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Apr 21, 08 - 11:22 am Comment from: iWill

Mama mia!

An Italian who refuses to comment: stupido!

iPhone -- as ZuneTang might say, it's no big deal.

If you want a real hot product you need to look to Microsoft -- Xbox 360 burns house down:

http://www.reghardware.co.uk/2008/04/21/arkansas_xbox_360_fire/

Non exclusivity??? Times are changing for good...

Apr 21, 08 - 11:36 am Comment from: MacSheikh

Apparently the price will be higher compared to elsewhere in Europe (to compensate for the non-exclusivity) and that TIM will be the sole iPhone source for at least a few months before the floodgates open.

I really hope Steve releases the iPhone in SE Asia (Singapore/Malaysia/etc) soon. I'm putting aside about US$600 for my "iPhone day"!

Don Jobs made them an offer that they couldn't refuse.

The ending of the old business model is good for consumers which we should all be pleased about

MacSheikh:

Are you nutz? (Rhetorical question.)

"Apparently the price will be higher compared to elsewhere in Europe (to compensate for the non-exclusivity..."

How would increased competition increase price? Where ever I have been and competition was limited, the consumer was forced to pay what ever the monopoly demanded. Where ever competition was encouraged prices were kept as low as possible to ensure patronage.

If ever the USA gets a non-exclusive telco then on that day I will buy an iPhone.

It's such a shame that Steve Jobs couldn't be more like The Woz in his views on technology. He's another suit.

Apr 21, 08 - 12:06 pm Comment from: Dialtone

I hate to throw cold water on the flamefest guys, but in my experience, the AT&T;service works really well. I travel quite a bit, and it works almost everywhere. No, Edge is not as fast my T-1 back at the office, but it's not that big of a deal...

I'm all for progress, but for now, it's hard not to smile every time I use my iPhone.

@Dialtone
AT&T;doesn't work well in my area, that's the rub.

I think that poor iPhone sales in Europe is the reason for non-exclusive deals, bad sales has put carriers in a stronger position against Apple.

There is no demanding reason for carriers to get iPhone exclusivity if they can only attract a few users from other carriers.

Rene_LA wrote, "It's such a shame that Steve Jobs couldn't be more like The Woz ..."

... and that, mon ami, is a very significant reason why Steve Jobs is leading Apple, Inc. and Woz plays Segway polo with the rest of the idle rich.

Have the time, I don't think the Woz deals in reality.

Whoops!!! Meant "Half the time ...

RobertJr wrote< "I think that poor iPhone sales in Europe is the reason for non-exclusive deals, bad sales has put carriers in a stronger position against Apple."

Anticipation of the "new" iPhones is deterring many customers from buying current iPhones.

How would having more carriers selling more iPhone be a bad thing for Apple?

How is Apple's position weakened by having more carriers seeking to sell more apple iPhones?

What a spicy meatballs.

Apr 21, 08 - 12:44 pm Comment from: MikeK

"If ever the USA gets a non-exclusive telco then on that day I will buy an iPhone."


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Then be sure to iCal June 2012. That is when Apple's exclusive deal with AT&T;expires in the US.

Apr 21, 08 - 12:47 pm Comment from: MikeK

"How is Apple's position weakened by having more carriers seeking to sell more apple iPhones?"

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Because with multiple carriers in the same country, Apple will not be able to negotiate the same revenue sharing plans as they do with exclusive contracts..

@Rene_LA

If Steve Jobs were a "suit" then Apple wouldn't be where it is today. He is more of a freakish hybrid of "suit" and "rebel". He is both "the man" and rebel hero.
But sometimes I wish he was a bit more like Woz. Its a shame their paths of gone off in different directions. Woz should come back to Apple to take more of an active part in the company. Maybe in research and development?

This story claims a 3G iPhone announcement by Apple in May then a new device at WWDC

3G iPhone in May, new mobile device at WWDC 2008?

MikeK wrote. "Because with multiple carriers in the same country, Apple will not be able to negotiate the same revenue sharing plans as they do with exclusive contracts."

Apple simply sells the device, not the service. The better the service, the more iPhone sales each carrier will make, the more profit the carrier will make. It seems that a specific carrier assumes the risk of losing revenue if they cannot compete effectively with the other national carriers. The risk is theirs, not Apple's.

Apple is like automaker who sells identical cars to several auto rental services. The profit each rental company receives is determined from the satisfaction consumers receive from the rental service. The better companies will purchase iPhones at lower cost than their competitors and provide better service; however, Apple is not going to sell iPhones at a loss. The consumer will ultimately determine which carrier is profitable.

The fact iPhone "is coming to Telecom Italia without a revenue sharing deal and without long-term exclusivity" does NOT necessarily implies a "change in strategy", it only means that the strategy may be different for that specific country.

Until we see similar deals in other countries we could say something.

@Dialtone

AT&T;has NO service in my area. Aye, here's the rub: no service, no iPhone.

What happens to Visual Voicemail without an exclusive carrier?

Apr 21, 08 - 02:47 pm Comment from: Connor MacBook

Hope this means an unlocked iPhone for Oz too (as rumored).

Apr 21, 08 - 07:28 pm Comment from: MikeK

aflb says "Apple simply sells the device, not the service. The better the service, the more iPhone sales each carrier will make, the more profit the carrier will make. It seems that a specific carrier assumes the risk of losing revenue if they cannot compete effectively with the other national carriers. The risk is theirs, not Apple's. "

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No, you're missing the point.. With the exclusive carrier deals that Apple has signed, they were able to negotiate substantial revenue sharing deals with the carriers. Of course every carrier would love to be the exclusive carrier of the iPhone, but Apple has basically said that in return for being the exclusive carrier, you will give us a portion on your monthly revenue.. Something which was unheard of before the iPhone. If no one has exclusive rights to carry the iPhone, you can bet that they won't be handing Apple a portion of their monthly revenue, there is just no incentive for them to do so..

"Of course every carrier would love to be the exclusive carrier of the iPhone"...

Before the iPhone started to flop everybody wanted to be exclusive. Now real numbers are coming in and the RDF is wearing off, it's Apple who has to convince people to even sell it.

Apr 21, 08 - 10:48 pm Comment from: MikeK

Now real numbers are coming in and the RDF is wearing off, it's Apple who has to convince people to even sell it.

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Actually, the real numbers are coming in and the stock is up oer 20% in the last week. 1.5 million units are expected for this quarter and 40% of the smartphone market in less than a year.. Hardly a flop.. Oh yeah, iPhone 2.0 expected in the next two months. Game over.

"1.5 million units are expected for this quarter and 40% of the smartphone market in less than a year.. Hardly a flop.. "

Nokia sells 1.5 million units in a day and half.

Microsoft will have sold 20 million licenses for the year ending June. Something is wrong with your 40% number, otherwise it would appear by your numbers that Apple has 40% of the smartphone market, Microsoft has another 130% and RIM hangs in there with about 100%.

But that's OK, I'm sure you meant 40% of the smartphone market for phones named after a fruit with a built in iTunes media player, not 40% of the whole smartphone market.

More likely Apple is scraping up about 10%-15% of the smartphone market, and a fraction of a percent of the global phone market.

That's hardly domination or "Game Over" in anyone's book.

RDF:

Apple's percent of the global mobile market is small, but Apple is exclusively marketing iPhone to consumers who want telephony, music, photos, and internet access on a single device. Apple's market is the new adopters of the first world, the people with the will, means, and opportunity to buy an iPhone.

This excludes persons who are content with regular mobile phone service or a separate MP3 player, and this certainly excludes the impoverished populations in the third world. Apple can make a good profit selling iPhones without setting shop in Afghanistan, Angola, Bangladesh, or Equatorial Guinea.

The third world makes a significant percentage of the total mobile market, but this is due primarily to lack of infrastructure for land line communication as well as limited internet connectivity. Third world consumers are also the poorest consumers in the mobile market and won't be forking over the equivalent of small fortune for an iPhone when their bellies are empty. Lastly, population growth in the third world exceeds that in the first world, meaning that more and more mobile consumers without the means to purchase an iPhone continues to grow and Apple's global sales will remain "a fraction".

When you think of Apple's iPhone strategy think Belgium not Botswana, and Spain not Sudan.

Apr 22, 08 - 09:53 am Comment from: MacSheikh

@ UR nutz

Hey, don't shoot the messenger. I just read it somewhere, unfortunately i can't recall from which website.

I'd love for the price to be as low as possible - waiting for a 3G iPhone myself!

MacSheikh:

"Hey, don't shoot the messenger."

Well, then, cite your sources. Otherwise you look like a nut case stating your own opinion. How else is the reader to know what is in your head?