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  • The iPhone's True Market Cap Value: Apple to Double By 2008 [View article]
    When the iPods migrate to the same physical platform as the iPhone (just minus the wifi and cellular hardware, and possibly using a spinning hard drive instead of flash memory (to keep costs down and provide more storage)), in addition to reducing costs via large volume component purchases, there will be a blurring of the lines between the iPod and iPhone product lines.

    When iPods and iPhones are seen as variations within the same product line, there will be a lot less concern about cannibalization of iPod sales by iPhones, just as there is no concern today about cannibalization of nano iPod sales by video iPods. The profits all go into the same company, worrying about cannibalization of one product by another is a meaningless exercise.
    Jul 11 11:15 am |Rating: 0 0
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