
It is quite fun to watch what Apple is doing with the mobile operators around the globe right now. Fully aware of their superb iPhone success story, they are playing the operators against each other and have - I am quite sure deliberately - launched many rumors of done - or nearly done - deals. Now it seems
Vodafone in the UK will not do a pan-European deal and even "worse" not a deal at all. In the UK it will be O2, in France Orange and in Germany T-Mobile, who all seem to be OK with Apple taking (another rumor) 40% of their plan revenue. If true, that will make Apple an operator, without having to invest a dime into a mobile phone infrastructure, any spectrum licenses nor operate the network.
What this really shows is how desperate the mobile operators must be, to be giving in to such a deal. It of course also shows how well Steve Jobs is negotiating by playing them against each other. What he has done with Pixar to Walt Disney is now being repeated in the mobile phone industry, too. Vodafone decided to run against them, and I think they are doing the right thing, while all the others don't seem to have a problem with handing over their expensive assets to Cupertino's Apple.