
    Oct 14 12:54 PM | Link | Reply
  •  
    Well! What can I say?!... — I just love Mac and all Apple products! and I do that, not because you, guys, love or hate Apple. For me, there is only one possible computer, Mac; I have nine of them, for are laptops, two macbooks pro, and I am not rich at all, I only use Apple, because I am getting more from Apple than I was expecting to, and much more than I could get from other brands. Even though all Apple products are more expensive here in Portugal than they are in USA, I feel they are worth every penny, every cent, and therefore don´t expect me to move to windows based computers or to other operating systems.
    Mac OS X is just phenomenal and I do not trust anything else out there! Applications for Mac? Do you know what? I don´t hate windows! but ... the problem is that I don´t like windows applications at all!
    Bye!
    Oct 14 01:00 PM | Link | Reply
  •  
    Wow.. I thought this article was going to offer some statistics, sales trends or at minimum some valid analysis of strategy. Instead the author seems to think his 1 purchase of a phone has caused Andriod to gain ground. Well maybe, but 1 sale is hardly much ground to be gaining. And the fact that his reasons for purchasing the phone make no sense whatsoever for buying that particular phone is just crazy.... And really nuts to assume that Google is the friend of consumers and they are "open". Way to go Ed.. they sucked you in.

    PS.. I have no mobile phone.... and no interest in getting one. If I'm not at home.. i'm busy and don't want to be called.
    Oct 14 01:04 PM | Link | Reply
  •  
    Its more akin to McDonalds requiring you to purchase their utensils to eat their food. Or Microsoft requireing that you have IE installed in order to use windows. Its when a company uses their position in one market to artificially inflate their position in another market. Its Apple's MO exactly.


    BTW, all you Apple fanboys are really entertaining. Especially this:
    "Good luck with the lack of apps on Android and glut of Android phones to confuse the consumer to death "

    First, name an app for iPhone for which an analog does not exist for Android. iPhone may have 50000 "Im rich" and "Pull my finger" apps. But I am yet to find an important function for my G1 that there is not an app for. (Plus no emulators on iPhone)

    And a choice of phones means more people using Android. People want the new hotness, not the same old phone that was cool last year and everybody has already. Apple should at least make some different colors or something. Being the first of 10 people to have an iPhone was awesome, being the 10th makes you feel like a chump.


    On Oct 14 11:26 AM cral wrote:

    > "Apple is already acting anti-competitively by tying iTunes to the
    > iPhone and iPod." So is it anti-compeitive by tying the BigMac to
    > only MacDonalds resaurants???
    Oct 14 01:25 PM | Link | Reply
  •  
    Remote Control for iTunes library.

    Does it exisit on Android...?....... or for that matter any Android remote for ANY music app on any platform that controls your music library...Does it exist and is it as easy to install and use....?

    Yes it does... BUT take a good look and give me your feedback.. Does this look EASY to use and set up? Seriously.... Is there Cover flow for iTunes on Android....? I mean its a gimmick.... notice too... he's controling a Mac.. I would love to c it on Windows.

    www.remotedroid.net/

    Remote start for your car on Android......? it may happen down the road but the fact remains iPhone - iPod Touch user base is Big and getting Bigger every day.
    Oct 14 01:55 PM | Link | Reply
  •  
    Google serves billions of people, not just millions, therefore Google simply cannot be boxed in to only one mindset like the way Research in Motion is so boxed in to email-only products and services. Now that email is becoming outdated, Research in Motion is fading away also like the black-and-white TV.

    Google thrives on hyper-innovative applications, such as the Google Maps Street View, which no one has been able to figure out how Google does it. Compared to Google, Apple is like the cool guy, Research in Motion is like a email addict lying in death bed clutching his broken blackberry, and Google is like the high flying goggle wearing geek!

    Cool guys don't care much about sharing or not sharing unless it is iPod or iPhone stuff. Email addicts are thumbing their QWERTY keyboards crossing red traffic lights. Geeks live to deliver very geeky stuff like fantastic search engines and share them! To not share is to not be geek!

    BTW, IT is geekdom!

    My knowlege and experience tell me that Google Android is going to capture the hearts of all the geeks in the world like wildfire. That means the IT departments of the world are going to push for the Android platform, thousands of geeky applications and utilities are going to be written in Android and deployed across enterprises, already the enterprises are earmarking 10% or more of IT budgets for developing mobile apps using Android, you only need to look up dice.com, monster.com, workopolis.com or your IT buddies to know that there are millions of IT jobs for Android coming up this year. How would you like to earn $70000 a year writing Android programs for Citi, Proctor & Gamble, Ford? It may be geeky, but it's fun and it pays very well.

    Of course, since enterprises are going Google Android for mobile, some one has to go, and that means Research in Motion will be out of the American Enterprises door to make room for Android.

    Google makes Research in Motion obsolete for American enterprises. There is no doubt.
    Oct 14 02:48 PM | Link | Reply
  •  
    I would say Google is gaining ground on Research in Motion for American enterprise businesses, since American enterprises had been exclusively using blackberrys and BES, Google gains nothing on Apple. It is only logical for American enterprises to completely root out the Canadian blackberrys and replace them with American Google technologies and products which are far superior and economical, such as the Google Maps Street View, gmail push, and so many superior American technologies and business apps from Google.

    Apple is on a different path than Google, for one thing, you will not see a search engine coming out from Apple.
    Oct 14 03:02 PM | Link | Reply
  •  
    I will give up my iPhone when I see that ALL Android devices can load the same apps and the phone cos don't try some custom proprietary tricks so my favorite app won't work if I switch to another Android phone! As much as I love my iPhone I don't expect the Android system to block not only Google Voice but also Adobe Flashplayer and would not even have the decency to give me a msg "this software does not work on your iPhone". So I finally called Apple and they told me Flashplayer doesn't work on iPhone, after I spent hours trying to make several web sites work that required Flashplayer. So maybe Android will force Apple
    to be more OPEN and less greedy with collecting a share of all their app income as I understand Android does not do. I. e., I will go with whatever system works best and costs less!

    IF Android develops into another DVD or Wii market with region
    restrictions (can't buy a foreign DVD or Wii game and play it on your device since the Gods decided this was better for us consumers = WRONG) or other restrictions even inside USA I am clearly sticking with General Apple, who at least makes things working together and smooth. IF Android is truly OPEN and simple worldwide like the CD market there will very soon be more than 85000 apps and no General to say NO to a good app, Flashplayer, etc.!

    IF not, I predict Android will be less succesful and I will stick with my iPhone.
    Oct 14 03:21 PM | Link | Reply
  •  
    I think it's a good call that Nokia and Palm aren't going anywhere.

    I think Android has a good chance to be one of the leaders, given its recent upgrade to its OS and the traction it's got already.

    The author's belief that Google Voice is a must-have is reasonable. Let's hope there's a way to get it onto the iPhone, or that Apple can come up with something equivalent. I suspect they're working on it.
    Oct 14 03:23 PM | Link | Reply
  •  
    I think that some people who praise that "Android is an open-source software system" do not fully understand what that means. It appears that some people believe that it is easier for developers to program or "understand" because it is open source.

    This is not true. Most developers of applications want:
    1- A well-documented, logical, development language,
    2 -An easy to use, development environment (i.e. good tools),

    Apple provides this. Their SDK (dev environment) is noted as being superlative. I have heard that Android also has a good environment but would be unable to judge personally how the two compare.

    Open-source means that the actual code for the OS itself is open and available for both improving (and submitting improvements back to Google) and also available for "tinkering under the hood" - i.e. changing the OS itself.

    This means that a handset mfg can actually change the basic operating system to suit its needs. This is powerful. It sounds cool, but doing so has its drawbacks. Most importantly is the fact that if you significantly change the OS then all applications written for the "Vanilla-Android" may no longer work with your version - or they may work but differently from how the developers intended. This is definitely NOT GOOD. Developers most assuredly do not want to develop special code for device X.

    So- having open-source is of little import to Android as a development system.
    Oct 14 03:46 PM | Link | Reply
  •  
    Look - people have a lot of varying reasons for wanting a phone other than iPhone or BB - some of them good, some of them silly. I can think of several:
    - feel they MUST have a physical keyboard
    - will not move to ATT
    - they prefer the look & feel of handset X
    - they hate Apple
    - etc, etc.

    All these are valid for the individual user. Most of these people were not going to consider an iPhone anyway (unless iPhone goes to other carriers). So as soon as other options become available, these people will purchase them. This is good in my opinion (as big Apple fan and stock-holder), as it keeps Apple on their toes. It is also true, however, as I noted in my first post here, that as soon as these become available, by definition they are growing share - even if phone Z sells only 100 units that is still more than none. Heck, when the Yugo was introduced to USA, its market share increased very rapidly, from 0% to whatever. But it didn't last long. :)
    Oct 14 04:03 PM | Link | Reply
  •  
    A question for the author, if you're using your Android phone on Sprint or Verizon: If you're on a call, can you access the internet or send/receive email at the same time, without quitting the call?
    Oct 14 04:07 PM | Link | Reply
  •  
    As far as Flash on iPhone debate its a No win 4 AAPL. Why?

    1. They do not allow it right.... So people BITCH... I can run Flash on this or that..... or other than iPhone... WELL if SO.. GO !@#$%ing buy that handset and stop ur Whining!!! we don't need you.

    2. IF AAPL we to allow Flash on iPhone??? Now you have those same BITCHERS & WHINERS saying THE BATTEY LIFE ON iPhone SUCKS!! & ON & ON!!!! THIS AND THAT....

    See it is a no win.... SO...

    Apple made the right move not to allow Flash on iPhone. Its a resource HOG in the mobile space and is unnecessary.

    Better native Apps with the SDK can & will be developed that will make Flash on iPhone obsolete.

    Now WHEN and IF there is an Apple Tablet that is a different story.

    But mark my words people will BITCH & WHINE about the Apple tablet IF it every sees the light of day...

    If you don't like it DON'T BUY iPHONE and go with Android. No loss to AAPL they are doin' Just Fine.. ;)


    Oct 14 04:12 PM | Link | Reply
  •  
    One more question for the author and other Android users: can you easily sync and backup all your data--contacts, calendars, etc--to your OWN desktop or laptop--not a Microsoft Exchange server--every day? Does your Android depend upon "cloud" storage of data, like the Sidekick did? (I used the past tense on purpose.) Can you remotely wipe your Android phone if it's lost or stolen, then, if it's found or returned, put everything back as it was in one step?

    seekingalpha.com/artic...
    Oct 14 04:27 PM | Link | Reply
  •  
    People don't hate devices, people hate buying devices that do not meet their expectations.

    iPhone is number 1 in meeting business and individual expectations as reported by AJ Powers, that means blackberrys and Android fail to meet expectations as we know today.

    It is expected that blackberrys will fail even more in meetings expectations, and Android to meet their expectations better over time.

    iPhone had exceeded expectations and will continue to push the envelope as Apple is the clear industry leader surely to expand its market share.

    Android stands to gain market share at Research in Motion's expense.

    It's rather simple, and straight forward.
    Oct 14 04:31 PM | Link | Reply
  •  
    You're right that I would try them out if I were open-minded. For brevity sake, I said I dismissed them out of hand but I did the research and decided that the phones don't have the features I want. In the end, the biggest reason not to go with them is fear of getting sucked into something that later ceases to be interoperable with new platforms (lack of backward compatibility support)

    As for Apple, I own an iPod, use iTunes and we have two iPhones. Their products are wonderful. But, Jobs is using the same tactics he used when he was CEO last time - namely protecting his moat by limiting others from integrating fully. Last time he lost the market share battle. This time he is winning it and, as Microsoft has shown, he can continue to win for a long time.

    I just think Apple is being anti-competitive with Skype over Google and trying to keep the Palm Pre from syncing with iTunes. Eventually, this sort of thing will be ruled on by the FTC.


    On Oct 14 12:05 PM CGP wrote:

    > the AAPL camp is quite defensive...
    >
    > Looks like a replay of the Apple-PC battle for the desktop; open
    > source vs. managed source, interesting to see who "wins" this time
    >
    >
    > ....boo hoo for PALM & Nokia didn't even get a look (if you were
    > open minded I would've thought you'd at least try it out)
    >
    > ......race not even close to the backstretch, more like just out
    > of the gate......look to LTE & Wimax as the quarter pole
    Oct 14 05:52 PM | Link | Reply
  •  
    And for the record, I have been a fan of Apple for nearly 20 years, having used a Mac from the mid-1980s on and bought at least 6 or 7 iPods and iPhones. I am well aware of the quality of their products and ease o use.

    But, it is amazing how defensive the Apple people are to this post. The fact is Apple has a chosen strategy that is anti-open source. It failed in the 1990s for them but was a success for Microsoft. But, we have to recognize that Apple wants a largely closed system so that it can control things. There are lots of arguments why one might do this (design or technology integrity for one). But, right now, Apple has crossed the line into anti-competitive activity.

    Whether Google has the goods is another story - and have been plenty 'evil' themselves in other regards. As one commenter noted, it's easy to gain ground when you start from zero. But Android is a worthy competitor. Let's see how it develops.

    Don't shoot the messenger.
    Oct 14 06:01 PM | Link | Reply
  •  
    I think most people think of Open Source == FREE so they scream about Open Source without considering all the specifics that you have mentioned. A lot of good things have happened from Open Source, so are a lot of not so useful things.

    Open source is not the be all and end all.


    On Oct 14 03:46 PM jmmx wrote:

    > I think that some people who praise that "Android is an open-source
    > software system" do not fully understand what that means. It appears
    > that some people believe that it is easier for developers to program
    > or "understand" because it is open source.
    >
    > This is not true. Most developers of applications want:
    > 1- A well-documented, logical, development language,
    > 2 -An easy to use, development environment (i.e. good tools),
    >
    > Apple provides this. Their SDK (dev environment) is noted as being
    > superlative. I have heard that Android also has a good environment
    > but would be unable to judge personally how the two compare.
    >
    > Open-source means that the actual code for the OS itself is open
    > and available for both improving (and submitting improvements back
    > to Google) and also available for "tinkering under the hood" - i.e.
    > changing the OS itself.
    >
    > This means that a handset mfg can actually change the basic operating
    > system to suit its needs. This is powerful. It sounds cool, but doing
    > so has its drawbacks. Most importantly is the fact that if you significantly
    > change the OS then all applications written for the "Vanilla-Android"
    > may no longer work with your version - or they may work but differently
    > from how the developers intended. This is definitely NOT GOOD. Developers
    > most assuredly do not want to develop special code for device X.
    >
    >
    > So- having open-source is of little import to Android as a development
    > system.
    Oct 14 06:44 PM | Link | Reply
  •  
    Android has a fatal flaw in that different manufacturers implementing Android while exploiting hardware features using binaries would destroy the cross platform of openess for Android handsets because the Android VM would have difficulties handling specific binaries on different handsets. Customers of Android would have to buy specific Android handsets for different specific purposes. But this is a much smaller problem than Research in Motion where have usage problems which exist even between a Curve and a Bold. The blackberry Tour is disastrous, the Storm 2 is little different than Storm 1 which wouldn't even execute most of the existing blackberry programs. Android is poised to pick Research in Motion apart and reap its market share, not Apple.
    Oct 14 06:49 PM | Link | Reply
  •  
    You may be right about some of the problems with protecting your moat, but I want to focus on a more specific issue. Do you really think it is anti-competitive for a phone company to not want (and try to prevent) folks calling other people using their communication network without paying for it? I think the internet should be free as much as the next techno geek, but if I sat outside your home and used your bandwidth for free to do all my Netflix streaming, wouldn't you feel I was using something of yours which you were renting and that I was getting for free? We are now at a place where technology creates many of these free holes and exploits. Just because Google CAN write an app that allows me to call for free over the internet, does that mean others SHOULD be allowed to do so. To call AT&T's attempt to protect the use of their network "anti-competitive" oversimplifies a complex issue that the courts will ultimately be sorting out for years.

    I'd love to hear your thoughts about this.

    On Oct 14 05:52 PM Edward Harrison wrote:

    >
    > As for Apple, I own an iPod, use iTunes and we have two iPhones.
    > Their products are wonderful. But, Jobs is using the same tactics
    > he used when he was CEO last time - namely protecting his moat by
    > limiting others from integrating fully. Last time he lost the market
    > share battle. This time he is winning it and, as Microsoft has shown,
    > he can continue to win for a long time.
    >
    > I just think Apple is being anti-competitive with Skype over Google
    > and trying to keep the Palm Pre from syncing with iTunes. Eventually,
    > this sort of thing will be ruled on by the FTC.
    Oct 14 06:52 PM | Link | Reply
  •  
    I think posters are disagreeing with your position, not shooting the messenger. A messenger simply passes along information not present his or her own opinion and then argue for it.

    iTune is an Apple product and Apple can control who can access it. As of this writing, there are many software that allows non-iPods access to iTune material. I do not understand how this is anti-competitiveness, you have not provided concrete logic for it. It is just your opinion.

    You seem to imply that Palm should have the right to synchronize with iTune using Apple's vendor's ID to masquerade Pre as an iPod. This after Palm supposedly joined an organization whose guideline expressed prohibit use of another vendor's ID.

    So your value proposition in this narrow scope is suspect because you claim Apple to be anti-competitive without proof but chose to say nothing about Palm's blatant disregard for an implicit agreement it made with a trade organization. So again, this is your opinion, not a message.

    As for Google Voice, again, right or wrong, Apple can dictate what can run on its device. We may not like it but it is what it is. Is it anti-competition? ATT laid out a good case why it is not. Google is not subject to the same rules as ATT but it wants to play in the same sandbox. We will see what the Feds have to say.

    Again, you shared you own opinion, based on your own bias. You did not lay out any rules and regulations or concrete proof to support your positions.

    SO we are not shooting any messenger at all, we may not even be Apple fans, we just disagree with your position and called that out.

    I am a UNIX, XP, VISTA and Leopard users. Not yet moved to Snow Leopard fully. Waiting to receive my System 7 boxes.



    On Oct 14 06:01 PM Edward Harrison wrote:

    > And for the record, I have been a fan of Apple for nearly 20 years,
    > having used a Mac from the mid-1980s on and bought at least 6 or
    > 7 iPods and iPhones. I am well aware of the quality of their products
    > and ease o use.
    >
    > But, it is amazing how defensive the Apple people are to this post.
    > The fact is Apple has a chosen strategy that is anti-open source.
    > It failed in the 1990s for them but was a success for Microsoft.
    > But, we have to recognize that Apple wants a largely closed system
    > so that it can control things. There are lots of arguments why one
    > might do this (design or technology integrity for one). But, right
    > now, Apple has crossed the line into anti-competitive activity.<br/>
    >
    > Whether Google has the goods is another story - and have been plenty
    > 'evil' themselves in other regards. As one commenter noted, it's
    > easy to gain ground when you start from zero. But Android is a worthy
    > competitor. Let's see how it develops.
    >
    > Don't shoot the messenger.
    Oct 14 06:57 PM | Link | Reply
  •  
    That's a fair comment and a better statement of fact. I stand corrected.


    On Oct 14 03:46 PM jmmx wrote:

    > I think that some people who praise that "Android is an open-source
    > software system" do not fully understand what that means. It appears
    > that some people believe that it is easier for developers to program
    > or "understand" because it is open source.
    >
    > This is not true. Most developers of applications want:
    > 1- A well-documented, logical, development language,
    > 2 -An easy to use, development environment (i.e. good tools),
    >
    > Apple provides this. Their SDK (dev environment) is noted as being
    > superlative. I have heard that Android also has a good environment
    > but would be unable to judge personally how the two compare.
    >
    > Open-source means that the actual code for the OS itself is open
    > and available for both improving (and submitting improvements back
    > to Google) and also available for "tinkering under the hood" - i.e.
    > changing the OS itself.
    >
    > This means that a handset mfg can actually change the basic operating
    > system to suit its needs. This is powerful. It sounds cool, but doing
    > so has its drawbacks. Most importantly is the fact that if you significantly
    > change the OS then all applications written for the "Vanilla-Android"
    > may no longer work with your version - or they may work but differently
    > from how the developers intended. This is definitely NOT GOOD. Developers
    > most assuredly do not want to develop special code for device X.
    >
    >
    > So- having open-source is of little import to Android as a development
    > system.
    Oct 14 07:20 PM | Link | Reply
  •  
    Yes you can talk and use the Net.

    I bought my phone (G1) and switchd from AT&T to T-mobile to do so. I immediately rooted the phone (jailbreak equivalent) and installed CynagenMod to give me more flexibility than a locked down phone requires (I need to use the phone with a Vodafone SIM card in Europe for one). I have since used it for a month and I would say I am generally happy.

    That said, my wife's new iPhone 3GS is faster and the virtual keyboard is significantly more accurate. This G1 phone does pretty much everything I need but from a usability standpoint it lags the iPhone IMO.

    The earlier comment about what open-source really is was a good one because it points to why Android could fail: "balkanasation." Because hardware manufacturers can change the code of the OS, this means different Android forks will develop, which may create problems for developers in terms of compatibility. Its early days right now so we'll see how this develops.

    Google's deal with Verizon promises to be a signpost of what the future holds.


    On Oct 14 04:07 PM GSlusher wrote:

    > A question for the author, if you're using your Android phone on
    > Sprint or Verizon: If you're on a call, can you access the internet
    > or send/receive email at the same time, without quitting the call?
    Oct 14 07:29 PM | Link | Reply
  •  
    Google Android is heading towards the same problem Unix experienced back in the 1980s when different Unix variants created incompatible Unix systems such as Unix System V, Berkeley Unix, SCO Xenix, HPUX, Solaris, AIX, Linux and a host of Unix variants which are simply incompatible although they are all based on the same Unix specification. Already there are 2 versions of mobile OSs based on Linux - webOS, Maemo and Android, these Linux variants would only proliferate into tens and possibly hundreds of them which are incompatible with each other. Apple's OSX is also a Unix variant which had far outgrown and surpassed the standard Unix specs.

    Apple and Unix Linux will flourish, Rim and others will not survive.
    Oct 14 10:01 PM | Link | Reply
  •  
    Good old James is at it again mouthing off the craziest stuff on any blog.

    Android presently has very limited enterprise support, I think has 1 device with basic Exchange ActiveSync support. I think maybe one vendor has announced their middleware will support Android (at some point Q1 2010) so keep me posted on the exodus to all these platforms for enterprise that provide 25% of the security, management of Blackberry server. I've been waiting for a LONG time for something equal to come out. And please somehow the TCO will be cheaper then BES too right James - heck it's even free since it uses Exchange ActiveSync policy!

    Apple's biggest failure will be how much they love that fat $400 subsidy at&t gives them .. raking in the profit so why even bother going else where it will be a lot less and they'd have to deal with Verizon's control issues, insistentance to validate and certify everything so how again will iPhone OS updates work? They takes MONTHS after other carriers get the same OS so I just don't ever see that happening. So Apple will go where? Sprint? T-Mobile (even less of a 3G presence). My gut is they stay with at&t until LTE has suffient build out - so 2012 likely but they'll pray mid 2011 to match their summer release schedule.

    Android just feels like Windows Mobile all over again, different hardware manufactors, different OS builds, etc. On one hand it offers something for everyone but it's just a mess at the end and for enterprise - which model do you support? Right now Hero looks like the better device.

    If Apple found a way to prevent jailbreak they fixed one of their glaring security risks for enterprise, now get your encryption FIPS certified and maybe they can put some heat on RIM.
    Oct 14 10:14 PM | Link | Reply
  •  
    Dialectical, I will have to write up a post on this issue. The core of the issue is whether the phone companies' network are dumb pipes or whether they have the right to 'control' traffic. Indeed, this is a complicated issue.

    But the overriding concern from an antitrust perspective has to be the limited number of broadband network providers in any jurisdiction. The telcos and cable operators have de facto monopoly power in that only one or two providers are available in most areas. The question then becomes, given this power, how should the companies behave/be forced to behave. This is the same question that was at stake with Microsoft and operating systems.

    I believe the telcos networks have to be controlled as dumb pipes in the way utilities are. I pay AT&T to provide me network access, not to provide me services that use that access. This is true for cell phone networks as much as it is for internet connections.

    Regulators understood this with the old AT&T. Yet, AT&T continued to abuse its market position as the communications landscape changed, so it was broken up. Those same difficulties have not gone away and regulators must be vigilant both in regards to AT&T in this case and Apple regarding cellphone handsets.


    On Oct 14 06:52 PM Dialectical Materialist wrote:

    > You may be right about some of the problems with protecting your
    > moat, but I want to focus on a more specific issue. Do you really
    > think it is anti-competitive for a phone company to not want (and
    > try to prevent) folks calling other people using their communication
    > network without paying for it? I think the internet should be free
    > as much as the next techno geek, but if I sat outside your home and
    > used your bandwidth for free to do all my Netflix streaming, wouldn't
    > you feel I was using something of yours which you were renting and
    > that I was getting for free? We are now at a place where technology
    > creates many of these free holes and exploits. Just because Google
    > CAN write an app that allows me to call for free over the internet,
    > does that mean others SHOULD be allowed to do so. To call AT&amp;T's
    > attempt to protect the use of their network "anti-competitive" oversimplifies
    > a complex issue that the courts will ultimately be sorting out for
    > years.
    >
    > I'd love to hear your thoughts about this.
    >
    > On Oct 14 05:52 PM Edward Harrison wrote:
    Oct 14 10:29 PM | Link | Reply
  •  
    Frank is mixing security and TCO issues with business issues. Global leader Nokia has none of Rim's security features yet Nokia owns 35% of global smartphone market, much more than Rim + Apple + HTC + Motorola added together, so how much does Rim's security features contribute to Rim's market share? Pretty close to zilch if you ask me. Apple sees the lack of business benefit in adding security features therefore Apple also didn't pursue that route. Rim also saw the lack of business benefits from security features and instead, Rim enters the consumer space where security features take a back seat to consumer features. This is already water under the bridge, Frank, there is no need for you to being up Rim's 'virtues' when Rim itself don't even talk about much anymore. Fact is, many enterprises have offered employee options to bring their own mobile device of choice to do work, Rim is no longer 'the business mobile phone' so save yourself the huff puff and preach your Rim security virtues to the employees who are increasingly bring iPhones to the office.
    Oct 14 10:37 PM | Link | Reply
  •  
    Personal liable gets a lot of press but it's just not happening on a large scale at all.

    I'd say RIM's security is what gives its a very large portion of it's enterprise business, the same reason why Apple cannot even get a foot into enterprise (other then employee owned) Is there any company in the states deploying large number of Nokia devices?

    They can bring them all they want, ActiveSync is disabled for everyone so good luck to them getting access to enterprise data other then web based email as it's not happening until Apple decides to care about security we require.

    James we are just Yin and Yang .. We each feel the other is wrong but try and not be so outlandish with some of your remarks as they have no logic and do not represent enterprise support.
    Oct 14 11:00 PM | Link | Reply
  •  
    This is your REAL Headline:

    "I recently switched from a Windows Mobile telephone to an Android-based mobile phone. "

    Android will gain some ground in the low end, taking out WinMo. Apple's going for the high-end: Rimm customers; technology early-adopters. There's room for both. Theres' NO room left for WinMo; Rimm (and other keyboard phones-- Pre, etc.); Symbian
    Oct 14 11:18 PM | Link | Reply
  •  
    Whoa you really have no idea what you are talking about do you Ed? You are oh so outraged by Apple and Google Voice yet you use Windows Mobile? Seriously? Windows Mobile is from a company called Microsoft. Have you heard of it? Android is slow, the on screen keyboard is terrible, the OS/App fragmentation issues is serious. There is zero reason to think Android is a threat to iPhone anytime soon. More to RIM with their archaic OS. Oh btw not everything is sweetness and light with Google. Their business model is to take your personal information and sell it without your knowledge or permission. They have their own issues with denying software on Android and limiting Google Voice usage. You really could not have written a more incorrect "analysis".

    Most stunning is you purport that Android is "gaining ground" on Apple and say the video shows why. Well it doesn't. They say on the video that lots of Android phones are coming out, that nobody knows how well Android is selling, and in fact they say Android cannot catch up with the iPhone. Man I'm laughing right now at how bad this piece of yours is.
    Oct 14 11:23 PM | Link | Reply
  •  
    EH, Great reply thanks. As someone who remembers fondly when most of the web did not have ads, I surely support widespread use of technology without its monopolization wherever possible. But everything costs money, and there needs to be a stable and long living incentive for those building and maintaining the networks if we want to continue to see them built. Some things need to be highly regulated or even government provided in a civilized society (utilities, postal service, police and fire protection, and I would argue health care). Other things (amusement parks) are forms of entertainment that should be allowed to function with free market rules and only basic public safety regulations in play. I'm not sure where I think the internet fits into this. Is it as essential as electricity in this day and age, or it is largely a form of private amusement and enrichment which should be provided only to those who can afford the market cost? My guess is that you are right about utility style regulation being in the offing. I have my doubts about whether this model will result in the most innovative transformations possible from this amazing tech. The rapidity with which the internet is evolving makes enlightened regulation (meaning practical, efficient, enforceable, and in the public interest) even more challenging than usual, I think.


    On Oct 14 10:29 PM Edward Harrison wrote:

    > Dialectical, I will have to write up a post on this issue. The core
    > of the issue is whether the phone companies' network are dumb pipes
    > or whether they have the right to 'control' traffic. Indeed, this
    > is a complicated issue.
    >
    > But the overriding concern from an antitrust perspective has to be
    > the limited number of broadband network providers in any jurisdiction.
    > The telcos and cable operators have de facto monopoly power in that
    > only one or two providers are available in most areas. The question
    > then becomes, given this power, how should the companies behave/be
    > forced to behave. This is the same question that was at stake with
    > Microsoft and operating systems.
    >
    > I believe the telcos networks have to be controlled as dumb pipes
    > in the way utilities are. I pay AT&amp;T to provide me network access,
    > not to provide me services that use that access. This is true for
    > cell phone networks as much as it is for internet connections.<br/>
    >
    > Regulators understood this with the old AT&amp;T. Yet, AT&amp;T continued
    > to abuse its market position as the communications landscape changed,
    > so it was broken up. Those same difficulties have not gone away
    > and regulators must be vigilant both in regards to AT&amp;T in this
    > case and Apple regarding cellphone handsets.
    Oct 15 12:36 AM | Link | Reply
  •  
    Mr. Steve Jobs has his hands full taking care of business issues which have higher priority than going after dwindling enterprise businesses. This is not the time to go after enterprise businesses and Rim knows that very well which is why Rim is making phones like the Storm 2 which is an Apple iPhone clone, albeit a lousy, buggy, inferior attempt that falls far short of the iPhone in every category.

    Given nobody is expecting any robust economic recoveries anytime soon, it makes no sense to beef up iPhone's security features in the near future because enterprises are NOT even upgrading their blackberrys!!

    With Rim falling to number 2 while Apple rises to number 1 in JD Powers' survey in business user satisfaction, it is only a matter of time for Apple to vastly beef up its iPhone security features to make the iPhone the number 1 enterprise mobile device for American enterprises in due time, most likely when stronger economic recoveries start coming in.
    Oct 15 02:52 AM | Link | Reply
  •  
    Google keeps so much data so well it is being accused to be the next Big Brother, how's that for real enterprise security? There is no way Rim can hold the candle to Google in any way enterprise. Look at the Google Maps Street View app, can Rim provide this kind of awesome capability?

    Google can eat Rim alive and raw today. All it takes is for the American enterprises to work out their modern security needs as well as app needs with Google and it is time to say goodbye to Rim.
    Oct 15 02:57 AM | Link | Reply
  •  
    Android will have its place but it does not compete directly with the iPhone. My guess is that a couple years down the line Android phones will largely supplant Nokia phones in the low end, low margin market. RIM will survive but lose share. The iPhone will own the high end, high margin business. Watch for Nokia to drop Symbian OS and adopt Android on some phones.

    I think the Android world will be too chaotic to develop much in the way of a useful App Store.
    Oct 15 03:10 AM | Link | Reply
  •  
    My understanding is that Research in Motion’s Blackberry is the still best choice for business. With the BB, companies can manage the device, e.g., wipe the data clean if the smartphone is lost. RIMM’s Blackberry Enterprise Server, which syncs up with theMSFT Outlook server, just can’t be matched by ipod, android or any of the other platforms. Given that security and privacy issues are the top concerns for business, am I correct that companies won’t start replacing Blackberrys with Androids anytime soon?
    Oct 15 04:43 AM | Link | Reply
  •  
    Research in Motion is a sitting duck whereas Google is a flying eagle. Look at the Google Maps Street View app which allows you to see your own house with your street name and your neighbourhood in motion. How can Rim compete with Google's Big Brother capabilities? All it takes is for the American enterprises to sit down with Google to map out their modern security needs using Google's ultra modern technologies and then it would be time to say goodbye to Rim.
    Oct 15 06:05 AM | Link | Reply
  •  
    15 hours ago I commented above, "I think it's a good call that Nokia and Palm aren't going anywhere." Now there's this:

    "Nokia Posts Third-Quarter Loss of 559 Million Euros (Update1)
    By Diana ben-Aaron Oct. 15 (Bloomberg) --

    "Nokia Oyj, the world’s biggest maker of mobile phones, posted an unexpected third-quarter loss, reversing a profit in the year-earlier period as demand slid. The company reported a net loss of 559 million euros ($833.9 million), from a profit of 1.09 billion euros in the year-earlier period. Analysts in a Bloomberg survey had expected on average a profit of 367 million euros."
    Oct 15 06:54 AM | Link | Reply
  •  
    No doubt having 10 Android devices vs. 1 Apple device seems like an unfair match, however, how many Android phones are priced at $99 (w/contract)? Until those handset prices are competitively priced, my money's on Apple.


    On Oct 14 11:09 AM Doom Bloggers s**** wrote:

    > This is hearsay and complete jealousy of Apple.
    >
    > Good luck with the lack of apps on Android and glut of Android phones
    > to confuse the consumer to death
    Oct 15 08:08 AM | Link | Reply
  •  
    A former windows mobile user??? I thought those reports were simply fantasy... Dude, having been a windows mobile user disqualifies you from having an opinion on which product is best! The fact you stuck with a loser platform for as long as you did, puts into question whether you have any idea :)
    Oct 15 08:25 AM | Link | Reply
  •  
    "RIMM’s Blackberry Enterprise Server, which syncs up with theMSFT Outlook server, just can’t be matched by ipod,"

    This is actually NOT correct. The iPhone syncs DIRECTLY to the the MS EXchange/Outlook server with NO extra intermediary server (like the Blackberry server) sitting in between.


    On Oct 15 04:43 AM lucky lenny wrote:

    > My understanding is that Research in Motion’s Blackberry is the still
    > best choice for business. With the BB, companies can manage the device,
    > e.g., wipe the data clean if the smartphone is lost. RIMM’s Blackberry
    > Enterprise Server, which syncs up with theMSFT Outlook server, just
    > can’t be matched by ipod, android or any of the other platforms.
    > Given that security and privacy issues are the top concerns for business,
    > am I correct that companies won’t start replacing Blackberrys with
    > Androids anytime soon?
    Oct 15 08:34 AM | Link | Reply
  •  
    Read this...

    www.businessweek.com/t...

    Basically what I stated yesterday.. yet not so much as a rant.

    Android WILL become a fractured MESS.

    Have a grateful day. Apple @ $250 year end 2010
    Oct 15 08:52 AM | Link | Reply
  •  
    I design and manufacture Smartphones so have a different perspective on the arguments between technical issues, features and benefits of products.
    Apple has a great User Interface, many Apps with a superb App creation program. Biggest disadvantage is the iPhone's battery enclosure is inaccessible to the user.
    Microsoft's OS is far too heavy, dated, and handles WiFi connectivity poorly.
    RIM is now a dated solution as most smartphones can be easily linked into the office email system. The device's antenna is poorly positioned at the rear of the device which a user covers with their hand when making a call, affecting call quality.
    Nokia's smooth & polished OS powered them into market leadership and has kept them there but it now needs some extra bells and whistles to match Apple's iPhone. All Nokia handsets are well engineered.
    The Android OS is nowhere near ready for the market.

    Problem for all the above is they are more expensive than they need to be, but that's the consumer's choice.

    My handsets are dual mode, 802.11 + GSM, on a Linux platform with 'best of breed' Open Software programmes, including touch screen, all tightly interlinked by my software. Multinationals use my Smartphone so that all their offices are interconnected via The Internet and their worlwide employees are accessible by a simple extension number with all calls at virtually zero cost to the Company. All users get to keep their own GSM numbers operational on my Smartphone and have Voice Call Continuity (VCC) implemented for imperceptable transfers between 802.11 and GSM - a world first. mazingo.tv

    Oct 15 08:53 AM | Link | Reply
  •  
    Symbian is such a crappy OS. I wonder why some cell phone companies, such as Sony Ericsson and Nokia, are still using it.

    Palm OS is far better than Symbian; however, the Palm cell phone is far behind its competitors. Palm is having a hard time catching up with its competitors in hardware technology, including imaging, sound, etc etc... I suppose Palm will have to merge with some large tech companies or it will simply die in a few years.

    I am glad that Android serves as a major competitor of MS mobile. An open source OS means that more computer geeks will be writing more free apps and tweaks that will benefit "cheap" people like myself! :-)
    Oct 15 09:27 AM | Link | Reply
  •  
    I am not an Android, I am actually human. Do not call me "Android" it is inappropriate.
    Repeat:
    I am not an Android, I am actually human. Do not call me "Android" it is inappropriate.
    Repeat:
    I am not an Android, I am actually human. Do not call me "Android" it is inappropriate.
    Repeat:
    I am not an Android, I am actually human. Do not call me "Android" it is inappropriate.
    Repeat:
    I am not an Android, I am actually human. Do not call me "Android" it is inappropriate.
    Repetition is competitive and a behavior of similar as previous.It is brainwashing and commercials are the same.
    Oct 15 09:30 AM | Link | Reply
  •  
    Defend proprietary technology isn't the point: tying it exclusively to a network to create a monopoly, and blocking legitimate Internet applications is the issue here. When Microsoft starting with this approach, people went nuts - now Apple is doing exactly the same thing and their loyal supporters rant against anyone who complains.

    On Oct 14 11:11 AM Doom Bloggers s**** wrote:

    > And since when does a company not have the right to defend their
    > proprietary technology. What they spend millions to develop their
    > phone software and interface and they let Google swoop in and take
    > the thing over like a freaking cancer with their free crap.
    >
    > C'mon. Get over yourself
    Oct 15 09:31 AM | Link | Reply
  •  
    LOL. That's hilarious. Those reports were NOT fantasy. Don't ask me why I stuck with Windows Mobile for so long. I have escaped the imprisonment now!


    On Oct 15 08:25 AM T_ wrote:

    > A former windows mobile user??? I thought those reports were simply
    > fantasy... Dude, having been a windows mobile user disqualifies
    > you from having an opinion on which product is best! The fact you
    > stuck with a loser platform for as long as you did, puts into question
    > whether you have any idea :)
    Oct 15 09:44 AM | Link | Reply
  •  
    You're stupid...

    That has been copied. The Big Boy is just like the BigMac... And McDonalds doesn't take claim on beef. McD is the perfect example of being competitive and how to be competitive.

    Try another example.


    On Oct 14 11:26 AM cral wrote:

    > "Apple is already acting anti-competitively by tying iTunes to the
    > iPhone and iPod." So is it anti-compeitive by tying the BigMac to
    > only MacDonalds resaurants???
    Oct 15 09:45 AM | Link | Reply
  •  
    Antitrust doesn't kick in until there is a huge monopoly. MSFT once had 90% of the computer OS market; last I checked, there were lots of smartphone choices-- not just Apple.


    On Oct 15 09:31 AM James Beswick wrote:

    > Defend proprietary technology isn't the point: tying it exclusively
    > to a network to create a monopoly, and blocking legitimate Internet
    > applications is the issue here. When Microsoft starting with this
    > approach, people went nuts - now Apple is doing exactly the same
    > thing and their loyal supporters rant against anyone who complains.
    >
    >
    > On Oct 14 11:11 AM Doom Bloggers s**** wrote:
    Oct 15 09:53 AM | Link | Reply
  •  
    Competition is good. However, Android will only help Apple but on the other hand, will give the death blow to the Windows Mobile platform.

    Two completely different business models. Google is taking on M$ for trying to compete in search, by offering a free Mobile OS alternative to manufacturers. They will succeed. Good for consumers.

    Apple iPhone is a managed device, which simply means, everything about it will continue to work as well as the company manages & implements it. Since Apple has a great track record in putting out excellent products, this also is a good for consumers.

    RIM BB, Palm Pre & Windows Mobile is managed source as well, however, Windows Mobile has not been managed well, and Palm Pre, we have yet to see, while the BB is the only solid competitor to Apple in this segment.

    The point is, people vote with their wallets. The fact that Apple has sold more phone in two years then Windows Mobile has in ten years, makes me a bullish investor for Apple.

    If you don't get it, think of it in real terms: RIM HAS a successful platform with the BB. Apple HAS a successful platform with the iPhone. Palm is attempting a successful platform with the Pre. All of the above make BOTH the hardware & the OS. They are successful because the entire user experience is managed well. People vote with their wallets. All other handset manufactures only own half the nut, and previously had to depend on M$ for the other half. Nokia, HTC, and other the other handset manufacturers desperately need a competitive OS. Google Android to the rescue. If Android is successful, this actually HELPS Apple, RIM, and Palm. However, it kills Windows Mobile, Linux, & Symbian for this platform segment.

    Cheers!


    On Oct 14 12:17 PM harney22 wrote:

    > Wow, Ed. Looks like you sure pissed off the AAPL folk. It truly is
    > amazing how angry/defensive they become when you attack their precious
    > Iphone. I like the argument for the android and really think that
    > open source software keeps its opportunities many. Idk about other
    > people, but I myself have become ADD with phones. I seem to switch
    > at least once every year.
    Oct 15 09:54 AM | Link | Reply
  •  
    Too much emotion in this article. More like a rant from a spurned lover.

    Investors that invest on emotion go broke... so buyer beware, don't follow this guy in investing.

    There is a reason Apple has (in a down economy) continued to be a company (and stock) that continues to skyrocket.

    From an investor perspective, Android makes no short term money for Google... maybe long term, if it somehow ties adds to the platform. They may, in the future, if the OS gets established, introduce an Ad version that is free, and a paid version... I doubt it though. This will tick off too many people. What Google is really doing, is attempting to take down Microsoft, for daring to come at them in search and advertising. Again I ask, how does Android, under this present model directly affect Google's stock or bottom line? The simple answer, it doesn't. Indirectly- maybe, but only time will tell.
    Oct 15 10:02 AM | Link | Reply
  •  
    Good for you Ed. Unfortunately, this article in no way helps investors.

    If your beef is that Apple didn't accept Google Voice, I'm with you... however, you are ignoring the fact that you over 15,000 other Apps to CHOOSE from. No other platform even comes close. Once Android has the Apps, then we'll see.

    My recommendation to you: iPhone like your wife and be happy. Once Android gets established, then check it out.

    As far as Apple's real reason for "holding" Google Voice in purgatory... they will eventually approve it. However, they are and will be introducing the same features within Apple's MobileMe service. Apple would be foolish to allow GV siphon off people from MobileMe enhancements soon to be introduced.

    Last, GV works fine as a Web App. Sure, no local data stored on the phone, but it still works nonetheless. And since GV depends on an internet connection- whether or not it's a native App or a Web App makes little difference to me at this point.

    That brings me to another point: BESIDES the tens of thousands of native Apps out there for iPhone... how about the burgeoning WebApps, which are completely un-policed, that are becoming available?


    On Oct 15 09:44 AM Edward Harrison wrote:

    > LOL. That's hilarious. Those reports were NOT fantasy. Don't ask
    > me why I stuck with Windows Mobile for so long. I have escaped the
    > imprisonment now!
    Oct 15 10:15 AM | Link | Reply
  •  
    Symbian and Windows Mobile have thousands of apps but concentrating on the number of apps available is missing the point. If you count all the Java apps as well, there are probably more apps for the Symbian o/s than for the Iphone. But Apple put all the apps in one place - I own a Winmo phone , Symbian phone and Iphone.

    Apple greatest achievement was making the smartphone accessible to all - you want apps - you download them straight to the phone - nice and simple.

    Basing your decision on one act of so called anti-competitive behaviour rather than looking at satisfying your actual needs shows more about your ability to make decisions than any reflection on Android.
    Oct 15 11:15 AM | Link | Reply
  •  
    iPhones were a nice splash, but little substance. These walled gardens never last, because they can't compete with the free market. Android is immature, but the platform is open. I hate touch screens, i want keys, so I'll go with a modern (not blackberry) product on an open application platform, with a keyboard. There is only one of those: PalmPre.
    Oct 15 11:18 AM | Link | Reply
  •  
    This is a simplistic and self-righteous article of limited anecdotal value. Apparently tens of millions of people disagree with you. Otherwise please explain the iPhone phenomenon that everyone else gets but to which you are philosophically opposed on a misperceived notion of capitalism and competitiveness.
    Oct 15 12:12 PM | Link | Reply
  •  
    On a side note to the mentioned mobile OSes in play here..

    Yes: Palm develops the hardware and software for Pre.
    Yes: RIMM develops the hardware and software for BB.
    Yes: Apple develops the hardware and software for iPhone & iPod Touch. Right?

    I always come to this same conclusion time and time again.....of ALL these companies name ONE that owns and has developed a Desktop (Laptop) OS that is certified UNIX which ALSO possesses a SDK that is seamless between the 3 spaces ie. Desktop, Laptop & Mobile handset?

    and as far as price goes......in the netbook vs laptop sector... a Macbook can be had for under $700. You just need to know where to look. Apple too has a plan to be competitive in the netbook space.

    Those who laughed @ Apple in the mobile phone space ie.

    A refresher PEOPLE!!

    Monday, November 20, 2006 1:29:45 PM
    Responding to questions from New York Times correspondent John Markoff at a Churchill Club breakfast gathering Thursday morning, Colligan laughed off the idea that any company -- including the wildly popular Apple Computer -- could easily win customers in the finicky smart-phone sector.

    "We've learned and struggled for a few years here figuring out how to make a decent phone," he said. "PC guys are not going to just figure this out. They're not going to just walk in.'"


    WELL!! what do have to say about AAPL entering in the netbook Space?

    They will FAIL here TOO!!!! RIGHT NAYSAYERS. GMAFB.

    AAPL $250 end of year 2010
    Oct 15 12:13 PM | Link | Reply
  •  
    OH!! BTW..

    Nokias Q3 Report was SPECTACULAR!!!!! and just ponder the FACT that Nokia is blaming the downside to GET THIS!!

    Supply Chain Issues!!!! Yeah OK!

    Keep ur head in the sand much longer Nokia and you will soon be swallowed up by the high tide coming in called Apple.
    Oct 15 12:21 PM | Link | Reply
  •  
    This article does not make too much sense to me. We all love our PDA's for different reasons...I honestly thought I was going to read a detailed and informative piece on the OS war....
    Oct 15 12:36 PM | Link | Reply
  •  
    You Apple people have your heads in the sand - history repeats itself. This is Apple MacIntosh (hot product, great features, premium price and demographic, etc. etc.) vs. WinTel PCs all over again! The same closed platform OS and sales channel strategy that killed Apple before (with early PC competition) and limited its market share (the premium, uber cool anti-ubiquity strategy) will hurt Apple again with the Iphone. Why are they making the same mistake twice and with new management (or is it same management with Jobs)?!? It will take some time but I would bet on anyone other than Apple, they are one mistake away from failure once again.
    Oct 15 12:37 PM | Link | Reply
  •  
    Wrong way to look at this situation, the App development community that is supplying 1400 new ways to use the iPhone every week without Apple doing anything except letting them make some money.

    It is very different this time around, they have the perfect balance of openness with a solid well supported platforms, something that Open Source products can't match.

    Most OS projects have an erratic path of advancements and a much higher rate of bugs.


    On Oct 15 12:37 PM Kanji wrote:

    > You Apple people have your heads in the sand - history repeats itself.
    > This is Apple MacIntosh (hot product, great features, premium price
    > and demographic, etc. etc.) vs. WinTel PCs all over again! The same
    > closed platform OS and sales channel strategy that killed Apple before
    > (with early PC competition) and limited its market share (the premium,
    > uber cool anti-ubiquity strategy) will hurt Apple again with the
    > Iphone. Why are they making the same mistake twice and with new management
    > (or is it same management with Jobs)?!? It will take some time but
    > I would bet on anyone other than Apple, they are one mistake away
    > from failure once again.
    Oct 15 12:58 PM | Link | Reply
  •  
    Today is an ENTIRELY different the scenario..... Kanji

    What would that be? You ask...

    2 Words... Wireless Broadband. DID NOT exist back then DUH.

    Apps no longer need to be pressed, printed, boxed, warehoused, inventoried and or any other archaic form of software delivery of years gone past. Today is an entirley diffent playing field and Apple has the 2 star quarterbacks called iTunes and App store.

    nuff said...

    Please: Name any other online App store that has 85000 Apps and GROWING!

    Some People You Just Can't reach.
    Oct 15 01:47 PM | Link | Reply
  •  
    I have to be honest. It didn't occur to me Seeking Alpha would post this as an investment piece (if at all). I did not write it as an investment piece but more of a personal piece on my blog - and seeking Alpha has permission to re-post all of my articles.

    The spurned lover comment (I used to be an ardent Apple fan and thought Apple was going to be above board) seems on the mark here (he said sheepishly).

    That said, I might have something slightly more substantive to say about strategy - time permitting - given the beating I am taking here in the comments.

    On Oct 15 10:15 AM winindthedust wrote:

    > Good for you Ed. Unfortunately, this article in no way helps investors.
    >
    >
    > If your beef is that Apple didn't accept Google Voice, I'm with you...
    > however, you are ignoring the fact that you over 15,000 other Apps
    > to CHOOSE from. No other platform even comes close. Once Android
    > has the Apps, then we'll see.
    >
    > My recommendation to you: iPhone like your wife and be happy. Once
    > Android gets established, then check it out.
    >
    > As far as Apple's real reason for "holding" Google Voice in purgatory...
    > they will eventually approve it. However, they are and will be introducing
    > the same features within Apple's MobileMe service. Apple would be
    > foolish to allow GV siphon off people from MobileMe enhancements
    > soon to be introduced.
    >
    > Last, GV works fine as a Web App. Sure, no local data stored on
    > the phone, but it still works nonetheless. And since GV depends
    > on an internet connection- whether or not it's a native App or a
    > Web App makes little difference to me at this point.
    >
    > That brings me to another point: BESIDES the tens of thousands of
    > native Apps out there for iPhone... how about the burgeoning WebApps,
    > which are completely un-policed, that are becoming available?
    Oct 15 01:58 PM | Link | Reply
  •  
    There are two business models to choose from, each with its own advantages and disadvantages. One choice is open, and the other closed. The advantage of the open systems is competition, more choice, and lower cost. The disadvantage is lack of seamless integration. Closed systems like Apple offer seamless integration but higher cost and less choice.

    I have preferred Apple products since 1985, because I find that seamless integration and tighter security results is smoother operation, less downtime, and in the end, lower cost when all factors are considered. I have not felt that I have suffered to any material degree from fewer choices. Apple provides software and hardware that have always worked fine (and reliably) for my purposes.

    Anyone arguing with Apple's strategy since Jobs took over after the company was in a death spiral should look at the results in terms of operations, product development, and the behavior of Apple stock. Also, like back in history to the number of time Apple was written off by analysts and so-called industry experts. It's been pretty constant,and always wrong, wrong, wrong.
    Oct 15 02:23 PM | Link | Reply
  •  
    All the handset makers that choose Android are going to find that their evolution ends up with a bunch of duck-billed platypuses. Intresting to look at, and maybe functional, but dead-ends on the evolutionary chain. People are going to continue to buy the iPhone and Apple computers because they know, FOR SURE, that all of their apps and programs and data and music and address book and e-mail and photos and videos from now until the end of time will be protected and carried forth on COMPATIBLE devices from each generation of Apple product to the next generation. I bought my first Mac 2 years ago, and an iPhone at the same time. I had had an iPod since 2003. I will never go back. Now that the iPhone 3Gs camera is pretty good, and a decent videocamera to boot, I'll probably never buy another non-Apple camera again, ever. Seamless integration, seamless upgrades of hardware and software, and a compatible ecosystem. Apple delivers all of this, all by itself. No one else comes close. How do ya Google / RIMM / Microtard / Palm fanboys like them apples?
    Oct 15 02:24 PM | Link | Reply
  •  
    Revisionist history. Mac did NOT lose to Windoze. Apple II lost to IBM PC. IBM literally equated with 'business'. Nevermind that the IBM PC was basically a quick knock off of the Apple II, which came 2 years earlier, and wouldn't have come at all in 1981 had Apple II not totally upset the IBM investors into a frenzy.

    IBM had the name. They FOOLISHLY gave it to Microsoft when Bill got permission to sell DOS directly. That was it. Windows was nothing more than a shell on top of DOS until Win95 came out. That didn't stop business users, they were already comfortable with DOS.

    This is entirely different. Apple now has the name. Ask literally anyone who makes the best computer. If he is not a died in the wool PC geek, he will tell you that it's Apple. Used to be, people thought they would be going out on a limb to get a Mac. Not anymore. Most people who don't get one say that it was only because it was too expensive (not knowing a cheap PC or anything about processors, etc... they are at a loss how to compare systems). Most of them will tell you that they 'wish they could afford a Mac' etc...

    With iPhone, it's even better. iPhone is the GOLD STANDARD for phones. Everyone wants one unless they just hate Apple or want GV. Apple will outdo GV in time.

    Ed, you might want to let your wife pick out your cell phone next time, I think she has a better handle on it. I do like some of your followup comments though.

    Only Apple users get bashed for pointing out FACTS and also accused of being in a cult, etc... The truth is that it's the Windows /Rim/Nokia crowd that is worried, not the Apple 'people'.


    >You Apple people have your heads in the sand - history repeats
    >itself. This is Apple MacIntosh (hot product, great features, premium
    >price and demographic, etc. etc.) vs. WinTel PCs all over again!
    Oct 15 04:38 PM | Link | Reply
  •  
    China Mobile and its 500 million users will use Android over Apple (or use pirated Iphones) as Apple could not cut a deal with them. So China Mobile went to Android instead
    Oct 16 12:28 AM | Link | Reply
  •  
    The part in the video about independent application developers not being able to make apps for Windows Mobile devices without going through Microsoft and the carriers is totally false. Actually quite the opposite is true and Nicholas Thompson should be embarrassed that he doesn't know that. While Apple vets all applications and restricts their sale to the App Store, you can download windows mobile applications from virtually anywhere. See for example xda-developers.com/. The bigger problem WinMo apps have is that their ecosystem is such a mess that you can't *find* the app you want, even though it is probably out there and may even be free.
    Oct 16 12:57 AM | Link | Reply
  •  
    The net loss of Nokia Oyj was really 559 million euros, but that included losses from Navteq and especially NSN of whom 908 MEUR impairment of goodwill dragged the whole group's result down. Devices&Services - the one we should really be talking about when talking about mobile phones - had a 785 MEUR operating profit, 11,4% of net sales. Market share was about 38%, same as Q2.

    So, if you're long NOK, you really should be worrying about the reported loss and NSN performance or network business in general - but if you're trying to prove or predict anything about mobile phone business and/or Nokia's demise by superficial financial analysis of Nokia, I suggest to dig a little deeper.


    On Oct 15 06:54 AM Roger Knights wrote:

    > 15 hours ago I commented above, "I think it's a good call that Nokia
    > and Palm aren't going anywhere." Now there's this:
    >
    > "Nokia Posts Third-Quarter Loss of 559 Million Euros (Update1) <br/>By
    > Diana ben-Aaron Oct. 15 (Bloomberg) --
    >
    > "Nokia Oyj, the world’s biggest maker of mobile phones, posted an
    > unexpected third-quarter loss, reversing a profit in the year-earlier
    > period as demand slid. The company reported a net loss of 559 million
    > euros ($833.9 million), from a profit of 1.09 billion euros in the
    > year-earlier period. Analysts in a Bloomberg survey had expected
    > on average a profit of 367 million euros."
    Oct 16 07:43 AM | Link | Reply
  •  
    First of all -- if this guy was even using a MSFT mobile device to begin with, I have already lost respect for ANYTHING he has to say.
    HE THEN GOES ON:
    "Apple is already acting anti-competitively by tying iTunes to the iPhone and iPod. So I went elsewhere" ---
    '
    --- What the hell is anti-competitive about that? iTunes has ALWAYS been tied to the ipod, itunes is the program that stores your music that you transfer to your ipod. I bet you didn't have a problem with itunes or the ipod when the first generation came out 7 years ago.
    Oct 16 08:46 AM | Link | Reply
  •  
    I am a software engineer who has written applications for many systems; Mac Windows Linux Solaris DEC IBM mainframes and minis etc.

    I dislike the iPhone business model. It does not allow me to write and distribute the apps I want to. It limits users to certain hardware types. I lets Apple pull customer unfriendly tricks like closing the battery compartment and banning applications, and restricting the phone to one service provider.

    Yes I know that you can get better usability with this approach but the price for this is too high. Ultimately the Android type of approach will attract more applications and end users because the variety of hardware choices will be able to address more use cases than the closed iPhone platform will.

    Whether or not Android will dethrone the iPhone is an open question, but what is not an open question is that sooner or later an operating system that runs on multiple hardware platforms from different vendors will become the preferred platform for smart phone customers.

    As far as open source goes, as a developer I prefer working on an open source platform but that doesn't mean that I necessarily think that an open source platform is the key to phone operating system success. If Android succeeds it won't be because of open source so much as the business opportunities it offers developers and phone makers.
    Oct 16 01:21 PM | Link | Reply
  •  
    Not sure why this thread is on this site, as I do not see how it relates to seeking alpha!

    BTW: Google is investing $10sm in Android because it wishes to sell contextual ads that are relevant to the time of day, location and presence of the user.
    Oct 17 12:47 AM | Link | Reply
  •  
    I am supportive and in agreement with Edward (article author). Android, GOOG, is a new, optimal and ever so growing solution. For those of you who question its capabilities and limitations, you need to see one, play with it, learn it and then you will understand the concept of free open source-ware.

    I just saw the Sprint HERO. This phone is impressive. It does literally everything - you name it, short of transforming itself to anther object. It is google, knowledge, relational based. It is google mobile. On top of all this, it has a G-Sensor and Compass. I have seen the mobile extensions of the G-Sensor -- too cool!!!

    In the end, each cell phone type is dependant on the kind of user you are. The stats are about consumption rates; so, don't be too hard on those who express their opinion, subjective input is perfectly legal and useful.

    www.htc.com/www/produc...
    Oct 17 06:13 PM | Link | Reply
  •  
    @ Edward Harrison

    I have long said that the problem with Apple Mac is that they never opened their hardware, and the problem with Win/PCs is that they DID.

    MS winning the PC wars is a complex issue and the "openness" of the HW just one small aspect. As for Apple software being "open source" - once again it appears to me you do not quite understand what this means.

    To begin with - Apple is indeed open source - the very bottom layer of Max OSX is open source BSD Unix, an effort to which Apple has contributed greatly. Additionally, OpenCL, the new software library that allows easy access to GPU and other computing hardware, is also open and Apple has contributed greatly.

    HOWEVER! If Apple's intent is to provide a great experience to their customers, then one of the aspects is reliability. To allow a developer to mess with the OS code is absolutely absurd.

    I do not argue that Android may be good, or cool, or the phones may or may not be great - BUT
    -- Open source is a total non-issue here!
    ----

    Then there is the Skype vs Google Voice question. There is no logical reason that I can see that Apple would have any fundamental problem with an app like GVoice. It has absolutely no effect on their revenue. They claimed ot have problems with some interface issues - this may or may not be legitimate. It seems to me that either:
    1- they were trying to cover for ATT which does have revenue issues. or
    2- they really are trying to work out the interface isues that they mentioned.
    Otherwise -what is their motivation???

    To me - this is just another tempest in a teapot.
    This article provides the complete Apple response to FCC:
    www.techcrunch.com/200.../

    On Oct 14 05:52 PM Edward Harrison wrote:

    ≥ But, Jobs is using the same tactics
    > he used when he was CEO last time - namely protecting his moat by
    > limiting others from integrating fully. Last time he lost the market
    > share battle. This time he is winning it and, as Microsoft has shown,
    > he can continue to win for a long time.
    >
    > I just think Apple is being anti-competitive with Skype over Google
    > and trying to keep the Palm Pre from syncing with iTunes. Eventually,
    > this sort of thing will be ruled on by the FTC.
    Oct 20 08:09 PM | Link | Reply