IF GRAPEVINE NEWS about Apple's plans to include a SIM in the iPhone 5 is correct, Steve Jobs could be set to step on a landmine. That's the conclusion Andrew Parker reaches in the Financial Times today.  "Some of Europe's leading mobile operators are ... privately saying they could refuse to subsidise the iPhone if Apple inserts an embedded SIM." By offering a SIM with the phone, Apple could activate iPhones from its own website after consumers bought the new phone for $600. That price point would relegate the iPhone to a Financial Times "How to spend it" audience, shaving up to 12% from Apple's global sales, according to Robin Bienenstock, analyst at Alliance Bernstein.
1. Andrew Parker -- "Apple warned over plan for in-built SIM" in the Financial Times, 19 November 2010.
2. Stacy Higginbotham -- "Is Apple about to cut out the carriers" on Gigaom, 27 Ocober 2010.