Word: handsetting
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...spies to Apple stores and bribe hardware component suppliers in Taiwan for data on iPhone parts shipments, experts are not supposed to be off that much. It makes them look bad, but it makes Apple look good, both for its ability to keep things secret and for building a handset that is expensive, making it a real aspirational product for many of the people who buy it. Some of the consumers walking into A&T (T) stores don't have $299 for the iPhone and the money for the exorbitant calling plan that goes with it. They go anyway, like...
...bleak. RIMM's stock, on the other hand, has traded up even more than Apple's has this year. That can be attributed to either hope over reason, or the fact that a second smartphone company is doing well, which leaves even less room at the top of the handset market during hard economic periods...
...they can race after the one market that could be substantial for either one or both of them, which is providing software and search on mobile devices. The smartphone, which is really a PC for the pocket, is part of the one-billion-units-per-year-in-sales handset industry. Providing the operating software and other key components for wireless devices is almost certainly the next big thing for tech companies from Google to Yahoo (YHOO) to Microsoft to Adobe (ADBE). Trying to milk more money out of the PC gets harder and harder. For the largest companies...
...Google and Microsoft, the best days are over, unless one can dominate the handset world the way it did the universe of computers...
...late getting into the retail business and away from the model of selling all of its machines via the internet or phone. As rivals like Hewlett-Packard (HPQ) have moved further into the software and services businesses, Dell has been flat-footed. Dell plans to get into the handset business, which is already crowded with cut-throat competition from RIM (RIMM), Apple (AAPL), Nokia (NOK), and Samsung...