samij

Nokia Is the Smart(phone) Bet - Barron's

try to get some perspective and look beyond the us borders. outside the us iphone is not selling all that great, nokia rules especially in the smartphone segment, having over 70% market share in emea.

and in case of nokia, high market share does equal high profits. nokias profit margins are in fact higher than apples.

3G iPhones Already Outnumber First Generation

content: 0% fact, 100% speculation.

Apple: An Antidote to iPhone Complacency

i have to disagree with the comments, the article is well though out, iphone has not done well at all outside the us (in australia it got .5% market share during the first month of sales - pretty much the peak selling period of iphone).

and in the us, the competition is getting tougher every day.

further, apple pace of iphone innovation is lacking: iphone 3g didn't bring any significant new features besides 3g and slightly better location functionality. what's worse, the introduction has been plagued by difficulties because everyone at apple, as steve j. pointed out, has more than enough in their hands.

Replacing P/E in Valuing Apple Stock

the earnings are deferred for a reason and the reason is that in the future there's going to be some costs that affect those earnings. you can't just add the deferred earnings to the reported earnings and declare that to be apples' true earnings.

Despite Uncertain Market, Analysts Still Bullish on Research In Motion

crazylegs, pls check your facts. you know that over 90% of cell phone markets are outside north america? rimm sold 50% of bb's in a market that represents 10% of cell phone markets, and 50% in markets that represent 90% of cell phone markets.

in a nutshell, rimm has nice presence in the first mentioned market and next to no presence in the other markets. most of the carriers in the world don't even bother to sell any rimm devices!

the market rimm has outside of the north america is mostly local branches of us companies that dont want to support variety of communication standards.

i never seen an bb "live" outside the us, i happen to live and travel a lot outside the us, no-one who doesn't follow tech sector closely knows what the heck rimm or bb is. the brand is not known, it is never mentioned in media.

ok, there is one thing rimm could do to build something resembling presence outside the north america: buy mot, shut down mot r&d, kill mot product lines and use their distribution network.

Despite Uncertain Market, Analysts Still Bullish on Research In Motion

rimm has next to no presence outside the north america, either in sales and even less in brand recognition. they'd have to invest hugely to gain any significant market share in the rest of the world. the rimm devices have zero appeal in consumer space there.

RBC Analyst: Expect 1 Million 3G iPhones to Sell on Launch

just for the record, mike a. got it all wrong last year when he estimated the sales of the first weekend to be double of what they turned out to be.

he also estimated apple to sell 1m during the first two week, milestone apple didn't achieve until september, or two months later.

considering he didn't get it nowhere near correct with only one market to take into account, predicting the sales this time around is pure guesswork on his part.

Assessing the Wild Card in the iPhone Rollout

25600, iphone has been on sale outside the us for a while and the sales have not been anything to write home about. half a year, including the peak spending season with low hundreds of thousends devices on markets where some 50m phones are sold during the same period.

Apple's iPhone to Capture Chinese Internet Market

hype hype hype...

firstly, chinese 3g networks will only begin to emerge in 2009, and even then in some central areas of the few largest cities.

secondly, dont let the $199 hype distract you, iphone with $70/month subscription is nothing near affordable for the mass of chinese population.

apple may sell a few iphones in china in 2009 but nothing in the amounts that would be needed to have any significant effect on the stock price.

Apple Store Goes Offline: New Macbook, or iPhone App Store?

another apple commercial, you guys are getting paid for publishing these? shouldn't these be in the banner area?

iPhone 3G Plans Around the Globe

i hope apple paid for this commercial...

China Mobile Working Toward iPhone Deal

funny that the writer finds out whether chinese newspapers have web pages or not, but forgets to find out whether there is a 3g iphone compatible 3g network in china... well, there isn't and it will take a while before there will be.

Apple: Confusion Reigns Over iPhone Sales Projections

Doc Sab, you find Apple earnings call transcripts on this very site, please read them. Apple officials have several times stated the 10m goal is for calendar 2008, not cumulative.

BTW, it's good to note that the iphone numbers reported for iphone 3g now are not directly comperable to those from the previous quarters. Bulk of iphone 2g sales were made directly from Apple to customers and unit number reported were therefore mostly end-user sales.

Iphone 3g will be sold increasingly through operators so the numbers reported will not be end-user sales, but iphones the operators have ordered. Given the large number of operators Apple FQ4 and FQ1 iphone sales numbers are likely to be very good, no matter how well the device is received by the public.

Apple: Analysts Still Diverge on iPhone

it's quite clear that iphone has limited appeal in corporate environment, especially in the segment which rimm has captured. the main use of blackberries is messaging, and that is just not one of iphones' strenghts. especially for email the touch screen keyboard just is not good enough when you are messaging all day long.

Here's What Will Happen To Apple's Rivals

> in the U.S., they’ve grabbed a 25+% share of the smart phone market

nice round number :) what about you make an alternative estimations based on the market share iphone achieved in france, germany and the uk. that way you might get an blog post resemling something other than fanboy rambling.