Will the Verizon iPhone have constrained sales?

Verizon iPhone preorders sell out on first day
[Via AppleInsider]

Initial demand for the Verizon iPhone is strong, as Apple and Verizon have both run out of pre-sale stock of the new CDMA iPhone and are directing customers to wait until Feb. 9 to purchase the device online, or Feb. 10 for in-store purchases.

[More]

They sold out pretty fast. I wonder how many they have stockpiled for real sales? Verizon should have benefited from seeing what happened with ATT.

Hope they are prepared for the onslaught.

The elephant in the room – Piper’s analysis seems to ignore download questions

Piper: Apple’s $3.9B component deal more evidence of Apple television
[Via AppleInsider]

Apple’s recent investment of $3.9 billion in components is likely for device displays ranging from the iPhone to the 27-inch iMac, and could signal Apple’s intention to build a television set up to 50 inches in size, investment firm Piper Jaffray believes.

[More]

An hour of HD content streamed to some sort of Apple TV is about 1 gigabyte of data downloaded. In America, each ISP has a bandwidth cap for each tier of service. For most of us, that means that between 1 and 20 Gbytes. So, between 1 and 20 hours of HD content a month. Not a lot of viewing time there.

Some ISPs are discussing raising their 5 Gbyte cap to 100 Gbytes. That might be about 3 hours of HD content a day. I do not think that will result in people switching to an Apple TV for all their viewing.

The Daily day two –€” compelling content

The first compelling content from The Daily. An interview with Congresswoman Giffords just before her shooting. She talks about the iPad and how useful it is to her. I’m using the iPad to email this to my blog which should also get it to my twitter and facebook pages. Nice way to write once and post multiple times. Here is the relevant Daily link.

I want to share the web version of an article from The Daily, the tablet-based original news publication. http://bit.ly/gz9kx3

GABBY’S TOUCHING VIDEO

Rep. Gabrielle Giffords is doing “rigorous” speech therapy every day and her recovery is…

For the full experience, download The Daily from the App Store.

Sent from my iPad

 

Another OS to develop for

osmos from my iPad

Android 3.0 Honeycomb more akin to Tablet PC than iPad
[Via AppleInsider]

As Apple launched the first subscription app for iPad with News Corp., Google announced catchup steps for Android: new “Honeycomb” tablet support, a new web app store, and new in-app purchases all along the lines of what Apple delivered a year ago or more. But the next wave of Android tablets are far more like Microsoft’s Tablet PC than Apple’s streamlined, ultra simple iPad.

[More]

So Honeycomb seems to be tablet only for the moment, relying on hardware specs not found in many smartphones. So, on the Android side is Froyo for phones, Honeycomb for tablets and I expect Chrome for laptop/desktop. Three different OS for machines with very different sets of hardware specs.

Angry Birds, possible the first major superstar of the app economy, has apologized for its sometimes poor performance in the fragmented Android ecosystem. Does Honeycomb simply enhance that fragmentations?

Apple has provided a pathway, and Angry Birds has followed it, from the smartphone to tablets to the desktop. All with minimal changes. Android has no such path. Neither does Microsoft.

Angry Birds can afford to put the effort into Android because it has made a ton of money. Other innovative apps may not. Such as Osmos, a simply magical game that creates an almost meditative effect when played. They have had some very basic problems trying to port to Android and will simply wait until things change. Honeycomb does not appear to fix this problem.

Honeycomb tablets might be great. As are Android smartphones. But there does not seem to be the leveraged ecosystems for developers seen in the iOS world.