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    Competitive Response to iPad Up Ahead: Is It Prime Derivative Play?

    Thu, 05/20/2010 - 09:38 EDT - Seeking Alpha
    • AAPL
    • ARMH
    • ATML
    • BRCM
    • Chris Versace
    • CMCSA
    • CY
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    • S
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    • T
    • VZ

    Chris Versace submits: Recently, Verizon (VZ) CEO Lowell McAdam shared via The Wall Street Journal that Verizon is working with Google (GOOG) to create a tabled device to compete against both Apple (AAPL) and AT&T (T). In our view, this comes as little surprise as it replicates the competitive response to Apple’s iPhone, which paved the way for touch enabled smartphones and app stores.We expect this response to continue and would expect similar actions to be taken by Sprint (S), and T-Mobile USA (DT) on the service side as well as hardware/device companies, such as Dell (DELL), Hewlett-Packard (HPQ), Samsung, LG and the like. In our view, this simply underscores one of the key themes we believe to be driving the mobile ecosystem – cellular moving beyond mobile phones.Complete Story »

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