Re: Orange Telco to offer iPhone in at least 11 more nations

4phun wrote:
> You can get an iPhone just about anywhere in the world now except on
> Verizon USA.

You can get a Motorola just ANYwhere in the world. Sounds like iPhone
is not in the lead..

"DTC" <me@nothingtoseehere.zzx> wrote in message
news:dBmXj.3515$ah4.493@flpi148.ffdc.sbc.com...
> 4phun wrote:
>> You can get an iPhone just about anywhere in the world now except on
>> Verizon USA.
>
> You can get a Motorola just ANYwhere in the world. Sounds like iPhone
> is not in the lead..

Yeah, but Moto isn't siphoning off any of the service revenue, either. As
they say, "nice work if you can get it!"

On May 16, 4:58 pm, DTC <m...@nothingtoseehere.zzx> wrote:
> 4phun wrote:
> > You can get an iPhone just about anywhere in the world now except on
> > Verizon USA.
>
> You can get a Motorola just ANYwhere in the world. Sounds like iPhone
> is not in the lead..

iPhone rollout: 42 countries, 575 million potential customers

Piper Jaffray analyst Gene Munster summarized the flood of recent
iPhone deals in a note to clients on Friday. The key numbers in his
report:

* 46 carriers announced to date (up from 6 currently)
* 42 countries covered (up from 6)
* 575 million total available market (up from 153 million)

Munster had expected Apple to announce a flurry of deals with overseas
carriers, but not this fast. “The iPhone’s international rollout,” he
writes, “is about 8 months ahead of our original schedule.”

Assuming that the device maintains its current 3% market penetration,
the recent announcements give Munster “increased confidence” that
Apple will meet his published sales target of 12.9 million iPhones in
calendar year 2008.

Well they should, since 3% of 575 million is 17.25 million iPhones.

For 2009, Munster is sticking with his estimate of 45 million iPhones
— a target that represents the high end among mainstream Apple
analysts. Apple achieves this, he says, by 1) adding China and Japan,
for a total available market of 1.1 billion, 2) introducing a lower-
cost iPhone in January ‘09, and 3) increasing its market penetration
to 6%.

As for the current round of deals, Munster believes that most of them
are non-exclusive, a change that he expects will have a positive
impact on iPhone sales, a slight negative impact on iPhone revenue,
but “no material” impact on Apple’s (AAPL) published earnings.

On 2008-05-17, 4phun <vic.healey@gmail.com> wrote:
> As for the current round of deals, Munster believes that most of them
> are non-exclusive, a change that he expects will have a positive
> impact on iPhone sales, a slight negative impact on iPhone revenue,
> but ?no material? impact on Apple?s (AAPL) published earnings.

Ahh, they're no longer asking for service revenue. They should
have done that in the first place.

Dennis Ferguson