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Jul 18, 08 - 08:05 am Comment from: auren

Hmmmm, isn't this the same outfit that only yesterday was questioning Apple's claim of a million sold in three day?

I'm scratching my head here. :\

Mocrosoft it's just a fad.

"Bloodbath in progress."

After selling nearly as many phones as Nokia does every 3 days, Apple will take a month to get more. Is that blood or Apple juice everywhere?

"I'm scratching my head here. :\"

They are a market maker in Apple stock. They make money when you buy and sell Apple. Seeing the reason now?

The vast majority of Nokia phones are simplistic giveaways, it's like you're comparing the sales of Chevy Aveos with the BMW 300 series. If that's apple juice, then it's awfully red...

Wait a minute! This is the same analyst who yesterday said that Apple had sold only half as many 3G phones as claimed, that over half a million remained in the pipeline. Today he claims that there is a major shortage. Talking out of both sides of his mouth?

"it's like you're comparing the sales of Chevy Aveos with the BMW 300 series."

So it's Apple juice then. Why when Apple Fanboys crow about "high" sales then realize that Apple's sales are minuscule compared to others in their market (except for iPods) do they always go back to the "but it's quality not quantity that's important" argument? Why even get excited about sales numbers to begin with if they don't actually mean anything?

" same analyst who yesterday said that Apple had sold only half as many 3G phones as claimed, that over half a million remained in the pipeline. Today he claims that there is a major shortage. "

The pipeline extends from China to retail stores. Sea freight from China then distribution in country can take that long.

FedEx. They're not putting these units on a slow boat from China.

Jul 18, 08 - 08:49 am Comment from: Denny

Hey, Did any see what that clown Gary Krakow has to say. Go to< http://us.rd.yahoo.com/finance/external/video/ts/SIG=128ao4nop/*http://www.thestreet.com/_yahoo/video/the-slot-tech-news/10427305.html?cm_ven=YAHOOV&cm_cat=FREE&cm_ite=NA>

He's looking to trash Apple because he's pissed at what eveerybody said about his last diatribe. Notice that he let;s this analyst do all of the talking.

Jul 18, 08 - 08:58 am Comment from: Arnold Ziffel

@Microplayer,

First of all, comparing a Nokia Noodnic phone to an iPhone is laughable.

Secondly, compare the number of phones Apple is selling now to the number they

were two years ago, as in millions now to zero then, and things begin to make sense.

The Chevy Aveo/BMW 3 Series analogy doesn't necessarily reflect a quality vs. quantity approach. The fact is that the BMW 3 Series starts at double the price of the Aveo, so of course they can't be compared in terms of sales. It's called context and the BMW 3 Series can still have a great year among it's class of entry level luxury vehicles even if an Aveo or Carolla sells at four times the rate.

If you have a figure for Nokia smartphones then maybe we'll have something. You simply can't lump the free prepay Nokias at 7-Eleven with the iPhone. Should Apple someday get to a point when they're selling free prepay iPhones at 7-Eleven then the comparison will be valid.

I wish they had this for the stores in Japan
http://www.apple.com/retail/iphone/availability.html

Jul 18, 08 - 09:23 am Comment from: AAPLguy

Apple Ranks As Second-Largest U.S. Smartphone-Maker After RIM's BlackBerry: Report

@Small Player
Are those Nokia phones going for $200 and $300 a pop?
In two years, will the software on those Nokia phones be the same as the software that is on a new phone?

The difference between the half million "activations" low balled by Piper Jaffary yesterday and the shortages announced today are the phones in the pipeline--not on the shelf, pre-ordered, and not otherwise activated.

At my small AT&T;store at 9 AM Friday a hundred people were given the option to walk away or to pre-order and wait as I did--they had less than fifty on hand. Jaffray's estimate was wrong headedly based on activations and Apple store sales. I'm still waiting--purchased but not activated.

Let me see Gene Munster says yesterday 'Apple iPhone sales numbers inflated'.

Today he says 'Apple iPhones will be out of stock for two to four weeks'.

Hmmm. Gene you seem a little confused.

Nokia has made 20c on the dollar for years and years on average for their phones, more profitable than any other mobile phone vendor except Apple.

Please back up your free giveaway claims with facts atleast ONCE...I guess thats too much to ask from Apple fanboiz, gimme a link ..anything

Jul 18, 08 - 11:21 am Comment from: ragarcia

The fact that they make a profit on their giveaways does not discredit the point that the freebie phone is not competing with the iPhone.

The iPhone is a "smartphone" (whatever that means) and its sales nubers need to be compared to other "smartphones" (regardless of who manufactures them).

If you don't want to get that through your thick skull that is your problem.

In other news, the Mac keeps gaining market share and Winbois don't know what to do with themselves so they attack the iPhone as a distraction to their suffering.

"Are those Nokia phones going for $200 and $300 a pop?
In two years, will the software on those Nokia phones be the same as the software that is on a new phone?"

Who cares, the point is that Nokia is outselling Apple, selling in fact about 1.35 million phones worldwide a day, every day and doing it without activation servers crashing, people having to line up around the block, 2-4 week stock outs and thousands of lines of print articles being written.

Nokia's operation makes Apple look like amateurs. It's even more impressive they can do it with a low cost low margin phones and make money.

Imagine if Apple were selling cheap phones, they'd never make a dime because they could never make money being as disorganized as they are now.

"the BMW 3 Series can still have a great year among it's class of entry level luxury vehicles even if an Aveo or Carolla sells at four times the rate."

We're not talking 4 times, we're talking hundreds of times as many phones.

if you define Apple's niche narrowly enough you can always make them "win" in it.

How much share does Apple have of the market for touchscreen phones that run OS X? 100%. Apple are completely dominating that market.

Jul 19, 08 - 01:09 am Comment from: Steveeee

The market Apple into is mobile computation, which include making a call, not cell phone market.

"The market Apple into is mobile computation, which include making a call, not cell phone market."

Apple is mostly in the market for people who want iPod phones. A category that is called "Feature Phones".

What's their main competition? Other vendor's music phones, and as this quarter's results will show, their own iPod line.

The OS and 3rd party applications are not yet mature enough for Apple to consider themselves to be in the "Smartphone" market. That will come, but Apple's not there yet.