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The Real iPhone Impact

Recently, Apple parted ways with Executive Vice President Papermaster. Antennagate was a convenient time to part ways with Papermaster. He didn’t really fit in to the Apple culture.

You’ll see the Verizon iPhone in January, I think, with CDMA/LTE. What isn’t clear is whether it will be able to be an international phone, which may also be an issue. With Qualcomm effectively custom-designing this chipset for Apple, though, it could actually potentially be CDMA/GSM/LTE, which would be VERY interesting from a marketplace impact perspective.

I view this all as great for competition. All devices are vastly improved from the state of the marketplace in 2007 (when most people had to compromise and carry a Treo, a Blackberry, or one of the abjectly awful Windows phones). I expect Apple to continue to push the envelope of capabilities for mobile devices, keeping everyone on their toes and finding ways to make devices better and better.

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