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Francisco Kattan

Insights on the Mobile Ecosystem

Posts Tagged ‘Android

Why Droid will hurt RIM more than the iPhone

By now I’m sure you’ve seen Verizon’s aggressive “idon’t” campaign to compete against the iPhone with its new Motorola Droid.  This is Verizon’s second attack on the iPhone after the first attempt with the Blackberry Storm failed miserably.   Despite the Storm, AT&T continued to add new subs on the strength of the iPhone.  Just last quarter AT&T added another 3.2 million new iPhones, 40% of whom were new customers to AT&T (a 2 year trend now).

Although Verizon desperately needs to counter the iPhone, I believe this latest attempt will hurt RIM much more than Apple.   In other words, it will backfire cannibalizing more Verizon RIM devices than AT&T iphone devices.   Here are two reasons why:

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Written by Francisco Kattan

November 18, 2009 at 10:20 pm

App store galore – friend or foe for the operators?

Once upon a time operator branded app stores were thought to be doing well.  After all, lots of games, screen savers, and ring tones were being downloaded on mass market feature phones.    Qualcomm bragged about its thriving developer community and Verizon’s Get it Now store was a good case study in the industry.

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Written by Francisco Kattan

April 9, 2009 at 12:41 am