Vodafone Group plc (VOD)

All Comments on VOD

  • commenter
    Lilliana
    Oct 12 10:44 AM
    Eight European Stocks with Excellent Yields [view article]
    You forgot ..Lloyds TSB.........just look at its yield and no subprime.
    But then thats a bank....who wants a bank.?     Reply
  • commenter
    Hayweed
    Oct 09 05:12 PM
    Research in Motion's Storm: Why It Matters [view article]
    Problem Rimm has and will have is that they and everyone else is going to compare it to the iPhone. That is where it has to be better or it is an also ran. Right now we know it is bigger, heavier, seems to have some lag issues, and the broswer has been said to be slow. Rimm claims they will have an app store but the Apple app store is now a big deal. I can't see this thing getting much traction. The lack of wifi which you know is Verizon's demand limits the phone. I did love hearing that Rimm's CEO said wifi made the battery life poor. Guess they do not have the tech prowess to put it all together. Reply
  • commenter
    kris23
    Oct 09 03:21 PM
    My Website
    Research in Motion's Storm: Why It Matters [view article]
    I agree this is a huge event for RIMM that will help position it a little better against Apple. The Storm may not be able to compete directly with the iPhone, but it has at least given RIMM a new innovative phone that is able to keep up with the latest wave of smartphones. Reply
  • commenter
    wallyrahjr
    Oct 09 02:37 PM
    Research in Motion's Storm: Why It Matters [view article]
    Microsoft has the cash, it needs to rescue Windows Mobile with a ubiquitous corporate-ready device, it can live without the consumer ecosystem as it will be satisfied with the corporate-ready opportunity, and it can circumvent the touch interface with it's own "computing surface" methods -- hopefully RIMM will not be as recalcitrant as Yahoo! Reply
  • commenter
    Jax3
    Oct 09 01:55 PM
    Research in Motion's Storm: Why It Matters [view article]
    All very interesting. the discussion can be boiled down tho. To this: The game will be won by comparisons of the user experience. People compare. Unless there are huge price differences the word of mouth ultimately determines the winner. this will emerge after a new phone has been in play for at least 6 months. To those who know it may be apparent in first 90 days. Reply
  • commenter
    chano
    Oct 09 10:30 AM
    Research in Motion's Storm: Why It Matters [view article]
    I tend to agree with many of the prior posts. Apple doesn't just have a moat, it has a multi-level moat with OS X at its core. The components of the iPhone ecosystem each represent an additional moat since each one (iTunes as largest song etc vendor, Apps Store ditto etc) is a significant moat in its own right. Even if RIMM, MSFT, GOOG etc try to build competing ecosystems, they all lack the glue that ties all these things together ... viz OS X. Many have tried to copy parts of the ecosystem (iPod, iTunes etc) and failed despite huge financial and marketing resources. I cannot see how AAPL can be pushed aside in computing or in cell phones. Reply
  • commenter
    Jon T
    Oct 09 09:26 AM
    Research in Motion's Storm: Why It Matters [view article]
    THE problem for RIM are the 200 or so patents that protect the iPhone and it's multi-touch capacitive driven screen and interface...

    RIM is going to pay a very very large price indeed for its complacency...


     Reply
  • commenter
    Network
    Effect
    Oct 09 09:26 AM
    Research in Motion's Storm: Why It Matters [view article]
    couldn't agree with your final statement. this is make or break for rimm. if they can't show traction on these new product lines, RIMM will need to be bought to survive. my guess is that iPhone is going to lay waste to any competition like the iPod - it's the ecosystem that is the moat around the iPhone, like iTunes around the iPod. but like with iTunes, it is going to be very difficult for anyone to gain any traction because the iPhone and the AppStore already exist and have a huge head start. RIMM will be bought by MSFT, GOOG or HP within 6-18 months. and even then, the combination of the two wont be able to compete with Apple. this game is over already. Apple has just won a very, very big revenue stream of the future. next industry to go down ... video games. maybe this Xmas. again, the ecosystem will prevail. and Nintendo, Sony et al will be playing catch up to an rapidly growing ecosystem like with iTunes and AppStore. Reply
  • commenter
    Brewer
    Oct 09 08:46 AM
    Research in Motion's Storm: Why It Matters [view article]
    I haven't used one yet, but it sure looks clunky next to an iPhone. And aren't they the same price? I think Cramer is going to have to pick a replacement for RIM. Reply
  • commenter
    Hayweed
    Oct 09 08:31 AM
    Research in Motion's Storm: Why It Matters [view article]
    Agreed that this is a big event for Rimm. Problem is that Rimmj's attempt at marketing by leaking spy shots etc is hurting them more than it helps. The fact that the Bold has not been released and now the Storm is coming but is not available is causing new phone buyers of Rimm's products to delay purchases. That means inventory of current phones is stuck which is why the Current Pearl and Curves are being sold for next to nothing. It also allows more people to defect to the iPhone since it is available now.

    Apple does not leak products since it stops current sales. That is why they attempt to hide products until they are released.

    Also the fact that Verizon is advertising a phone that is not available is clearly an act of desperation. NPD states that 30% of iPhone purchasers switched carriers and that 1/2 of those came from Verizon. If Apple sold 6 million iPhones then Verizon lost close to a million customers. While unconfirmed, the ad the other night for the Storm by Verizon was meant to try to hold their customer base in place. It smacked of please don't buy an iPhone we have a new phone coming soon.

    It think it is too late for Rimm. While the phone may initially sell well to the Crackberry crowd, the problems the Storm will have is the following:

    1. Browser will not be as good as the iPhone.
    2. The app store by Apple is way ahead of Rimm and when Rimm launches a store, will they have enough apps.
    3. Rimm lags in music and media. The new claim is we can sync your itunes collection as long as the songs are drm free.
    4. This is generation one and operating system one as opposed to iPhone 2.0 and operating system 2.1 with 2.2 to be released shortly.
    5. Does Rimm have the manpower to constantly upgrade the phone. When apple had the 3g dropped call issue, it was fixed pretty quickly. Since Rimm is having such a hard time getting the Bold released, you have to question their ability to deal with software issues.
    6. Rimm's operating system prior to 4.7 was like dos. It was clunky and archaic. People that know how to use it love it. Everyone else could care less because intuitive software is what people want. Rimm with the storm and bold is caught with trying to make a better user phone while not turning off the current customer base. That is a tough trick.
    7. No wifi is a joke. I have the original iphone but since it has wifi which I have at home, work, most people's houses, starbucks, tons of restaurants and bars, I can use it without constantly using the AT&T data. Verizon wants all the traffifc on their network which seems odd. If the Storm sold 7 million units in 3 months like the iPhone did, do you think Verizon could handle all the traffic. At lease some of the iPhone traffic is moving thru wifi.

    But Rimm fans and fanboy sites will go crazy in the next month, the real question is will the phone draw much in sales when released. That is where I am skeptical.
     Reply
  • commenter
    PK de
    C'ville
    Oct 09 08:16 AM
    Research in Motion's Storm: Why It Matters [view article]
    Larry,

    Any information on the Storm OS and how it compares to iPhone's OS X would be appreciated.

    Big Hairy Question: Will the Storm ecosystem be competitive with Apple's iApps store relative to ease of use, reliability, security, low cost apps, total app downloads?

    If not, the Storm will be stuck in the domain of a feature rich 'smartphone'. It will not be a platform ala Mac and Windows and, if that's the case, why are you even referring to the Storm "a rival to Apple's (AAPL) iPhone 3G"?     Reply
  • commenter
    papita
    Oct 09 05:02 AM
    Research in Motion's Storm: Why It Matters [view article]
    I am sick and tired of these stories. go find something else to do. in the end, it's all bullshit. Reply
  • commenter
    bobthegreat
    Sep 28 09:17 PM
    Vodafone's 'Gets' the Web, Unlike Many of Its Peers [view article]
    this is a joke! anyone who knows Vodafone well, knows it has a low quality management team, broken processes, and demoralized staff in Newbury (including the UK Co). To believe that any innovation that makes a difference can come out of there is just naive and silly. Sorry for being so blunt.

    About 3 years ago (3 years!) Arun Sarin said it would change the business and announced something called Mobile plus. Nothing material happened. The company missed its targets because of Spanish migrant workers (what a joke!)!!! It is just a silly company which generates large margins despite its management team because it has a license to print money from the regulators. It does not get the web. It may not even get its own business, as recent results suggest and the dilutive acquisitions of subscale dsl properties in Spain and Italy demonstrate.     Reply
  • commenter
    MobileDataUK
    Sep 14 05:26 PM
    My Website
    Embed vs. Embeddable: 3G Notebooks and Mobile Broadband [view article]
    Even in the UK at the moment with Mobile Broadband with laptop deals being very popular, the feature comes on a USB stick, rather than built-in to the laptop. Reply
  • commenter
    Sunil Jain
    Sep 10 05:06 PM
    My Website
    Embed vs. Embeddable: 3G Notebooks and Mobile Broadband [view article]
    The same logic (as above) was prevalent in the early days of WLAN. Why embed WiFi chipsets unless it's definitely going to be used, since it's just a costly lump of electronics. Now, WLAN is standard in almost all handsets. However, the issue of embedding 3G is unfortunately much more complex because of multiple standards. When we moved from 2G to 3G, people believed that we will have one global standard. Well, we don't (CDMA2000, WCDMA, etc.). Now, we are moving from 3G to 4G, we still don't have one standard (LTE, WiMax). Unfortunately, this has nothing to do with technology but corporate greed (who has more patent than the other guy). Nokia fought the IP battle with Qualcomm on 3G but lost (or settled). More battles will follow with LTE and WiMax on the patents. Laptop manufacturers will still have to pay royalties to QCOM or others for every 3G/4G chipset that they embed on their device. This is not the case for WLAN. makes the decision more difficult, doesn't it? I don't believe that the wireless industry is going to get its act right till 6G or 7G (btw, they excuse their "corporate greed" by calling it "fostering innovating"). Laptop manufacturers will continue to make guesses on what technology to embed (where the mass market is). This was the case for 3G, and now, it will continue to be the case for 4G going forward. sucks !! Reply
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