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

To: slacker711 who wrote (68797)	9/18/2007 10:33:43 AM
From: Eric L	Respond to of 213177

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 -

To: slacker711 who wrote (68797)	9/18/2007 10:58:37 AM
From: inaflash	Read Replies (1) \| Respond to of 213177

I would also add that many 3G handsets allow you to change the settings and shut off the 3G radio if battery life is a concern (like Apple does now with WiFi and Bluetooth). JMO, but sales of the iPhone would have been significantly better if they had gone with the 3G option even if it cut battery life to 4 hours....and that is particularly true in the UK where the 30% EDGE coverage is just atrocious. 3G would have been a nice surprise, and we're all hoping for it, but there are serious compromises that needed to be made. With technology, Apple is rationalizing EDGE/WiFi versus 3G, while with O2, they're touting the most popular carrier. If you shut off 3G, you loose your data connection. In some ways, forcing carriers to boost up their EDGE networks isn't a bad thing. The cost/size of keeping EDGE would allow Apple to come out with a 3G phone even if power was still an issue. If low power chipsets are accessible, then eliminate EDGE, but if they're still current, then the 3G phone can switch off 3G as you suggest, but can still receive data on lower power EDGE side. Doesn't EDGE get turned off when on a WiFi network? Which network/chipset handles the text messaging? Does anyone have mobile carrier market share data for Europe (and Asia) on a country by country basis (top 3 or anyone with >15% marketshare)? Saw somewhere that O2 has 16M subscribers. It's supposed the most number, but not the biggest revenue. From that standpoint it may be more like T-mobile here in the US and similarly, they've got a big WiFi hotspot network that they're including in the plan. The battery life issues isn't trivial. All these battery life are with new batteries, and over time, they decay, so in a year, if the 8hr goes down to 6 hr or 4 hr, it will be noticeable, but liveable, while 4hr to 3hr or 2hr starts to become unusable. For people who's voice use averages over 1 hr a day, it's already on the minimum low end and you can't skip a day of charging. As far as EDGE only having 30% coverage, the measure depends on what exactly that means. If they cover 90% the population, like the Apple Stores are supposed to be, it may be adequate for now. For Canadians, they'll never get past 10% land area coverage, but will likely get 99.9% population with same. So like many numbers, it's all got to be put into context. No news really, other than announcing a partner. In summary: 1) No 3G :-( 2) O2 biggest UK "peopleshare" 3) Free WiFi hotspots included in plan