Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: slacker711 who wrote (63828)	5/6/2007 10:58:53 AM
From: MulhollandDrive	Respond to of 213177

(click on link for charts) ce.seekingalpha.com Apple's iPhone Rocks the Cell Phone Industry Posted on May 4th, 2007 with stocks: AAPL Paul Carton (ChangeWave Alliance) submits: It’s not often that we say “it rocks” when analyzing a consumer device trend. But the findings of our latest ChangeWave cell phone survey invite extremes to describe the startling impact the Apple (AAPL) iPhone is having on the cellular industry. Our survey of 3,489 Alliance members – conducted April 4-10 – reveals exceptionally high levels of excitement surround the iPhone’s upcoming release. Nearly one-in-10 respondents (9%) say they are likely to buy the new iPhone once it becomes available in June. Another 7% say they are likely to buy the iPhone as a gift for someone else. These are big numbers, especially when you consider the worldwide market for cell phones is around 1 billion and Apple’s goal is to get to 1% of that market in year one – which would mean selling about 10 million phones. Clearly the current results, while similar to our January survey findings, provide strong evidence that Apple should exceed its iPhone sales goals for 2008 – providing the device lives up to consumer expectations. The iPhone’s overall integration of iPod, Phone, Camera and Email/Internet capability (28%) remains the top selling point among likely buyers. Importantly, the survey has also uncovered an additional surge in demand if the iPhone’s proposed price point is lowered. To find out how far the price has to drop to attract additional customers, we asked the rest of our respondents who aren’t yet considering the iPhone the following question: For those not considering buying an Apple iPhone, at what price point would you consider buying an iPhone? A total of 10% say they’d consider buying a 4GB iPhone if the price falls to the $200-$299 range, while a total of 20% said they’d consider the 8GB model in this price range. The Explosive Impact on Cell Phone Manufacturers To gain a full sense of the iPhone’s looming impact on manufacturers, we compared their current market share in our survey with planned consumer purchases for the next six months. Currently, Motorola (MOT) (33%) remains the leading manufacturer among Alliance cell phone owners, with LG (LPL) (15%) second and Nokia (NOK) (14%) third. But when you look at planned future buying the iPhone’s impact becomes clear. For the second-consecutive survey, Motorola’s future share among consumers has seen a dramatic decline – falling from 33% last October to just 17% currently. Nokia has also fallen from 11% to 9% during this period. “As more and more consumers switch to the iPhone, we are going to see a huge migration from cell phone manufacturers like Motorola to the hipper, cooler iPhone,” says Tobin Smith, founder of ChangeWave Research and editor of ChangeWave Investing. The Effect on Cellular Service Providers We see the same pattern among service providers. Currently, Verizon (VZ) (30%) holds the market share lead among our respondents while AT&T’s (T) Cingular (27%) – which is Apple’s exclusive service provider for the United States – is in second. We note that third place Sprint/Nextel (S) (12%) has fallen 1-point to a new low. But going forward we find a dramatic turn of events. Cingular (28%; up 6 points) has surged ahead of Verizon in terms of future planned buying among consumers, and is now the top choice among those likely to switch service providers. Verizon (22%; down 3 points) has continued to trend downward among this critically important group – falling to second place for the first time since we began asking this question in a ChangeWave survey. Thanks to our early adopters of the ChangeWave Alliance we are able to see with stark clarity how the Apple iPhone is set to rock the cell phone industry. Ultimately the real issue for Apple isn’t meeting its first year iPhone sales goals. The survey shows that’s very doable. The real issue is whether they can keep up with consumer demand – including having enough parts to fulfill orders – while maintaining product integrity. Its competitors had better hope the iPhone can’t get a dial tone – because if it does, the rest of the industry’s in for a big shakeup. Jim Woods co-wrote this article.

To: slacker711 who wrote (63828)	5/6/2007 11:32:11 AM
From: manalagi	Respond to of 213177

Thanks for that info. I might increase my synthetic long play tomorrow.

To: slacker711 who wrote (63828)	5/6/2007 3:58:33 PM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 213177

Apple iPhone display hitting your local AT&T store soon!...Posted by The Boy Genius on May 3, 2007 9:40 am. This one came from a pretty high-up source of ours, and it turns out to be pretty interesting. Apple iPhone displays will soon be hitting AT&T stores across the country and yes, we got some details! First off, it was relayed to us that many stores will actually have to be rewired because the display demands its own power supply, and even requires a network cable. As far as the size of the iPhone display itself, get this — 7 ft tall, and 3 ft wide! Many stores have already started installing the necessary power systems which means that working displays should be here within the next few weeks. Whether the Apple iPhone will be featured as soon as the displays are ready is still unknown, but if it is, well, does anyone remember the RIM Break In? boygeniusreport.com

To: slacker711 who wrote (63828)	5/7/2007 2:55:11 PM
From: slacker711	Respond to of 213177

AT&T: iPhone is key for mobile rebranding gigaom.com Written by Katie Fehrenbacher Monday, May 7, 2007 at 8:40 AM PT \| 1 comment So you’re not calling Cingular the new AT&T Mobility yet? Yeah, we aren’t either. But the company thinks that the iPhone can help with some of its re-branding problems. The folks at UBS Investment Research sat in on AT&T’s latest investor meeting and say that AT&T is disappointed with last quarter’s postpaid subscribers adds and partially attributes that to the re-branding efforts of its mobile service to the clunky AT&T Mobility. (We’ve mostly been hearing it as the new AT&T.) But Ma Bell is hoping the iPhone will be the glue that makes the new re-branding stick: The company will use the launch as a branding event and increase its advertising around the product to cement the AT&T Mobility name in the market. They expect Apple to market the product aggressively as well.Any marketing of the new brand will help, given the Cingular name still has such a strong presence in the market. The UBS folks took away some other interesting tidbits on the financial terms between Apple and AT&T from the meeting as well. They don’t think the iPhone will be subsidized by AT&T and AT&T might actually generate a small margin on sales of the phone in its stores. UBS also says that the “revenue share with Apple could be a more meaningful portion of monthly ARPU than we previously thought,” which would be a concern for AT&T if a lot of iPhone buyers are already existing customers. As a result, UBS says that the revenue share might be different for new customers vs upgraded subscribers, or the deal might change based on how many iPhone users are new or existing customers. Both of these little details are interesting, because it shows how much leverage Apple has in the so-tightly controlled carrier world.