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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Verizon uncrated its latest iPhone challenger Wednesday morning, introducing the new $199 Motorola Droid, and it already has analysts buzzing about the life it may breathe back into Motorola, whose share of the phone market dropped by nearly half in the second quarter from 10 percent a year earlier.
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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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Customer satisfaction with the iPhone continues to run high–among both casual and business users. Apple’s smart phone scored highest in the both consumer and business categories of JD Power’s Smartphone Satisfaction Study, besting rivals like Research in Motion and LG.
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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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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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Perhaps Palm really does have the “special sauce” needed to attain smart phone leadership, as RBC Capital Markets analyst Mike Abramsky recently claimed. Reporting first-quarter results this afternoon, the company posted a narrower-than-expected loss, said it shipped 823,000 smart phones during the quarter and announced plans for a common stock offering of 16 million shares.
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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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Looks like Motorola is poised to make good on co-CEO Sanjay Jha’s promise to bring some Android devices to market by the holidays. The company just distributed invitations to an Android-related event in San Francisco.
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