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Sun, Nov 08, 2009 - 11:37 AM EST  —  AAPL: 194.34 (+0.3099, +0.16%)  |  NASDAQ: 2112.44 (+7.12, +0.34%)

Apple’s iPhone could be even bigger than expected
Thursday, June 07, 2007 - 10:01 AM EST

"With the launch of the hugely hyped iPhone in a few weeks, momentum investors are driving Apple (AAPL) shares to unexplored territory. The stock has doubled in the past year, to 122. Apple's market cap recently topped $100 billion for the first time," Peter Burrows reports for BusinessWeek.

"Hard as it is to believe, all the excitement surrounding Jobs and his new toy may actually understate the impact of this device on Apple's fortunes. Beyond the hysteria surrounding its June 29 launch, the iPhone has the potential for adding a totally new, $10 billion-a-year business within just a few years. If Apple can expand so-called smartphones from a luxury carried by corporate road warriors into an everyday tool for the masses—combining the functions of a BlackBerry and an iPod—Apple could soon see a new growth tear," Burrows reports.

"If Apple's goal of selling 10 million iPhones by the end of 2008 seemed ambitious to some back in January when Jobs first unwrapped his new baby, few doubt it now. Wall Street speculation has gone from how much market share it can steal, to how much it can expand the overall smartphone market," Burrows reports.

"Piper Jaffray Cos. (PJC) analyst Gene Munster thinks Apple could sell more than 40 million iPhones in 2009—enough to lift revenues more than 30% that year, and earnings by 40%," Burrows reports. "Still, Apple will need to execute flawlessly. In units built and shipped, the iPhone launch will dwarf anything Apple has attempted. It plans to have 3 million iPhones ready for sale on June 29, two sources say."

Full article here.

[Thanks to MacDailyNews Readers "LinuxGuy and Mac Prodigal Son" and "Drunk Cheney" for the heads up.]

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Jun 07, 07 - 09:09 am Comment from: ChrissyOne

The Hitch Hiker's Guide to the Galaxy notes that Disaster Area, a plutonium rock band from the Gagrakacka Mind Zones, are generally held to be not only the loudest rock band in the Galaxy, but in fact the loudest noise of any kind at all. Regular concert-goers judge that the best sound balance is usually to be heard from within large concrete bunkers some thirty-seven miles from the stage, whilst the musicians themselves play their instruments by remote control from within a heavily insulated spaceship which stays in orbit around the planet - or more frequently around a completely different planet.

Jun 07, 07 - 09:11 am Comment from: dwarf

iPhone Biaatch!!!

Take a look at Market Cap here, Apple will be higher than Nokia by the end of July and have HP as it's next target.

http://finance.google.com/finance?catid=66529330

Jun 07, 07 - 09:14 am Comment from: Eric24601

3 million will dry out within a couple of weeks of launch.

Jun 07, 07 - 09:15 am Comment from: ChrissyOne

... fine weather for the concert here this afternoon. I'm standing here in front of the stage,' the reporter lied, 'in the middle of the Rudlit Desert, and with the aid of hyperbinoptic glasses I can just about make out the huge audience cowering there on the horizon all around me. Behind me the speaker stacks rise like a sheer cliff face, and high above me the sun is shining away and doesn't know what's going to hit it.

Jun 07, 07 - 09:20 am Comment from: AppleInvestor

4th iphone ad now posted at Apple.com

Jun 07, 07 - 09:23 am Comment from: Toby Belch

ChrissyOne,

and Douglas Adams (a great Apple fan, as you no doubt know) would have loved the iPhone.

RIP Douglas.

Jun 07, 07 - 09:26 am Comment from: ChrissyOne

I still don't think people realize it yet.

The iPhone *is* the Guide.

Jun 07, 07 - 09:26 am Comment from: Smackleclam MacSmugster

"Apple’s iPhone could be even bigger than expected"

Secret feature:
If you multi-touch it gently, the phone will vibrate and gradually double in size. Everyone wins.

Jun 07, 07 - 09:30 am Comment from: Keith

If Apple has their way -- and it looks they have been calling the shots all along -- removing the 2-year agreement "barrier" will atrract thousands more subscriptions than anyone imagined. One of the biggest issues I had was that 2-year agreement. Without that, the iPhone is much more enticing.

Jun 07, 07 - 09:30 am Comment from: M.X.N.T.4.1

I've said it before, Apple should synthesize the voice of the guide for their speech system or even get Stephen Fry to record sounds for it, he'd do it as well since he's a big fan.

Jun 07, 07 - 09:30 am Comment from: Shadow

dwarf

Apple in the top 4 by the end of 2008?

Jun 07, 07 - 09:35 am Comment from: Bigger is better

Yes, the iPhone will be big!
I predict it will debut at a whopping 9 x 12 inches.

Time to buy pants with really big pockets.

But then again, I'm just another tech pundit.

Jun 07, 07 - 09:39 am Comment from: G-Man in B'ham

Ok, I'm as much of a Mac freak most of the people that read this site regularly (several times a day), but I just don't think there is going to be that much of a histeria around the launch of the iPhone. I know lots of people who are looking forward to the launch, but none of them are planning on buying one the first day. Several are still living out old contracts that don't end for another year. Others don't have the budget for it right now.

I think there will be a rush for the first day or so, but like when a new version of OS X is released most people will not upgrade for a few months or until they plan to buy a new machine.

Don't get me wrong. I think the iPhone is going to be a huge hit, but like the first iPod, it will be over the long term. I got a first gen iPod for Christmas that year, but I was the only one I knew that had one for at least a year. And I didn't see them everywhere until after the mini's and the shuffle's came out. I think it will take a lot of people seeing the early adoptors actually using it before it really takes off. Say after Christmas or by this time next year when they come out with a new version.

Jun 07, 07 - 09:46 am Comment from: Less is More

Well, I'm not going to early-adopt this, but adopt it I will - inevitably. It's just a matter of time. The question is how many will I get when it goes 3G....

Alas, poor Nokia! I never liked it well.

Jun 07, 07 - 09:47 am Comment from: overestimating and inkwell

I think some people are OVERestimating how many iPhones will be sold. Most people need a regular phones, not a smartphone. Cost is a huge factor (phone + wireless plan). i, for one, don't need nor want the current iPhone.

Also, i think it'd be cool if Inkwell was part of the iPhone. If nothing more than for 'cool' factor and not as a main selling point. A 'secret' feature =) i used a newton 2100 years ago and it blew me away then. I think it's still very impressive now.

Jun 07, 07 - 09:49 am Comment from: Georgy Porgy

ChrissyOne,
Seems as if some of that flower power wacky weed has invaded your lungs at the concert.
Stagedive, anyone?

Jun 07, 07 - 09:51 am Comment from: So Sorry Charlie

The iPhone doesn't fit a lot of needs a lot of people have.

For instance:

I already have a light weight slim phone, the iPhone is bulky like a large iPod which makes it hard to carry unless your a woman with a pocket book/purse.

I already have a very decent 8 mega pixel camera with zoom, 2 megapixel just absolutly sucks.

I already have a large capacity iPod that holds my ENTIRE music collection and another iPod that holds MY ENTIRE TV/MOVIE collection.

I already have "directions" via my cell phone's mobile service, no need graphics, a simple text version via MapQuest Mobile is plenty.

I already have a GPS, with voice, road block avoidance, alternate routes and a very sexy womens voice giving me step by step turning instructions.

I already have a MBP with remote control, so I can watch downloaded iTMS and especially content "from other places", DVD's and whatnot on a larger screen than that tiny 3.5" iPhone screen.

What is especially important is I can mix and match any of my devices according to what need I have and retain full capabilities of each. I can loan my iPod with video, or my GPS or anything else with ease because the content and features are seperated and not bundled together in one device with limited capailities.

I think people are going to find out they are not going to use the iPhone as much as they expect beyond the phone use.

My advice is to wait for rev 2, find out from others their "REAL WORLD" experience and then decide if it's for you.

Jun 07, 07 - 09:52 am Comment from: Really?

"i used a newton 2100 years ago and it blew me away then."

I bet. I thought that Apple was only going to 31 years old. tongue laugh

Jun 07, 07 - 09:53 am Comment from: hotinplaya

someone else posted this link on another threaqd, but I think its neat

iPhone 'spoof" ad

http://www.youtube.com/watch?v=0FFkvhoEfX8

Jun 07, 07 - 09:53 am Comment from: Someone Else

Chrissy,
The iPhone can only be the Guide if it says "Don't Panic!" upon activation. Otherwise, it's just an iPhone.

Jun 07, 07 - 09:53 am Comment from: Vogon poetry

@Chrissyone

Oh freddled gruntbuggly,
Thy micturations are to me
As plurdled gabbleblotchits
On a lurgid bee.
Groop, I implore thee, my foonting turlingdromes
And hooptiously drangle me
With crinkly bindlewurdles,
Or I will rend thee in the gobberwarts with my blurglecruncheon,
See if I don't!




Ouch that hurts ... stop it ... please!!!

Jun 07, 07 - 10:01 am Comment from: Listen to Yoda

Talked much, this toy, not always good product make. Yes, hmmm. - Yoda

Jun 07, 07 - 10:05 am Comment from: Monkeypaws

The iPod started as an overpriced niche product as well. Imagine the iPhone in a few years. I think the iPhone is ten times more compelling in it's first iteration than the iPod was.

Jun 07, 07 - 10:06 am Comment from: TanZing

I have always bought Nokia phones and after the dreadful experience I have had in the last few years, especially with my current N93 (on my third one since October!!), I will never buy Nokia again.

I can't wait till the iPhone actually ships. Apple has two guaranteed sales for myself and my significant other.

Jun 07, 07 - 10:06 am Comment from: Hard Copy

Yellow Screens on new MPB's

http://www.hardmac.com/news/2007-06-07/#6851

Jun 07, 07 - 10:10 am Comment from: macaholic

'Wall Street speculation has gone from how much market share it can steal, to how much it can expand the overall smartphone market," Burrows reports."

This is the part the naysayers never seem to get. They assume that the smartphone segment of the market is static or nearly so. They are wrong. There are 2 ways to grow market share, in an established market. One is to steal market share from your competitors. ( PS3 vs Xbox360). The other way is to expand or disrupt the market itself, making your product desireable to those who never considered it before. (Wii)

Jun 07, 07 - 10:18 am Comment from: ChrissyOne

It's time once again to play SPOT THE ASTROTURFERS!!!

So many fake users every time an iPhone story hits!!! Who could forget the lovable "So Sorry Charlie", who has been with us in so many guises before (first as "Worth Waiting for 2nd Gen")

Folks, your attention please - If someone says anything like "I read this site all the time, and don't get me wrong, but...", then they are working for Microsoft and/or Motorola are professional FUD writers. Their tactics are easy to spot if you pay attention. Their messages have the same tone and style because they are not very bright. They try to take your side, and then freak you out a bit with their homespun wisdom and dire fears.

See how many you can spot today!!!

-c

Jun 07, 07 - 10:18 am Comment from: Macaday

And no-one mentions that the iPhone will also impact hugely on sales of Macs...

Sales of Macs alone could double. Looking forward to the day when Apple overtakes Microsoft in gross revenue. |'ll put money on it happening in fin year 2009.

Go Apple.

Jun 07, 07 - 10:20 am Comment from: Macaday

Spot on Chrissy!! You are so right. I always love those same folks when they try the "don't get me wrong, I use Mac and PC and they're both as good as each other.." line.

Idiots.

Jun 07, 07 - 10:32 am Comment from: bruce

I want one. I want one.I want one.I want one.I want one.I want one. Getting my refund from the IRS soon ( I had to file an extension). Iphone or Credit Card. Awwww!

I want one.

Jun 07, 07 - 10:38 am Comment from: ChrissyOne

Hey G-Man in B'ham

Is that BELLINGHAM? You have a hell of a drive down to Redmond every day, don'tcha?!

Don't get me wrong, but I do believe you're talking out of your Zune Hole.

Jun 07, 07 - 10:54 am Comment from: LinuxGuy and Mac Prodigal Son

I predict that SJ will anounce an iPhone/iPod accessory to blow away the bluetooth earphone. You will just have to stuff a fish in your ear so you can have it translate even Chinese web sites with wisdom, such as, "All of your iPhones are belong to us."

Jun 07, 07 - 11:09 am Comment from: peach picker

Charlie,

I think you misunderstood the headline. Bigger iPhone means more popular, not physically larger.

Jun 07, 07 - 11:19 am Comment from: Red Dwarf

Funniest thread I have read in a long time. Great stuff. Mac OS X is the new Windows. grin iPhone home.

Jun 07, 07 - 11:21 am Comment from: ChrissyOne

@ LinuxGuy and Mac Prodigal Son

Let's not forget that Rev. 2 of the iPhone will turn into a bird and talk to you.

Jun 07, 07 - 11:23 am Comment from: macius

@ChrissyOne

Actually I thought "So Sorry Charlie" was joking. His first point was to complain about how bulky the iPhone was and how it would not fit in any pockets. And then he spends the rest of his comments listing all the devices he carries that make the iPhone functionality unecessary. They include a laptop, TWO iPods, a GPS receiver, oh, and a slim phone. haha.

Either he's a comedian or a moron... and I like to give people the benefit of the doubt. smile

Jun 07, 07 - 11:23 am Comment from: Swing Geezer

Once again, Jobs has finessed the anylists.
If he had said: "We are going to sell 50 million phones!" Everyone would have concentrated on the number 50 million and not on the device itself.
By focusing attention on "dis-ing" the device, he got more talk about the device than the numbers. The best possible outcome!!!!

Yay Steve. Make me rich, please!

Jun 07, 07 - 11:25 am Comment from: G-Man in B'ham

Hey ChrissyOne,

Pick on a real FUDer why don't you!

First off, B'ham is short for BIRMINGHAM, ALABAMA.

Second, re-read what I wrote. I didn't repeat any of the standard iPhone FUD. I only said the launch may not be as big as some people think, but the iPhone would be a HUGE HIT!

All I was trying to do was hold down expectations a little, and I get accoused of having a Z@#% Hole.

Z(&$ you, ChrissyOne! Go attack someone who actually used a PC to write their post.

Jun 07, 07 - 11:31 am Comment from: ChrissyOne

@ G-Man in B'ham

Mea culp, mon ami!!! Forgive my mad lynchings!!! I've clearly gone partially quacked!!!

But for the record, we ALL have a Zune Hole. ;P

-c

Jun 07, 07 - 11:32 am Comment from: ChrissyOne

@ macius

I've read variations of that same post at least 6 times on this board alone. If he's a joker, he's a tenacious one!!!

Jun 07, 07 - 11:33 am Comment from: FUDsucker Proxy

Hey ChrissyOne

Those losers have no idea just how transparent they are, we can spot them a mile away, especially when "So Sorry Charlie" says the same thing in the same format EVERY time. Truly pathetic isn't it? I just shake my head and pass over it, what a waste of space.

Jun 07, 07 - 11:37 am Comment from: January 24, 1984

ChrissyOne: I never could get the hang of Thursdays......

Jun 07, 07 - 11:40 am Comment from: January 24, 1984

"I thought we were made to lie down, or put a bag over our heads? Will that help?"

Despondent Zune Buyer, "No."

Jun 07, 07 - 11:42 am Comment from: Mr. Reeee

Bellingham Washington?

I lived there for a couple of years many moons ago!
Worked at Uniflite and Mt. Baker Plywood. Lived on Jay Street, Grant Street and Euclid Drive (near lake Whatcom). Climbed a lot in the North Cascades.

Great town. How is it these days?

BTW: I vote that So Solly Cholly is a moron.

The whole frigging point of the iPhone is that it combines a slew of devices into one unit. Not only will they actually work together, but it's actually possible to USE them.

90% of my phone's features are a complete waste, since they're either impossible to find, impossible to use or BOTH! Granted, the camera sux, but who uses their phone camera for anything serious. I use mine when I see interesting things that I want to remember... furniture, light and plumbing fixtures, etc.

Wow, there really is an imagination deficit around here!

Jun 07, 07 - 11:42 am Comment from: ChrissyOne

Sorry, I've found it a bit difficult to get a grip on the day. I can't find my towel.

Jun 07, 07 - 11:44 am Comment from: Mr. Reeee

Alabama?

How many teeth you got?

Jun 07, 07 - 11:47 am Comment from: ChrissyOne

@ Mr. Reeee

Don't get to the north end much, I live in the Undying West, which is now forgotten. I used to pass through on my way to the wastes of the Angband, but since the witch king started his war the path has been difficult. I'm afraid they won't let me back in (especially considering how much I drink when in the company of Canadians).

Jun 07, 07 - 11:48 am Comment from: ChrissyOne

"How many teeth you got?"

Be nice.

Jun 07, 07 - 12:22 pm Comment from: January 24, 1984

ChrissyOne: Don't Panic

"Written in large, friendly letters......."

Jun 07, 07 - 12:28 pm Comment from: CoderBrown

"If Apple's goal of selling 10 million iPhones by the end of 2008 seemed ambitious..."

FINALLY someone in the press got the quantity correct - 10Mil BY 2008, not 10Mil IN 2008.

Jun 07, 07 - 12:31 pm Comment from: ChrissyOne

@ January 24, 1984

I was just thinking this morning that I'd make up an image that said Don't Panic for the splash screen on my iPhone.

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