Echo To All submits: There has been so much positive press about Apple's (AAPL) iPhone ever since it was announced that hearing the ‘not so bullish’ side is somewhat refreshing. John Dvorak posted such an article. Stating the razor thin margins and quick shelf life of a design pose a big challenge to Apple, even if the phone is initially successful. I agree with everything he stated, as it is true about the cell phone industry and the different environment that Apple is about to enter.
The cell phone space is that of a plethora of ‘me too’ phones, and multiple ’smart’ (and potentially beneficial) functions that most people do not use. (In my opinion people do not use the smart functions because they do not know how to, or the functions do not integrate with other types of services they use.)
Apple changed the name of the game. Even without the phone being released, we witnessed its capability and its potential, and everyone had to wipe the drool from their awe struck mouths. (I include myself as one of those wiping. ) The reason the iPhone is different and revolutionary, is the fact that Apple is not selling a phone… it is selling a stunning multi-functional device that promises its users a glimpse into the future.
The iPhone is a key component to a true IMS functioning world, at least Apple’s vision of it. (If you're wondering what IMS is, here is a good summary.) Apple is doing what Microsoft (MSFT) wants to do. Apple is in the position to benefit the most from this IMS centric world we are about to embark on.
We have not yet seen a true IMS world, even though the telecoms may say they have given it to use already. Even if it has arrived people have yet to take advantage, partly because the wireless transmission speeds were not fast enough, but mostly because systems do not easily talk to each other at the consumer level (at least for the layman). But I have a strange feeling Apple will show us all what we are missing… and we will love it, and love Apple even more in the process.