Todd Sullivan

Research in Motion: Unlike Apple, No Slowdown in Subscriber Growth

Dan,

i fail to see what web stats have anything to do with sales? that is a commentary on the user.

RIMM is saying "sales" are ahead of expectations, not "expected demand"...

Apple just cutback orders in anticipation of a slowdown. so they may be sitting on loads of components already. This must be real because of the lag time to turn around production. They just cannot say "oops, we need more" and get the stuff tomorrow.

they have to be sure demand will slow.

Apple's AT&T Deal Is Costly

valueplays.blogspot.co...

Apple's AT&T Deal Is Costly

Ken,

I believe AT&T has done great and I have said countless times i thought they would be (and are) the real winner here.

I also have said rimm benefits huge because they sell $99 smart phones..

as for motorola, i have never had a comment on them (or nokia or Lg or any other handset maker other than apple and rimm.)

Apple's AT&T Deal Is Costly

oh blah,

i was not going to be a seller before earnings came out. that being said, there are always "other trades" one could have done and lamenting that serves no purpose...

the trade i made was a VERY low risk proposition.

Apple's AT&T Deal Is Costly

david,

i try to never buy options. to be a consistent winner in them, be a seller. that being said, the trade i made is just about $$ in the bank

Apple's AT&T Deal Is Costly

belkin,

you miss the point...

it is not an "either or". had they not played hard ball, they could have had both..

$120 X 400,000 (and growing) phones equals an additional $48 million a year.

Apple's Entry into Movie Rentals Is Good for NetFlix and Bad for Blockbuster

not if you consider the warehousing , personel at locations, energy cost etc..

there are a ton of ancillary costs involved

Is AT&T An iPhone Sales Anchor?

i do not know about the first 3 months but i believe the last #'s were it was the #4 seller?

if you read my previous (May?) stuff i have referred to the ipod consistently as "brilliant" but let not forget that ipod sales did not take off until cheaper versions were introduced

you will see that satisfaction # fall as non-apple nuts buy it. i wonder how many of those blackberry folks were wanting to trade up into a better one? i did not gloss over it, i just could not get my questions answered from it.

shares.... good for you. although it is odd, i have yet to run into a single person who ever lost $$ on apple or sold early... who is selling all those shares?

it is funny, people think i hate apple but i do not. i love my ipod and think the phone is decent, just not worth $500 (apparently jobs did not think so either). I stand by my statement in my first post of this months before the phone came out, $299 it is a huge hit...

Is AT&T An iPhone Sales Anchor?

bart.....

you miss the point.. I said a $599 phone would not be, it wasn't. i also said "lower it to $299 and it will be a hit" (back in April or May?). A $399 is is a moderate success,? slightly popular? hugely mediocre?

no reason to spin the 3G. i said it was price and network..... price taken care of... network? who knows

Is AT&T An iPhone Sales Anchor?

i think they kind of got the ball rolling, no? their value comes from the affordability of their options.. i got one for $99 (after rebate of course) but it works great

the facebook deal is huge... how many 15 year olds will be walking around with a blackberry now?

i think you sort of miss my point. the point was (i said this to Tom in a response to a comment) was that iPhone sales are suffering because of T, can you imagine the demand and sales if sprint and VZ users could get them? all the changes you are talking about would be put into hyperdrive then

Is AT&T An iPhone Sales Anchor?

i doubt price drop was pre-planned. apple in the past has not dropped prices on item, they have made smaller one for less. now, if you look at sales (1.3m), 1/2 of them have come after the drop, about 300k (depending on who you believe) were sold the first weekend to folks who would have paid $1,000 for it. that means only about 400K we sold in the first 2 months at the earlier price. Not good..

sluggish sales were the reason for the drop. it was a PR fiasco and Jobs is too good at PR to have walked knowingly into that... you are also assuming the "touch" was destined to be sold at $299 and apple did not want to sell it higher and only lowered it after the iPhone pricing debacle..

the whole price drop is very "un-jobsian" of apple and for that i cannot believe it was pre-planned

Is AT&T An iPhone Sales Anchor?

LOL

i love people who insult under "anonymous"..... hysterical!!

Is AT&T An iPhone Sales Anchor?

Mark,

i do agree on the carriers comment you made. did you see the piece in the journal about it? the phone should not be tied to the carriers like pc's are not to your ISP. hopefully someday that might happen. apple could have expedited this but i actually think they prolonged it with the AT&T agreement..

Much as i have no stake in apple, i would not be a person who bets against RIMM. they invented the arena and there is no reason to think they will not adapt... you can't say apple will do "x" in the future and then presume RIMM will sit still.

we all win in the end in this one

Is AT&T An iPhone Sales Anchor?

tom,

the gphone, based on google model would real tough to resist..

i keep hearing about t losing exclusivity but to date i have not seen how this could happen, ideas?

competitors... the gphone would be just that. google fans are just as fanatical as apples..

Is AT&T An iPhone Sales Anchor?

tom,

i am sure they got the best deal, or at least thought they did at the time. I do not think they anticipated having to cut the price so much so soon and that takes a huge chunk out of the anticipated results. I think a year from now, the singular carrier choice will be a regrettable one.. we'll see