Loading...
Symbols:
Get Seeking Alpha Free Stock Alerts by Email!
Get Free Stock Alerts by Email!
Transcripts
- Pacific Sunwear F3Q08 (Qtr End 11/1/08) Earnings Call Transcript
- Mad Catz Interactive, Inc. F2Q09 (Qtr End 09/30/2008) Earnings Call Transcript
- Provectus Pharmaceuticals, Inc. The Wall Street Analyst Forum Call Transcript
- Point Blank Solutions, Inc. Q3 2008 (Quarter End 9/30/08) Earnings Call Transcript
- Navios Maritime Holdings Inc., Q3 2008 Earnings Call Transcript
- Gran Tierra Energy Inc. Q3 2008 (Qtr End 09/30/08) Earnings Call Transcript
- Oxygen Biotherapeutics, Inc. The Wall Street Analyst Forum Call Transcript
- ArvinMeritor, Inc. F4Q08 (Quarter End 9/28/08) Earnings Call Transcript
- Saks Incorporated Q3 2008 (Qtr End 11/01/08) Earnings Call Transcript
- Omega Navigation Enterprises, Inc. Q3 2008 Earnings Call Transcript
-
Editors' Picks
-
Most Popular
- GM Could Benefit from Bankruptcy
- Throwing in the Towel on This Market?
- General Electric: Genuine Risk of Collapse?
- Food: Against Self-Sufficiency
- The Fed: Now the World's Largest Private Bank
- Key to the Global Equity Market: Trend and Cycle Analysis of U.S. Retail
- Full list of Editors' Picks »
- General Electric: Genuine Risk of Collapse? »
- Should We Really Bail Out the Big Three Automakers with $73.20 Per Hour Labor? »
- Memo to Warren: AmEx Preferred at 15%, Warrants at $12 »
- Jim Rogers on China »
- Peak Oil's Bell Is Ringing »
- UltraShort ETFs: At a Tipping Point? »
- The Pickens Plan Changes Its Strategy »
- The Biggest Problem Detroit's Big Three Face »
- Tech May Be a Wreck, But This Isn't 2001 »
- 11 Stocks Selling Below Cash »
- Wall Street Breakfast: Must-Know News »
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
peter02l
124 Comments
Might Apple Want Out Of The Hardware Business?
Most Mac users are satisfied to use Excel for Mac. But why try to run Excel for Windows on a Powerbook G4 if by your admission you already own MacBooks and MacBook Pros?
Apple, Google: Avoiding the Overvaluation Trap
Was Verizon Really Wrong To Pass On The iPhone?
It is obvious you haven't been reading much lately, if at all:
Piper Jaffrey's Gene Munster forecasts 12.4 million for 2008 (and 45 million for 2009);
Goldman Sachs' David Bailey raised his forecast to 12 million for 2008 (from 10.5 million);
Shebly Seyrafi's (Caris & Company) numbers are 17 million for fiscal 2008 (ending Sept. '08, which does not even take in to account the last three months of the year)
Just to let you know there are more optimistic forecasts from well-known sources than the ones you have seen. In fact, your number is the lowest I have seen. Please tell be the source, as perhaps other sources who came up with numbers lower even than you maximum.
Thank you.
P.S. To suggest that AT&T "brings absolutely no value to the table" is not factual at all. No phone can function without a carrier. If you know of such a phone please enlighten us. We are existing AT&T customers, and as a result of the iPhone our bill will double on account of four new data plans. Unfortunately I got a hand me down, but others are quite happy with their phones.
Did Apple Beat iPhone Sales Forecasts or Not?
We already have one iPhone in our family. I would like to buy two more, if they only were available! I can tell you this, based on first-hand experience this is the only 1.0 product I would wholeheartedly recommend.
Besides, where did you hear these whisper numbers? From sensationalist journalists on thestreet.com?
Apple's Playing The EuroOperators For Fools
iPhone: Prelude To An Unlocked Phone Revolution
What Does The iPhone Teach Us About Technology?
iPhone Watch: 4 Days and Counting
Steve Jobs Presents Apple's Green IT Strategy; Blasts Dell, HP
Microsoft Gets Closer To Owning Your Living Room
Apple's Impressive iPhone Sales Projections
One tenth of one percent is 1 million not 9 million. That is a big mistake in your analysis. According to your calculations, therefore, it will bomb.
I suggest, you change your assumptions if you want the iPhone to succeed. Kidding aside, the projections are all over the place on this one - there are 1 million interested customers reported by AT&T - so I think we'll have to wait and see some real numbers by september, before we can make any "calculated" guesses on future sales estimates.
Also consider that Cingular has a 50 million customer base, so the 10 million figure is 20% of that. However, that is not a fare comparison because there are be customers who are waiting for the iPhone to switch to Cingular, as well as European and Asian Markets which will open up in 2008.
Four Reasons Why The AppleTV Might Bomb
Apple TV cannot receive cable or satellite signals or function as a DVR because that is not what it is. Not as if it did all of those things would stop people from coming up with other stuff it doesn't do.
If a bloke is worried about "set-top fatigue" - whatever that is - why would he have all those (DVD player, cable or satellite box and possibly a TiVo, video game console and audio/video receiver) in the first place? One more device makes that much of a difference? Then chuck the video game console; it doesn't belong with all that other stuff anyway.
So what it doesn't work with older TVs. Are you one of those people who expect Apple to sell 500 million units? I thought not. As for ease of use, name something that does the same thing from another manufacturer that is less complicated.
As for convenience, I suppose if you want to watch a music video from your satellite or cable service, you have to quit your job and stay glued to the TV until, perchance, they play your selection?
Ten Concerns With Apple's New iTV ('The iDongle')
This "iDongle", as you call it, is not for people who want to watch their HDTV programming on their 43" plasma screens, those who get the works from their Cable or Satellite subscriptions and subscribe or own Tivo. And it not for playing video games. It's not for you. It's for watching the stuff you buy from iTunes on your TV. If you don't want to use it for what it's meant for, don't bother writing a review.
iPhone Versus the Rest: More Evidence Smartphone Makers Are in Trouble
As you say there are by far many more phone/music players being sold than iPods. The phone market is much bigger. Why is it then that sales of iPod haven't dropped. Why would anyone who's got an mp3 player in his phone buy an iPod too? The answer is iTunes. How do you know people who have got one of those phones all use them to listen to music?
Regarding Sanghvi: So anyone who switches from a Dell to a Mac and is happy with his/her choice is a Mac nut? You must be a regular Rush Limbaugh listener.
Just recall what a lot of people like you were saying about the iPod in the first two years after it came out. Apple's market share is almost 10 times that of the number 2 seller, Sandisk. And those two own almost 90% of the market.
Why Apple is the Master of Marketing