The iPhone's Remarkable Early Penetration

Includes: AAPL, GOOG
by: Michael Eisenberg

The below presentation is unbelievable (Hat Tip Jan Schultink). Truth is, we have seen the power of Apple (NASDAQ:AAPL) at Tunewiki, (Benchmark company) which saw 3+X growth in 30 days from the moment it launched on the Appstore. This is pretty useful to keep in mind as the FCC investigates AAPL.

As I look at this market unfold, I cannot help but wonder if this will be a redux of the PC market where Apple innovated and led as long as the systems were vertically integrated (remember the great Apple II and the early Macintosh), but then were soundly beaten when the industry moved to open systems (if that is what Microsoft's Windows Monopoly can be called).
So far, cell phones or Mobile Internet Devices (remember WinTel?) are in the early stages of market development so vertical integration of the hardware, software and applications (read Appstore) is a winning strategy. It will be interesting to see what happens as this market begins to mature, hardware standardization sets in and more manufacturers get up to speed on the handset game and a "Windows-like" OS emerges for the cell phone.

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