Zoltar

Apple's iPhone: Home Court Advantage

I truly believe that Apple will doble or triple its size in no time.

Consider this:

- Apple is launching its highest visibility product in countries where it had no presence to date what so ever or it was so small that most people would never buy a Mac. In my home country (Europe) nobody calls an MP3 player an iPod, they simply call it a MP3!

- For every iPhone sale, soon there comes a Mac sale, maybe in the form of a MacBook followed by an iMac, then an Apple TV, Airport Extremme, Airport Expresses, etc. That is called the Apple Ecosystem.

It is adictive! And Viral! It actually uses the principles of something called Viral Marketing. Because the person who buys an iPhone and enters Apple's ecosystem soon gets their friends and family all contagious too!

So Apple will increase its Mac sales dramatically on account of all the iPhone sales. Apple will cease to be a niche market company AND a US centric company as it has always been and will instantly become a global contender.

This is a global assault! Some say it is Apple's try at global domination. That is so funny. But if you realise that it is the CEOs of Orange, Telefonica, Telecom Italia etc. that are flying to Apple's Cupertino headquarters to convince Jobs to give them the iPhone and that the device has been 'smuggled' out of the country to almost every corner of the world, then you'll realise that it's almost a Gold Rush all over again.

One can already see that in terms of cellphone subscriber base, right now it's almost quadrupled. And the China deal is announced around the Olympic Games - time when Apple opens its Apple Store in high-life retail block in Beijing - then you'll understand how big Apple will get in terms of iPhones and Macs.

I really don't see any difficulty of Apple becoming Apple x2 or x3 in the very short term.

And I just bet Jobs has got something up his sleeve for WWDC that will revolutionize things even more - and it's not the 3G iPhone!

PS: go get some AAPL!

PPS: infestation, well chosen nick.