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.

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.

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.

More Good News About the 3G iPhone

apple already tried selling iphoe for 550m of those 650m mentioned in the article. outside the us (over 200m "potential customers") they managed to sell about 250000 iphones, and only after dropping the price significantly. well at least i know now definition of "enormous profit potential", it's about 100000 iphones sold / 6 months (above the current sales).

Amid iPhone's International Rollout, 10 Million Units Isn't a Stretch

first, 10m target is for salas during the calendar year 2008, not cumulative sales until end 2008 (i suggest you read apple earnings call transcripts posted on seekingalpha.com if you're seriously interested in analysing apple).

second, it was never question whether or not apple could sell 10m (or more) iphones this year. the question is the price point at which apple can achieve the goal and the terms apple needs to agree on to get the operators on board. you have to adjust apple's iphone margins accordingly.

third, unfortunately the 3g in china is neither widely adopted nor compatible with att+euro 3g: no iphone in china for at least couple of years.

AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein

motorolas biggest was exactly what the analyst in the blog entry above suggests apple to do: drive down the price of one desirable "hit" or "killer" product the company manages to produce.

the winning strategy in mass market gadgets is segmentation the product line, producing different customer groups with somewhat different product while maintaining the price point relatively stable within each product category.

a very good example of such strategy is the ipod line of apple. another example in the cell phone business is the product line of nokia, which gets new product targeting some segment once a week, not once a year.

in the long run, i expect apple to follow those examples with iphone, not that of motorola.

AT&T Subsidy of Apple's iPhone Would Have Dramatic Effect - Bernstein

Maybe Sacconaghi should take a closer look at Motorola before using it as a model of how to run a cell phone company :)

Smart Phone Wars: iPhone vs. Blackberry vs. ...Android?

these results don't do any good for analysing smart phone business as investment opportunity. smart phones, as cell phones in general, are a global business. while the us is a large market, less than 8% of cell phones are sold there. 92% is sold outside the us. even 10% market share change in the us would affect less than 1% on any manufacturers world wide market share. focusing on that is next to meaningless.

as for smart phones, the us market is one of the most underdeveloped markets. even the hugely hyped iphone has failed to make impact outside the us, because the smart phones available elsewhere are some 5 years ahead.

Raw Data Report: Cell Phones

it's kind of difficult to see what purpose a cell phone report based on questions us operator "locations" answered might serve. certainly nothing investing related.

maybe you could explain the purpose of such a report next time?

Corporate-Friendly iPhone Could Challenge BlackBerry - Barron's

"With 278 million Exchange and Notes users, and only 12 million BlackBerry subscribers, the corporate smartphone market is still wide open."

or is it a sign that this market is not that huge after all? maybe the 264m exchange and notes users don't want bb type of solution after all?

Exchange Email Integration: RIMM's Lifeline in an iPhone World

why apple haven't figured out how to connect the desktop osx to exchange with it's 18b cash pile?

Could iPhone Become the Best Selling Smartphone on the Planet?

what about the nearly 200m symbian smartphones sold? iphone has a looong way to go...

Apple's iPhone Has Boosted Stock of Rival Handset Producers

I was wondering why they call it the JesusPhone, now I know: because it is doing miracles :)