The enemy of my enemy

Nortel Networks, the bankrupt Canadian telecom company, came that much closer to disappearing completely yesterday with the cash sale of its portfolio of 6000 patents for $4.5 billion to a consortium of companies including Apple, EMC, Ericsson, Microsoft, Research In Motion (RIM), and Sony. The bidding, which began with a $900 million offer from Google, went far higher than most observers expected and only ended, I’m guessing, when Google realized that Apple and its partners had deeper pockets and would have paid anything to win. This transaction is a huge blow to Google’s Android platform, which was precisely the consortium’s goal.

Google is the youngest of these companies and has probably the smallest patent portfolio, most […]

Intercontinental Ballistic App Store

I’ve been thinking about Apple’s App Store and the industry paradigm shift it represents. Apple loves to change the game like this, simultaneously unseating previously entrenched adversaries while building for itself a defensible system for the future. The trick to making it work is to not appear to be too greedy and I think Apple is accomplishing that. They are greedy, of course, but as Fernando used to say, “It is better to look good than to feel (or be?) good.”

Apple’s original App store was for the iPhone — a portable and for the most part cloud based method of distributing and updating iPhone apps. This was followed by Apple’s App Store for OS X, which did much the same for Macs. Both are […]

iCloud’s real purpose: kill Windows

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Apple’s announcements yesterday about OS X 10.7 pricing (cheap), upgrading (easy), iOS 5, and iCloud storage, syncing, and media service can all be viewed as increasing ease of use, but from the perspective of Apple CEO Steve Jobs they perform an even more vital function — killing Microsoft.

Here is the money line from Jobs yesterday: “We’re going to demote the PC and the Mac to just be a device – just like an iPad, an iPhone or an iPod Touch. We’re going to move the hub of your digital life to the cloud.”

Just like they used to say at Sun Microsystems, the network is the computer. Or we could go even further and say our data […]

Sorry, wrong number

I was in Los Angeles last Friday for TV meetings and lost my iPhone 4. It was on my belt and suddenly it wasn’t. Then in one of those deja vu experiences I noticed that I was only steps from an Apple Store, so I went inside to trace my iPhone using the Where is my iPhone? app. But my iPhone was nowhere.

Understand it was fully-charged and I had been using it less than 10 minutes before. My phone was nowhere to be found.

Sadly the kids at the Apple Store knew far too well what had happened because they hear the story every day. My phone was most likely stolen straight from its clip on […]

Will AT&T buying T-Mobile make jailbroken and unlocked iPhones finally legal?

So AT&T is buying T-Mobile USA for $39 billion in a deal that makes perfect sense if you are an RF engineer or a fat-cat telco tycoon, but my question is what happens to all the jailbroken and unlocked iPhones?

T-Mobile and AT&T are the USA’s only GSM wireless network operators, so if you had an iPhone and wanted to dump AT&T to allow things like free tethering, the obvious (and frankly only) way for Americans to do so was by jumping from cranky old AT&T to the much friendlier T-Mobile. And so tens of thousands — maybe hundreds of thousands — of AT&T customer did just that, and were gratefully accepted by T-Mobile.

But now with […]