In a note to investors American Technology research analyst Shaw Wu cited “industry and developer sources” stating that following months of beta testing Apple will use a portion of its media event next week to announce improved Microsoft Exchange server support and IBM’s Lotus Notes software.
“If true (which we believe is), this will prove key in having more enterprises and SMB adopt iPhone as their mobile platform,” Wu wrote. “What isn’t as clear to us is how Apple will accomplish this, whether this is from internal development (most likely), third-parties including Microsoft (next likely) with its ActiveSync technology, or Research in Motion Blackberry Connect (possible but less likely), or a combination of two or more.”
“We do not think it will be easy to replicate the robustness of Blackberry push e-mail, but nonetheless, we view improvements as positive,” Wu added. “Other enhancements we are picking up including improved security, better support of VPNs, and enterprise applications such as CRM.”
The analyst also stated that IBM will offers its Lotus Notes email application for both the iPhone and iPod touch, the software will reportedly be free for those who already hold a Lotus Web-access license and start at $39 per year for new users.
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