Anyhow, this is reported at SmartphoneThoughts.com and PocketPCThoughts.com, which got the feed from CNet.
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Comment by antoniosk, on 20-Sep-2006 21:57
Too much power with one supplier Kelvin. HTC went from a nothing company when they sold Wallaby to O2, to a company dictating terms and generally becoming difficult to work with. When T-Mobile and Vodafone began upping the ante and ordering large quantities, they squeezed out operators who used to be able to negotiate small minimum commitments.
O2 is working with Asustek and Qanta, both of whome will work hard for 2-3 years establishing their brand and ability. Then they too will become deluded and only deal with the big order makers, thinking that's how to drive volume.
There's a strong lesson most people in business know - you need many clients and can't be reliant on 1-3 big contracts. When you are, you have no power at all, and your customer knows that.
Dopod is run by the wife of Peter Chow, and peter runs HTC. Note there is little market overlap between where HTC and Dopod are....