reinharden

Apple's iPhone: Is 10 Million Units In 2008 Realistic?

I didn't ignore China and India, I just considered them part of Asia. I didn't enumerate the population of the entire world because doing so seemed kind of silly. By that part of my argument, it was clear that we were well beyond AT&T's 60-some-odd-million customers as our entire market.

While I did call out Japan and South Korea (although not their populations), I did so because serving them requires a CDMA-derived phone. Which means that in addition to serving the 85+% of the world using GSM-derived technologies, AAPL could offer a product to the CDMA Luddites back here in the States as well. ;-)

Which also expands us beyond AT&T's customers.


Like I said, by 2008, the iPhone will be launched pretty much world-wide. And that's a market that's buying one billion phones a year.

reinharden