by  www.mountainviewcellphones.com  6/10/2010

It’s pretty clear from the ground here that EVO is the best smart phone on the market right now.  Sprint and this phone will get another shot up once 4G is released across the largest metropolitan areas in a few months.

Here are some prognostications.

1.  People are chucking their IPhone.  As I predicted in the past with Android Taking over…Android and HTC and Sprint’s 4G make an incredibly competitive solution.  A year or two years ago, we never had much reason to use our number transfer machine to move phones from IPhone to anything Sprint.  Now, our phone transfer machine is getting a little work out to transfer contacts form IPhone to Evo’s. 

2.    The value proposition for an IPhone just got worse.  Although ATT will claim that caping data at 2GB for users is a friendly thing and try to sell it as saving money, it’s complete BS, and IPhone users know it.  This couldn’t have happened at a worse time and pretty much pissed all over Steve Job’s 4G phone announcement.  Steve will try to do it again with 4G IPhone, but without a 4G network is it really 4G?  With ATT blowing against Apple, it’s time to get the IPhone out to other carriers.  From all the other rumors swirling around, it will be Verizon first.  Once the IPhone is on another carrier, ATT wireless will just implode.  

3.  ATT is falling apart already.  I just got out of a business meeting with a customer that wanted to dump ATT because their business rep. consistently missed 3 appointments with him, not to mention their billing was completely messed up.  With Verizon steadily chomping away at the high end and Sprint eating at the value segment, ATT is in big trouble.  The IPhone was the only thing holding the wireless ship together, now that this is slowing, the company has shifted to trying to bundle everything together in an effort to reduce total cost to the customer and deliver the worse service over more product lines.  It’s laughable what is going on.  I’m surprised any businesses stick with them.  As sales from Sprint actually get subscriber gains, ATT will start to see subscriber losses or at least no gains by year end.  ATT will have subscriber losses for certain if the IPhone sells at another wireless carrier.

4.  Android is unstoppable.  On top of gaining market share at incredible speed, the 2.2 Froyo is phenomenal in performance and the introduction of push data framework will work wonders to improve access to corporate data from the cloud.  The openness of the Android framework will win over Apple’s propreitary system.  It’s Windows vs. Mac 2.0 again.  Once Android TV launches, the TV & Mobile Phone & Internet trilogy will be the next big nexus to drive Android phone sales.  With ATT’s blood and treasure so linked to Apple and keeping them “happy”, they will for certain sacrifice Android growth and potentially miss this next big nexus to drive mobile growth in the coming 2 years.    

ATT is a big ship.  It can take on a lot of water before it sinks, but sinking the ship definitely is.  It’s desperately trying to find another engine for growth thru U-verse…we will see how this goes when cable guys continue to deliver far superior speed and media availability.

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