Thursday, October 23, 2008 3:54:32 PM
don't blame me, I didn't write it. Although I do agree with it.
Posted Oct 23, 2008 03:10pm EDT by Aaron Task
The smartphone wars are heating up in a major way. On Thursday, Google unveiled its Android market while T-Mobile launched the Android-based G1 phone. Meanwhile, Research In Motion says its much-delayed Bold will be available Nov. 4 via AT&T.
Of course, Google and RIM are eyeing Apple, which announced blockbuster sales of the iPhone this week and says its App store has already surpassed 200 million downloads.
Apple is benefiting from its technological superiority and first-mover advantage but the Google phone is a "game-changer," according to Scott Bleier, president of CreateCapital.com.
Bleier believes Apple will have to dramatically lower iPhone prices or risk losing market share to Android-based phones and/or RIM's Bold, which he believes will be a big hit this holiday season.
Even more blasphemous than calling the iPhone a "commodity," Bleier actually sees upside for the forgotten stepchild of the smartphone world: Motorola and thinks AT&T's dividend yield is too tempting to resist.
Discuss amongst your selves.
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