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Topic Review (Newest First)

  • 06-11-2008, 09:16 PM
    Todd Allcock
    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/


  • 06-11-2008, 07:59 PM
    David Moyer
    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, 05:15 PM
    The Bob
    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, 05:13 PM
    The Bob
    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, 09:22 AM
    Todd Allcock
    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, 07:17 AM
    Ron
    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.
  • 06-10-2008, 09:32 PM
    The Bob
    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.

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