rajsekar

Not Everyone in China Wants to Buy an iPhone

This sales number was expected but Apple and many analysts thought that China was a different market. Their assessment has been off track. The same problem happened during India launch and similar projections were given by analysts. iPhone is a complete flop in India and China will follow suit. Expect the same low numbers from South Korea launch. Apple cannot replicate its success outside US for many reasons. Everyone says that China has a 700 million mobile phone base and just a small fraction of those users buying iPhones will be sufficient to boost Apple's market share. That's not going to happen. For all the great things written about iPhone, analysts should know that US sales rose after Apple slashed handset price to $199. Apple will see increased sales when AT&T introduces buy 1, get 1 iPhone free for $99. It's not too late for this sales to be announced.

Five Reasons Apple’s iPhone Will Succeed in China

China is not going to be any different territory for Apple. Good Luck

Qualcomm: A Promising Leader in Mobile Internet

Hello San Diego QCOM Watcher: Your wireless technology knowledge is impressive but a layman like me doesn't care about the nuts and bolts of what each protocol accomplishes. World wide everyone knows about two wireless technologies that are currently prevalent - CDMA (CDMA2000, CDMA 1x, EV-DO) and TDMA (GSM/GPRS, UMTS/ HSDPA, EDGE) similar to PAL and NTSC signal transmission formats. It is also a known fact that QCOM holds majority of CDMA patents. The proof of the pudding is that TDMA is a dominant technology worldwide that most countries have adopted, whatever be the reason behind it. The question is whether QCOM's OFDM gamble will pay-off in the long run. The third candidate here is WiMax which is still nascent and its effect is not felt by consumers. Intel has put all its might behind WiMax and may even succeed. How did CDMA thrive all along? My conclusion is that it's a bit early to throw any weight behind QCOM now.

Qualcomm: A Promising Leader in Mobile Internet

After parsing San Diego QCOM's comments, I am pretty confident that you are either Jacob's or QCOM top employee. This is quite amusing, because just few weeks ago I unmasked TiVo founder in Seeking Alpha who had responded to TiVo's recent patent ruling against Echostar. His writing was so technical and resembled a company's standard press release. Best of Luck to San Diego QCOM in selling QCOM stock to Seeking Alpha readers. QCOM may well become another Apple with a deep moat around them and running a closed ship. If CDMA has to compete with GSM, then hefty royalties tied to CDMA will have to go. Maybe Jacob and Steve Job can share some ideas on how to run a closed company.

Qualcomm: A Promising Leader in Mobile Internet

Brewer - Hey I thought Steve Jobs hired you to sell more iPhones in India and China. Poor Steve, iPhone is a complete flop in India and will be soon in China. Oops, I forgot iPhone launch in S.Korea also - Good luck. Why don't you start writing your own column - I bet you will fail miserably.

Stock Doc- QCOM's bulk revenue comes from selling CDMA processors combined with IP portfolio of CDMA technology. As everyone knows, CDMA is not as widely adopted as GSM in high growth countries like China and India. The Jacobs (father and son) have so far milked all hand set makers with their excessive CDMA royalty, but failed to push innovation within Qualcomm. The Jacobs' excesses led to hefty settlements with Broadcom and S.Korean Trade Commission. All hand set vendors have clearly drifted towards GSM because worldwide adoption of this technology is quite smooth w/o big royalties. Now QCOM's release of its own MediaFLO handset is a big gamble. How many users are going to shell out $250 to buy a dedicated mobile TV handset just to watch television? Jacobs' have got this idea completely reversed. Unfortunately MediaFLO may die prematurely, because of Jacobs' greed. The BREW platform may succeed, but we are now seeing big mobile OS battles between Windows, Android, PalmOS and Symbian, besides MacOS. Can BREW make inroads here? I am not confident. Jacobs can continue to milk Verizon until CDMA is used in US for few more years. The rest of the world would have moved to 4G using GSM technology. Steve Jobs is very clever not to fall for Jacob's arm twisting CDMA contracts and Apple may never release an iPhone on Verizon. iPhone may eventually be a GSM only device.

Here's an Unconventional Idea: Sell Apple

Just look at the standard response from Apple fans (Brewer et al). These guys cannot comprehend a fact that Apple stock has limitations for growth. Instead of doing a constructive analysis of Ryan's numbers, they jump to trash anyone who writes negative about Apple's growth. If all analysts are Gene Munster, then Apple should be trading for $400 by now. I have been commenting all along that Apple has taken the Vow factor out of iPhone. All Apple products are in premium category and the company derives its profit margin from this price range. Now all of a sudden, $99 iPhone has watered down this long held premium position. The result will be that market will be flooded to an extent with iPhones. So where is the uniqueness and Vow factor for iPhone? Any Tom, Dick and Harry will have an iPhone and majority of consumers don't like that, especially people who consider cell phone as a fashion item. For the coming holiday season, we can expect buy one $99 iPhone and get one free plan (or) $49 iPhone with 3 year AT&T contract.

Will the New iPhone Be Enough to Hold off the Competition?

Welcome back Brewer, I thought you joined Apple to help them during Steve's sick leave period. I was also hoping many product launches on June 8 since hard core Apple fans like you are drooling over whatever Apple churns out. As long as Apple survives with supporters like you, they can sell whatever they want. Bunch of idiots.

Will the New iPhone Be Enough to Hold off the Competition?

I am waiting for a $49 iPhone for the holidays, or may be buy one iPhone for $99 and get one free offer from AT&T. What idiots! People were eager to get an iPhone because it was a rare gadget in July 2007. It slowly became a mainstream phone with release of 3G in June 2008 and price reduced to $199. Now it becomes a bulk commodity with $99 price range. Didn't everyone see this phenomenon with Moto Razr phone four years ago. Demand for iPhone will drop with this price cut because of psychological issue. What's the big deal if every Tom, Dick and Harry has an iPhone? People would rather use a Pre, RIM, Nokia thin phone or something else. Apple has managed to convert a Porche into a Toyota within two years and this is going to hurt them badly. In the same argument, why not reduce Macbook prices to match Dell, HP and Toshiba. Am I missing something here? Also speaking of 50,000 apps. that all analysts keep referring to, majority of them are completely useless and non-productive ones. I have downloaded nearly 200 games and apps. which are hopeless. What's the point in having a huge app store filled with junk stuff? Nothing but idiots.

Will iPhone's Latest Incarnation Accelerate Demand?

I am waiting for a $49 iPhone for the holidays, or may be buy one iPhone for $99 and get one free offer from AT&T. What idiots! People were eager to get an iPhone because it was a rare gadget in July 2007. It slowly became a mainstream phone with release of 3G in June 2008 and price reduced to $199. Now it becomes a bulk commodity with $99 price range. Didn't everyone see this phenomenon with Moto Razr phone four years ago. Demand for iPhone will drop with this price cut because of this psychological issue. What's the big deal if every Tom, Dick and Harry has an iPhone? People would rather use a Pre, RIM, Nokia thin phone or something else. Apple has made a Porche into a Toyota within two years and this is going to hurt them badly. In the same argument, why not reduce Macbook prices to match Dell, HP and Toshiba. Am I missing something here? Also speaking of 50,000 apps. that all analysts keep referring to, majority of them are completely useless and non-productive ones. I have downloaded nearly 200 games and apps. which are hopeless. What's the point in having a huge app store filled with junk stuff? Nothing but idiots.

The iPhone: Lessons on Industry Pricing Power

I am waiting for a $49 iPhone for the holidays, or may be buy one iPhone for $99 and get one free offer from AT&T. What idiots! People were eager to get an iPhone because it was a rare gadget in July 2007. It slowly became a mainstream phone with release of 3G in June 2008 and price reduced to $199. Now it becomes a bulk commodity with $99 price range. Didn't everyone see this phenomenon with Moto Razr phone four years ago. Demand for iPhone will drop with this price cut because of this psychological issue. What's the big deal if every Tom, Dick and Harry has an iPhone? People would rather use a Pre, RIM, Nokia thin phone or something else. Apple has made a Porche into a Toyota within two years and this is going to hurt them badly. In the same argument, why not reduce Macbook prices to match Dell, HP and Toshiba. Am I missing something here?

Apple WWDC: Analysis of the Analysts

I am waiting for a $49 iPhone for the holidays, or may be buy one iPhone for $99 and get one free offer from AT&T. What idiots! People were eager to get an iPhone because it was a rare gadget in July 2007. It slowly became a mainstream phone with release of 3G in June 2008 and price reduced to $199. Now it becomes a bulk commodity with $99 price range. Didn't everyone see this phenomenon with Moto Razr phone four years ago. Demand for iPhone will drop with this price cut because of this psychological issue. What's the big deal if every Tom, Dick and Harry has an iPhone? People would rather use a Pre, RIM, Nokia thin phone or something else. Apple has made a Porche into a Toyota within two years and this is going to hurt them badly. In the same argument, why not reduce Macbook prices to match Dell, HP and Toshiba. Am I missing something here?

Apple's 10 Million iPhone Target

It has been very clear to everyone that Steve Jobs was either drunk or missed a decimal in forecasting sales for iPhone, especially 10 million phones in a single year. Steve Jobs took cell phone users for granted and of course his great fan(atics) base who will shell out anything for a product if Apple logo is embossed. Steve Jobs knew his blunder after just two weeks of iPhone sales and rushed to reduce the price. Now Apple has to meet their promised target and we can expect another round of price cuts for iPhone before next quarterly results. In conclusion, will 10 million iPhones make any difference to Apple's growth - less likely? It's a recession year and consumers will hesitate to spend money on luxury items which Apple churns out. How many Macs and Air Notebooks can Apple sell in next two quarters? Will iPhone SDK have any impact on sales? - will have to wait and see.

10M iPhone Target Is a Non Issue

Great analysis. To begin with, how did Steve Jobs arrive at 10 million iPhone sales forecast in one year? I would say that he was either drunk or missed a decimal in forecasting sales. Steve Jobs took cell phone users for granted and of course his great fan(atics) base who will shell out anything for a product if Apple logo is embossed. Steve Jobs knew his blunder after just two weeks of iPhone sales and rushed to reduce the price. Now Apple has to meet their promised target and we can expect another round of price cuts for iPhone before next quarterly results. In conclusion, will 10 million iPhones make any difference to Apple's growth - less likely? It's a recession year and consumers will hesitate to spend money on luxury items which Apple churns out. How many Macs and Air Notebooks can Apple sell in next two quarters? Apple fans will have to keep in mind that all Apple products are premium segment and growth potential is limited in coming years for this segment.

Apple Hits Lowest Level Since June; New iPhone Worries

My dear friends (tom1234 and User 155370) - Wake up from your deep slumber. Wait until Apple stock bottoms at $90 before Olympics. If you guys are so desperate to sell 10 million iPhones, then try to open an AT&T franchise in your home town and sell few iPhones. Or go to Olympics and sell the Chinese some iPhones. Don't come to these forums and throw crap at what analysts have spent time to research. People are sick of Apple fanatics and their arm twisting tactics in all forums. If you guys are so smart, then Steve Jobs should hire you immediately.

Apple Hits Lowest Level Since June; New iPhone Worries

There you go - one more opportunity for Apple fans to bash the reality. Are Apple fans living in NeverLand or are they paid by Steve Jobs? The days of iPod hitting the sales numbers are over. Wake up, Apple fans. It's time for reality check and the stock is going nowwhere for next 18 months. There is no growth in Apple's product lines, unless their fans want to keep buying these iPods and iPhones. Where is the 10 millionth iPhone? Wait until summer 2008 for another $100 price cut for iPhone.