“The potential for local search and local advertising comes into play.”
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“At the end of the day, most people still just want to talk on their cell phone. There are very few people who want to download music or do these types of broadband-type activities.”
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“If youre in a Manhattan building with 30 apartments thats one thing. But if youre the guy who parks your car in front of a suburban house in the middle of the night and youve got the screen from your laptop glowing, well...”
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“We havent seen anything that looks and feel like an Apple product yet.”
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“Will the animated avatars come out on the market? Yes. Will people buy them? Yes. Theyre fun and entertaining. But theres a limit to what consumers will spend -- theyre already buying games, ring tones, videos, and music. The average cell-phone bill is already around $50. And consumers have shown [a willingness] to spend an extra 5% to 10% a month for data services. But theyre not going to spend an unlimited amount for more and more services.”
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“Certainly the notion of putting music video on phones will increase over time.”
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“The big challenge is inventory. Not a lot of people watch this, so how do you get a big enough market that makes it worth your while?”
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“The way people make decisions about cell phones is still about cheap minutes, good coverage at home and a free handset.”
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“Apple sells hardware and software. They dont have an existing subscriber base like cable companies, and they dont have content like ESPN that people have an affinity to.”
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“I have been fielding quite a few calls about Apples filing of the Mobile Me patent. Folks have been speculating about a phone from Apple for more than a year. Being that I am a wireless analyst, I dont follow Apple as closely as others do. What I do know though, is that we are not likely to know until Apple wants us to know. They are pretty good at big surprises. Do I think they are developing a phone? Probably. Probably somewhere in their labs, there are prototypes of phones. Whether or not they bring one to market commercially is another story. Whether or not they will do so on their own is another open question. Hard to imagine carrier subsidies on a device unless there are revenues to be earned through downloaded services and content.”
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