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Cellphone Showdown: Meet the GPhone

Ok, there is an Android phone. Other than the association with Google, what is supposed to make it special?

Cell-Tower Fatalities: 3G iPhones at Any Price?

"Since April 12th, six cell-tower technicians have fallen to their deaths, and at least three of them were working on AT&T projects. During the four months before that, there were zero cell-tower fatalities."

The "four months before that" were, of course the period commonly known as "winter," when one would generally expect less work on the outside lines if avoidable. How about a comparison to the same time frame last year? I bet more people have also been injured working on phone lines during daylight hours conclusively proving that it is safer to work at night.
Half the workers injured were working on ATT "projects". That means half weren't. Do we have any basis to believe that the injured individuals were doing anything related to 3G? Or do you assume that all ATT "Projects" are 3-G related. How can you make an APPLE connection?

Apple's AT&T Deal Is Costly

I think that one of the reasons for the exclusive relationship were the critical changes jobs was able to force in ATT's offering approach and its relationsip w/the handset maker. Appl was the first co to force the telecoms to offer a fresh approach to the consumer. An offering to all carriers would not have allowed that -- Verizon had already balked. Jobs force a paradigm shift. The loss of revenue from unlocked phones is unfortunate, but there are many more innings to this game.

Blame it on iPod's Near Zero Growth

When Apple sold its second iPod its sales had doubled. The sale of the third was a disappointment because sales growth had dropped off dramatically.

Wall Street Panics, Apple Pays

Tne other item I would add to your list of positives:
"1.44 billion in deferred earnings [attributable to iPhones sold during the last two quarters] up from $636 million last quarter". Those deferred revenues-- money in the bank waiting to be entered as earnings--will be a major benefit in the future.

Need Netflix Worry Over Apple's Movie Rentals?

A guess as to the goal: 1) DSL/FIOS will allow transmittal of basic TV programming through the computer 2) same can be accomplished over the internet 3) movies on demand come through Apple TV, also over the internet 4) Apple TV acts as a box to wirelessly connect to your computer and 5) Apple TV wirelessly connects to a new format large screen tv monitor.

The result could be a TV viewing system with Apple's simplicity and elegance. The Apple TV box sits discretely on a shelf. A large screen sits on the wall with no wires (except maybe power if there is no hidden outlet behind the TV). Images come wirelessly form the box to the TV. Better yet, Jobs links it all to your MAC so you now have full computer/internet capability in your living room on the HD TV as well.

Just a thought.

Controversial Morning for Apple

As other sources have reported, the breakdown in talks with CHina Mobile has opened the door for China Unicom. I is analagous to what happened in the US-- Verizon said no, ATT said yes. China Mobile may have been the first choice of carriers, but it is better to go to the partner who will give the revenue stream that now and in the future will be most profitable for APPL.