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Apple (AAPL): FQ4 EPS of $1.82 beats by $0.40. Sales of $9.87B vs. $9.2B. Sees FQ1 EPS of $1.70-1.87 vs. consensus of $1.91 on sales of $11.3-11.6B, in line. Sold 3.05M Macs, 10.2M iPods, and 7.4M iPhones during quarter. Gross margin 36.6%. Shares +5.1% AH. (PR)

The growth rate is plunging hard. iPhone grew only 7 per cent q3. Q2 the growth rate was mote than 600 per cent. Almost 90 per cent crash in the growth rate. And still the market share is only 2.6 per cent.

Motorola Looks Far Better than Other Mobile Internet Players

"Motorola is a major global player". "Nokia...appears clueless".

I mean, who is clueless? The author of this clueless article.

Buying Apple Today: Like Buying Microsoft in 1998?

It's so nice, and so open. The Freedom Phone. I shall have one.

maemo.nokia.com/

Buying Apple Today: Like Buying Microsoft in 1998?

Why did you write "Can competitors such as Research In Motion (RIMM), Palm (PALM), Nokia (NOK), and T-Mobile (DT) [partnering with Google (GOOG)] undermine AAPL's market dominance at some point?"

According to my knowledge Symbian has approximately 51 per cent of the smartphone market while Apple has only 13 per cent. It surely isn't Apple that dominates the market.

Sector Overview: Handsets

Sure!

On a recent posting on the Scobleizer blog, Robert Scoble made some comparisons between the iPhone and the N97

1. It does 16:9 video. The iPhone doesn’t even do video. So, how can you go to a Daft Punk concert and record it to taunt your friends?
2. It has a 5 megapixel camera. The iPhone only has 2, and the quality isn’t even close. The camera also has a dual LED flash, so you can take pictures in the dark where the iPhone can’t.
3. I can type three Facebook status messages on the N97’s nice QWERTY keybord in the time that I can type two on the iPhone.
4. It does copy and paste, so you can copy URLs to send to your friends. The iPhone can’t do that.
5. It has replaceable batteries so you can charge up three batteries and Facebook for days, while the iPhone needs to be hooked back up to the wall for recharging after a few hours.
6. The GPS device does turn-by-turn and has a built in compass, so you’ll get to your parties faster than with the iPhone, which doesn’t have a compass and doesn’t do turn-by-turn.

After some testing and usage of the phone all the reviewers can't help but sing the praise. They can't get enough of the N97 which is not only going to be a good looking phone it will also stand out with the high-end build.



On Dec 23 07:58 PM Constable Odo wrote:

> That's right! Nokia blows...
>
> If Nokia continues to copy the iPhone long enough they may eventually
> come out with something close to an iPhone killer. Maybe one that's
> a bit thinner than the present brick they're trying to pass off an
> iPhone contender. Nokia makes some gorgeous handsets, but they should
> stick to cramming in as many hardware features as possible and label
> it a wonderfully full featured handset. Just stay away from saying
> it's as good as an iPhone.
> www.youtube.com/watch?...;feature=related<br...

Sector Overview: Handsets

Here in Europe, and most likely still more in Asia, folks are used to phones with cameras with 5-8 Mpx, and phones with quite so extreme specs in all, so the iHype for us seems as old-fashioned as an amerikan car, Ford Explorer, Chevrolet Impala and the likes. iHype sales have been very weak in Europe. The iHype fuss seems to be mostly a local amerikan phenomenon.


On Dec 23 02:31 PM who wrote:

> I truly don't believe most owners of smartphones are used to their
> max functionality, hence its not about specs but more about the kool
> factor.

Sector Overview: Handsets

Of course, everything coming out of the USA is superior to everything else on this planet. There is no world outside the US. iHype with its 2 Mpx camera and without multitasking capability, as well as Motorola, are naturally superior to any European or Southkorean phone.

Apple Math: Market Share over Margins

iPhone cannot take a decent photo, it cannot handle multitasking, it cannot send MMS, the connection quality is substandard and the plastic shell cracks after only one week. The real price for the product to the consumer is at least $1000.

Seriosly. With that product the iPhone is going to have real big problems to take any market share whatsoever. Yes, it is going to be a flop.

Apple Guidance Can Turn Negative Sentiment on Its Head

Beware! The P/E-ratio is 34! There is a plenty of potential downside here.

Apple Guidance Can Turn Negative Sentiment on Its Head

Autsch!! Four times 717.000 makes...let me count....3 million phones a year?

Apple Guidance Can Turn Negative Sentiment on Its Head

"Quarterly iPhone units sold were 717,000 " ????? That's nothing...

Apple Guidance Can Turn Negative Sentiment on Its Head

"One size fits all!"

The expectations are completely unrealistic for a small cellphone manufacturer that's never going to gain a market-share in excess of 1%.

Apple Investors Nervous as Earnings Call Approaches

iPhone's market share worldwide 2008 is less than 1 per cent so what's the fuss? Most Europeans see a phone with a two mpx camera in excess of $700 (including the hidden cost) as a pure joke. But Steve Jobs is surely a funny guy.

Apple Investors Nervous as Earnings Call Approaches

Apple's sales figures regarding iPhone do not seem so good. Apple has sold only 1 million 3G iPhones over three days while Nokia sells 1,5 million handsets every day of the year. And yet, these three days were surely the best for iPhone this year.

Did Apple Manufacture a First-Day iPhone Shortage?

No queying and no shortage regarding iPhones here in Europe! Few will buy it because it's just too expensive for it's specifications. Furthermore I believe Apple has logistics problems in the US.