Comments on: iPhone Will Go To O2 (UK), Possibly Ireland? http://kenmc.com/2007/07/05/iphone-will-go-to-o2-uk-possibly-ireland/ Irish Technology Blogger Fri, 19 Mar 2010 13:02:48 -0700 http://wordpress.org/?v=2.8.6 hourly 1 By: EAS http://kenmc.com/2007/07/05/iphone-will-go-to-o2-uk-possibly-ireland/comment-page-1/#comment-43658 EAS Thu, 05 Jul 2007 16:57:30 +0000 http://www.kenmc.com/2007/07/05/iphone-will-go-to-o2-uk-possibly-ireland/#comment-43658 I have been watching this for the past few days. Until yesterday, everyone thought Vodafone was a lock, perhaps for most/all of Europe. However, the earlier rumor/news about T-mobile getting the contract for Germany along with this latest rumor/news about O2 suggests Vodafone, whose biggest strength was the breadth of their subscriber base across Europe. It also suggests that Apple's European carrier strategy is similar to their US carrier strategy of partnering with someone they can exert more leverage over, which gives them more strength in negotiations to extract things like a share of services revenue. Given Vodafone's reach, they might have thought they had more leverage with Apple than they apparently did. More updates and analysis on my blog, for anyone who is interested. I have been watching this for the past few days. Until yesterday, everyone thought Vodafone was a lock, perhaps for most/all of Europe. However, the earlier rumor/news about T-mobile getting the contract for Germany along with this latest rumor/news about O2 suggests Vodafone, whose biggest strength was the breadth of their subscriber base across Europe.

It also suggests that Apple’s European carrier strategy is similar to their US carrier strategy of partnering with someone they can exert more leverage over, which gives them more strength in negotiations to extract things like a share of services revenue. Given Vodafone’s reach, they might have thought they had more leverage with Apple than they apparently did.

More updates and analysis on my blog, for anyone who is interested.

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