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iPhone University starts up

Apple has officially launched its iPhone Universtiy development program.  While they aren’t going to be challenging USC at football anytime soon(fight-on!), they are going to be partnering with many universities throughout the country to bring the iPhone development process into the hands of many of the world’s best students.  If you represent an accredited university, you can apply here.

From Apple:

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Microsoft takes on iPod with Zune's "Buy from FM"

What is "FM"?  All kidding aside – well most anyway…Microsoft preempted Apple’s Tuesday iPod launch with a little launch of their own.  The new Zunes are officially announced with some interesting new features.

First up is wireless syncing over WiFi.  Not a bad trick actually.  This is an area Apple could take from Microsoft (and they might already have by later Tuesday).  We’ve yet to see it work properly so we’ll reserve judgment for a bit later.  Zune owners can currently buy tunes one at a time, or pay $15 per month for a Zune Pass subscription, which gives access to every song in the catalog – something that Apple is also rumored to be exploring. With the new wireless features, Zune Pass holders will also be able to stream songs to their devices.

The second big feature is the ability to buy tracks directly from FM radio stations.  Another good concept, at least on the surface…   the only problem is that only 450 radio stations in the US are currently participating.   Again, implementation and execution seem like a stretch.

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Gartner and IDC Numbers out…but what if iPhones were computers…

Gartner and IDC just released their most recent numbers on PC Marketshare and Apple, as expected, climbed up the ranks again.  Depending who you ask they are either slightly ahead or slightly behind the Acer/Gateway/Packard Bell mashup which puts them around tied for third place.  The interesting thing is iPod touches and iPhones aren’t counted as computer sales.  Should they be?

  • iPhones have the same specs as laptops had about 5 years ago.
  • They can do most of the things a full computer can
  • They are as functional as UMPCs which are tallied in the total.
  • They are used in much the same way as computers, replacing computers much of the time for people on the move
  • Unsubsidized cost?  I’d venture to bet 50% of Dell and HP machines are less expensive that unsubidized iPhones
  • Some pretty smart people say they are computers

If you do count iPhones and iPod touches…you get a whole new ball game.  That three million computer lead that HP and Dell have on Apple starts to shrink.  Apple sold a million iPhones last week.  iPods are also flying off the shelves and with the 2.0 software, they do Exchange, Cisco VPN, Office apps, IM,  and have 1000 3rd party apps waiting for them.  That is a pretty good computer platform if you ask us! 

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Next Generation EeePCs will be touch screen, compete with iPod/iPhone?

Digitimes says that in the second-quarter 2008 (within weeks to months) ASUS will be releasing EeePCs with resistive touch panels.  This contrasts with the more acurate capacitive touch screen technology that is employed in the iPod Touch and iPhone.   The difference to the user is that resistive touch works with styli while capacitive touch uses the natural capasitance of the finger to pinpoint location.  Because the resistive touch screen is a more mature technology, the prices in bulk for the addition of this technology will approach only $10 per device.  I wrote on why I think that the EeePC is the biggest competitor to the iPhone and iPod here.  This only makes that competition more significant. 

 

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Unlimited iTunes subscription coming?

The Financial Times is reporting that Apple is in negotiations with the big record companies to offer an unlimited subscription model.   The deal would give customers access to the entire iTunes music Library in exchang efor a premium price put on Apple devices (iPod, iPhone, etc).

Nokia currently has this model and offers the music companies $80 per handset for the priveledge – to be split up based on the downloading habits of its users.  Apple, on the otherhand, is only offering $20/device.

According to FT:

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More iPhone countries to be announced at March 6th event?

The timing seems right for more iPhone countries to be announced at the iPhone SDK event next week.  Earlier we reported on Italy, Spain and Switzerland getting on board around the time of the SDK launch.  Recent rumors have also included Rogers in Canada, O2 in Ireland and Tmobile in Austria and possibly in the Netherlands.

Update: Ireland (O2) and Austria (Tmobile) by extension are officially on.

Adding fuel to the fire, Morgan Stanley is reporting that El Jobso has been getting some serious private jet time in over the past quarter – indicating he’s been doing some global traveling and possibly sealing some deals.

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Apple and Adobe butting heads?

The Wall Street Journal is postulating on a behind the scenes Apple – Adobe skirmish about putting Flash in the iPhone.  I think the argument can be summed up with a sentence:

Who will control video on the mobile web?

Need evidence?  If Apple were planning on releasing Flash on the iPhone, why would Youtube be converting their library to H.264?  Yes, the Quicktime quality is better – but not that much better than Flash on a 480×320 inch screen.  What is more important is that every Youtube video put on the web is effectively a interface for a Flash interfaced mobile video platform.

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Digitimes reporting on falling NAND Flash storage

 

Digitimes reports today on the state of falling NAND Flash prices.  Specifically, the price of a 16Gbit MLC segment is expected to fall below $5 and continue dropping through the rest of the quarter.

This news has an effect on Apple in a few ways.  First, the MacBook Air has a 64Gbyte NAND Flash hard drive option.  If Digitimes is to be believed, the 64Gbytes of NAND Flash should cost about $200.  Memory controllers and other parts of the drive cost more of course.  Keep in mind that SSD Memory uses a high quality NAND memory with more read/writes than standard Flash Memory so prices may not directly correlate.  If memory prices are falling across the board, Apple will likely be able to drop its (currently $1000) prices and/or order higher capacity drives (128GByte) in the coming months.

More importantly…

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Flash on iPod Touch and iPhone?

We’ve got conflicting reports on this one so we’ll just lay it all out on the table.  One of our sources who apparantly gets to play with upcoming iPhone builds says there is no Flash on the upcoming builds.  However, Gearlive, who outted the iPhone/iPod 1.1.3 software about three weeks before it went live, says they have seen it.

As Gearlive says, if it is coming a great time to announce it would be at the SDK event.

Personally, Flash is nice but we’d rather see Apple focus on things like an iChat client or full stereo Bluetooth capability – but we’ll take what we can get.

 

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AT&T rolling out much more 3G goodness. Guess which device stands to benefit?

Yeah the rest of the world is rolling their collective eyes because they’ve had 3G for like 35 years or something… but AT&T has just announced a major expansion of their 3G network in the US.  Their announcement  means AT&T will roll out an additional 1,500 cell sites in the U.S. this year adding 80 more cities – which will bring the total to 350 markets in the US – and all of the top 100 cities.   Just about ubiquitous enough for Apple to do some kind of 3G deal with AT&T, not just in iPhone, but also in iPod, and Mac laptops as well. 

We are still sticking to our Mayish prediction of iPhone3G rollout – about a year after the the original announcement.  Also, this is about the timewhen Japan, who’s networks aren’t compatible with EDGE, and the rest of Asia should start seeing the iPhone.  Also expect the EDGE iPhones to take two price cuts of $100 each before then.  One to eliminate the 8Gb iPhone in 1-2 months.  Another for when the 3G model comes out to clear the EDGE iPhone inventory.  Apple isn’t doing $200 price drops anymore.

As far as we know Apple is also sticking with their exclusivity agreement with AT&T and not going anywhere else.

The talking heads at AT&T have this to say about catching the US up to Europe and Asia’s networks (take it for what it is worth):