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  1. #1
    Oxford
    Guest
    Apple's iPhone has now 30 percent of the U.S. smartphone market and
    almost 17 percent of the worldwide market, second only to Nokia. If
    Apple will really launch a $99 iPhone, the Cupertino company might end
    up dominating the smartphone market - as it does with the iPod - while
    other major players, such as RIM's Blackberry, could become just niche
    players.

    And soon a $99 4GB iPhone, which will clearly kill Blackberry & Nokia.

    http://www.pcworld.com/article/15511...ml?tk=rss_news

    God this is FUNNY!

    Everyone knew the Cell Handset Market was very uncompetitive, but to
    have a high end computer maker like Apple simply come in and TAKE OVER
    shows how weak that industry was!

    Now there are signs Apple is going to take over handheld gaming with the
    extremely popular iPod Touch. The humor continues!



    See More: iPhone now has 17% of World Smartphone Market




  2. #2
    Todd Allcock
    Guest

    Re: iPhone now has 17% of World Smartphone Market


    "Oxford" <[email protected]> wrote in message
    news:[email protected]...
    > Apple's iPhone has now 30 percent of the U.S. smartphone market and
    > almost 17 percent of the worldwide market, second only to Nokia.


    I guess that depends who you talk to. According to Gartner (whom you've
    quoted in the past when it suited you...) Apple's 3Q08 worldwide smartphone
    share, with 4.7 million units sold, was 12.9%, behind RIM (5.8 million,
    15.9%) and Nokia (15.5 million, 42.4%.)

    > If Apple will really launch a $99 iPhone, the Cupertino company might end
    > up dominating the smartphone market - as it does with the iPod - while
    > other major players, such as RIM's Blackberry, could become just niche
    > players.


    Sure, except that doesn't fit Apple's M.O. They position themselves as an
    affinity brand, not a price leader. A $99 iPhone would be sold at
    never-before-seen low margins for Apple. The iPod attained market leader
    status at a high price, not by bargain basement pricing.


    > And soon a $99 4GB iPhone, which will clearly kill Blackberry & Nokia.
    >
    > http://www.pcworld.com/article/15511...ml?tk=rss_news
    >
    > God this is FUNNY!
    >
    > Everyone knew the Cell Handset Market was very uncompetitive, but to
    > have a high end computer maker like Apple simply come in and TAKE OVER
    > shows how weak that industry was!


    Do you even read what you quote? The article you linked states:
    "Wal-Mart will reportedly become the second major retail chain - after Best
    Buy - to sell Apple's iPhone. The iPhone 3G will be sold for $197 for the
    8GB version, a whopping $2 cheaper than in AT&T and Apple stores."
    "Many were expecting a much cheaper, stripped down 4GB version of the iPhone
    3G, sold for $99 with a two year contract. However, the latest reports say
    that this seems unlikely."

    That article did go on to say, however: "In contrast, Reuters is reporting
    that the $99 entry-level iPhone is still on track."

    If true, one would expect it be a different model, i.e. an "iPhone Nano",
    rather than the current model with less memory, unless Apple found a stash
    of 2G models they want to clear out after Christmas. That might make sense,
    since just like with the prior model, I wonder if iPhone sales can sustain
    these levels after Jan. 1st, once both Christmas and the pent up demand for
    the 3G (which drove sales in 3Q) is behind them.

    Like the Motorola Razr, unless Apple has a new iPhone model up their
    sleeves, there's nowhere to go once "everybody" has one.








  3. #3
    Ron
    Guest

    Re: iPhone now has 17% of World Smartphone Market

    On Mon, 8 Dec 2008 11:08:30 -0700, "Todd Allcock"
    <[email protected]> wrote:

    >
    >"Oxford" <[email protected]> wrote in message
    >news:[email protected]...
    >> Apple's iPhone has now 30 percent of the U.S. smartphone market and
    >> almost 17 percent of the worldwide market, second only to Nokia.

    >
    >I guess that depends who you talk to. According to Gartner (whom you've
    >quoted in the past when it suited you...) Apple's 3Q08 worldwide smartphone
    >share, with 4.7 million units sold, was 12.9%, behind RIM (5.8 million,
    >15.9%) and Nokia (15.5 million, 42.4%.)
    >
    >> If Apple will really launch a $99 iPhone, the Cupertino company might end
    >> up dominating the smartphone market - as it does with the iPod - while
    >> other major players, such as RIM's Blackberry, could become just niche
    >> players.

    >
    >Sure, except that doesn't fit Apple's M.O. They position themselves as an
    >affinity brand, not a price leader. A $99 iPhone would be sold at
    >never-before-seen low margins for Apple.


    Not if it were accompanied by a Local only phone plan from AT&T
    without any roaming.



    The iPod attained market leader
    >status at a high price, not by bargain basement pricing.
    >
    >
    >> And soon a $99 4GB iPhone, which will clearly kill Blackberry & Nokia.
    >>
    >> http://www.pcworld.com/article/15511...ml?tk=rss_news
    >>
    >> God this is FUNNY!
    >>
    >> Everyone knew the Cell Handset Market was very uncompetitive, but to
    >> have a high end computer maker like Apple simply come in and TAKE OVER
    >> shows how weak that industry was!

    >
    >Do you even read what you quote? The article you linked states:
    >"Wal-Mart will reportedly become the second major retail chain - after Best
    >Buy - to sell Apple's iPhone. The iPhone 3G will be sold for $197 for the
    >8GB version, a whopping $2 cheaper than in AT&T and Apple stores."
    >"Many were expecting a much cheaper, stripped down 4GB version of the iPhone
    >3G, sold for $99 with a two year contract. However, the latest reports say
    >that this seems unlikely."
    >
    >That article did go on to say, however: "In contrast, Reuters is reporting
    >that the $99 entry-level iPhone is still on track."
    >
    >If true, one would expect it be a different model, i.e. an "iPhone Nano",
    >rather than the current model with less memory, unless Apple found a stash
    >of 2G models they want to clear out after Christmas. That might make sense,
    >since just like with the prior model, I wonder if iPhone sales can sustain
    >these levels after Jan. 1st, once both Christmas and the pent up demand for
    >the 3G (which drove sales in 3Q) is behind them.
    >
    >Like the Motorola Razr, unless Apple has a new iPhone model up their
    >sleeves, there's nowhere to go once "everybody" has one.
    >
    >
    >
    >




  4. #4
    SMS
    Guest

    Re: iPhone now has 17% of World Smartphone Market

    Todd Allcock wrote:

    > Like the Motorola Razr, unless Apple has a new iPhone model up their
    > sleeves, there's nowhere to go once "everybody" has one.


    Unless Apple finds a way around the AT&T exclusivity by introducing a
    phone that's 'like an iPhone' that they can sell through Verizon,
    T-Mobile, and Sprint, they'll remain a niche player. Apple has
    essentially written off about 75% of the U.S. market, something that
    isn't hampering HTC, RIM, etc. That's why Apple has such a small
    percentage of the market. They do the same thing in almost every
    country. iPhone exclusivity hasn't resulted in massive churn from the
    carriers without the iPhone.



  5. #5
    Dennis Ferguson
    Guest

    Re: iPhone now has 17% of World Smartphone Market

    On 2008-12-08, Ron <[email protected]> wrote:
    > "Todd Allcock" <[email protected]> wrote:
    >>Sure, except that doesn't fit Apple's M.O. They position themselves as an
    >>affinity brand, not a price leader. A $99 iPhone would be sold at
    >>never-before-seen low margins for Apple.

    >
    > Not if it were accompanied by a Local only phone plan from AT&T
    > without any roaming.


    How would that improve Apple's margins? It would certainly
    reduce AT&T's margins to offer a cheaper service plan since
    nationwide service costs AT&T nearly nothing and even free roaming
    doesn't cost much (most people stay home anyway), but I don't
    see how Apple's margins would benefit from that. In fact if
    AT&T got less service revenue they'd probably want to reduce
    the equipment subsidy, costing Apple even more margin at that
    price.

    I guess it could be that Apple is willing to accept lower margins
    to gain market share, but I agree with Todd that this is not
    how Apple usually operates so it would be out-of-character for
    them to do that.

    By the way, I suspect the reason the big carriers are adverse
    to offering local-only plans (well, T-Mobile still has them but
    they're a sideline) is that they don't want to invite any direct
    comparisons between themselves and the likes of MetroPCS or
    Cricket which offer all-you-can-eat local-only plans for $35
    or $40 per month. Selling discounted iPhones with local-only
    plans would hence seem to be out-of-character all the way
    around.

    Dennis Ferguson



  6. #6
    Larry
    Guest

    Re: iPhone now has 17% of World Smartphone Market

    Dennis Ferguson <[email protected]> wrote in
    news:[email protected]:

    > Cricket which offer all-you-can-eat local-only plans for $35
    > or $40 per month.


    Better look again......Cricket phones work in ANY Cricket market at that
    price. You can fly across the country into another Cricket-hot city and
    that cheap little Cricket no-limit, no contract phone works like a champ.
    Cricket doesn't have "local service".




  7. #7
    SMS
    Guest

    Re: iPhone now has 17% of World Smartphone Market

    Dennis Ferguson wrote:

    > By the way, I suspect the reason the big carriers are adverse
    > to offering local-only plans (well, T-Mobile still has them but
    > they're a sideline) is that they don't want to invite any direct
    > comparisons between themselves and the likes of MetroPCS or
    > Cricket which offer all-you-can-eat local-only plans for $35
    > or $40 per month. Selling discounted iPhones with local-only
    > plans would hence seem to be out-of-character all the way
    > around.


    I think that the major carriers are very unworried about Cricket or
    MetroPCS. The number of metro areas where these carriers have service is
    pretty small, at least for MetroPCS in my area, the coverage is abysmal.



  8. #8
    Todd Allcock
    Guest

    Re: iPhone now has 17% of World Smartphone Market


    "Larry" <[email protected]> wrote in message
    news:[email protected]...
    > Dennis Ferguson <[email protected]> wrote in
    > news:[email protected]:
    >
    >> Cricket which offer all-you-can-eat local-only plans for $35
    >> or $40 per month.

    >
    > Better look again......Cricket phones work in ANY Cricket market at that
    > price. You can fly across the country into another Cricket-hot city and
    > that cheap little Cricket no-limit, no contract phone works like a champ.
    > Cricket doesn't have "local service".


    To be fair to Dennis, Cricket roaming is a relatively new concept. When it
    was first introduced, it was an extra-cost item. Local-only Cricket was $25
    or $30 bucks, and I believe it was $50 or so with roaming. These days you
    can still select a local-only plan for $30 (on sale for $25 for the
    holidays) that does NOT include long-distance either. $35 and up gets you
    coverage in any Cricket market.







  9. #9
    The Bob
    Guest

    Re: iPhone now has 17% of World Smartphone Market

    Oxford <[email protected]> amazed us all with the following in news:apony-
    [email protected]:

    > Apple's iPhone has now 30 percent of the U.S. smartphone market


    Not for long:

    http://money.cnn.com/news/newsfeeds/...g-tech/2008_12
    _microsoft_to_debut_zune_phone_at_ces_msft.html




  10. #10
    Larry
    Guest

    Re: iPhone now has 17% of World Smartphone Market

    The Bob <[email protected]> wrote in news:[email protected]:

    > Not for long:
    >


    http://www.wimax-industry.com/wimaxnews.htm

    You got that right....and not just iPhone!

    Have you seen the video on youtube where they have Wimax HANDING OFF
    streaming high res video to a LOCAL WIFI like the one at home? That's
    amazing. The video doesn't even blink!

    We'll all look back on sellphone internet 12 years from now and laugh at
    this awful mess......just like the fanbois today are laughing at AMPS
    bagphones from 12 years ago today.






  11. #11
    Todd Allcock
    Guest

    Re: iPhone now has 17% of World Smartphone Market


    "The Bob" <[email protected]> wrote in message
    news:[email protected]...

    >> Apple's iPhone has now 30 percent of the U.S. smartphone market

    >
    > Not for long:
    >
    > http://money.cnn.com/news/newsfeeds/..._ces_msft.html


    Wow. They're sticking Zune software on the Danger Hiptop (Sidekick)
    platform. (MS bought Danger early this year.) They might just kill two
    platforms with a single product! ;-)

    For those unfamiliar with the Sidekick/Hiptop, (i.e. anyone older than Paris
    Hilton,) it's a bizzare little platform- a qwerty-keyboard based
    web/email/texting device that connects to the internet through a special
    server operated by Danger- sort of a Blackberry BIS for kids, teens and
    rappers. T-Mobile either has exclusivity for the Sidekick in the US, or no
    other carrier gives a damn about it- I'm not sure which.

    I just hope MS has the good sense to keep Zune out of Windows Mobile. I
    like being able to download a song right from the device's web browser,
    transfer one from a network share via WiFi or save a piece of media attached
    to an email to the folder of my choice without needing any "media
    management" software like Zune, WMP, or iTunes acting as an intermediary to
    get media on or off my device. My wife is away on a business trip with her
    iPhone this week and has already watched every movie I transferred to it.
    She asked how she could get some different media on it, and I told her to
    turn on WiFi, go into iTunes on the iPhone, and get out her credit card.







  12. #12
    Larry
    Guest

    Re: iPhone now has 17% of World Smartphone Market

    "Todd Allcock" <[email protected]> wrote in news:Ovm%k.18340
    [email protected]:

    > and get out her credit card.
    >
    >


    You just can't hide money....(c;




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