What iPhone 4 Means For Google, Microsoft, Netflix, And Amazon

Apple's new iPhone 4, announced yesterday and on sale June 24, has wide ranging implications for big Internet players like Google, Microsoft, Netflix, and Amazon, Barclays analyst Doug Anmuth believes. For starters, the "mobile Internet" will be more platform-based and less URL-driven than the traditional Internet.

What does that mean? Mobile platforms and app stores, as well as "apps," will be more important than platforms or app stores tend to be for the PC-based Internet use case. People are simply not going to "search" as intensively, or interact as much, as they do when using the Internet in a PC mode.

Google remains the default search engine on the iPhone, which helps Google. But Apple seems to be highly optimistic about its prospects in the mobile display ad market.

Anmuth does not believe Amazon Kindle sales will be hurt much. He expects the iPad to take some share, but not much, from Kindle.

What iPhone 4 Means For Google, Microsoft, Netflix, And Amazon:

Apple iPhone 4: All that Metal Includes the Antenna

Which means signal reception is going to be affected by the way the user holds the device, though possibly less so than in the older design.

That's a lot of metal, with fairly good spatial dispersion for the antenna element. So in a weak signal area, reception might improve, for voice, when the speakerphone is activated and the user is "hands free."

AT&T Appears to Allow Some iPhone 3GS Users to Upgrade to iPhone 4 Without ETF

AT&T says it has adjusted eligibility requirements for at least some iPhone owners, allowing them to upgrade to the version 4 model without being slammed with an early termination penalty.

It is not clear to me that "every" iPhone customer will be able to do so. One of the iPhones on my account was replaced in November 2009 and it still appears that the upgrade date remains November 2011.

With some exceptions such as this, it appears AT&T wants to avoid negative reaction from most iPhone users who have gotten their 3GS devices and have had them a year or so.

Last year, AT&T likewise allowed some, perhaps most, iPhone 3G users to upgrade to the newer iPhone 3G S at the same discounted price as new subscribers. The move followed customer criticism about having to pay a $200 fee to upgrade to the iPhone 3G S before their two-year contract was over. Now AT&T is getting ahead of the crowd to make sure recent customers will see the same heavily-subsidized iPhone pricing as new and out-of-contract users.