iPhone Doubter: Lance Davis

Noted for future gloating: Lance Davis is an iPhone doubter.

Where Apple has gone wrong is in setting expectations. The phone will be late. All first smartphones are.

Judging by the new commercials, this is already wrong.

Remember, the mobile industry is one where some of the biggest companies in the world have tried and failed: Siemens, Philips, Fujitsu. None of them have creditable market shares. Even IBM put a toe in the water in the late nineties and then stayed away.

And everyone knows how great IBM is at creating mass-market consumer electronics.

★ Monday, 4 June 2007