主题：【万众期待】Apple 27号发布全新产品 -- AllenKid
Oppenheimer: Bing deal could bring Apple more risk than reward
By Neil Hughes
Published: 10:10 AM EST
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A new analysis suggests an Apple-Microsoft deal to bring Bing search to the iPhone could carry great risks for Apple, which has formed an identity by disparaging the Windows platform in its "Get a Mac" ads.
A team of analysts from Oppenheimer offered their insight in a research note to investors Wednesday. Breaking down the implications of a Bing search agreement between Apple and Microsoft, the analysis was provided in response to an earlier report alleging that the two rivals are currently in talks to replace Google as the primary search provider for the iPhone, as well as the Safari browser.
Analyst Yair Reiner said the battle lines have been drawn between Apple and Google, though "overt warfare" between the two companies has yet to erupt. He said that the companies are at odds because Apple seeks to be the "special box in a world of generic services," while Google aims to become the "special service in a world of generic boxes." Now, it's possible, Apple's enemy in Microsoft could become its friend with a Bing partnership.
"Cozying up (to Microsoft) could bring more risk than reward, not least because it would clash with the Mac vs. PC campaign and the Apple brand identity that has coalesced around it," Reiner wrote.
For Google, such a deal would be negative in the long-term, but shouldn't come as a surprise to those who watch the technology industry. Analyst Jason Helfstein said users will likely still be able to change the default settings on their device, or download the Google Apps software.
As for AT&T, the exclusive carrier of the iPhone in the U.S., analyst Tim Horan said the discussion serves to highlight the loss of control the wireless provider has over its customer base, thanks to Apple and the iPhone. AT&T is on the losing end because it does not receive any of the revenue associated with software on the App Store, yet is the use of many of those applications that has resulted in poor network quality.
"We believe this will intensify the service providers' promotion of alternative handset suppliers and their own applications market," Horan wrote. "We would expect the service providers to work more intensively with Google, Nokia, RIM etc. to create devices that are comparable to the iPhone, but this will take some time."
Microsoft analyst Brad Reback with Oppenheimer said Microsoft's desire to grow the Bing brand and increase its market share by any means indicates the Redmond, Wash., company would be willing to strike a deal with Apple for the right price. He noted that Microsoft has already released a Bing application for the iPhone.
"We believe (Microsoft) will not grossly overpay so as to negatively impact the future profitability from such a deal," Reback said. "As a reminder, MSFT recently replaced (Google) as (Verizon's) default search engine in a five-year deal estimated to be worth $500M."
Speculation of a potential Apple deal for Bing has arisen in the past, due to the growing tension between the iPhone maker and Google. Some have speculated that Apple could look to remove Google's presence entirely from its devices.
While Apple's non-acceptance of the Google Voice application into the App Store highlighted the differences between the two companies, it could be a sign of things to come. Last year, Apple revealed it was looking to hire someone to create a new and improved Maps application for the iPhone. The current mapping software is powered by Google.
Combined with Apple's purchase of Google Maps competitor Placebase last summer, there remains ongoing chatter that a new Maps application created by Apple could appear in a forthcoming update to the iPhone operating system.
这个事情好玩了
http://www.appleinsider.com/articles/10/01/20/apples_jan_27_one_more_thing_could_be_verizon_iphone_analyst.html
类似 KINDLES 用了作为掌上阅读？或者更好一些，因为有彩显，可以显示图像、视频？
那意思就应该是和IPHONE类似，都是主要作为输出终端用。输入方面，恐怕和现在的IPHONE一样，偶尔输入可以，输入多了，可能还是不够方便。当然，如果有语音输入，也许问题就小很多。
嗯，索性发展成一个游戏设备算了。能感应重力方向，能感应运动，能够多点触摸缩放移动。
还是很期待啊。
可怜的羔羊啊! 放弃你的渺微的尘世. 苹果的信众们将在2010年1月获得实现与大神同在的联通装置.现实扭曲力场终于实现网络化. 2012年现实扭曲力场将全面覆盖地球. 从此时间,空间将失去意义. 玛雅人预言的2012时间停止就是i-Reality 3.0最终版推出的那一刻.
现有电子书的局限一是格式，二是处理能力。
格式：对最流行的文件格式不兼容，或兼容不好。比如PDF或Doc。
处理能力：也许受处理器和电池的限制，缩放翻转缓慢，不可忍受地慢。
一个高清晰全letter尺寸的通用设备，且与主流笔记本机相比，更轻更薄，处理器比较强，电池相对持久，那么我会考虑的。
因为我的书架上摆了三尺厚的双面打印文献，查起来累得慌。这还是常用文献。全部文献印出来大概有两三米厚，迫切需要一个阅读方式上的革命。
输入可以解决吗？
这样定义，也许差不多。
近两年来，the hottest 或 top-10 best selling 大众联网 toys 就是 1. iPhone 2. netbook 3. digi-frame，Amazon 和 Target 卖 digi-frame 都很火。但是，
1. iPhone －屏幕太小；
2. netbook － OS 和 UI 都太老式；
3. digi-frame － 功能和 UI 太单调。
苹果的 iTablet，千万不要太大，10"足以，能把这些都结合起来。就是太多 $$$ 鸟！我还是希望是比较经济实惠的。听说 S. Jobs 很恨 notbook，他说是用在厕所里上网用的
游戏机会要求太多的 power！
[FLASH]http://www.youtube.com/v/FW1zi92Bn2M[/FLASH]
I PHONE捜査改用MS,谷歌杯具、MS投井下石、土共的好戦士。
现在搜索引擎提供商稍微靠谱点的只剩两家，一家 Google 一家 Bing.
Apple 跟 Google 之间的矛盾已经酝酿了几十个月了，下一版 iPhone OS 发布在即，搜索引擎提供商当然也要重新谈条件的，这会儿携着 75M 总销量的重磅砝码，打开门谈生意，价高者得而已。
MSFT 就为了 Bing 散财吧，iPhone 的默认引擎代价至少是数千万美元一年，有可能上亿，鲍尔默同学请尽管给苹果进贡。
这会儿当然得按照生意场上的规矩办了，招标招标，价高者得。
不过 Bing 要想成为默认引擎，那个结果页面得改，脏乱差得跟三无摊点一般。
Nokia 宣布旗下 Ovi Maps TBT 全球免费了，哎呀，人人都有被逼急的时候啊～～～
http://headlines.yahoo.co.jp/hl?a=20100121-00000539-reu-bus_all.view-000
Apple, Microsoft Discuss Giving Bing Top iPhone Billing
然后花街日报也提到了相关消息
Apple Sees New Money in Old Media
总之就是不在 Google 一棵树上吊死了，具体跟微软能不能谈成，还得看鲍尔默的礼金够不够实心实意。
但此時此刻影響巨大、対GG的股价来説。
明天是 GOOG 季报，涨跌主要还是围绕着营收状况来的，不过分析师提问时间 Google 大概会挺难过的。
别说还真有点像是"本站建设中"
Iphone 4.0 OS 是主角，Tablet是陪衬