Things That Just Fit

I definitely don’t agree with Piper Jaffray analyst Gene Munster, who believes that iPhone will be the dominant mobile platform. Silicon Alley Insider’s Henry Blodget was right to argue that Apple’s mobile phone business would go the same way as the Mac did in the 1980s and 1990s. I made the same case three months ago in the second of the three-linked Betanews stories below:

I’m a big fan of iPhone as a platform concept, but it’s going nowhere as a closed system. Android is cued as the operating system that everybody else will license to compete with iPhone, just like PC manufacturers did with Windows in the 1980s and 1990s.

The problem with analysts like Munster: They don’t think globally. Their perspective is ethnocentric United States—or at best North America. Globally, mobile priorities in many emerging markets are more basic than 110,000 mobile applications. The iPhone may have revolutionized the market for smartphones, but it’s a boutique brand. Android will rule the day.

But what is Munster going to say? The disclosure information released by SAI makes clear that Piper Jaffray will “buy and sell the securities of these companies on a principal basis,” with Apple first on the alphabetical list. Can you say, “Conflict of interest?”

Do you have a financial or questionable ethics story that you’d like told? Please email Joe Wilcox: oddlytogether at gmail dot com.

Quick Quotes: June 9, 2009

[Editor’s Note, March 29, 2010: For about six weeks during summer 2009, and following my April 30 layoff from eWEEK, I put out my shingle as an independent analyst. I had worked as an analyst for JupiterResearch from 2003 to 2006. But the role just didn’t feel right, particularly given the economy. This post represents a feature of “quotes” for journalists to use in their stories.]

Today’s installment begins with Bing, Nokia N97 and Microsoft’s new GM of US Distribution and Services. They’re my quick take on the day’s news.

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Steve Jobs’ Return is Vaporware

Steve Jobs last appearance before medical leave

Today’s Wall Street Journal story about Steve Jobs’ return is classic media manipulation. The story’s timing—days before Apple convenes its Worldwide Developer Conference—and seemingly single source, “a person familiar with the matter,” stinks of corporate leak.

I challenge WSJ reporters Yukari Iwatani Kane and Joann Lublin to dispute my assertion that their main source was from inside Apple and most likely someone in corporate communications or from the board of directors. Yukari and Joann can’t do so, for they must protect that source and future Apple leaks.

Selective leaks are common in corporate America. They just don’t get written about much. Seeing as how it’s Dress Down Friday, I’m going to dress down Apple and the Journal. Disclosure: I am a digital WSJ journal subscriber since 1996; yes, I pay for the stuff. :)

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Don’t Touch!

Don't touch iPhone!

I love this photo, taken about an hour before Apple stared selling iPhone on Friday. Employees pulled paper covers from inside the windows and set a 60-minute countdown clock. Here, an employee reaches to turn off an iPhone. I shot the picture through the store’s Plexiglas.

I attended the iPhone launch at the Montgomery Mall Apple Store in Bethesda, Md. I covered the event for eWEEK.

Do you have an Apple story that you’d like told? Please email Joe Wilcox: oddlytogether at gmail dot com.

Chris, Steve and Eddie show off their old mobiles outside the Apple Store at Montgomery Mall in Bethesda, Md. The men arrived about 10 a.m. this morning, which put just 20 people in front of them. I interviewed them for an eWEEK podcast.
I really love these guys. They were typical of the very atypical crowd waiting for iPhone. If there were geeks in line, I didn’t find them. But there were plenty of regular people, which says something about iPhone’s broad appeal and the cell phone market in general. Mobiles are gadgets for the masses, not geeks.
Do you have an Apple story that you’d like told? Please email Joe Wilcox: oddlytogether at gmail dot com.

Chris, Steve and Eddie show off their old mobiles outside the Apple Store at Montgomery Mall in Bethesda, Md. The men arrived about 10 a.m. this morning, which put just 20 people in front of them. I interviewed them for an eWEEK podcast.

I really love these guys. They were typical of the very atypical crowd waiting for iPhone. If there were geeks in line, I didn’t find them. But there were plenty of regular people, which says something about iPhone’s broad appeal and the cell phone market in general. Mobiles are gadgets for the masses, not geeks.

Do you have an Apple story that you’d like told? Please email Joe Wilcox: oddlytogether at gmail dot com.

When New Technology Already is Old

HTC Smart MobilityJust in time for CTIA, Silicon.com reports that the US Census bureau will buy 500,000 HTC smartphones running Windows Mobile 5.0. I was ready to send out the champagne to Microsoft’s embedded device folks until I read the deal is for the 2010 census.

Is the Census Bureau getting ahead of itself to get behind the times? Cell phones have changed much in the last four years, as has Windows Mobile. Where will the technology be in 2010, and surely Windows Mobile would have advanced a version or two.

Considering the census data usually is years old before its released, there is something karmic about the situation.

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