reinharden

Verizon Rumored to Get iPhone in Q3 2010

Bringing an iPhone to Verizon would certainly not result in 89 million new customers -- unless you're proposing that each and every Verizon customer will be switching to an iPhone!

And that's almost as ridiculous as this entire "article".

And what does "by Qualcomm" mean anyway. With that reasoning, who's the current iPhone "by"?

In any case, a CDMA baseband chipset would likely be a $10 to $20 part. Verizon would probably bring perhaps 5% of their userbase to the iPhone (call it 4.5 million). So the upside to Qualcomm would only be $45 to $90 *million* in gross revenue. Which is almost inconsequential to a company which most recently had 10.4 *billion* in annual revenue.

reinharden

Google Mobile: Winners and Losers

Let's not forget Symbian (and by extension the owners of Symbian).
04.5% - Samsung
08.4% - Siemens
10.5% - Panasonic
13.1% - Sony Ericsson
15.6% - Ericsson
47.9% - Nokia
Their investments in Symbian have arguably decreased in value due to the gPhone consortia.

UIQ and the various companies that invested in UIQ similarly are definitely square in the sights of the gPhone.


There's no doubt that Windows Mobile / Windows CE / whatever the other Windows-based phone OS's are are losers in the sense that they'll be negatively impacted. But it's definitely not clear whether or not they're losers in the sense that they've lost. So I agree that this has yet to be determined.

reinharden