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More on AT&T: Bad news for Apple? AT&T activated 4.3M iPhones in Q1 vs 4.5M expected, a...
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Tuesday, April 24, 2012, 7:42 AM ETMore on AT&T: Bad news for Apple? AT&T activated 4.3M iPhones in Q1 vs 4.5M expected, a 43% Q/Q decline (against a big 2011 Q4). AAPL gives up premarket gains, now -1%. T +1.4%.
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This news story has 27 comments:
Also, people know the iPhone 5 is coming out sometime this Fall, so people might be waiting for Q3 or Q4 to buy and activate their new iPhone. After all, a cell phone is a 2-year commitment in the U.S.
There are whole websites dedicated to advising people on when to buy Apple products based on their release cycles; this one has the iPhone under "buy only if you really need it" at the moment:
http://bit.ly/IbWRGy
I agree,
Considering 4G-LTE is all the rave, even an educated Apple customer would likely wait for the I-Phone 5, given it is expected to be 4G (unlike the present I-Phone 4S), rather than be committed to an antiquated device for another 2 years.
That's 78% of all AT&T activations were iPhones. That's 78% of all smartphones sold didn't have 4G LTE ... and you're saying 4G LTE is "all the rave". [On the other hand, the phrase is usually "all the rage", so maybe "all the rave" means 1 out of 5.]
So it seems pretty reasonable to expect that same 50% will be buying the iPhone 5 even if they haven't fulfilled their two year contract.
You can make all sorts of judgement on the value of such an expenditure of money, but there is a good number of people that have the disposable cash to do that. Whether some web site says it's worth it or not.
You also aren't making any consideration of families in your equation. I have a 4s. My wife has a 3 1/2 year old LG flip phone. She much doesn't care but she's showing interest based on the comments I make on my iPhone. If she gets the whim to get an iPhone, she'll be getting my 4s and I'll be getting the 5.
AND O HELL, HERE COMES AND ICE AGE AND SOME METEORS.
Click bait.
And if they ever did, was that perceived by the market as a disappointment?
The days of Apple's cell-phone market share expanding effortlessly, or even being maintained, are over. Furthemore, iPads are under similar attack, especially by the smaller 7" class. Unless Apple responds quickly there, they will suffer further erosion.
To garner any further share-price explosions Apple needs a new blockbuster. Where are you, Steve Jobs?
The iPad: Apple’s Newest iFlop?
by Sam Glover on January 28, 2010
I think the iPad will be a big disappointment for Apple and its customers.
Look, this is just a giant iPod Touch, and that is about it. Kind of like a phone, but it does not fit into a pocket. And no multitasking, full-version software, USB ports, video outs, or Flash. Microsoft tried this with Windows CE, and look where that wound up.
The iPad has a processor slower than a netbook, no physical keyboard, and runs a stripped-down version of OS X. Not stripped-down like Google’s Chrome OS, which can still run a full browser and software, but stripped-down like the iPhone.
You want to browse the web and carry a lighter computer? Get a netbook. You want portable, stripped-down apps? Get a smartphone. You want to play games on something too big for your pocket? Get a Wii. Paul Miller from Engadget put it this way:
Overall, the device just doesn’t do anything I can’t already accomplish more excellently with another device: I produce content on my laptop, I consume content on my TV, and there’s no way you’re convincing me that you can have the best web surfing experience without a keyboard. .........
http://bit.ly/JuvFUF
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You have to click on the link just to see the picture of the Sam Glover iPad. It's priceless.
P.S.There may not even by an upcoming iTV.
And not necessarily Apple's software. Apple's last game-changing blockbuster wasn't the iPhone or the iPad, it was the App Store.
I'm only mildly impressed with my iPad 2 as a piece of hardware. Thin and shiny only go so far. I especially dislike how locked down it is, the apps can't use the hardware or OS to its full potential. And that proprietary connector on all iDevices is just a cruel joke.
But I'm not sure I could live without Instapaper or Reeder or SimpleNote on my iPad, or Audible or CamScanner or the Weather Channel or Remember The Milk on my iPhone.
The apps seal the deal. The app ecosystem isn't perfect, but it's the biggest and most current out there so far.
Simply put: the best part of the walled garden is the stuff that gets through the walls, many of which have to jump through a lot of hoops get in, thanks to Apple's overzealous policies.
But they're slowly opening up, and hopefully that trend will continue, and will speed up.
Not that totally open is ideal. The Android App Market is littered with total crap apps, some of which invite malware.
There's a good balance somewhere. Hopefully they'll find it.
Some people don't deserve to have the money to invest if they are going to be so flippant in their reactions to every news story...Jeesh.
Then there is China Telecom, a provider with more subscriber than Verizon, which was added to the Apple World only in January.
Again, I would be very careful to base the success of Apples quarter simple on the activation-numbers of one or two carrier.
Companies that Foxconn produces for:
Acer Inc. (Taiwan)
Amazon.com (United States)
Apple Inc. (United States)
Cisco (United States)
Dell (United States)
Hewlett-Packard (United States)
Intel (United States)
Microsoft (United States)
Motorola Mobility (United States)
Nintendo (Japan)
Nokia (Finland)
Samsung Electronics (South Korea)
Sony (Japan)
Toshiba (Japan)
Vizio (United States)
http://bit.ly/I9vfkA
The suicide rate at Foxconn during the suicide spate remained lower than that of the general Chinese population,[10] and the Foxconn deaths may have been a product of economic conditions external to the company. In China in 2010 there were several major strike actions at other high-profile manufacturers in China, and the Lewisian turning-point as well as the decline in the surplus Chinese labour-pool are two potential macro-economic factors.[11][12]
In response to the suicides, Foxconn substantially increased wages for its Shenzhen factory workforce,[13][14] installed suicide-prevention netting,[15] and asked employees to sign no-suicide pledges.[7][16] Workers were also forced to sign a legally binding document guaranteeing that they and their descendants would not sue the company as a result of unexpected death, self-injury, or suicide.[17] In 2012, 150 Foxconn workers threatened to jump off the roof but were coaxed down by management. In Wuhan, at a Microsoft Xbox production line for Foxconn, 200 workers threatened to jump off a building over pay.
http://bit.ly/IBsxm5
ok, so the iphone drop was 43%. what was the android drop? why is no one extrapolating that and predicting google's decline?
click bait indeed.
Harrystc