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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: slacker711 who wrote (44634)	5/12/2005 10:58:04 AM
From: Done, gone.	Read Replies (2) \| Respond to of 213177

Speaking of Motorola, here is the latest on the E790 (iTunes phone)... mobilegazette.com

To: slacker711 who wrote (44634)	5/12/2005 1:43:37 PM
From: Jeff Hayden	Read Replies (2) \| Respond to of 213177

After you download a few songs, you'll find out the cell phone company just sucked your wallet dry, not for the cost of the songs but for the cost of the download $/bit rate. The cell phone companies will not win lasting customers if they keep charging outrageous prices for data movement. Apple doesn't have to worry about them. By the time the cell phone companies figure out they screwed-up their business model, WiMAX and WiFi (with VoIP over the top) spread all over the place will wipe them out.

To: slacker711 who wrote (44634)	5/12/2005 9:28:07 PM
From: JP Sullivan	Read Replies (1) \| Respond to of 213177

How do you define long-term? By longer term I meant 12-18 months, depending on a number of factors, for example: 1. Price--how quickly this falls to a level that is attractive to the mainstream user 2. Battery life--camera, PDA, video capabilities certainly take their toll on the battery, which doesn't leave much time for taking calls or continuous music playing unless battery life improves dramatically; there's also the issue of charge time 3. Soft features, i.e. interface, ease of use (e.g. music management, mode of download, etc.) It would be very difficult--more likely disastrous--for AAPL to compete directly with the likes of Nokia and Samsung in the handset arena. Teaming up with a powerful player like MOT seems to be a viable alternative although it remains to be seen how successful this partnership will be for AAPL. (I wish MOT would release that phone already!) -we-

To: slacker711 who wrote (44634)	5/12/2005 9:50:29 PM
From: JP Sullivan	Respond to of 213177

One other thing (and I think it's a deal breaker): For MP3 handsets to replace a dedicated music player like the iPod in a big way, the user would have to be allowed to upload their own music. If this feature is not available, then MP3 handsets will be a whole lot less attractive to the mainstream user. Someone who already has 20GB of music (whether from their CD collection or online purchases) is not going to want to pay their cell phone service provider for the same music. Also, due to licensing agreements, certain music may not be available in certain parts of the world. Witness how long it's taking ITMS to offer music outside the US. The last time I checked, it's available in only 18 other countries. I haven't looked at services like Napster or Real Networks--I wonder how many countries they sell to. -we-

To: slacker711 who wrote (44634)	5/12/2005 10:00:37 PM
From: Win-Lose-Draw	Respond to of 213177

Apple doesn't have the knowledge base to do handsets on its own, it would have to be some kind of sofware licensing deal. If Nokia doesn't ship the Nseries with autosyncing with iTunes, they need to be smacked upside the head. Then again, if they don't, someone will fill the gap within 48 hours anyway. iTunes is the key IMO: without painless integration I don't see a competing product causing Apple much grief. I'm a little surprised the competitors have tried everything BUT making their devices look like an iPod where it matters most - to iTunes!