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July 31, 2007

iPhone - Act1

Analysis of: Was Verizon Really Wrong To Pass On The iPhone? | telecom.seekingalpha.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Analysis By:
William Stueber, Independent ConsultantWilliam Stueber
Independent Consultant, Bill Stueber
Implications: - Vzw never would have been a partner, at least now. - AT&T was bargaining from weakness - This is the first in a long string of heightened benchmarks for device/network integration - The iPhone story is only at the very first chapter

Analysis:  Given the corporate culture and market positioning of Verizon Wireless, there never even a chance of an iPhone/VzW marriage at the launch of the device, and frankly, the introduction of an entirely new business model for the wireless business.

It's not all uphill after swallowing Apple's terms either, for instance, AT&T's network will come under more scrutiny than ever for overall voice quality and data speed - both of which are significantly inferior to VzW's. The importance of iPhone is the unveiling of a true collaborative device/network/OS/application suite effort - a benchmark that will set the bar for all those to follow.

Other Analyses of the Same Source Article:
Apple iPhone vs. Top 5 Mobile Phone Vendor: SWOT
July 30, 2007, Author: GuangMin Dai, Global Product Manager, TPO DISPLAYS CORP.
Will Cisco Join the iPhone Chorus?
July 30, 2007, Author: GuangMin Dai, Global Product Manager, TPO DISPLAYS CORP.
Verizon has other great plays available
July 25, 2007, Author: GLG Expert Contributor
Verizon Stupid? No - Apple Smart.
July 25, 2007, Author: Jon Adams, Director- Wireless Technology and Strategy, Freescale Semiconductor, Inc.
Not Sure About the First Mover Advantage for AT&T and iphone
July 17, 2007, Author: GLG Expert Contributor
The US iPhone Launch - Best Outcome for all Parties
July 16, 2007, Author: Tal Raeside, Managing Director, Insight Strategic Services
The Wireless Prisoner Dilemma: AT&T Flinched on Apple's iPhone, and Now Verizon has Lost
July 16, 2007, Author: Kenneth Eisner, Principal, Eisner Consulting
Verizon May Have Made an Error
July 16, 2007, Author: Ralph Behar, Senior Director IT, OSI Systems, Inc.
Yes Verizon was right in the long run in not accepting the iPhone?
July 13, 2007, Author: Joe Weingarten, Executive Director, Macintosh Reseller Association
Verizon Wasn't Wrong to Pass on the iPhone
July 12, 2007, Author: Ed Ketchoyian, Independent Consultant, Ed Ketchoyian
Verizon Wireless Wants the Multimedia Customer
July 12, 2007, Author: Gregg Kail, MBA, Reseller Manager, AT&T Corp
Who Are the iPhone Buyers?
July 12, 2007, Author: GLG Expert Contributor
Following Palm's path
July 12, 2007, Author: Carlos Silva, Director of Enterprise Services, Grupo Iusacell
Sprint could actually be the biggest medium term winner from the iPhone
July 11, 2007, Author: Tim Farrar, President, Telecom, Media & Finance Assoc.
Verizon May Have Missed the Initial Surge, but a Killer Product is a Long Term Success
July 11, 2007, Author: Cliff Bell, Chief Information Officer, Infogain Corporation
Going with AT&T was the right technology choice for Apple
July 11, 2007, Author: GLG Expert Contributor
In Passing on First Date with iPhone, Verizon Stays True to Its Brand Values
July 10, 2007, Author: Mike Kelly, Managing Partner, Brand Value Advisors LLC

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