Google is moving into your market. For tech companies, few words are more frightening, and yesterday we saw why. The mere announcement of Google Maps Navigation sent shares of established GPS device makers like Garmin and TomTom into an ugly downward spiral.
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Though Verizon’s new Droid ad campaign might seem to preclude one, Apple would be wise to ink an iPhone distribution deal with the carrier–if not to hasten iPhone adoption, then to slow rivals that would supplant it. That’s the argument put forth by Piper Jaffray analyst Chris Larsen in a research note to investors Monday.
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If Verizon is in talks with Apple to become the second U.S. carrier for the iPhone, they evidently aren’t going very well. How else to explain the iPhone-slagging ad campaign for Verizon’s forthcoming Android handset, Droid?
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Gartner analyst Ken Dulaney says Google’s Android OS will claim 14 percent of the global smart-phone market by 2012, putting it ahead of Apple’s iPhone but behind Symbian, which currently runs on about half of all smart phones. While this might seem optimistic, it’s not entirely unreasonable given the distribution deals Google has been lining up. Yesterday, the search giant announced a deal to bring Android-based devices to Verizon Wireless. Now comes word that Dell is building an Android handset for AT&T.
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It has taken far too long, but AT&T has finally warmed to the the idea of voice-over-Internet services on its wireless network. On Tuesday afternoon, the carrier opened its 3G network to telephony apps, ending a restriction that had limited them to Wi-Fi.
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Google and Verizon Wireless have evidently gotten over their 700-MHz spectrum auction-inspired differences. This morning, the two companies announced an agreement to deliver mobile applications and devices.
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No wonder Microsoft CEO Steve Ballmer is so dismayed by the company’s Windows Mobile division: Most Windows Mobile users aren’t even aware their phones run it. In fact, according to the CFI Group, WinMo has such poor brand recognition that it was forced to group it in the “Other” category in its Smartphone Satisfaction Survey.
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The Cliq, Motorola’s first phone based on Google’s Android operating system, is headed to market and will arrive there Nov. 2. Sales to existing customers will begin Oct. 19 and open to the general public Nov. 4. T-Mobile USA has priced the handset at $199 with a two-year contract, which seems a bit dear considering you can get a 16GB iPhone 3GS for the same price.
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Palm CEO Jon Rubinstein likes to say smart-phone makers “don’t have to beat each other to prosper,” but it’s beginning to look like they–or, rather, Palm–might have to. Because while the Pre may have put Palm back in the game, it’s not clear how long it can keep it there.
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Motorola is getting a bit of long lost love from Wall Street today, now that it has unveiled the CLIQ–the Android-powered handset with which it hopes to regain market share in the intensely competitive cellphone business. Shares in the company spiked more than seven percent after the CLIQ announcement Thursday, and today they’re up well over six percent.
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Motorola has finally announced its bet-the-company Android handset. At GigaOM’s Mobilize 09 event in San Francisco this morning, Sanjay Jha, Motorola’s co-CEO and CEO of the company’s handset division, uncrated the CLIQ, a device it describes unremarkably as the “first phone with social skills.”
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When Motorola announces its new Android handsets at a scheduled Sept. 10 event in San Francisco, AT&T isn’t likely to be among their carriers. Sources close to the company tell MKM Partners analyst Tero Kuittinen that AT&T balked at Motorola’s Sawgrass and Heron handsets, allegedly because of their dated display technology.
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