This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Android's Falling Star: Tech Edge

NEW YORK ( TheStreet) -- Maybe Android really did peak already. See reason No. 5 in this story. (Hint: it's the Verizon (VZ - Get Report) iPhone.)

Shares of Google (GOOG - Get Report) Android phone suppliers and manufacturers like Qualcomm (QCOM - Get Report) and Motorola (MOT) are down 2% Thursday despite a widespread market rally.

Investor concerns seem to be centered on fears that Android phone sales are starting to cool off from red-hot levels in the second quarter due to the impending arrival of Apple's (AAPL - Get Report) iPhone at Verizon.

Two analyst reports that arrived late Wednesday have helped ring the Android alarm.

Ed Snyder at Charter Equity Research wrote a note that revealed new details about Apple's iPhone plans. A CDMA version of the iPhone 4 is set for a January arrival at Verizon, Snyder wrote. Then in June, Apple introduces the iPhone 5, a 3G "world phone" compatible with AT&T (T - Get Report), Verizon and European networks.

Yes, we've heard and reported many of these points before, but Synder offers some behind-the-scenes drama of how Qualcomm may have failed to meet Apple's deadline for a fully-integrated world phone system by January. Hence, Apple will go with a CDMA iPhone in January and a multi-network iPhone 5 in June, when Apple usually updates the iPhone.

This, by the way, means no 4G iPhone in 2011.

Add that bit of analysis to a report by Rodman Renshaw's Ashok Kumar that said Motorola's Droid phone shipments to Verizon have been slowing down. Also, Verizon has "reduced its forward commitments" to Motorola Droid phones ahead of the Verizon iPhone arrival.

If true -- and it makes a fair amount of sense -- Apple's iPhone arrival at Verizon will upset not only the Droid squad of Motorola and HTC, but it will further punish Research In Motion's (RIMM) BlackBerry position at the No.1 carrier.

Apple's iPhone is a game changer for sure, but few would have guessed it would start changing the game so soon.

--Written by Scott Moritz in New York.

>To contact this writer, click here: Scott Moritz, or email:

To follow Scott on Twitter, go to

>To send a tip, email:

Editor's note: "Tech Edge" is a blog written and compiled by Scott Moritz, TheStreet's senior tech correspondent. The blog explores behind-the-scenes tech news, rumors and reports that Wall Street folks are talking about.

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Real Money

More than 30 investing pros with skin in the game give you actionable insight and investment ideas.

Product Features:
  • Access to Jim Cramer's daily blog
  • Intraday commentary and news
  • Real-time trading forums
Only $49.95
14-Days Free
14-Days Free
AAPL $117.81 0.00%
GOOG $750.26 0.00%
QCOM $48.54 0.00%
T $33.57 0.00%
VZ $45.23 0.00%


Chart of I:DJI
DOW 17,798.49 -14.90 -0.08%
S&P 500 2,090.11 +1.24 0.06%
NASDAQ 5,127.5250 +11.3820 0.22%

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs