It's the Newton all over again. It's what we dreaded: a letdown. Microsoft runs the risk of putting so much into it that it doesn't do anything well. It is the next-stage PDA, and who knows if there is a true consumer market for this. |
People have gotten used to the idea of $0.99-per-song downloads. Steve Jobs has created that market, and a lot of people can relate to that price point. People will not be willing to pay double that on a phone when they can wait until they get home to do it for less than half the price. |
This is a nice fit for Intelsat. It does not require an additional investment for them. They are piggybacking on investments that they have already made. |