JIM

Is There a Mobile Phone Recession?

.02 beat. Nothing much there.

Is There a Mobile Phone Recession?

Apple does not want to be the low-cost leader. Makes no sense for the longevity of their business model and it's totally at odds with their ethos. All the other companies competing on price are sucking wind; some are ready to kick the oxygen habit altogether.

iPod's have per-unit yielded more revenue as time has gone forward. Expect the company to continue enhancing the desirability of their phones and inching that revenue ever-upward as well.

Is There a Mobile Phone Recession?

Considering that high-quality handsets with disruptive technology and ease of use like the iPhone are actually being used in place of laptops in increasing numbers, it's actually cost-effective to embrace this technology. Not expensive, as some have intimated.

India, for example, while not having a carrier agreement in place with Apple, is very hospitable to the iPhone due to the ubiquity of WiFi.

This will be increasingly the case for burgeoning developing countries not hindered by legacy networks.