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Andrew Hall  

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  • Apple's iPad Problem [View article]
    You are addressing all of this from the perspective of a developer, and assessor of the underlying technology. Tablet sales, however, depend not on technology, but on how that technology is used. That is to say the impact on form factor, practical speed as experienced by users, what it permits in terms of enhancements to apps and other improvements in the users' experience.
    Apr 30, 2014. 10:27 AM | 7 Likes Like |Link to Comment
  • China Mobile's Market Share Is Falling. It's Time For An iPhone Deal Ahead Of 4G Launch [View article]
    Additionally worth noting that The Chinese Ministry of Industry And Information Technology is concerned about the dominance of Android in the domestic smartphone market.

    Consultants Analysys estimate that Android had a 90.1% market share by the last quarter of last year, with Apple's iOS at just 4.2%, a figure that has doubtless fallen further over the last couple of months as China Mobile's number of new 3G customers has surged.

    The report and the white paper emphasize that the Ministry would like to see Chinese companies developing their own smartphone operating system. There is, however, likely to be rather more to it than that. It must be especially galling to the Chinese authorities to see Google's strength in this area, given the very rocky relationship the company has had with the Chinese government because of its 2010 decision to cease censoring search results in China.

    Ahead of any possible push behind domestic technologies, therefore (which would in the foreseeable future anyway focus on mass-market smartphones), the boost to iOS's market share that would inevitably follow an iPhone launch on the China Mobile network would likely put a welcome dent in Android's momentum.

    This therefore represents another form of pressure on China Mobile to conclude an arrangement with Apple sooner rather than later, to the benefit of the share prices of both companies.
    Mar 6, 2013. 08:47 AM | 1 Like Like |Link to Comment
  • In a negative for Qualcomm (QCOM), Verizon (VZ) CFO Fran Shammo says his company is looking to sell 4G-only phones by late 2014. The 3.25% royalty rate Qualcomm receives for 4G-only devices is lower than the 4%-5% rates it often gets for 3G-capable devices. Shammo also notes the free (with contract) iPhone 4 (AAPL) accounted for many of its Q4 activations, and hopes competition will lower subsidies - the latest iPhones often get a ~$450 subsidy. Competition between Android OEMs could give Verizon more leverage with Samsung than Apple. (Verizon/Vodafone[View news story]
    The 3G network will still be running for quite a while. By the end of 2014 I'm sure the iPhone 4 will be more-or-less obsolete anyway.
    Mar 6, 2013. 06:50 AM | Likes Like |Link to Comment
  • Why I'm Buying The Biggest Loser: Groupon [View article]
    Great Trade. Do you still have them? Are you going to hold them for a while? If so, you still need to figure where the value is.
    Mar 3, 2013. 05:55 AM | Likes Like |Link to Comment
  • Why I'm Buying The Biggest Loser: Groupon [View article]
    I'm still trying to figure just where the value in Groupon is. the original core business is losing money, and has limited barriers to entry. Groupon goods is in direct competition with Amazon and Ebay, not to mention a host of other established businesses. Yes, it could sell its customers database, but that seems to be about it. Activities such as Groupon Payments, Breadcrumb and Savored just highlight that the company looks to be searching desperately for viable businesses. At the moment it is propped up by a substantial cash balance. See it start to burn through that though, as it gets into new areas as well as supporting the daily deals losses, and $5 could be a price you can only dream of.
    Mar 2, 2013. 06:51 AM | Likes Like |Link to Comment
  • China Mobile's Market Share Is Falling. It's Time For An iPhone Deal Ahead Of 4G Launch [View article]
    Yes, there are a lot (15 million seems to be the generally quoted number) of unlocked/jailbroken iPhones on the China Mobile network. Neither China Mobile nor Apple are getting the download revenue from them, however, and there would likely be a lot more if sold officially.
    Mar 1, 2013. 04:55 AM | Likes Like |Link to Comment
  • China Mobile's Market Share Is Falling. It's Time For An iPhone Deal Ahead Of 4G Launch [View article]
    I think it will be signed. As to when, and indeed when it will be announced, my expectation is within the next 3/4 months or so, based on the likelihood that China Mobile will see it as a key part of their 4G push, which should be well under way by the second half of the year.
    Mar 1, 2013. 03:42 AM | Likes Like |Link to Comment
  • China Mobile's Market Share Is Falling. It's Time For An iPhone Deal Ahead Of 4G Launch [View article]
    Of course, as you say, there are other high-end smartphones. So far, though, the iPhone is the one that many people really, really want. When did you last see a line for the launch of a new Samsung phone.

    Plus, the whole surrounding infrastructure, that locks subscribers in.
    Mar 1, 2013. 03:38 AM | Likes Like |Link to Comment
  • China Mobile's Market Share Is Falling. It's Time For An iPhone Deal Ahead Of 4G Launch [View article]
    Working on a piece on CHL's ARPU and utilization now.
    Lots of people in China certainly carry more than one phone - and in Hong Kong the penetration is, from memory, now about 220%!
    As to CHina market size it is growing fast, but rate is decelerating as market (relatively speaking) matures. Probably a piece on that too.
    Mar 1, 2013. 03:32 AM | Likes Like |Link to Comment
  • China Mobile's Market Share Is Falling. It's Time For An iPhone Deal Ahead Of 4G Launch [View article]
    Quite. The issue now, though, is which direction we do from here.
    Mar 1, 2013. 03:23 AM | 1 Like Like |Link to Comment
  • China Mobile's Market Share Is Falling. It's Time For An iPhone Deal Ahead Of 4G Launch [View article]
    And my argument is that "the right opportunity" is coming up now - China Mobile could really use the iPhone at this point.

    As to your negotiation point, I don't think that anyone has ever accused Apple of being a pushover in making its deals. In fact, that's part of the reason they're at the stage with China Mobile they are now.
    Mar 1, 2013. 03:22 AM | 1 Like Like |Link to Comment
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