Peter Lynch

State of the iPhone: Strong. Very Strong.

Apple fan boy at his best. As long as the stock price keeps going up, I guess all is well.

Smartphones: It's the Software, Stupid!

Mmmmm....what about Palm, Professor? Palm's new WebOS is better than Apple's iPhone OS in many regards, if not flat-out superior.

Oh, I forgot, you actually suggested the demise of Palm in one of your posts here before the launch of Palm Pre and WebOS.

Quoting John Maynard Kyenes:

"When the facts change, I change my mind. What do you do, sir?"

When will you change your mind, professor?

Julian Robertson: Some Buying, but Bearish on the Economy

Julian appears to have a different longer-term view from Warren Buffett.....I wonder who is right.

Only time will tell.

Apple's $199 iPhone Is a Game-Changer

"My sources tell me that the Treo makes a better paper weight than a smartphone."

My sources??? Ever heard of the Centro? 1+ milion others did...

Check your sources again.

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

>>>But he adds that the overall impact would be positive, since the iPhone is more profitable for Apple than the Touch given the fees the carrier pays back to Apple.<<<

T is not dumb. I doubt that they will subsidize the iphone by $200 AND still give Apple the same amount of revenue share it current has. Most likely scenario is that the subsidy will come out of Apple's revenue share.

If the $200 subsidy does take place, this just goes to show who flawed Apple's current iphone pricing/revenue strategy is. Apple has underestimated the impact of gray-market unlocked iphones, and they are hurting carriers' iphone sales all over the world.

And the $200 subsidized iphone will not only hurt the itouch sales, it will also hurt all ipods sales. Apple is in a tough spot.....is Jobs willing to cannabalize its own ipod/itouch sales to grow iphone's revenue?

Will the iPhone Eat Blackberry's Business Lunch?

"On another note, I also think Palm (PALM) will be out of business in 12 months."

Wow, that's one bold statement if I ever heard one. Just because you use iphone and BB exclusively, it doesn't mean that other vendors are not doing well. iphone is doing poorly in Europe, and BB never gained the same kind of market shares in Europea as it did in North America.

And if you ever take a look at Palm's balance sheets and cash flow statements, you will know that Palm will definitely NOT be out of business in 12 months.

It is one thing to go out and proclaim company XYZ will be out of business in one year; it is another to acutally have the facts and data to backup your claim.

RIMM's BlackBerry: Pure Domination

"Downside? Until corporate America decides to switch to another service, (which is hard to imagine) Research in Motion should continue to dominate with over a 55% worldwide market share."

With rationals like this, I guess the top in RIMM is not far away.....

Can Apple Sell 45m iPhones By End of 2009?

And let's not forget the difference between XX million SOLD and XX million SHIPPED.

At least 20-25% of iphone sales are to people who unlock their iphones, which means that apple gets $0 from their revenue sharing agreements with carriers. Of course, any unlocked iphones also automatically void the warranty, which translates into some savings for Apple. But I would take the revenue sharing over warranty savings any day.

And also let's not forget that Apple had to slash iphone price by $200 within the first 3 months to maintain it original sales target.

45 million is far from a sure thing.

Apple and RIM Battle for the Corporate Mobile Market

peter021,

I was referring to the computing history, basically mainframe, PC, and PDA.

Incorporating microsoft exchange activesync into a mobile device is not a technological breakthrough.....it has been done before, i.e. palm Treo has had this function for more than a year now, I think. iPhone may be desirable to teenagers but certainly not to CIOs. Why would a company spends extra $$$ for video and music capability when all it really needs is push email. Plus, the iphone is not a very durable phone for road warriors....the repair rate on iphone is actually quite high.

iphone, in its current form, will never be a serious business device, not to mention that apple has very little experience selling/supporting enterprise customers.

Of course, if your company is not an ATT customer, then iphone really doesn't matter.

Apple and RIM Battle for the Corporate Mobile Market

I am surprised that this article made it to the front page of SA. It has very little original thinking or analysis.

A couple of comments/feedback:

1. RIMM has been targeting the consumer market for a while, even before the iphone was launched. Ever heard of the Pearl?
2. No mentioned of Nokia at all in this article. Nokia may not be as well known as Apple and RIMM in the U.S., but it is actually the number 1 smartphone maker in the world. Last time I checked, Nokia was still kicking iPhone's behind in Europe. And let's not forget that there are a lot more cellphones and smartphones outside of the U.S. than in the U.S..

If history is of any indication, the smartphone era is just getting started, and the early leaders may not always be the eventual winners.

Apple's "Anywhere" iPhone Has Far From Peaked

I gotta give you credit, Carl. You are probably the most consistent Apple bull other there. Your love for apple stock has really clouded your judgement and logic.

>>>Are iPhone unlockers hurting Apple? I think this idea is way overblown. Apple receives full retail price and full retail profits for every phone it sells, locked or unlocked. The device is profitable by itself, regardless of whether it gets carrier revenue sharing or not.<<<

Of course the unlocked iphones are hurting apple. Apple may still make a tiny profit by selling the hardware, but the revenue sharings with the carriers is where the gravy is. Instead of making $200-300 per iphone over the life of its two-year contract, apple is now making less than $50 per iphone. According to my math, $200-$300 is a lot more than $50. If that's not hurting, I don't know what hurting is.

Bottom is this - iphone has not been as great a sucess as many apple fans and investors had hoped for....10 million iphones by the end of 2008 or not.

don't let me stop you.....keep up the good work of leading the apple fan squad.

Should Cisco and Motorola be Worried About Apple?

I think you are too optimistic regarding iTV's prospects. As good as the iTV may be, let's not under estimate the cable and satellite companies' ability to give their setup boxes away for free. Tivo is a prefect case in point.