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 Tankwatch -- Ignore unavailable to you. Want to Upgrade?

To: pyslent who wrote (11494)	10/21/2011 5:55:06 PM
From: sylvester80	Respond to of 32692

You forgot that Q3 iPhone sales were DOWN from Q2 at Verizon.... and why is that important?? Because from Q2 to Q3 Android U.S. market share went UP 13% while Apple's iPhone saw NO GROWTH.....

To: pyslent who wrote (11494)	10/21/2011 6:02:27 PM
From: rnsmth	Read Replies (2) \| Respond to of 32692

When LTE is ready, Apple will have an LTE iPhone.

To: pyslent who wrote (11494)	10/21/2011 6:59:35 PM
From: Cogito	Read Replies (2) \| Respond to of 32692

>>- VZ sold 2 million iPhones - Sold 5.6 million smartphones - "More than half" of these smartphones were Android, so for those counting, Android > iPhone at Verizon<< Actual numbers. Always good to base one's thinking on those. Here's another quote from the CC: "We anticipate that the strong demand we're seeing for the new iPhone 4S will bring even more new customers to the nation's most reliable Wireless network. We sold a total of 1.4 million 4G LTE devices in the quarter, just over half of these were Smartphones and the rest were Internet data devices." So when we combine these numbers with the ones they reported about 4G LTE devices, roughly 700 thousand of which were phones, we see that among Android phones, 4G devices have been considerably less popular than 3G models. Those ratios are changing, however, with 4G phones gaining. One more quote from the CC: Total device sales, both gross adds and upgrades, while relatively strong were down about 5% sequentially this quarter, due primarily to customer anticipation of the next version of the Apple iPhone. So Verizon sees that the anticipation of the new iPhone caused a shortfall for them, and they also say that they expect to make up for that this quarter with the new model, based on the demand they're seeing.

To: pyslent who wrote (11494)	1/17/2012 5:40:42 PM
From: pyslent	Read Replies (4) \| Respond to of 32692

LTE scorecard for Q4 I don't know if this was posted here, or anywhere. Buried in VZ's gloating last week of 4.2 million iPhone sales was the revelation that they sold 2.2 million LTE devices in Q4, compared with 1.4 million in Q3, 1.2 million in Q2, and 0.52 million in Q1. Historically, exactly half of the LTE sales have been smartphones, but I would not be surprised if the Q4 numbers were split more favorably to handsets (say 1.4 million handsets vs. 800K mifi units and tablets). A surprisingly nice showing for the 4G Android handsets (of which there are 6 or so), but hardly record setting. electronista.com