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Technology Stocks : Apple Inc.

AAPL 260.21

+0.3%

Jan 12 3:59 PM EST

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To: slacker711 who wrote (68797)	9/18/2007 10:33:43 AM
From: Eric L	of 213182

Analysts Begin to React ... "The impact would not be meaningful largely because of the price... it looks like the product price is not subsidized. We don't see enormous impact as 3G is becoming a must in smartphones. There are no meaningful EDGE networks in Europe." - Richard Windsor, Nomura - "The iPhone is hugely positive for the handset market. ... Who's got the problem? Operators. Who gains? handset makers. For every one operator that gets iPhone -- there are three to four who don't." - Ben Wood, CCS - "You need a brand, a product and a distribution to get market share. They got the brand, but the product is limited and distribution is rather limited." - Neil Mawston, Strategy Analytics - Major handset vendors have much more to gain than to lose from the buzz Apple Inc's coveted iPhone will create when it arrives in European stores for the key shopping season ahead of Christmas. ... Major handset vendors have much more to gain than to lose from the buzz Apple Inc's coveted iPhone will create when it arrives in European stores for the key shopping season ahead of Christmas. ... The iPhone marketing campaign has raised awareness about extra features in phones -- which can only benefit the likes of Nokia, Sony Ericsson and Samsung Electronics, who have strong portfolios of music focused phones. - Tarmo Virki, Reuters - tinyurl.com - IC -

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