Todd Dagres (pictured right), founder and General Partner at Spark Capital gave us his thoughts on the recent iPhone gymnastics being performed by Apple and Steve Jobs. Dagres is an investor in Veoh Networks and a veteran of the digital communications market with previous investments in Akamai, Qtera (acquired by Nortel Networks), River Delta Networks (acquired by Motorola), Broadbus Technologies (acquired by Motorola), Arbor Networks and Cedar Point Communications.
Regarding the question of whether the new iPod Touch (essentially an iPhone for those who don't need a new phone) will eat into iPhone sales to such a degree that Steve Jobs will fail to meet his 10 million sold in the first calendar year goal, Dagres said, "No, they are different products. There will be significant overlap, but neither one obviates the other."
On the topic of AT&T's iPhone versus some sort of iPod Touch VoIP in the future? "If the iPod supports VoIP over WiFi and/or WiMax, it could have an impact on AT&T in terms of 'breakage,' the term used in cell phone business where the carrier makes more money on the consumers either breaking through maxes or not making minimums." Even though the iPod Touch has no designated audio input, as history has shown, when it comes to technology if it's at all possible, it will be done. The countdown to the Apple VoIP phone has begun.
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