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Originally Posted by =X=
I'm not sure if that is the real reason or even the only reason. Verizon's Droid brand have seriously cut into Apple and AT&T. Those Android phones are fantastic. I'm sure with the Droid Verizon gets a lot more control over the phone details and a bigger cut of the revenue. I'm sure with the success of the Droid it's Apple that is more willing to negotiate as they see their market lead dwindle away because of an exclusive deal.
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The Droid has certainly been successful. It has put Moto back into the cell phone race, and before the Droid, there were industry rumors Moto was looking at exiting that business, as they couldn't compete with RIM, Nokia, Samsung and the like.
The longer term question will be what they do for an encore. Moto's previous big hit was the Razor, but they couldn't come up with a follow on product to build on the momentum and retain the market share. What will they do in a year of so when the Droid is "last year" and there are all manner of new devices out there?
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As I stated earlier I don't see VZW folding to Apple. They have done well without the iPhone and will continue to do so esp with their Droid platform.
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Why should they have to "fold"? Verizon wants to sell service contracts. Apple wants to sell phones. If Verizon thinks it can sell more contracts offering an iPhone, and Apple thinks Verizon call sell a lot of iPhones for them, I don't see much obstacle to a deal.
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Dennis