• On The Insider: Sexiest Magazine Covers of All Time
February 28, 2008 11:33 AM PST

As the iPhone turns

In the wake of yesterday's iPhone software development news, a few positive tidbits related to Apple's iPhone surfaced here and there regarding 3G support, carrier exclusivity, and shipment expectations.

First off, UBS analyst Nicolas Gaudois posted a research note--spotted by AppleInsider among others--declaring that Apple has a 3G iPhone slated for the middle of this year using a modem chip from Infineon. The 3G model has long been expected to arrive at some point this year, and could help boost its standing with European customers and business types.

Apple COO Tim Cook, believe it or not, still likes the iPhone.

(Credit: Apple)

Secondly, Apple COO Tim Cook took the stage at the Goldman Sachs Investment Symposium in Las Vegas to reiterate Apple's goal of selling 10 million iPhones in 2008. Over the last several weeks, several analysts had gone on record predicting Apple would fall short of that goal, dragged down in part by a souring economy, but that was before news broke yesterday of the pending enterprise applications scheduled to be unveiled next week.

Cook also noted that Apple wasn't "married" to the exclusive carrier rollout strategy it has used so far in the U.S., U.K., Germany, and France. That could imply that Apple is thinking about adding other carriers in those places, although I still think it's unlikely that Apple will release a CDMA-based iPhone that would work on Verizon and Sprint's networks anytime soon. It could also imply that Cook is angling for a better revenue-sharing deal with the carriers already in Apple's fold.

The combination of all of these developments--the prospect of a more business-friendly 3G iPhone that could be available through multiple carriers--seems to have revived interest in Apple's prospects. After getting killed over the last few weeks, Apple's stock is up over 5 percent today, swimming against the tide of a broader downturn on higher unemployment numbers.

Following this company is sometimes like watching a tennis match. Or maybe it's closer to hockey, where everybody scurries around on one end of the ice before flying around on the other end.

Tom Krazit, a staff writer for CNET News, focuses on all things Apple. He has covered traditional PC companies such as Dell and Hewlett-Packard, chip companies such as Intel and Advanced Micro Devices, and mobile computers ranging from Research In Motion's to Palm's. E-mail Tom.
Recent posts from News - Apple
Apple will repair MacBooks that have faulty Nvidia GPUs
Apple, eBay stocks rise as Dow goes on wild ride
It's official: Apple to talk laptops on October 14
Apple granted patent on Mac OS X Dock
For Apple, the kids are alright
Add a Comment (Log in or register) 5 comments
Heh... gotta love skittish "analysts"
by Penguinisto February 28, 2008 1:25 PM PST
Honestly, I expected no different. Apple knew it would have to boost interoperability with existing corporate systems. Mostly because the majority of smartphone owners buy the things in the first place to do work stuff with, increasing adoption among those who inhabit this market is a must.

With the iPhone SDK also coming out pretty quickly, the range of business-grade apps will likely explode over the coming year, which would well put the iPhone into the #1 slot for North American sales (it rocketed up to #2 last year, in spite of being launched only mid-way through that year).

/P
Reply to this comment
That picture with the article
by ppgreat February 28, 2008 2:18 PM PST
Tom,

Every time I see your picture I want to run out and buy a Dyson.
Reply to this comment View reply
I'm itching to get the new 3g with biz apps...
by technewsjunkie February 28, 2008 5:48 PM PST
And the cool stuff the SDk will bring!

But what I would like most is anywhere internet access.
Reply to this comment
Used to be fair and balanced
by dylan214u February 28, 2008 5:59 PM PST
What happened To the C/net I used to look to to get that? There
seems to always be some appearance of disbelief when you write.
Come on guys let's report the info. Not try to discern it.
Reply to this comment
Powered by Jive Software
advertisement

About News - Apple

At the start of the 21st century, there's no tech outfit more influential than Apple. CNET News' Tom Krazit and other reporters will attempt to make sense of the rumors, hype, products, and people that will shape the future of the company. But Apple's not the only game in town, as the established cell phone companies and others strike back against the iPhone. E-mail Tom at Tom.Krazit@cnet.com.

Add this feed to your online news reader

News - Apple topics

Featured blogs

advertisement

Inside CNET News

Scroll Left Scroll Right