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- 05-16-2008, 02:58 PM #1DTCGuest
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..
› See More: Orange Telco to offer iPhone in at least 11 more nations
- 05-16-2008, 03:29 PM #2Todd AllcockGuest
Re: Orange Telco to offer iPhone in at least 11 more nations
"DTC" <[email protected]> wrote in message
news:[email protected]...
> 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!"
- 05-16-2008, 03:30 PM #3Todd AllcockGuest
Re: Orange Telco to offer iPhone in at least 11 more nations
"4phun" <[email protected]> wrote in message
news:01e83c83-296e-40bc-9fd4-6398f9250ef2@l42g2000hsc.googlegroups.com...
> In a short press release today, Orange announced it would bring the
> iPhone to "customers in Austria, Belgium, the Dominican Republic,
> Egypt, Jordan, Poland, Portugal, Romania, Slovakia, Switzerland and
> Orange's African markets later this year." The company offered no
> other details.
>
> You can get an iPhone just about anywhere in the world now except on
> Verizon USA.
>
> Reports of the iPhone spreading around the world now are like reports
> of a pandemic virus jumping from country to country. If Apple can
> convert many of those new iPhone users eventually into Mac users their
> stock is seriously undervalued at today's prices.
Yep, as they say, "so goes Slovakia, goes the World..."
- 05-16-2008, 08:01 PM #44phunGuest
iPhone rollout: 42 countries, 575 million potential customers Re:Orange Telco to offer iPhone in at least 11 more nations
On May 16, 4:58 pm, DTC <[email protected]> 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 iPhones 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 Apples (AAPL) published earnings.
- 05-16-2008, 10:59 PM #5Dennis FergusonGuest
Re: iPhone rollout: 42 countries, 575 million potential customers Re: Orange Telco to offer iPhone in at least 11 more nations
On 2008-05-17, 4phun <[email protected]> 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
- 05-17-2008, 01:34 AM #6Mark CrispinGuest
Re: Orange Telco to offer iPhone in at least 11 more nations
On Fri, 16 May 2008, 4phun posted:
> You can get an iPhone just about anywhere in the world now except on
> Verizon USA.
Japan is also iPhone free (and will be until such time as there is a 3G
iPHone). Apple's negotiations with both SoftBank and DoCoMo have gone
nowhere. Japan is the home of keitais that do much more than iPhone.
Apple can not understand that iPhone would be a low-end product in Japan.
Meanwhile, Verizon users in the US have to settle for much better voice
quality and network availability than iPhone users. And much faster data
rates. And tethering. And full Bluetooth on the newer phones.
None of which is important to a finger-in-nose nerd who thinks that if he
waves his iPhone around enough he'll eventually get laid.
-- Mark --
http://panda.com/mrc
Democracy is two wolves and a sheep deciding what to eat for lunch.
Liberty is a well-armed sheep contesting the vote.
- 05-17-2008, 09:04 AM #7LarryGuest
Re: Orange Telco to offer iPhone in at least 11 more nations
Mark Crispin <[email protected]> wrote in
news:[email protected]:
> None of which is important to a finger-in-nose nerd who thinks that if
> he waves his iPhone around enough he'll eventually get laid.
>
>
Hell, if THAT were true I'd buy one!
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