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Samsonian

join:2007-06-15

Don't hold your breath

There are several things wrong with this rumor.

said by '»www.unstrung.com/document.asp?doc_id=179562' :
Qualcomm Inc. (Nasdaq: QCOM) will be months later than expected in shipping its first Long Term Evolution (LTE) silicon samples for data cards, which could push back products based on the chipsets to later in 2010.
...
"We are estimating samples in the third quarter and production chips in the second half of 2010,” says Joseph Byrne, analyst at the The Linley Group , of Qualcomm's initial LTE plans. He says this means that production data cards using the silicon will arrive "in the third or fourth quarter" of 2010.

ST-Ericsson is seen as Qualcomm's main rival in the LTE data card silicon business and is expected to produce an LTE-only chip in roughly the same time period.

"My operating assumption is that Verizon will work with ST-Ericsson and Qualcomm for data cards," says Byrne, although he notes that there may be some custom silicon produced in Japan before the late 2010 time-frame.

Data cards that operate on LTE (and 3G) networks won't be available until the later part of 2010 at the earliest. LTE-based embedded devices (handsets or tablets, in this case) will take even longer. 2011 at least, probably 2012. Which is why I and others have said a LTE based iPhone, or any phone for that matter, isn't likely until 2012 or so.

That's just on the VZW side of it, Apple is another story.

Apple, or at least Steve Jobs, doesn't like devices of this type or form factor. He killed off the Newton and said publicly he canceled an Apple PDA in development.

said by '»www.appleinsider.com/articles/04···pda.html' :
Speaking from the Wall Street Journal's D: All Things Digital conference this afternoon in Carlsbad, Apple CEO Steve Jobs made a number of interesting statements. Most notably, Jobs confirmed that Apple had designed its own PDA device, but canned the project just prior to bringing it to market.
...
Jobs stated that he is proud not only of the products Apple has shipped, but also the products Apple has decided not to ship. When asked to elaborate, Jobs replied, "an Apple PDA."

I think the reason for this is, it's a solution (platform) in search of a problem.

An iPod, and particularly a cell phone, is small enough to fit in your pocket, you'll always carry it with you, it'll have much of your important data, and it will get increasingly powerful over time. Once you get bigger than that size, you lose the ultra mobile aspect of it. And if your going to use a device that's only 'portable' and not mobile, why not just use a notebook? It has a lot more performance after all.

This might explain some of his reasoning on cell phones, iPods, PDAs, and tablets:

said by '»www.macobserver.com/tmo/article/···f_iPods/' :
Walt Mossberg: A lot of people think given the success youive had with portable devices, you should be making a tablet or a PDA.

Steve Jobs: There are no plans to make a tablet. It turns out people want keyboards. When Apple first started out, "People couldnit type. We realized: Death would eventually take care of this." "We look at the tablet and we think itis going to fail." Tablets appeal to rich guys with plenty of other PCs and devices already. "And people accuse us of niche markets." I get a lot of pressure to do a PDA. What people really seem to want to do with these is get the data out . We believe cell phones are going to carry this information. We didnit think weid do well in the cell phone business. What weive done instead is weive written what we think is some of the best software in the world to start syncing information between devices. We believe that mode is what cell phones need to get to. We chose to do the iPod instead of a PDA.

I think that explains his logic pretty well. In hindsight, it seems obvious that Steve was gunning for the cell phone market for a long time.

Although it should be noted that there are instances where he has bad mouthed or said things, then had Apple do differently: releasing a cell phone when said they wouldn't (w/o a keyboard no less), bad mouthed video on iPods (then later added support for it), etc.

I think my analysis still holds, but I could be wrong.

sonicmerlin

join:2009-05-24
Cleveland, OH
kudos:1

You make a of very good points.

"Once you get bigger than that size, you lose the ultra mobile aspect of it. And if your going to use a device that's only 'portable' and not mobile, why not just use a notebook?"

This is why I've always wondered why the "excitement" over netbooks ever existed in the first place. You still have to sit down, open it up, boot it up, etc. etc. Why not just carry around a lightweight notebook?



fifty nine

join:2002-09-25
Sussex, NJ
kudos:1

said by sonicmerlin:

This is why I've always wondered why the "excitement" over netbooks ever existed in the first place. You still have to sit down, open it up, boot it up, etc. etc. Why not just carry around a lightweight notebook?
Netbooks are cheaper, that's why.

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