r******y
发帖数: 3838 | 1 Google's Android and Microsoft's Windows Phone 7 will compete for presence
on handsets in a smartphone
market "race to the bottom," one that could leave Apple's iPhone as the "
last man standing," one prominent
Wall Street analyst believes.
Charlie Wolf with Needham & Company issued a note to investors Friday in
which he declared the
"successful launch" of Windows Phone 7, the new mobile operating system from
Microsoft. He expects
Microsoft and Google to compete aggressively among the leading smartphone
manufacturers, including
HTC< Samsung, Motorola, LG and Sony Ericsson.
"In the short run, the turf war could put the smartphone manufacturers in
the driver's seat," Wolf wrote.
"Ultimately, however, commoditization, accompanied by deteriorating prices
and gross margins, appears
inevitable for licensees of the Android and Windows Phone 7 operating
systems.
"With its growing brand equity, the iPhone could end up as the last man
standing in this race to the
bottom."
Wolf doesn't expect that much will change during the December quarter in
terms of market share. But he
believes the ramp of Windows Phone 7 in early 2011, along with the
anticipated launch of the iPhone on the
Verizon network, could result in a very different landscape come March.
Wolf noted that the Windows Phone Facebook app had just 135,000 active users
as of Nov. 30, which could
be an indication of how many handsets Microsoft has sold. While those sales
are nowhere near the record
sales pace of Apple's iPhone, Wolf believes Microsoft's company-wide $500
million marketing budget will
play a major factor.
"We suspect the company will devote a material portion of it to buy the
support of the leading smartphone
manufacturers," Wolf wrote. "Indeed, if Windows Phone 7 is successful, it's
difficult not to conclude that the
Android platform will be impacted more than any other operating system
because of the similarity of the
two licensing models."
And if the iPhone does launch on the Verizon network in early 2011 as
expected, Wolf believes that Android
will suffer the most.
"Android benefitted from the absence of the iPhone on the Verizon network,
because the carrier spent
heavily to promote the platform as an alternative to the iPhone," he said. "
Android effectively moved into a
vacuum created by the implosion of Windows Mobile."
http://www.appleinsider.com/articles/10/12/10/apples_iphone_could_be_last_standing_in_smartphone_ra
ce_to_the_bottom.html | r*****g
发帖数: 9999 | 2 花街上的一天不脑残，或者是一天不忽悠脑残，都不行，什么last standing man，像
mac vs pc一样last standing吗？只看到卖的便宜厂商incentive不强，却看不到卖的
便宜用户会买的多。
from
【在 r******y 的大作中提到】
: Google's Android and Microsoft's Windows Phone 7 will compete for presence
: on handsets in a smartphone
: market "race to the bottom," one that could leave Apple's iPhone as the "
: last man standing," one prominent
: Wall Street analyst believes.
: Charlie Wolf with Needham & Company issued a note to investors Friday in
: which he declared the
: "successful launch" of Windows Phone 7, the new mobile operating system from
: Microsoft. He expects
: Microsoft and Google to compete aggressively among the leading smartphone
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