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- 06-10-2008, 09:32 PM #1The BobGuest
Remember the days when the Apple fanbois GUARANTEED that the iPhone
business model was going to overtake the wireless industry? How Steve Jobs
was a genius for insisting on no subsidies and revenue sharing? How
carriers would be lining up to willingly do whatever Jobs wanted?
Fast forward to the present- subsidies in place and revenue sharing gone.
AT&T estimating that the iPhone will cost them $1B in earnings for the
year.
Our little iPhone has grown up to become just another cell phone. And not a
real functional one at that.
› See More: I thought Steve Jobs was gonna change the face of wireless
- 06-11-2008, 07:17 AM #2RonGuest
Re: I thought Steve Jobs was gonna change the face of wireless
On Tue, 10 Jun 2008 22:32:45 -0500, The Bob <[email protected]> wrote:
>Remember the days when the Apple fanbois GUARANTEED that the iPhone
>business model was going to overtake the wireless industry? How Steve Jobs
>was a genius for insisting on no subsidies and revenue sharing? How
>carriers would be lining up to willingly do whatever Jobs wanted?
>
>Fast forward to the present- subsidies in place and revenue sharing gone.
>AT&T estimating that the iPhone will cost them $1B in earnings for the
>year.
>
>Our little iPhone has grown up to become just another cell phone. And not a
>real functional one at that.
Sorry, thats not at all true. Apple stock is back up, ATT is thrilled
with sales, iPhone users are thrilled with their devices.
Everyone is happy, but Bob.
- 06-11-2008, 09:22 AM #3Todd AllcockGuest
Re: I thought Steve Jobs was gonna change the face of wireless
At 11 Jun 2008 08:17:17 -0500 Ron wrote:
> >Remember the days when the Apple fanbois GUARANTEED that the iPhone
> >business model was going to overtake the wireless industry? How Steve
Jobs
> >was a genius for insisting on no subsidies and revenue sharing? How
> >carriers would be lining up to willingly do whatever Jobs wanted?
> >
> >Fast forward to the present- subsidies in place and revenue sharing
gone.
> >AT&T estimating that the iPhone will cost them $1B in earnings for the
> >year.
> >
> >Our little iPhone has grown up to become just another cell phone. And
not a
> >real functional one at that.
>
>
> Sorry, thats not at all true. Apple stock is back up, ATT is thrilled
> with sales, iPhone users are thrilled with their devices.
>
> Everyone is happy, but Bob.
Not surprizingly, you missed Bob's point. The trades were filled with
stories of this "brave new world" of manufacturers calling the shots-
revenue sharing, unsubsidized phones, etc.
Bob simply pointed out that Apple's grand experiment failed, and iPhone
Deux is being sold jUst like any other phone- subsidized and no "bonus"
post-sale revenue share for Apple. Apple will make their money the old
fashioned way- on device sales only, just like Nokia,Samsung, Motorola, et
al.
- 06-11-2008, 05:13 PM #4The BobGuest
Re: I thought Steve Jobs was gonna change the face of wireless
Ron <[email protected]> amazed us all with the following in
news:[email protected]:
> On Tue, 10 Jun 2008 22:32:45 -0500, The Bob <[email protected]> wrote:
>
>>Remember the days when the Apple fanbois GUARANTEED that the iPhone
>>business model was going to overtake the wireless industry? How Steve
>>Jobs was a genius for insisting on no subsidies and revenue sharing?
>>How carriers would be lining up to willingly do whatever Jobs wanted?
>>
>>Fast forward to the present- subsidies in place and revenue sharing
>>gone. AT&T estimating that the iPhone will cost them $1B in earnings
>>for the year.
>>
>>Our little iPhone has grown up to become just another cell phone. And
>>not a real functional one at that.
>
>
> Sorry, thats not at all true. Apple stock is back up, ATT is thrilled
> with sales, iPhone users are thrilled with their devices.
>
> Everyone is happy, but Bob.
>
Make that me and the investment community. AT&T stock has given up a lot
of ground since the announcement and nobody' benn tripping over themselves
to buy Apple.
- 06-11-2008, 05:15 PM #5The BobGuest
Re: I thought Steve Jobs was gonna change the face of wireless
Todd Allcock <[email protected]> amazed us all with the
following in news:[email protected]:
> At 11 Jun 2008 08:17:17 -0500 Ron wrote:
>
>> >Remember the days when the Apple fanbois GUARANTEED that the iPhone
>> >business model was going to overtake the wireless industry? How
>> >Steve
> Jobs
>> >was a genius for insisting on no subsidies and revenue sharing? How
>> >carriers would be lining up to willingly do whatever Jobs wanted?
>> >
>> >Fast forward to the present- subsidies in place and revenue sharing
> gone.
>> >AT&T estimating that the iPhone will cost them $1B in earnings for
>> >the year.
>> >
>> >Our little iPhone has grown up to become just another cell phone.
>> >And
> not a
>> >real functional one at that.
>>
>>
>> Sorry, thats not at all true. Apple stock is back up, ATT is thrilled
>> with sales, iPhone users are thrilled with their devices.
>>
>> Everyone is happy, but Bob.
>
>
> Not surprizingly, you missed Bob's point. The trades were filled with
> stories of this "brave new world" of manufacturers calling the shots-
> revenue sharing, unsubsidized phones, etc.
>
> Bob simply pointed out that Apple's grand experiment failed, and
> iPhone Deux is being sold jUst like any other phone- subsidized and no
> "bonus" post-sale revenue share for Apple. Apple will make their
> money the old fashioned way- on device sales only, just like
> Nokia,Samsung, Motorola, et al.
>
>
Spot on, Todd. The fun part will be watching just how long it is before
Jobs get bored with selling a product he doesn't have complete control over
and makes the decision to "take the company in a different direction."
- 06-11-2008, 07:59 PM #6David MoyerGuest
Re: I thought Steve Jobs was gonna change the face of wireless
In article <[email protected]>,
Todd Allcock <[email protected]> wrote:
> Apple will make their money the old
> fashioned way- on device sales only,
nah, they'll make tons of money on the Application Store, old line cell
companies simply don't have the resources to pull something like that
off.
- 06-11-2008, 09:16 PM #7Todd AllcockGuest
Re: I thought Steve Jobs was gonna change the face of wireless
At 11 Jun 2008 19:59:09 -0600 David Moyer wrote:
> > Apple will make their money the old
> > fashioned way- on device sales only,
>
> nah, they'll make tons of money on the Application Store, old line cell
> companies simply don't have the resources to pull something like that
> off.
Like Nokia?
http://www.ovi.com/ovi/app/ovi/web/index/
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