Apples are good for you Androids not so much
last week I saw the new Samsung handset that is running the latest Google Android Operating System: “Ice Cream Sandwich”.
it’s a good device.
…seriously.
solid. and, the OS feels vibrant.
here is some recent press that adds some relevant perspective:
“Google is also helped by its expansion into mobile phones with its popular Android software. The company’s mobile revenue is now running at about $625 million per quarter, a crowing [Larry] Page said Thursday. He sounded confident that mobile will become an even bigger moneymaker with next week’s scheduled release of updated Nexus phone from Samsung and Google’s proposed $12.5 billion acquisition of cell phone maker Motorola Mobility Inc.”
but, all that said, there’s been some media “stuff” around Samsung and Google holding-off from announcing the Samsung device running the newest Android Operating System out of respect for Steve Job’s recent passing.
that’s rubbish.
and, it’s “reverse marketing” with them trying to come-off like nice guys. the reality is Steve would have RELISHED the competition, and APPRECIATED any announcement coming out, even at his service, because he believed with all his heart that ANY innovation was great for us all. he was confident in his own vision-driven road-map to stand before all-comers.
see a pending Blog post for more. but, of miner consequence, here is a recent article from the The Milton Herald that includes a few quotes from me around Jobs.
now we have even more perspective as to why Apple stuck to it’s standard product roll-out strategy in rolling with the “4S” and not appeasing some people with a preemptive “5” (well… other than the fact that Apple always sticks to it’s, collective, guns). ha! once people see the iPhone 5 (the iPhone 4S is really is already quite a remarkable upgrade), Android will have to stop trying to compete.
and, for the record, the following press offers additional, and relevant, perspective…
Apple has claimed that pre-orders of the iPhone 4S are breaking prior records.
NEW YORK (AP) — Apple says first-day pre-orders of the iPhone 4S topped 1 million, breaking the record set by last year’s model.
Apple Inc. and various phone companies started taking orders for the phone only last Friday. the new iPhone hits stores today. it looks the same as the base “4”. but, in truth, it’s a significant upgrade – but barely heralds the great promise of the iPhone 5.
so… first-day orders for the iPhone 4 were 600,000 when it launched last year (that puts the numbers above around Google in it’s place. “crowing”, indeed.). and, as most of you know, it was then sold in the U.S. only by AT&T Inc. now, the iPhone 4S is also sold by Verizon Wireless and Sprint Nextel Corp.
keep watching Sprint. as I predicted several weeks ago, it’s offering unlimited DATA for Apple’s iPhone users, something AT&T and Verizon can’t and won’t do, [yet]. I’m planning on making the jump to Sprint, myself. and, Sprint has something up their sleeve. look at China as part of the plan. any Android device strategy is going to be kicked-in-the-teeth.
it’s now no secret that Sprint has made what appears to the unwashed unknowing, a Risky $20 billion bet on the iPhone: http://mashable.com/2011/10/03/sprint-20-billion-iphone/?utm_source=iphoneapp.
twenty billion is a debatable figure. or, maybe it’s relatable. but, to be clear, Sprint has reportedly agreed to purchase 30.5 million iPhones, regardless of whether it can find customers that will buy them. in fact, for the moment, Sprint does not, currently, have anything near that size in terms of smartphone customer-base.
but, that public information is a bit misleading.
my take?
watch what happens with Sprints indirect “partners” in China. this way you (as defined by those that do the research) won’t be surprised by the nationalization of the cellular industry and where the supply of iPhones comes from.
the demand for iPhone (and, NOT Android devices) coming from that region is going to be insatiable.
consider this for additional perspective (I know I’m probably over-using the word: perspective. but, it’s working, today)…
Sprint did not commit to buying $1 billion dollars worth of Android devices.
the companies CEO is betting the house, and his reputation on Steve Jobs’ (and, that of new CEO Tim Cook) go-forward thinking. I’ll be covering this in a great amount of detail in just a few weeks. first, I’ve got some meetings on the West Coast, and some intelligence gathering work afoot outside of Shenzen, China to work through. but, just be ready. do it!
Larry Page may be crowing today. that’s fine. but, Steve Jobs is likely beaming. and, more of us are with him every day.
peace be to my Brothers and Sisters.
brian patrick cork
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