22.10.07

Tim, iPhone addio

Prepost: Una fonte piuttosto affidabile mi ha confidato che Tim ha abbandonato (almeno per il momento e alle condizioni di Apple) l'idea dell'iPhone.



Luca dice che Apple, ottenendo "una quota del valore del traffico telefonico generato dai futuri possessori di iPhone", potrebbe cambiare "lo scenario delle relazioni tra i produttori di terminali e gli operatori". Sarà così? Non ne sono così convinto. Primo perché al momento, solo Apple (per la novità dell'iPhone, ma non sarà per sempre) e Nokia (strapotere di mercato e perché ha iniziato a vendere contenuti, quindi in concorrenza con gli operatori) si possono permettere di dettare qualche regola ai gestori telefonici. Secondo perché il modello di business di Jobs (sim lock e così via) non è replicabile in tutti i paesi (vedi la Francia e il ritardo italiano) per vincoli normativi. E, terzo, perché obbligare i consumatori a pagare 60 euro/dollari al mese per un cellulare (senza ottenerlo in regalo o sussidiato) potrebbe limitare le vendite dell'apparecchio in mercati (di nuovo l'Italia) dove sono le ricariche a farla da padrone. Credo che siano questi i motivi che abbiano fatto fare un passo indietro all'ex monopolista.

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