Then, a few paragraphs later, he "is also intensely critical of what appears to be an effort by Apple to wrest control of the customer experience in the consumer market. For example, the iPhone is being sold through Apple's own stores, instead of strictly through AT&T Inc., which signed an exclusive U.S. deal with the computer maker. The phone is free of AT&T's logo and software and is tied closely to Apple's iTunes music store, which is where subscribers will need to go to activate their phones and browse rate plans.
"It's a dangerous strategy," says Balsillie. "It's a tremendous amount of control. And the more control of the platform that goes out of the carrier, the more they shift into a commodity pipe."
So, it's not a threat, but it's dangerous? Maybe this is CEO Speak for 'Competition? Waaaaahh!'