Sunday, October 04, 2009

Apple Analysts are idiots

How does one get these "analyst" jobs anyways? By getting a worthless finance degree? So here's the latest "knowledge" revealed by "analyst" Kathryn Huberty at J.P. Morgan: That Apple's market share of the U.S. mobile phone sector would double if they would just end iPhone exclusivity with AT&T. Gee, really? You don't say!

The lesson will repeat until it is learned: APPLE WILL NOT GO WITH VERIZON OR SPRINT BECAUSE THEY ARE CDMA AND THE IPHONE IS GSM. APPLE WILL NOT MAKE A CDMA VERSION OF THE IPHONE. EVER.

But what about T-mobile, you may be thinking? T-MOBILE IS EVEN MORE BACK-ASSWARDS WITH 3G DEPLOYMENT THEN AT&T IS. The last thing Apple needs is another underperforming wireless partner.

I'm reminded of the showdown between Tom Cruise and Jack Nicholson in "A Few Good Men":

Are we clear? Yes, Sir. ARE WE CLEAR? Crystal.

Until there is a 4G iPhone, which won't happen until there is actually a 4G network in the US (Verizon 2011, earliest, AT&T, who knows?), or T-mobile drastically increases 3G coverage in the US (probably not going to happen before Verizon gets 4G up) there will not be an alternative to AT&T in the US for the iPhone. Look, "analysts", wishing for something does not make it so (iPhone nano, iTablets, sub $1000 dollar netbooks, etc.) You'll get what Steve Jobs wants, when he wants you to have it.

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