willrob

4 Million iPhones - Not Good Enough

And the 20% of smartphone market share was through September, not till today. I suspect a lot of phones were sold in December and that percentage has increased.

iPhone Revenue Hit Worsens: Apple Gives Prior Purchasers $100 Credit

The hit to revenue is over estimated. The store credit will end up back on Apple's bottom line. Most credits will probably be applied to more expensive products and end up increasing sales, and store foot traffic

Apple Stumbles on iPhone Sales Miss

ATT in store purchases of iPhones required credit check/activation while you waited. Which explains why they didn't sell many units. Apple store sales and Apple on-Line sales are activated via iTunes and those numbers have not been released. Perhaps tomorrow at Apple's earning report. As for the idiot from CIBC (he's a RIMM analyst, by the way, not an Apple one) seems to think that the drop in sales from the first weekend is meaningful. Did he expect Apple to sell 7 million units in July, which is what the continued pace would lead to. Apple stores are reporting sales of 50+ phones a day since July 5th. Where sis he do his channel check? And why is a RIMM analyst speaking up the day before Apple's earnings report? If only the SEC had meaningful laws, or inforced the one they do have.

Is Apple Beginning Its Long Delayed Descent?

The 40 minute rumor can be traced to a John Dvorak column, where he claims some random Cingular customer service rep he got on the phone told him that. Since NO ONE at Cingular has even touched an iPhone, you have to wonder about Dvorak's credibility. Oh, wait.... he has none!

At the Mac World roll out, Steve Jobs explained the battery life: as a music player: 15 f----- hours! As a phone-video player-internet browser: Five hours. Steve Jobs uses his daily. Do you think Steve Jobs is the sort of guy who would put up with 40 minutes of battery life?

Ashcan has an appropriate name: that's where his column belongs.