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  • 5 Stocks Expected to Gain From Mobile Internet Trends [View article]

    Those are nice words, also huge range of possibilities ... you should talk to the developers working with TEF to find out what's really going on ...

    Telefónica movements on this area are interesting, but not everything on their web site is true when it comes to reality.

    Also, others (Vodafone, etc.) are moving quickly and probably sharing a bigger stake with developers at the end of the day.

    Thanks for your post anyway, it's interesting stuff.
    Feb 20, 2011. 05:21 PM | 1 Like Like |Link to Comment
  • 5 Stocks Expected to Gain From Mobile Internet Trends [View article]


    Your statement saying that ". . . Telefonica pays much more to developers than others . . ." is not true. Besides, their approach is different, they don't try to compete directly with BB or Apple.

    Also, talking about mobility I don't understand how you are missing Vodafone and America Movil.

    You should be more careful, those mistakes may screw up your whole article in my view.
    Feb 18, 2011. 03:01 PM | Likes Like |Link to Comment
  • Apple vs. Google - Which Is the Better Stock? [View article]
    I'm surprised so many "analyst" (or should I say Apple fans) are missing the point or at least not mentioning:

    1.- Apple makes very poor hardware, at least when it comes to phones. The issues with iPhone4 are huge and have forced carriers to spend lot of money

    2.- Most of their iPhones are sold through carriers and subsidized by carriers ... so they depend on them

    3.- In the enterprise world, they are going to face fierce competition ... and they won't be able to keep their current margins

    4.- "Cloud" platforms and apps are growing (and with them Google) and that is not good for Apple ... they are the "anti-cloud" company, their proposition is based on owning a "cool" device in a closed ecosystem

    5.- Many of the apple innovations (even the touch screen) where created before somewhere else ... I doubt they can keep their current pace of innovation with their arrogant "not invented here" approach ... and with the censorship approach
    Feb 9, 2011. 05:44 PM | 1 Like Like |Link to Comment
  • Five Ways the Verizon iPhone Will Change the Mobile Landscape [View article]
    The problem with iPhone is not the amount of data. It's similar to Android.
    The real problem is that the iPhone is a very cool device but very poor telephone.
    Carriers around the world have invested hundreds of millions to upgrade networks and provide proper service to this thing.
    Jan 10, 2011. 11:00 AM | Likes Like |Link to Comment