Originally Posted by EarlyMon
Where did you get the idea that HTC and Sprint's are going under?
You do understand that all last year HTC was setting sales and profit records each quarter until the Apple ruling in November? And that they bounced back again this year until the US Customs embargo hit?
HTC CORP (2498:Taiwan): Financial Statements - Businessweek
As for Sprint, you are aware that that they received something on the order of $3 billion in financing to complete the Network Vision upgrade just a few months ago?
I don't think that an ICS update delay is going to tank HTC and I don't think that a Samsung screw-up is going to bury Sprint.
Did you not follow that the SGS2 ICS is a total screw up? That they are replacing phones because the update was that hosed? If you want an SGS2, our forums are full of irate owners of those.
Here is an article after their Q1 results were reported and showed 70% year on year drop in profits, already after their November troubles.
HTC announces 70% year-on-year profit drop for Q1 2012
They admitted they dropped the ball on their latest devices, and have focused hard on the OneX line to fix it. It just happened they dropped the ball at the worst time, as Apple and Samsung are now in control of the global smartphone market. It hints that the OneX is their shot to make up for mistakes, but the market is moving so fast they don't have a lot of time to get their act together. If the OneX sales don't pan out, and they continue to bleed market share to their competitors, they are in SERIOUS trouble.
Sprint on the other hand does appear to be doing better now in terms of adding new subscribers (which I didn't realize when I wrote my post). Their growth however has primarily been fueled by taking on additional debt (26 billion total), vs a market capitalization of only 10 billion. So they are heavily leveraged, which is risky. So things may finally turn around for them (and I want them to, I hate ATT and Verizon), however it's not a for sure thing. They've been bleeding money and subscribers for a long time, so hopefully their turn around continues.
So I think you misread my point. My point was NOT that the updates themselves would be the cause for the demise of HTC or Sprint. My point was that with all that HTC and Sprint have going on with their business at the moment to challenge their competitors and continue to gain back some previously lost market share, the ICS update wasn't (and rightfully shouldn't be) very high on their list of priorities. ICS won't make or break them. Their next gen devices (HTC) and LTE network (Sprint) is what will make or break their business, so that is where their focus is.
Also I never said I wanted a SGII. It was more me voicing my frustration with this update as I chose to go with HTC based on their previously stellar record with software updates when I decided on the Evo3D over other devices at the time (one of which was the SGII). Personally I like the Evo3D still, the update is what has been troubling. You bring up a good point however, I never knew the SGII update was that hosed. It's better to wait and relase a good update rather then one that is a POS, I agree with that.