Hayweed

Could iPhone Become the Best Selling Smartphone on the Planet?

The most incredible thing is that except for the phones bought to be unlocked 80% are on a iphone calling plan which is putting money in Apple's pocket. While Rimm shipped (they count a sale as shipping it to the carrier) and 3.1 million were activated, only 1.65 million were new Rimm plan subs. Thus 1.45 million of the sales were upgrading users. Thus Rimm's growth is quite unremarkable compared to Apple's. Note that Rimm has a market cap of $66 billion and with 12 million subs. By the summer of 2008 Rimm should have about 16 milliion subs and Apple will have about 9 million. The street is still skeptical on the iPhone but it is quickly catching up to Rimm

Lastly, I spent some time at Circuit City checking out Verizon's phones which are activated and can be used. I have an iPhone so I may be jaded but the competition is awful. I used the Curve which their little button to navigate their icons is awful. Their idea of the web is limited to Verizon. While it is fast, I want to do a bit more than surf the news, weather and sports scores. With the iPhone you can walk in a store and if you see a sales price, you can instantly check google or other merchants to see if the price is good or bad. Try that on any other phone.

The LG Voyager touchscreen is awful. You press (I mean press down) to hit a button and it vibrates to tell you it registered the press. That is so annoying. The iPhone you barely touch it and it works. Apple is light years ahead but most of the investment public (the New York analysts) all have blackberries and think they are the best phone ever. They think Apple's phone is a toy. Netsuite went public this week and the CEO while interviewed on CNBC says his product works great on the iPhone.

Why would anyone custom program an application for the blackberry when you could write it on the web for the internet and have it work on desktops, laptops, iPhones and sub notebooks (MacWorld). Rimm may be hot but lava is hot before it becomes a dead rock.