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Mar 07, 08 - 10:50 am Comment from: FatMac

Yes, but how great will these apps be....?

"it's not a very good email machine and it doesn't appeal to business customers because it doesn't have a keyboard."

Mar 07, 08 - 10:54 am Comment from: Jubei

I think the competitors hit the panic button yesterday. Expect to see a bunch of them hiring thousands of programmers and engineers in an attempt to catch up to Apple.

Mar 07, 08 - 10:58 am Comment from: Spark

In Hollywood these articles are known as "BOFFO" reviews. Off the charts positive press for Apple today.

Are you a moron FatMac?

Steve Jobs in June "Well you can put this update on your edge phone, or Tadah on your new 3G phone for 600 dollars, that's right an edge or an 3G iphone folks, now how about a Demo

Mar 07, 08 - 11:09 am Comment from: Spark

Weintraub: "the only direction for Apple, its iPhone, the users and now developers, is up."

yep

this is classic stuff, apple fans see some new features and just jump to expect total domination AND personally attack anyone with a differing opinion. the iPhone is awesome, best mobile platform out there, no question. BUT it does not support lotus notes OR groupwise, only exchange. RIM is still safe in the large enterprise while iPhone will do extremely well in smaller/medium sized businesses. and both will succeed in consumer markets. more importantly, this is a HUGE market and both platforms should continue to grow quickly.

DO NOT BELIEVE THAT IPHONE WILL SIMPLY KILL BLACKBERRY. BOTH CAN GROW IN AN LARGELY UNDER PENETRATED MARKET.

Mar 07, 08 - 11:24 am Comment from: MCCFR

FatMac

As good as the developers would seem a fair answer.

Considering that some of the developers whose work was demonstrated yesterday were complete Xcode newbies about two weeks prior, I would argue that the structure offered by the environment is obviously pretty supportive to people who don't even have prior knowledge of the human-interface guidelines or anything else.

And, as John Doerr said yesterday (quoting Alan Kay): "The best way to predict the future is to invent it." If you think the apps that are making it through Apple's QA process aren't good enough, there's nothing to stop you writing some yourself and paying Apple $99 to be an App Store developer, you may even make some money in the process.

Just wait until the 5 year deal with Ma Bell is up and other carriers could sell it.

Shame there isn't a CDMA version.

Mar 07, 08 - 11:31 am Comment from: Roberto

The apps will undoubtedly be extraordinarily Snappy™.

Lotus has already announced previously that Notes support for the iPhone is coming soon. It would definitely help if you kept up with current events...

Do a Google search people, IBM announced some time ago that Lotus Notes for the iPhone is on the way.

I am sort of tired of the no keyboard thing....it only comes from people that either haven't used an iPhone or haven't used one long enough. It takes getting used to...and more importantly you have to TRUST the auto correct...but after a few days...or maybe a week....you are flying with text...would I write a book on it...no..but it is better than my treo keyboard used to be and I think I am faster...I DO WISH I could landscape my email though...

GAME OVER

iPhone will be BIGGER than the iPod.

Nobody wants to kill Blackberry. We just want Blackberry to be forced to come out with a better product so the iPhone can one-up it yet again and then Blackberry will drop their prices to compete, then the iPhone price will come down and the capacity go up.
Cut and paste, a document editor, and a full-screen accelorometer switching keyboard is a no-brainer for version 2 also, but Apple is going to wait to announce those things to create more hype upon launch. Interesting to look at the app examples on Apple's developer page...one in the back looks like a level...seems the accelerometer is getting an upgrade, too. The dude mentions something about 3 dimensions when demonstating the flight shooter/simulator game.

The other big thing that most people are missing is that developers will now actually be using a MAC to develop their apps so we should see a lot more aps for the desktop now. Once they see how easy it is for the iPhone they will know how easy it is on the OS-X desktop as well.

Can you say the best Trojan Horse ever.......

AIM on the iPhone is the first step to get ready for mini iChat videoconferencing, but first the bandwidth and battery life HAS to improve. Apple is getting in position, though. Voice with full screen typing in AIM would eat SMS and make it a thing of the past, and then inclusion of video in later upgrades in a year or so.

I thought the guy was an idiot at first, but AAPL just may hit 600, now. If only the world's economy would cooperate. Buying opportunity.

Mar 07, 08 - 12:01 pm Comment from: auren

PC users, its time to dust off the white flags!!

Mar 07, 08 - 12:01 pm Comment from: MacSheikh

Great job Steve.

Now when can i get my iPhone here in SE Asia! :-(

lotus notes on the way. it is not here today, March 7, 2008, or in use. I am up to date on current events.

again with the personal attacks. frustrating when folks are so intent on destroying others comments. whoever you are, you would be well advised to step back and look at the entire industry and you will simply see the ability for both platforms to grow significantly in the coming years.

and what's funniest to me is I believe the iPhone rocks and is becoming the most advanced mobile platform by a long shot, but folks are still intent on making it personal. i do look at facts, though, and the facts do not support a binary outcome of iPhone king, BB dead. I have both devices and love each for its respective strengths.

What exactly are BB's respective strengths?

Crappy looking email - web browsing - dialing phone numbers????

I have to admit, I was blown away by the scope of yesterday's events. The Computer World article got it right; this is iPhone 2.0 even without any new hardware. Apple is going to do to RIM what it has already done to Palm.

Mar 07, 08 - 12:12 pm Comment from: Ampar

Competition is good. Let's hope RIM, Palm, Samsung, Nokia and what the hell, even Motorola can keep raising the bar as well (but not me-too rip-offs like the Meizu MiniOne). It's better for everyone to have choices.

Mar 07, 08 - 12:20 pm Comment from: ChrissyOne

...and when June rolls around, and the full SDK is released along side iPhone 2.0 software and a 3G, 32GB iPhone, what in the world will anyone have to complain about? I'm really worried for Ballmer's little rubber squeezie stress ball. Maybe someone should get him a worry stone. We've been hearing from everyone with an opinion over the last year, about how unsuited the iPhone is for... everything. Now with a way to create and deploy custom apps to all your users is seconds... What's a monkey to do?

Mar 07, 08 - 12:22 pm Comment from: ChrissyOne

@ Scheduler

The problem with you is that you have no taste. And I don't mean that in a small way, I mean it in a big way.

Imagine writing the $10 app that everyone must have on their iPhone or iPod touch.

That has to be $15 million profit in the first year alone.

Excuse me, gotta go by me a SKD.

Mar 07, 08 - 12:30 pm Comment from: Predrag

CrazyLegs:

It is pretty obvious to everyone that a Lotus Notes native client will be coming. They have almost four months to finish it (Assuming they weren't included in the privileged group already), and IBM can't afford not to do that. Replace IBM with Novell and same goes with GroupWise. Note that it wasn't Microsoft who developed the full exchange support (they provided ActiveSync license to Apple, though). When you're top banana, you look carefully what is worthwhile and what is not. When you're trying to unseat the top banana, (IBM, Novell), you try everything you can to make it happen.

RIM will probably not die (at least not right away), but its growth will most likely slow very, very quickly. It might even level out, or begin the slide.

Mar 07, 08 - 12:32 pm Comment from: Arnold Ziffel

When folks make personal attacks, take your sail out of their wind and let them blow on by.

At least, that's the easiest way I've found to handle that sort of behavior.

I bet Microsoft bought that SKD. I bet they are bringing out that essential office app for the iPhone that is used by more workers than any other.

Solitaire.

Someone, jump on that $15 million app before Microsoft does.

crazylegs,

I disagree with you.

As soon as the iPhone can do the required business apps. the Blackberry is going to go into rapid decline, because of all the iPhone's other advantages.
There is a tendency sometimes to catagorize too much.
Business people also like to browse (for pleasure), play games, watch films, and show their family photos.
There isn't a category 'business people' who do nothing but work, or if there is, it's not significant - a tiny minority.

The iPhone is a handsome multi-talent.
The Blackberry is an ugly one-trick pony.

How can the stock be this low? Does WS realize this applies to the touch as well?

Mar 07, 08 - 01:23 pm Comment from: ChrissyOne

@ Bizarro Ballmer

Wall Street couldn't find fried chicken in Harlem with a bloodhound. Give them a week to digest the news, a few more days to come up with a way to short it, another day to dick around, then count on Jim Cramer screaming about how important it is. Should be good for a buck or two.

Mar 07, 08 - 01:23 pm Comment from: Ampar

To Al:

That and Minesweeper. And they probably think Clippy should pop up every few seconds to ask if you need help with your iPhone.

Mar 07, 08 - 01:31 pm Comment from: ChrissyOne

CLIPPY!!! I think Clippy should be your permanent iPhone buddy. Greeting you on every screen.

"Hi there! It looks like you're making a call, can I play some music while you wait? Would you like to create a new contact? You already have one, okay! What about a latte? Can I rub your back?!"

Soooooo cool.

Mar 07, 08 - 01:39 pm Comment from: Ampar

"There's an upgrade available for iClippy version 1.1.1.3. Would you like to download it now? Cancel or Allow? Estimated download time is three hours."

Cancel.

(nine seconds later)

"There's an upgrade available for iClippy version 1.1.1.3. Would you like to download it now? Cancel or Allow? Estimated download time is three hours."

Mar 07, 08 - 01:40 pm Comment from: JAYGEE

I was considering getting an iPod Touch, but not if Apple are going to keep charging to update it!

Mar 07, 08 - 01:43 pm Comment from: ChrissyOne

"It looks like you're having problems with your download. Let Clippy help reset your iPhone!"

{phone goes dark for 10 minutes, restarts with Windows greeting tone}

"Hi, welcome ba-"

{phone goes blue with an illegal operation of type 467323.45372{45x234/5e}32/1}

Mar 07, 08 - 01:48 pm Comment from: John Crawford

Has anyone put their money where their mouth is and invested in AAPL?

iPhone 2.0 with full SDK apps, GPS and more storage is the one to buy, until then WAIT!!

3G and Open carrier would be nice too.

@John Crawford

Yes I have invested in aapl, bought my first 10 shares at 168 then 5 at 122. It would be really nice for it to go back up again but if it keeps dropping I will probably buy some more.

@Bizzaro Ballmer

WS seems to be in a coma still. From what I learned from common sense which I may say is the lease common of the senses, is that when a company announces all this revolutionary new products or products to come out very soon the stock market goes up..... but with WS having their head up their a** and people being stupid... it's going down. Maybe steve should announce that the company is going bankrupt and then people will decide to buy more stock. Could be worth a shot.

Mar 07, 08 - 02:12 pm Comment from: Anonymous©

Wow, if Clippy could really rub backs, that would be so cool!

"There isn't a category 'business people' who do nothing but work, or if there is, it's not significant - a tiny minority." - Gavron.

Well, I guess Bill Gates is part of that tiny minority.

Mar 07, 08 - 03:09 pm Comment from: Ampar

"Wow, if Clippy could really rub backs, that would be so cool!"

Um, it would probably leave some nasty scars.

Mar 07, 08 - 03:10 pm Comment from: Ampar

" . . . Bill Gates is part of that tiny minority."

The tiniest.

You all are entirely missing the point as you are deeply inside the reality distortion field created by Steve. This is great for the sale of Apple products, but sometimes it prevents one from seeing the trends. I am only halfway in, so I can pop my head out, look around, and see what's going on out there.

My point is very simple: the market for these devices is huge today and growing. Take a look at the global cell phone market (about 1.2 billion units sold annually - growing about 10% per year). Of this, about 135 mln smartphones were sold in 2007. While the "dumb" cell phone market is growing at 10% per year, the smartphone segment is growing at about 30% per year, which means within 5 years, roughly 500 million smartphones will be sold. This is due to many factors (folks with regular phones wanting media, email, calendar, etc, lower data pricing, lower handset pricing, to name a few).

What does this mean? It means that Apple can absolutely kill it and even sell 200 million phones IN 2012, which would ensure my Vantage would turn into a DBS when I sold a small portion of AAPL and I would be very happy. But this means that another 300 million smartphones would be sold in that year.

If RIM got just 25% of the remaining market, that would indicate them selling 75 million devices then, compared to roughly 18-20 million in 2008. Hence, they can still grow massively considering they make a gross profit of roughly $150 per device PLUS get a recurring fee of about $7 per user per month. A very nice business model they figured out (that Apple perfected, frankly, as RIM provides a service for that carrier fee where Apple just provides coolness).

The point is that consumers, businesses want choice. 1 device won't simply take over at all others expense. This is using my noggin to think rationally.

By the way, RIM does provide more functionality than the iPhone's basic business offering. For instance, they provide PBX/ IP phone integration so employees get one number where it rings on both handset and desktop phone and you get all desktop phone functionality on the handset behind the firewall. This may come ultimately from iPhone, but RIM is in the market today using this offering to offer customers a piece of technology that brings all mobile communications inside the firewall. Interesting stuff inside the enterprise.

So, despite the fact that iPhone is the most robust mobile platform and is so far ahead of anyone else because of Apple's tight integration of hardware and software, this does not necessarily mean that no one else can succeed in the space. This belief is an emotional response to the pure love of Apple's products, not an assessment of the facts in the industry.

MacBook Air is already bigger than iPhone: 0.4-1.94 cm x 32.5cm x 22.7cm x 1.36kg versus 115 mm x 61mm x 11.6mm x 135grams

I wonder why not too many people mention the amazing gaming possibility. Anyway, let's get the FUD campaign begin.

Mar 09, 08 - 06:53 pm Comment from: Crazylegs

@ Scheduler and Chrissy One - Cage fight?

Was away for a few days in NYC, surprised no one flamed me for my long, balanced post on the topic.

You guys get soft when reason is introduced.

By the way, I was sitting in the writers room of SNL watching the show saturday night and I noticed one thing - lots of iPhones AND Blackberries. Interesting.

People can say what ever they want about the iPhone- the basic fact is that it is a huge hit. Just look at the numbers and remember that this is a NEW phone, never on the market before. 4 or 5 million sold in 8 months with a HUGE upgrade for business coming within 4 months- making the goal of 1% of the market by the end of 2008 is not a stretch. With nearly 1 billion cell phones in the world being sold each year, Apple is poised for a very nice uptick market. RIM will just have to adapt again, they did it before and really took off, but now the table is turned and RIM can't afford not to pay attention and improve their blackberry products. The iPhone is to user friendly to be overlooked.