I disagree. The skinned versions are not inferior and you know it.
You are completely missing my point.
If the Google S4 hits, and all the press is "how smooth it is" and "how much faster it runs than the stock S4," then that is bad for Samsung. Sure
we here all know that for that smoothness you are sacrificing camera quality and tons of other things, but for the average consumer who gets their tech news from CNN.com it will simply seem like the S4 they can buy at the AT&T is the inferior version.
Come back to earth, man, no one outside of a vocal few are interested in stock Android.
I agree with that. 99% of S4 customers will get the regular version.
But quite honestly the Google S4 accounts for at least 50% of the positive publicity news articles you see on the internet related to the S4. My whole argument is the mobile news community makes a big deal about stuff like this that doesn't really matter to regular people, so guess what?- That means its a big deal.
I am not talking about a fantasy world were every consumer is making a completely informed purchase decision. I am talking about reality where people will take one piece of news they hear or read from the mainstream media and allow that limited information to shape their purchase decisions.
If you search Google News for "Google and S4" then most of what you see is tons of positive press for the S4 Google edition. People see positive news about the S4, and even though they don't understand even what the Google edition is they then think positively about the S4 which might lead them to buy the AT&T version.
If after the release of the Google S4 the news changes to "Well actually the Google edition rocks compared to the regular one," THEN at that point the press related to this action is a liability, as our barely informed consumer is forced to learn enough to know that actually the Google edition means a different version of the S4 that is batter- one he CAN'T buy at the AT&T store. And that could flush down the toilet the momentum of that previously positive press.
Samsung's theoretical PR problem can be answered away by showing the "features" on its skinned phones...
First of all, nothing short of ripping out other sellable features (like the eye stuff) will get back the "smoothness" feature the Google S4 will have.
Secondly, Samsung doesn't control the press. If the press decides that the Google S4 is much better and they blast that all over the airwaves, no amount of Samsung press releases trying to set the record straight will work.
Samsung's best play is to ride the positive press of the Google edition, and make sure its gimped just enough to make it less appealing enough to regular users that the press goes out of their way to mention that fact.