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WSJ: China Mobile “getting closer” to deal that will make iPhone available to 600 million subscribers

[vodpod id=Video.13339040&w=650&h=400&fv=videoGUID%3D%7B2606B2B4-E5C1-41E6-A7FF-191E5D010FA3%7D%26amp%3Bplayerid%3D1000%26amp%3BplyMediaEnabled%3D1%26amp%3BconfigURL%3Dhttp%3A%2F%2Fwsj.vo.llnwd.net%2Fo28%2Fplayers%2F%26amp%3BautoStart%3Dfalse] Without revealing too many new details, The Wall Street Journal reports that Apple and China Mobile are “getting closer”…

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15 Billion dollars, Apple? Someone is doing some Christmas shopping

So it came out last week that Apple had been saving a bit of money.  They are likely going to buy something and the internet blew up with ideas on what that should be.  Ars came up with Adobe, Tivo, Nintendo.  We aren’t feeling any of those – here’s why:

  • Adobe – there is too much overlap in products.  Final Cut/Premiere.  Aperture/Lightroom, etc, etc.  Adobe has a great portfolio of applications but overall the line isn’t close enough to Apple’s core competency.  Plus the two companies aren’t getting along that well anymore.  Adobe is also pricey.
  • Tivo – It is a great technology for the next 3-5 years.  Soon though, networks will be broadcasting their content over the net by themselves.  The technology to leverage advertising will make them more than the currently falling costs of broadcasting over the net – so it won’t matter.  As someone who has to watch college football on a slingbox, I say hurry the fsck up.
  • Nintendo – great idea, but they are too expensive.  Any buyout of Nintendo would have to be more like a merger.  Can you see Steve Jobs agreeing to a merger and taking in top management?  Us neither.

So, we’ve come up with three companies that Apple should buy – and which they actually have a shot at.  Yep, telecoms:

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XOHM WiMAX enabled iPhones and iPods in 2008?

XOHM-iphone-ipod

With the formalization today of the XOHM Service, Sprint is releasing what could be the most exciting thing to hit the Internet in quite awhile. If real-world results are anything close to the specs that we’ve been drooling over for the past few years, WiMAX technology will revolutionalize mobile communications.  Initial speeds will be about four times the speed of EVDO/HSDPA and will eventually scale up to the type of speed at which you will be able to stream High Definition movies and video conferencing.

Just as a reference point, the German WiMAX operator Deutsche Breitband Dienste (DBD) has two tariff plans. The first costing $12.99 per month offering 1 Mbit/s connection speed and 1 GB monthly traffic. The second plan has unlimited traffic, the speed increased to 2 Mbit/s for a $25.99 monthly fee.  Not too shabby!

Where does Apple fit into all of this?
Apple is an innovator, a first mover.  This service would be perfect for their whole line of products from Airport Extreme base stations, MacBooks, iPods, AppleTV’s and of course iPhones.  Don’t forget that while PC laptop makers have been selling machines with EVDO and HSDPA wireless broadband built-in for years, Apple has only allowed this type of connection through third party PC/Express cards or tethering (which doesn’t always work so well).  Why the wait?