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AT&T CEO: 7.2Mbs wireless in 6 major markets by year end

Randall L. Stephenson spoke at today’s Goldman Sachs Communacopia conference.  He noted among other things that AT&T would open up 7.2Mbs in six major markets by the end of 2009.  The iPhone 3GS will be able to take advantage of this speed while older iPhones will be stuck with 3.6Mbs.  As for cities that are going to get updated?  We know Chicago is wired up and ready to go but who else gets to go 7.2?  Update – as per this week’s press release: Charlotte, Chicago, Dallas, Houston, Los Angeles, and Miami are getting the "7dot2" lovin’

He then goes on to explain why carrier exclusivity drives innovation and is good for the consumer (ROFLOL!).  Have a listen to the MP3 file here.

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Pogue on "App Phone" Droid: Toss up vs. iPhone

A couple of points to note:

  • AT&T’s poor network is really killing the iPhone’s popularity and Pogue points this out.  As someone frequently in NYC, the iPhone is useless as a phone here.   I know many people who have an iPhone and still need to use a Verizon phone for phone calls.  The Droid will be tempting to them.  I’ve had similar experiences in SF.
  • The Droid OS/apps are way less polished than the iPhone’s.  While it isn’t getting a lot of airtime, I think this is akin to Windows vs. Mac.  To many people, this won’t matter. The Droid is definitely a techie phone.  Everything from the name to the feature-set is for techies.  Most people who’ve played with it so far are techie/journalists (like Pogue).  It will be interesting to see what everyday smartphone users think.
  • Those docks are pretty cool but not a technology breakthrough.  Apple should allow docks to communicate with the OS so that Belkin can create a $20 car dock and nightstand dock.  OS 3.2?
  • Not a fan of “App Phone”

http://plus.cnbc.com/rssvideosearch/action/player/id/1320297032/code/cnbcplayershare Jim Goldman, below, is much more in favor of the iPhone.

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"Jobs hates Eric" (Schmidt)?

Get the fuck away from me you two faced liar!

Jim Goldman got a little bit of feedback on the Bing search for Mobile Safari story we discussed yesterday.  Of the three points, one struck us as pretty significant.

“Jobs hates Eric.”

That doesn’t bode well for the Apple/Google relationship.  Perhaps there was some tension caused by the Admob deal?  ChromeOS?  Android on AT&T?  Google Latitude?  Google Voice?  Chrome passing Safari?

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Businessweek covers the Google-Apple rivalry

Businessweek’s cover story this week is the Google-Apple rivalry, which takes place mostly in the mobile space (but also elsewhere).   You’ll recall that Apple bought Ad firm Quattro after Google snapped up rival Admob before Apple could make an offer.  That, according to Businessweek, was just the beginning.  Apple has hired a mergers and acquisitions guy Adrian Perica from Goldman Sachs and is preparing to do some buying.  Interestingly if Apple previously wanted to acquire a firm, they would do it “ad hoc”.  

In the past, there was no organized M&A effort, say three former executives at the company. Instead, business chiefs were supposed to keep an eye out for deals and go to Jobs if they thought there was a beneficial one to be made. After getting Jobs’ O.K., the champion of the idea would pull together a team to make an overture, negotiate terms, and work through the administrative details.

Apple’s bidding process for companies is now a much smoother process as evidenced by the Lala and Quattro purchases.

BW’s Peter Burrows says that Apple’s got a plan that he’s gathered from sources “inside and outside the company”.  It stands to reason that Apple, with its focus on apps and developers, can integrate advertising into the iPhone SDK, rather than have Google scoop up all of the ads on popular free apps.

http://bizweektv.pb.feedroom.com/businessweek/bizweektv/pboneclip/player.swf?site=bizweektv&skin=pboneclip&SiteName=bizweektv&fr_story=57c756cc9dbab5c7d7f483841ecbfa765b434907&stories=&AutoPlay=false&mute=false&setvolume=.5&tilenumber=&tilemargin=&videoratio=&detailsheight=&env=&SendEMailURL=http%3A%2F%2F%25SiteID%25.feedroom.com/custom/playerbuilder/feedroom/sendMail.jsp

or, listen to the BW podcast here.

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Gaming gets serious as iPhone drives industry investment, change

All change in the games industry where the iPhone gold rush is generating serious deals and forcing major strategic change.

There’s big prizes at stake. Most smartphone users (62 percent) download one to five applications per month, while iPhone users are far more active, with 82 percent downloading apps, according to Goldman Sachs. iPhone users, more than those on any other platform, are keen on games, the analysts confirmed.

There’s cash in the iPhone attic: Overall downloads from all app stores will reach 6.67 billion applications by 2014, up from two billion this year, Vikrant Gandhi, analyst at market research firm Frost & Sullivan, told internetnews.com.

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The upcoming Apple vs. Flash battle

The Wall St. Journal this morning had a short synopsis of Adobe Chief Executive Shantanu Narayen’s talk at the Goldman Sachs technology conference this week.  That’s the same conference where Tim Cook spoke yesterday.

He spoke on his view of why the iPad wasn’t equipped to play Flash:

Narayen said Apple’s decision likely had everything to do with its business model as it tries to keep a proprietary, closed system so everything goes through its iTunes store, and has nothing to do with the Flash technology. He said about 85 of the top 100 Web sites in the world use Flash, and 75% of the video on the Web today is in Flash, including Google Inc.’s (GOOG) YouTube, News Corp.’s (NWS) Hulu and broadcasters such as ABC and Fox.

Earlier this month, Jobs reportedly told Wall Street Journal execs that if the iPad used Flash the battery life would go from 10 hours to 1.5 (has Apple been testing this?).  

But is it all about technology?