Perspective: T-Mobile can be bought for $39B, Apple has over $50B in cash.

Pending all the necessary government approvals, AT&T announced today their plans to buy US GSM competitor T-Mobile for $39 billion. Without going into all the politics as to whether or not this is overall a good idea or benefit to consumers, I felt it was worth mentioning just what $39 billion dollars can actually purchase.

Though a follower of all things tech, I have a not-so-unique fascination with Apple, that company which sells those i-Thingies. Pretty much everyone is just as fascinated as I when Apple steals headlines for each shiny new toy. And one thing that most people know as of late is just how quickly Apple's cash reserves seem to continuously build. Last reports have their cash piles weighed in at a cool $51 billion. That's a heck of a lot of money. What drives journalists even crazier than the mind-boggling number alone is that nobody knows for sure what Apple plans to do with it. There have been some guesses; however, most of us sit and wait for them to take over the world.

But let's take another look at that number: $51 billion. In pure cash. No debt. A market valuation soon to pass Exxon to be the most valuable company in the world. And unlike the animosity most have toward Exxon, Apple and Steve Jobs have been named the most admired and loved company and CEO of last decade. What does all this mean? It means that that pile will continue to grow, and all the while Apple seems to have the highest restraint not to impulse-buy any thing they like, say, a leading wireless provider...

Of course, that's not their bag, being a carrier, but it does offer some perspective as to just what they're capable of doing with that money. Maybe they could buy Microsoft?

Is an AT&T to Verizon iPhone switch possible?

People currently with Verizon: I truly believe your dreams have come true. The iPhone 4 is the best phone, Verizon the best network. You are in a good place to have your wishes answered. But what about you people that already have an iPhone? Is it time to throw in the blue AT&T towel?

Well, that all depends on a number of things. The first is whether or not you have problems with AT&T's service. There could be any number of problems that result in degraded signal quality or slow speeds, such as geographic location, distance from towers, local population all attempting to access the same network, and the device's antenna integrity. Whichever it may be, if you hurt for better service or at a point were your iPhone is nearly unusable for calls and data, a Verizon switch may seem like the only option.

Secondly, deciding whether or not to end your service with Ma Bell depends if you're still on contract. For those that don't straight-up buy their phones so to avoid contract, chances are that early-termination fees are substantial, especially if you bought an expensive device like the iPhone 4. Even so, that iPhone 4 won't work on Verizon, so here's to your endeavors for the Verizon-iPhone pipe dream.

Another point of speculation is wondering whether or not enough people will switch over to Verizon so that AT&T's 3G network becomes less crowded and faster. There's no telling how much network traffic will dwindle, but I'm willing to bet not much (if at all). If you live in a not-so-great an area for service, don't expect that all your problems will go away once Verizon iPhones take up a little slack. Chances are that Verizon's network will eventually see much more data than they do now and possibly even choke up in heavy-use areas. Given all these factors, I've realized that almost everyone in AT&T iPhone contracts won't care much for Verizon's offering; that is unless of course they are due for a contract renewal and upgrade in the first place.

While we're still on the cons about the Verizon iPhone, you should be aware of the no voice and data and the same time thing. For many this is not a big issue, but for yours truly, I don't think I could live in that world -- a world were I can't check for movie times while talking to a friend about which movie we should see.

And one last con for Verizon iPhone users is that the iPhone Apple is releasing early next month is still a purely 3G devices, while Verizon has been fervent in its efforts to promote its new "Rule the Air" LTE 4G campaign. That's right, LTE (long-term evolution) technologies by Verizon can be expected nationwide in a few years and are already rolled out in major cities. However, many industry onlookers say that you shouldn't expect to see Apple implementing 4G radios in their phones until the iPhone 6, which would be somewhere around summer '12. That seems like quite a time to wait, but as they say, we'll just have to wait and see...

In all this news and speculation, really the best position to be in right now are those folks that still have yet to even buy a smartphone -- those that have been hanging out with their usable flip phones and Razors, watching their friends having fun with iPhones, Palms and Androids. Your day has come. It's time for you to enter the next decade.

Tablet Fever

Apparently at CES this year, some 100 or more tablets were announced or introduced.

That's crazy.

Just one year ago, right before the iPad was announced, Steve Ballmer got up on stage to announce a few tablets, highlighting one -- the HP Slate -- that wouldn't even go into production. Why? Because once again, the ideas and concept products from manufacturers all had to be re-thought and redesigned in order to compete.

The iPad. When it was announced January 2010, most tech journalists screamed disappointment, their favorite word to describe it being "underwhelming." Oh, it was "just a big iPod Touch." And most people wrote it off as unimportant nearly instantaneously. The problem wasn't with the device at all. The problem was with people's expectations. If the iPad cured cancer, it still wouldn't have satisfied those people. What, with all the hype and speculation the Apple Tablet had garnered for more than a decade?

But it turns out that being just a big iPod Touch is freaking awesome. As soon as I saw the iPad and then heard its "big iPod Touch" description, I thought, "Alright! A big iPod Touch! That's great!" What else could it have been? It seems that being just a larger iPod is still better than what any manufacturer could come up with for the past year and possibly even another year.

So the tablet hype is in full swing, and opinions about the iPad have come full circle. As soon as a few other manufacturers started seriously trying to ship Windows 7 tablets, we then had a more telling look at the devices when we could see them in action side-by-side. And the iPad won, over and over again.

Since then, Samsung recently has been the most direct competition for Apple with the release of the Samsung Galaxy Tab. It is built by using the phone Android OS, with Samsung doing what it can to make it more tablet-y. But after having high hopes for what it was and what it could do, after using it I was sadly disappointed. Samsung seemed to rush this thing into market, as it lacked real polish (as does most Android phones). And in many instances across the OS, there were too many references to the "phone" the OS thought is was running on. Looks like they forgot to erase the term "phone" and switch it to "tablet" or "tab." As an example, using a demo model, the Galaxy Tab told me that the phone was missing its card-storage.

However, now Android is finally out to compete is better products, and with the Android 3.0 "Honeycomb" OS coming on a bunch of new devices, we might finally see some actual competition for another market that Apple has once again dramatically influenced and/or dominated.

And as for Windows tablets? God, if they don't soon make the Windows Phone 7 OS over to a tablet form and call it Windows Tab 7 -- or something -- then they have no hope in this catagory. Somebody over there has got to get it together and realize that Windows 7 wont make it in the current market landscape. At CES, Microsoft announced that Windows will make it over to support an ARM-based infrastructure, which just means that they plan on making their desktop OS more fit for tablets. Get you heads out of your ass, Microsoft. Put all your resources in to Windows Phone 7 OS on tablets. It's good. You did great on that software. As soon as you join the pack with a real offering -- an OS with real simplicity, tight underpinnings, and a re-worked UI that's as fluid and seamless as your great new phone OS, then you might have a chance.

Here's just a sample of the tablets that were announced at CES, with more on the way.

Windows Phone 7 is cool, just a couple years too late

In New York this Monday, Microsoft finally held its Windows Phone 7 event, officially introducing the new operating system along with 10 different handsets that will run it. The entire time I watched the keynote, however, as excited as I was for a product that looked to be extremely tight and polished, I also couldn't help but kinda pity Microsoft for one main reason: they needed this platform and these devices two years ago.

After watching the hour-long, slow-going keynote, which, while not an Steve Jobs presentation, was at least as informative as it was entertaining, I found myself continually nodding my head. Microsoft really has something here with Windows Phone 7. And having used Windows Mobile in the past, everything I saw up on that small stage was a complete rework of a struggling mobile strategy that now has the fit and finish to slide in among the big names already in the field. If only this event was held a couple of years ago, where would the industry be now?

There's no doubt that Microsoft is late to the game. While remaining somewhat relevant among smartphones, Windows Mobile 6 just didn't have the vigor to compete against the shine of the iPhone and iOS, as well as the slew of phones coming from handset makers adopting the Android platform.

So, why has it taken Microsoft this long to get on the bandwagon, to put something on the market that actually has a chance? They are a big cat in the industry -- they make freaking Windows for heaven's sake. How can the makers of the most popular software in the world not create something on the cellphone to turn consumer heads?

You might say the Redmond-based software giant suffers from managerial issues. Hell, when the iPhone was first announced, Microsoft CEO Steve Ballmer laughed at the notion of the iPhone becoming popular, ignoring not only how drastically different it was, but also how the iPhone was exactly what the industry needed: a jumpstart on serious mobile computing design and applications, and a handset-to-carrier relationship that worked for the consumer. I have no idea what's really going with Microsoft's board of directors, but I imagine their meetings might look like a scene from "12 Angry Men."

From my perspective, instead of having a clear mindset of "We need to make a better product now," the ideas around the heads of Microsoft decision makers, or lack thereof, were seemingly fruitless. For too long, waiting on the market and riding on WinMo 6, they appeared to not be able to make a decision about anything. All the while, iPhone was having one hell of a party. Vision and motivation in taking an idea, even those outlandish, is what was lacking from the spirit of leaders. Numbers and figures in the face of art, business suits in the face of fashion, maybe... As Chris Ziegler of Engadget writes about Microsoft senior vice president Andy Lees, "Lees -- like most Microsoft execs -- is a no-nonsense numbers guy" (Link). Maybe they only felt comfortable playing a sure thing.

Lack of vision and leadership. Case and point: Two Windows Phones, which were doomed from their conception, somehow made it to market only to be discontinued in less than two months. The Kin One and Kin Two, called project "Pink" before they were released, apparently had the same problem with project management: too many chiefs, not enough indians. Or maybe more appropriately: too little chiefs with vision, plenty of indians. This is an excellent story by Ziegler of Engadget on the whole Kin debacle: Life and death of Microsoft Kin: the inside story.

The point is, if Windows Phone 7 was ready and released this time in 2008, the time when phone manufacturers really started to get behind and drive the market share for Android (the only other viable touchscreen smartphone platform -- sorry Blackberry Storm), I do believe that Microsoft would be next to, if not overtaking, the iPhone in terms of market share. But, alas, when Steve Jobs introduced the iPhone to the world, though the Android platform had already been conceived, most companies in technology had their thumbs up their butts wondering what to do next.

So with the worst days hopefully behind Microsoft on the mobile front, lets imagine a world without Windows. Or not.. that'll never happen. But well see just how Microsoft fares on their new offering, and if it will gain any traction. I predict by this time 2011, Microsoft will have regained a good position in terms of both mindshare and market share, but not enough to constitute overtaking the market any time soon.