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Kaufman positive on evolutionary iPhone 3.0

updated 01:10 pm EDT, Wed March 18, 2009

Kaufman on iPhone 3.0

Kaufman Bros. analyst Shaw Wu has released an analysis of yesterday's iPhone 3.0 software preview, calling the new firmware "evolutionary," with six strong features. The announcements do not carry a big "wow" factor, says Wu, but are thought to be progressive, allowing the iPhone to evolve and stay ahead of competition. The firmware is also believed to be a precursor to new iPhone hardware, which could ship in the June or September quarters.

Out of over 100 new features, Wu notes that six are particularly interesting. Enhanced push technology is a leader which may help Apple close its gap on Research in Motion, though it is currently argued to be geared towards IM and social networking. In that regard e-mail is said to be an important question, as Apple continues to base its efforts on pull delivery via Microsoft's ActiveSync, rather than true push.

Spotlight search is thought to show more evidence of Apple's horizontal integration efforts; Wu is also positive on iPhone 3.0's universal widescreen, turn-by-turn navigation, voice recording and stereo Bluetooth capabilities. The analyst claims to be disappointed however that text-to-speech and speech recognition are absent from the new firmware, especially since they can be found in existing third-party applications. Recording and turn-by-turn abilities are seen as possible precursors to speech technology, though.

by MacNN Staff




  1. testudo

    Joined: Dec 1969


    no new hardware

    Can't imagine new hardware coming. What could Apple do with the iPhone to improve it with s******* it up?

    Maybe they'll add a better battery, as we hear that push will kill your iPhone 23% faster.

  1. malax

    Joined: Dec 1969



    I can't imagine new hardware NOT coming. New iPod touch, new iPhones coming soon. But we all know that. The only question is how soon is soon.

  1. Constable Odo

    Joined: Dec 1969


    What would be the

    equivalent of warranting some WOW! factor. Time travel? I really don't understand what they're looking for to get them excited. I know there isn't any video recording, but would even that warrant WOW! factor. I'd figure in-app transactions would certainly be considered outstanding for developers and content providers. I suppose the analysts just want everything to be added at once without regard to development time.

    Does really one smartphone have all the capabilities they're asking for? If so, it must sell like crazy since it would have to be the most versatile device on the market.

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