Comments for Grim Times

Comment on AT&T-noMo: DoJ calls it quits on merger by Sprint has truly Bet the iFarm « Grim Times

Sprint has truly Bet the iFarm « Grim Times — Mon, 03 Oct 2011 20:09:12 +0000

[...] survive this, given the strength of their network and size. However, AT&T is in the process of losing the T-Mobile acquisition, and if the inMobi survey is anywhere close to accurate, 41% of all mobile users intend to purchase [...]

Comment on Android: The Empire Strikes Back by Sprint has truly Bet the iFarm « Grim Times

Sprint has truly Bet the iFarm « Grim Times — Mon, 03 Oct 2011 20:09:11 +0000

[...] Android as the faster-growing, low margin, multi-OEM alternative to the iPhone ecosystem. Buying Motorola Mobility complicates that, as does Amazon’s successful OS hacking for the Kindle Fire. But this Sprint deal is the [...]

Comment on Why Apple Can’t Beat Android by Paul

Paul — Sat, 12 Feb 2011 21:04:34 +0000

iPhone will definitely increase in market share (same thing has happened in other countries when they went multi-carrier). I still think Android will have greater market share overall, as it’s not only multi-carrier but also multiple OEM manufacturers. And we all know Apple is unlikely to license iOS to anyone else.

Comment on Why Apple Can’t Beat Android by macaholic

macaholic — Sat, 12 Feb 2011 05:35:23 +0000

Wondering if the author’s viewpoint has changed since the iPhone launch on Verizon?

Comment on Why Apple Can’t Beat Android by A Tale of Two OS « TechLedger

A Tale of Two OS « TechLedger — Mon, 10 Jan 2011 12:51:51 +0000

[...] in its utility but let us focus only on the market that Apple iOS and Android are serving. The Grim Times blog hits the target in its post “Why Apple Can’t Beat Android?” Apple will [...]

Comment on Why Apple Can’t Beat Android by Dale

Dale — Mon, 27 Dec 2010 16:32:59 +0000

How does this Ford/Maserati analogy prove Android will win? A Maserati costs $100,000, a Ford costs $20,000. Price drives the consumption rate. On the other hand, an iPhone costs $200 and an Android costs $200. iPhones are better. The only reason for buying an Android now is you don’t want AT&T. And that’s about to change. And as you point out, Apple is smart enough to make that $30 iPhone. It’s coming. If you can get a Maserati for the price of a Ford, you don’t drive a Ford.

Comment on Why Apple Can’t Beat Android by Paramendra Bhagat

Paramendra Bhagat — Mon, 15 Nov 2010 21:39:13 +0000

The Ford Maserati metaphor says it all.

Comment on Why Apple Can’t Beat Android by Mark

Mark — Sat, 06 Nov 2010 01:56:03 +0000

Your analysis is mostly spot-on. Apple will continue to make the Maserati of phones and Android will have the Taurus… and the Ferrari and the Porsche and the VW and the Corvette and BMW and Fiat and Mercedes… in short, choice in every segment. And THAT is why Apple can’t win.

Comment on Will iPad really be the keyboard killer? by Allegra Chalaban

Allegra Chalaban — Sat, 10 Jul 2010 20:38:51 +0000

I’ve heard stories of love at first sight before however I never before experienced it myself before I laid eyes on the iPad. From the first day I owned mine, it has been an important part of me. I utilize it for work, play education for my young ones – everything. I can’t imagine not having it. The point is – I think we are at the front end of discovering all that the iPad and the next generations of like technologies will bring to us. The power and flexibility will make new types of efficiencies and learnings available to all of us. I know there are a lot of iPad haters out there – you all just don’t know what they’re talking about!

Comment on The honeymoon’s over AT&T – VZW to get the iPhone in Jan. by Rich Lee

Rich Lee — Wed, 30 Jun 2010 00:31:34 +0000

Paul,
Another good report on a key subject of top line phone makers’ influence over the industry as operator influence recedes somewhat, but not completely.

The iPhone has widely been reported to have “cratered” AT&T’s network, but they are hiring the best people, and are spending ~$19B/year on CAPEX, not exactly chump change. Verizon is extremely high quality and I will never leave it but will it degrade in some proportion with rising smart phone data usage, iPhone or other brands?

Maybe this portents a new growth story for pico, micro and femto cells. Maybe investment in those areas is the real story here.