11th Hour Tablet Talks: Apple, AT&T, Verizon

January 21, 2010

FOXNews.com’s Clayton Morris is spec­u­lat­ing that Apple may announce two tablets: one for AT&T and the other for Verizon. He reports that car­rier deals haven’t been final­ized. And how does he know? AT&T told him? Verizon? He men­tions that sources within these com­pa­nies told him. My guess: he does not know; he is speculating.

Two? Nope: Why would Apple build two ver­sions? Does Apple have an iPhone that works on CDMA net­works? As of this writ­ing and two and a half years since the first iPhone the answer is no. It cer­tainly is not a ques­tion about the company’s abil­ity. My guess is that it has every­thing to do with improv­ing pro­duc­tion yields, low­er­ing pro­duc­tion costs and there­fore max­i­miz­ing profits.

One! If Apple were to build a tablet that works on CDMA net­works there would cer­tainly be func­tional dif­fer­ences between it and the GSM ver­sion. The GSM ver­sion would most likely take advan­tage of the faster 3G net­work by AT&T. The CDMA ver­sion would def­i­nitely be slower but you do get the advan­tage of wider cov­er­age. Apple will also have to deal with dif­fer­ent com­po­nent sup­pli­ers, man­u­fac­tur­ing lines, pay­ment struc­tures, etc. It would be messy. Here’s my idea: there will be one tablet, but it will work on both GSM and CDMA net­works. How? Gobi.

Apple’s the Gateway: It won’t mat­ter that it con­nects to Verizon or AT&T or any other 3G con­nec­tion. Gobi by Qualcomm would allow con­nec­tions to any data net­work. I hope Apple up-ends the way we con­nect to and pay for 3G ser­vice. I would like the tablet to usher in a new way: Apple becomes the gate­way and pro­vides seam­less 3G ser­vice to the tablet and the user would not know whether it is AT&T, Verizon, Sprint, T-Mobile, etc. The user need not know and shouldn’t really care as long as there is a reli­able con­nec­tion. What the user will expe­ri­ence is the most depend­able 3G con­nec­tion wher­ever he/she hap­pens to be. I would like that.