Vivek commented below on Apple and Verizon teaming up. Here is an article about Verizon and Microsoft teaming up to make a zune-ish phone... We'll see which of these happens, if not both. Verizon noted in their quarterly results the subscriber gains, which were larger than AT&T and iPhone last quarter by 100,000 subscribers or about 8%. A surprise given the popularity of the iphone.
It'll be interesting to see if this settles into a Microsoft-Verizon vs. Apple-AT&T battle. If both articles are correct it's a different dynamic Verizon is setting up by partnering with both Microsoft and Apple. Perhaps that's the smarter move but in the era of exclusive deals it seems unlikely Microsoft or Apple would be all that pleased about the dual approach. I can't imagine they woudl be competing products, but we'll see what happens...
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Verizon is pursuing two options -- with MSFT and Apple. It will be interesting to see if they get both or is one a bargaining chip for the other? Just as Apple seems to be wooing Verizon while assessing whether to extend exclusive relationship with AT&T.
ReplyDeleteI wonder how long this monopolistic practice of device manufacturers partnering exclusively with certain networks is going to go on. It should have a red flag at the SEC a while ago!
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