Telstra has revealed the addition of almost one million new mobile services in the six months to December 2011, but Sensis revenues plummeted 24 percent in 12 months.
It seems that an analyst can speculate about virtually anything these days and before too long rumours will be circulating and start to be taken seriously. The latest such speculation, initiated by Peter Misek, an analyst with Canadian venture capital firm, Canaccord Capital, is that iPod maker Apple may team with Blackberry maker RIM. There’s only one problem – the chances are slim to nothing that Apple will do it.
I know I’m not a Canadian analyst who makes a living out of watching
that excellent Canadian mobile technology company Research in Motion
(RIM). I know I never predicted that RIM would form a partnership with
Intel. For that matter, I never envisaged the Apple partnership with
Intel. I also have absolutely no insight into what Intel may or may not
be urging both companies to do.
One thing I do know, however, is that Apple is a hardware company that
likes to control its own hardware. Another thing I know is that just
three weeks ago we ran a substantiated story on this very site that
outlined details of Apple working on its own iPod 3G mobile phone with
Japanese company Softbank. As the story relates, Softbank president,
Masayoshi Son and Apple CEO, Steve Jobs have met and reached an
agreement to release a 3G iPhone for the Japanese market sometime in
2006.
The idea of Apple bringing its own iPod mobile phone to market appears
to be more in line with the company’s culture than forming a joint
venture with another hardware company that plays in a totally different
market space. Apple is a company that does not like to share its brand
and it likes to develop its own technology. Neither of those two
philosophies appears to fit a Blackberry partnership.
Apple has already had one abortive attempt at a mobile phone
partnership with Motorola, which has to date yielded a poorly selling
iTunes capable mobile phone called Rokr. Steve Jobs is a CEO who has
made his share of mistakes at Apple. Prior to the release of the first
Macintosh, Jobs was responsible for his company’s very own equivalent
of the Ford Edsel, the Apple Lisa. As the Macintosh showed, however,
Jobs generally doesn’t make the same mistake twice.
David Bass
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