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?

Research In Motion: Vulnerable to a Takeover Bid? Part 2

I posted a reply to your previous article, and this one is not different in theme. RIMM is still over-valued at $55 plus changes. Push email is quickly becoming a commodity and Microsoft is leading the charge. And that's why your thesis of RIMM being attractive to Microsoft is not logical.

RIMM is last cycle's story, just like Yahoo and Cisco before the tech crash in 2000. RIMM will still be around but its best days are behind her.

Research in Motion: Vulnerable to a Takeover Bid?

RIMM is still over-valued at the current price. And in the current market, no company in any sector is willing to do a big M&A deal in this environment. Walgreen just withdrew its offer for Long drugs, and it was for less than $3 billion.

Sell your RIMM at the next uptick.

RIM Misses Estimates; Palm’s Revenue Also Down

>>>Many analysts agree with my view.<<<

My "favorite" line in the post. If everybody agrees with you, doesn't that make your view essentially worthless?

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.....

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.