Network Effect

Apple's $199 iPhone Is a Game-Changer

AppleSauc said it best ... "the iPhone is not a phone at all". exactly, it's a trojan horse to build a network from which Apple can generate limitless revenue streams. the first example of this is the fact that AT&T is paying people $200 to buy the iPhone and use their network because they are making $90 / month on each user so they pay it off in 2 months. the iPhone is a network, not a phone. and Apple, and a whole host of other companies are going to generate countless revenue streams from it.

Apple's $199 iPhone Is a Game-Changer

seems like more and more people are finally starting to get a glimpse of the massive possibilities with the iPhone. 100M next year seems about right - once global adoption is blessed so phones are no longer unlocked, this will explode even more than it has already. And once they build the ecosystem around the iPhone, it's game over. There will be a lot of companies that Apple will steamroll over once they build the ecosystem. Even Mr. Softy one day if they play their cards right. The student has become the teacher, grasshopper.

Wireless Auction: Google Playing Chess Ten Moves Ahead

the story is over. the google that everybody knew no longer exists. look at the history of the Internet - AOL, Yahoo, eBay, Amazon - all kings of the hill one day like Google is now. but watch their stock price history as the bloom came off the rose as it just did for Google as it went from $750 - $400 and people started to realize that they can't keep that growth pace up. as a result, disappointments start to be the story for a while rather than huge outperformance and P/E starts to come in b/c growth is slowing. The great Google story is over - they're still a great company and will do great things - but it's no longer the Google that we once knew.