Latest iPhone deals nearly quadruple Apple's addressable market

[AppleInsider]

An announcement by France Telecom's Orange subsidiary on Friday to deliver the iPhone to 10 more countries later this year effectively quadruples Apple's total addressable market when combined with other carrier announcements over the past two weeks, according to investment firm Piper Jaffray.

"Currently Apple's total addressable market includes 153 million subscribers in 6 countries with AT&T, T-Mobile Germany and Austria, O2, and Orange," analyst Gene Munster wrote in a report. "These announcements increase those numbers to 575 million subscribers in 42 countries including recent agreements with Vodafone, SingTel, American Movil, Swisscom, and Orange."

The rapid international rollout is about 8 months ahead of the analyst's expectations, giving him much higher confidence in his earlier predictions that the company will sell 12.9 million iPhones this year and 45 million next year.

"To give some context to these numbers, Apple sold 3.7 million iPhones in 2007 into a total addressable market of 148 million subscribers (or 3 percent penetration)," he explained. "Taking the recent carrier announcements into consideration, we are modeling for Apple's penetration rate to remain at 3 percent in 2008 and double to 6 percent in 2009."

Munster's model for 2009 factors in the assumption that the handset maker will have by that time rolled out the iPhone into the blistering Chinese and Japanese markets, which would nearly double the iPhone's addressable market again from 575 million to 1.1 billion.

In general, the analyst believes the majority of Apple's new carrier agreements are non-exclusive deals that will have a
positive impact on iPhone units and a negative impact on iPhone revenue share. For investors, however, the overall net impact should be positive, he said, as he believes Apple shares will trade on unit numbers alone for the next year or so.



"We expect the next generation iPhone to launch in mid-June, shortly after Apple's Worldwide Developer's conference on June 9 and the international rollout will continue throughout the second half of 2008," Munster wrote. "While there is little question that the next version of the iPhone will include 3G mobile data, we can now all but confirm 3G in the second-generation iPhone."

The analyst maintained his Buy rating and $250 price target on shares of Apple.

[Evangelist]

Unreal. Apple is prospering beyond measure! The iPhone is going literally all over the world! There is a new 3G iPhone inevitably set to be released! The MacBook family is set for updates! Apple just opened its biggest retail store in the world! All this and Apple stock is down almost $2.00/share! What's going on with this stock market?! Come on!

[retroneo]

Notice that this deal cancels the exclusivity arrangement that was in place with Austria with T-Mobile.

Will other currently exclusive markets be going multi-carrier as well?

[freelander51]

Contrary to the table - its NOT called Vodaphone BUT VODAFONE

[solipsism]

Originally Posted by AppleInsider

"Currently Apple's total addressable market includes 153 million subscribers in 6 countries with AT&T, T-Mobile Germany and Austria, O2, and Orange," analyst Gene Munster wrote in a report. "These announcements increase those numbers to 575 million subscribers in 42 countries including recent agreements with Vodafone, SingTel, American Movil, Swisscom, and Orange."

The addressable market is ONLY the customers that the carrier currently has? The "official" addressable market should be the entire population of those countries, especially since the latest rumours state quite convincingly that there will be no vendor lock in or revenue sharing, just distribution agreements.

Originally Posted by Evangelist

Unreal. Apple is prospering beyond measure! The iPhone is going literally all over the world! There is a new 3G iPhone inevitably set to be released! The MacBook family is set for updates! Apple just opened its biggest retail store in the world! All this and Apple stock is down almost $2.00/share! What's going on with this stock market?! Come on!

The stock has had significant growth lately and that $2/share equates to under a 1% drop. Every company's stock price fluctuates no matter how well or poorly they are doing.

The MacBook line was recently updating, don't expect anything until the fall.

[cameronj]

Originally Posted by Evangelist

Unreal. Apple is prospering beyond measure! The iPhone is going literally all over the world! There is a new 3G iPhone inevitably set to be released! The MacBook family is set for updates! Apple just opened its biggest retail store in the world! All this and Apple stock is down almost $2.00/share! What's going on with this stock market?! Come on!

Yes, Apple should go up every day!

Duh!

[Booga]

Originally Posted by Evangelist

Unreal. Apple is prospering beyond measure! The iPhone is going literally all over the world! There is a new 3G iPhone inevitably set to be released! The MacBook family is set for updates! Apple just opened its biggest retail store in the world! All this and Apple stock is down almost $2.00/share! What's going on with this stock market?! Come on!

Besides others' comments, I'd just like to say that all the information you mention has been known for some time, and is therefore already factored into Apple's current stock price. Something has to change-- at least in terms of perceptions-- for the stock to change, which is why you'll see fluctuation as WWDC approaches but little right now.

[Virgil-TB2]

And because no one has corrected it yet ...

The store Apple just opened is *not* "the biggest Apple store in the world." It's big, but not the biggest by quite a bit.

[Flounder]

Originally Posted by Evangelist

Unreal. Apple is prospering beyond measure! The iPhone is going literally all over the world! There is a new 3G iPhone inevitably set to be released! The MacBook family is set for updates! Apple just opened its biggest retail store in the world! All this and Apple stock is down almost $2.00/share! What's going on with this stock market?! Come on!

Apple is up more than 50% from its low this year of $120 in late February and is only 6 or 7% off its all time high.

The NASDAQ is down a bit to day, and Apple is lagging a little behind the market. It can't go up every day. That's just not how it works.

[BRussell]

And yet not everyone in the US can get the iPhone. I hope they somehow get out of their exclusivity arrangement with AT&T in the US.

[dp123]

The addressable market is ONLY the customers that the carrier currently has? The "official" addressable market should be the entire population of those countries, especially since the latest rumours state quite convincingly that there will be no vendor lock in or revenue sharing, just distribution agreements.

No, if another carrier is added, their market will be counted. You can't count entire nation's populations, particularly as the iPhone enters Africa, because the entire population of many countries is not a legitimate market. Some bedouin cowherder without a pot to piss in is not in the market. Likewise, you have the opposite problem in some countries like Italy where the cellphone market can actually exceed the population. These are decent estimates, no need to get overexcited.

[calguy]

Originally Posted by Evangelist

Unreal. Apple is prospering beyond measure! The iPhone is going literally all over the world! There is a new 3G iPhone inevitably set to be released! The MacBook family is set for updates! Apple just opened its biggest retail store in the world! All this and Apple stock is down almost $2.00/share! What's going on with this stock market?! Come on!

The stock market goes up and down on many factors and the price of AAPL reflects this to a greater degree at times more than just on how Apple's products are selling. There are underlying factors of confidence in the market itself. This fact and the weakness of the market as a whole took the stock down from 190 to 120. There was little impact on the price because of the solidity of the company. Now it has gone back up to where it should be and small ups and downs are meaningless. It is the long haul that counts!!

Now for the international expansion itself... that's incredible. Here are a couple of my wishes and maybe some expert out there can chime in on the future, near and far, possibilities of these.
Once the AT&T combine is past the exclusive stage, how about an iPhone that will be usable on other networks or have multiple frequencies built in for great roaming and if the original contract carrier is not available any other carrier can be used. Of course, the carriers themselves would have to agree to this which I think is a great idea.

To carry this idea forward to international use. What about a phone that you CAN take anywhere from country to county and be able to use it without the terrible, high, premium roaming charges. Whether or not a quad iPhone is a possibility or not for this, you could leave behind the idea if getting different cards for different counties/networks. I would think that if all the wireless carries would work together for this, all of them would prosper more with co-operative agreements for usage. The various frequencies technically is one major hurdle, but if they can make scanners that you can dial in any frequency within a certain range, why can't the same be true with a phone?
I am sure this universal blending will take a long time, but there was a phone that I had heard about from "National Geographic" that was truly international. You had to pay a high price of usage, but it would work in many countries. I don't know if it still exists but wouldn't it be great to see the iPhone be able to work the same way?

Ok, there is my 4 cents worth.

[satchmo]

The question is...will AAPL hit $250 in the coming months?
The crazy thing about the stock market is that despite record numbers, it doesn't always equate to record highs in share price.

If Apple sells their targeted $10mil iPhones this year...the 'street' will say, well we expected 12.9 mil.

[echosonic]

Originally Posted by Evangelist

Unreal. Apple is prospering beyond measure! The iPhone is going literally all over the world! There is a new 3G iPhone inevitably set to be released! The MacBook family is set for updates! Apple just opened its biggest retail store in the world! All this and Apple stock is down almost $2.00/share! What's going on with this stock market?! Come on!

Barring any splits or other changes in the stock, I am planning for $300 a share.

The reason they are still where they are is that Wall Street is having a rather difficult time coming to the realization that Apple is no longer a "tech company" as much as its a "Consumer Electronics" company.

AAPL is not even close to bloated at 188 a share.

[echosonic]

Originally Posted by satchmo

The question is...will AAPL hit $250 in the coming months?
The crazy thing about the stock market is that despite record numbers, it doesn't always equate to record highs in share price.

If Apple sells their targeted $10mil iPhones this year...the 'street' will say, well we expected 12.9 mil.

yeah, but remember, this is APPLE. The "street" wil say they expect 12.9. Apple will say they plan to deliver 10.9.

Then Apple will deliver 15.

[inkswamp]

Originally Posted by Evangelist

Unreal. Apple is prospering beyond measure! The iPhone is going literally all over the world! There is a new 3G iPhone inevitably set to be released! The MacBook family is set for updates! Apple just opened its biggest retail store in the world! All this and Apple stock is down almost $2.00/share! What's going on with this stock market?! Come on!

Stocks are about future expectations, not what's happening right now or yesterday (unless those things are indicative of future expectations.)

[sikras]

Originally Posted by satchmo

The question is...will AAPL hit $250 in the coming months?
The crazy thing about the stock market is that despite record numbers, it doesn't always equate to record highs in share price.

If Apple sells their targeted $10mil iPhones this year...the 'street' will say, well we expected 12.9 mil.

Apple should have passed $250 by now, but it's the most watched stock by
analysts, critics and never good enough for them no matter what apple
accomplishes.

Apple shareholders tend to sell quick on any slight negative news or low
prediction estimates caused by analysts. I see other tech stocks shareholders
not panic as bad with their stocks.

I'll bet the day the 3G Iphone is anounced, people will complain the price is too high
or not enough features on the phone so more silly reasons to sell the stock that day.

I will be thankful if Apple passes the 52 week high. ($201.)

[nvidia2008]

Originally Posted by solipsism

The addressable market is ONLY the customers that the carrier currently has? The "official" addressable market should be the entire population of those countries, especially since the latest rumours state quite convincingly that there will be no vendor lock in or revenue sharing, just distribution agreements.

Thank you. I pity the f00ls that listen to this tripe the analysts spin. With due respect to Gene Munster who is/ has championed Apple for several years now (for whatever reason)...

Addressable market should realistically be defined on three levels. One: subscriber base as Gene has done. Two: entire population of those countries (depending on vendor lock). Three: THE ENTIRE POPULATION OF THE EARTH.

Point three is not so far-fetched, anyone in the world that wants or conceivably is going to purchase a mobile phone is the real addressable market of the iPhone, and it has been since DAY ONE. Read: Unlocking. From Bahrain to Penang to Slovakia to Jakarta. Everyone has a bloody iPhone.

I respect the current thinking and earning ability of analysts, investors, business owners and managers. But this is 2008, and addressable market based on Telco subscription is basically, rubbish. It is the chronic lack of foresight that has lead to the Western demise of their outdated music, TV and movie economies as they have known it.

Originally Posted by Evangelist

Unreal. Apple is prospering beyond measure! The iPhone is going literally all over the world! There is a new 3G iPhone inevitably set to be released! The MacBook family is set for updates! Apple just opened its biggest retail store in the world! All this and Apple stock is down almost $2.00/share! What's going on with this stock market?! Come on!

See my points above. Apple resellers, for example in South East Asia, maybe excluding Singapore, have never been able to properly manage and "synergise" with the global Apple growth. Due to greed, ineptitude or simply, since some of those business owners are fundamentally well-schooled, brilliant and widely-travelled... unlucky. So, generic shareholders, I don't think quite "get" AAPL. Yet.

[NOFEER]

this is just with one model, imagine different models diff price points

[winterspan]

Originally Posted by solipsism

The addressable market is ONLY the customers that the carrier currently has? The "official" addressable market should be the entire population of those countries, especially since the latest rumours state quite convincingly that there will be no vendor lock in or revenue sharing, just distribution agreements.

I don't think that makes sense either. For the most accurate number of potential iPhone customers, They need to count all the current mobile phone subscribers in the country as the "addressable market". First of all, this metric only counts the people that actually have an existing cell phone account, thus filtering out (most) segments of the population that won't become iPhone customers (children, poor, etc). More importantly, this metric also takes into account all of the potential iPhone customers that currently have mobile phone accounts with carriers other than the official iPhone carrier(s). The analyst in the article only counts the mobile phone subscriber base of the carrier(s) that have specifically announced future iPhone availability. This is a stupid way to do this, as we have seen with AT&T that many of their iPhone subscribers are new to the network, having switched from other carriers such as T-mobile, Verizon, et all. IIRC, the number was around 30%.

I am going to crunch some numbers later, but I would guess that with my simple method of also counting "potential switchers", the "addressable market" for the iPhone would increase by at least 50% ~500 million cited.

Originally Posted by calguy

Once the AT&T combine is past the exclusive stage, how about an iPhone that will be usable on other networks or have multiple frequencies built in for great roaming and if the original contract carrier is not available any other carrier can be used. Of course, the carriers themselves would have to agree to this which I think is a great idea.
...
...The various frequencies technically is one major hurdle, but if they can make scanners that you can dial in any frequency within a certain range, why can't the same be true with a phone?

Well, I don't doubt its possible to make a phone capable of operating in all the bands, but it would most likely add a lot to the cost of the radio chips. What you are really describing is something called "software defined radio" (SDR), in which a radio system would have adaptable hardware antennae whose's operating frequency and multiplexing scheme (TDMA, CDMA, OFDMA, etc) are controlled by software. This would be great for not just phones, but other wirelesss equipment in that they could constantly monitor their surrounds and adapt transmissions for best possible signal. Of course, this would mean that both ends of a transmission would have to be able to communicate and tell each other what frequency bands to switch to.

Anyways, back to the present for a moment. It would most likely be much easier to develop a radio chip capable of operating on all the frequency bands of a particular technology, say UMTS/GSM or CDMA (CDMA2000), but NOT both. Throughout the world, there are many frequency bands that CDMA, GSM, and UMTS operate on, frequently divided up by region. Usually North America, South America, Europe, Middle east+Africa, and Asia. Australia and New Zealand are split between North America and European tech. Now of course, this is not true for all cellphone technology and there are many exceptions. To show you how complicated this can get, here's just the USA:

Verizon Wireless
CDMA 1xRTT (2.75G) = 800Mhz
EV-DO rev. A (3.5G) = 800+1900mhz (independent upload/download bands)

Sprint Nextel
CDMA 1xRTT (2.75G) = 1900mhz
EV-DO rev. A (3.5G) = 1900mhz

AT&T
GSM+EDGE = 850Mhz or 1900Mhz (same band for both upload/download)
UMTS = 850 or 1900Mhz (same band for both upload/download)

T-Mobile
GSM+EDGE = 1900Mhz
UMTS 1700+2100Mhz (independent upload/download bands)


and here is all the current frequency bands for the popular technologies

World GSM operating bands = 450Mhz (Scandinavia), 850Mhz (USA/Canada), 900Mhz (Europe), 1800Mhz (Europe), 1900Mhz (USA/Canada)

World UMTS operating bands = 800Mhz (Japan), 850Mhz (USA/Canada/Australia), 900Mhz (Europe), 1700+2100Mhz (USA T-Mobile), 1900Mhz (USA/Canada), 2100+1900Mhz (Europe)

World CDMA2000 operating bands = 450Mhz, 450+800Mhz, 450+1900Mhz, 700Mhz, 800Mhz, 800+1900Mhz, 850Mhz, 1700Mhz, 1900Mhz, and 2100Mhz

[calguy]

Originally Posted by winterspan

Anyways, back to the present for a moment. It would most likely be much easier to develop a radio chip capable of operating on all the frequency bands of a particular technology, say UMTS/GSM or CDMA (CDMA2000), but NOT both. Throughout the world, there are many frequency bands that CDMA, GSM, and UMTS operate on, frequently divided up by region. Usually North America, South America, Europe, Middle east+Africa, and Asia. Australia and New Zealand are split between North America and European tech. Now of course, this is not true for all cellphone technology and there are many exceptions. To show you how complicated this can get, here's just the USA:

Thanks very much. That was very informative. For now, with the limits naturally there, I guess travelers have other options like even renting a phone. Maybe though, with the WiFi in the iPhone all of this frequency blending doesn't matter. We can iChat easily for free at least with text! I have heard the rumors of the next iPhone may have video chat possibilities. So there can be a simple answer. But, will the cellular companies start loosing more and more business from this? I guess we will wait and see.

[cnocbui]

I welcome the new iPhone business model Apple is putting in place - well done Apple!

Funny thing is though, where are all the fan-boys who were months ago arguing how clever and appropriate was the old model based on call revenue sharing?

I and others chastised Apple vigorously over their greed-based model and we were criticised vigorously for our sour grapes attitude and were told Apple were not interested in the mass-market for phones, they were only interested in the cream on top and that they could be hugely profitable by just dominating the premium phone sector. These same people argued that the revenue sharing model was just brilliant for Apple shareholders because it was going to generate the maximum profits possible from the iPhone platform and was nothing less than further indication of Apple's infallible genius at work.

Oh my, how things have changed

[NOFEER]

version iphone v1 was a work in progress to test the waters, i think with the unlocking going on and how much people are willing to pay for an unlocked phone this got SJ's attention AND the revenue from the 3rd party apps may replace the version 1 business model. so to build loyalty carriers will subsidize the iphone, unlocked iphones will cost MORE and revenue sharing will be with some carriers and with 3rd party apps, covering a lot of bases. each country seems to be dealt with a way to maximize revenue for apple and to keep customers from unlocking and using the phones on another network seems it's a win win for SJ and carriers.
iphone v1 sure did keep the hype up and showed those carriers that were hesitant about adding NEW USERS how much they could grow. as i said in past posts it costs the carrier's a ton to get a customer to switch, iphone makes it much much easier.

[ikir]

Originally Posted by cnocbui

Funny thing is though, where are all the fan-boys who were months ago arguing how clever and appropriate was the old model based on call revenue sharing?

Euro prices was too high imho, but nothing wrong with US ones.

[nvidia2008]

Originally Posted by winterspan

...I am going to crunch some numbers later, but I would guess that with my simple method of also counting "potential switchers", the "addressable market" for the iPhone would increase by at least 50% ~500 million cited.

Again, yeah, I am leaning towards this approach. Basically iPhone 2nd half 2008, and particularly, 2009, any number of calculations, we are looking at a fricking massive number. Massive. The number of people using and from developing nations, will use, mobile phones, is just unbelievably massive. India, China, Africa, all the "higher tier" developing countries like those in South East Asia, etc........ Let's just say the natural limitations of iPhone growth is simply Apple's ability to cope with global demand.

The most important thing is not for Apple to go OMFG LETS MAKE TEH TRILLIONS MORE!!! W00t and then unsustainably grow the company. We've all seen what happens in these situations, I'm sure.

I'm going to be more radical here and propose that the only measure of addressable market going forward is not who will buy and how much, but what is the capacity of Apple, Inc. to grow, deal with, and meet global demand. That is the true key in the economics of this enterprise, IMHO.

[nvidia2008]

Originally Posted by cnocbui

I welcome the new iPhone business model Apple is putting in place - well done Apple!

Funny thing is though, where are all the fan-boys who were months ago arguing how clever and appropriate was the old model based on call revenue sharing?

I and others chastised Apple vigorously over their greed-based model and we were criticised vigorously for our sour grapes attitude and were told Apple were not interested in the mass-market for phones, they were only interested in the cream on top and that they could be hugely profitable by just dominating the premium phone sector. These same people argued that the revenue sharing model was just brilliant for Apple shareholders because it was going to generate the maximum profits possible from the iPhone platform and was nothing less than further indication of Apple's infallible genius at work.

Oh my, how things have changed

Apple may have been greedy, but they were also incredibly conservative. They needed to spread the risk of this really new, un-Apple, massive (you can tell I like this word) switch of the company from computers to "intarweb mobility devices".

No matter how lucrative carrier contracts may be, their new strategy for iPhone now will give them multiples of profit more. Whatever pro-carrier-locking advocates there have been in Apple management, even they can't ignore the huge demand at their feet any longer.

Again, mass market of phones is not the problem, I will reiterate: the problem is how is the company going to deal with huge global demand of all their products across the world over the next few years. Supply chain and inventory is of course, important. Knowledgeable staff and enthusiasts is important. Tech support and service will be slammed hard (simply because of huge numbers of units). Company growth will need to be managed.

[solipsism]

Well, I don't doubt its possible to make a phone capable of operating in all the bands, but it would most likely add a lot to the cost of the radio chips.

I think T-Mobile's 3G bands will be excluded, especially it get more users on AT&T's profit sharing plan, but can Apple have one iPhone for all the countries of the world?

• http://en.wikipedia.org/wiki/UMTS_frequency_bands
• http://en.wikipedia.org/wiki/Quad_band#3G

Are we to expect Bands I, II, V and VIII in the iPhone? Does that correspond with the rumoured radio that is to be included?

[SpamSandwich]

Originally Posted by retroneo

Notice that this deal cancels the exclusivity arrangement that was in place with Austria with T-Mobile.

Will other currently exclusive markets be going multi-carrier as well?

Since no one other than Apple and at&t apparently know the length of their current agreement, perhaps these new deals signal the impending end of their agreement in the US, leading to multiple carrier choice and an assured 10 million iPhone sales IN 2008! One can only hope...

[SpamSandwich]

Originally Posted by satchmo

The question is...will AAPL hit $250 in the coming months?
The crazy thing about the stock market is that despite record numbers, it doesn't always equate to record highs in share price.

If Apple sells their targeted $10mil iPhones this year...the 'street' will say, well we expected 12.9 mil.

$250 sounds a bit rich considering the current market. Give it another year or so.

[SpamSandwich]

Originally Posted by solipsism

I think T-Mobile's 3G bands will be excluded, especially it get more users on AT&T's profit sharing plan, but can Apple have one iPhone for all the countries of the world?

• http://en.wikipedia.org/wiki/UMTS_frequency_bands
• http://en.wikipedia.org/wiki/Quad_band#3G

Are we to expect Bands I, II, V and VIII in the iPhone? Does that correspond with the rumoured radio that is to be included?

What? Who's rumoring a radio built into iPhone? That makes no sense.

[solipsism]

Originally Posted by SpamSandwich

What? Who's rumoring a radio built into iPhone? That makes no sense.

Not an FM radio; I'm referring to the 3G radio.

[SpamSandwich]

Originally Posted by solipsism

Not an FM radio; I'm referring to the 3G radio.

Sorry 'bout that... my misunderstanding.

[winterspan]

Originally Posted by solipsism

I think T-Mobile's 3G bands will be excluded, especially it get more users on AT&T's profit sharing plan, but can Apple have one iPhone for all the countries of the world?

• http://en.wikipedia.org/wiki/UMTS_frequency_bands
• http://en.wikipedia.org/wiki/Quad_band#3G

Are we to expect Bands I, II, V and VIII in the iPhone? Does that correspond with the rumoured radio that is to be included?

Thats a good question I didn't think about. In my post I was talking about a radio that could do ALL the bands from both CDMA and UMTS. For Apple covering all of these countries, I imagine they would want to have universal UMTS radio. I don't know a lot about this, but here are the bands in use although I don't know which bands the companies use that have announced iPhone availability.


2100 (downlink) / 1900 (uplink) for Japan, Europe, Brazil and Asia
1900 / 850 (independently, for both the uplink and downlink) for Americas (US, Canada, Latin America and Brazil) (e.g. AT&T Mobility and Rogers Wireless)
* 2100 (downlink) / 1700 (uplink) for America (e.g. T-Mobile USA)
* 800 for Japan (NTT DoCoMo in rural areas)
850 for Australia (Telstra NextG)
900 (Europe, Asia, Oceania)

So, assuming AT&T exclusivity remains and since T-mobile doesn't even have their 3G network running yet, we can remove T-Mobile from the list and and get rid of the 1700mhz band. Also if NTT DoCoMo is not a carrier or if they are but don't need compatibility for the 800mhz part of their network, then we can remove 800mhz support too. That leaves only four frequencies: 850Mhz, 900Mhz, 1900Mhz, 2100Mhz to support. I assume they probably make or can make quad-band chips for these frequencies. Does anyone know what bands most "quad-band" UMTS radios support? I can't find it online... I'll try and do more research on this and put together a chart.

Originally Posted by SpamSandwich

Since no one other than Apple and at&t apparently know the length of their current agreement, perhaps these new deals signal the impending end of their agreement in the US, leading to multiple carrier choice and an assured 10 million iPhone sales IN 2008! One can only hope...

The big problem to that of course is that T-mobile doesn't even have their 3G network up (which also uses a non-standard frequency), and Verizon and Sprint have CDMA/EV-DO networks. Perhaps if Apple truly wanted to target everyone, they would make a quad-band CDMA/EV-DO version of the iPhone. We can only wish!

[solipsism]

Originally Posted by winterspan

Does anyone know what bands most "quad-band" UMTS radios support? I can't find it online... I'll try and do more research on this and put together a chart.

According to this one poster, the S-GOLD3H (PMB8878), that is found in the upcoming v2.0 software stack, apparently supports UMTS bands I, II and IV. The problem with that is that post is that without bands V there is no support or AT&T in the US, Rogers in Canada, Telestra in Australia, while giving access to T-Mobile's upcoming 3G network. Can the chip be easily made into any 4 band chip, is the poster wrong, can the GSM bands be used for UMTS too or is something else afoot?

If anyone has the PDF link to the PMB8878, please post it.


edit1: I found the part number but the name has changed to X-GOLD 608 as of April 16th and the PDF file listed is blank.

• http://www.infineon.com/cms/en/produ...12ab6ab94205ef

edit2: Here is an interesting article from just two days ago...

• http://www.itwire.com/content/view/18236/1103/

[philipm]

Originally Posted by Flounder

Apple is up more than 50% from its low this year of $120 in late February and is only 6 or 7% off its all time high.

The NASDAQ is down a bit to day, and Apple is lagging a little behind the market. It can't go up every day. That's just not how it works.

Yup. Just like some people think global warming has ended every time there's a dip in temperatures. If you track any stock (or climate for that matter) you have to distinguish between short-term fluctuation and the long-term trend. Apple's stock should go up again once it becomes clear how the transition from limited markets to closer to world-wide goes for iPhone -- and whether the initial sales are the start of a trend, or just saturation of the new gadget market. If you want to look at the long-term trend, look at a moving average to smooth out the noise; you shouldn't worry about the odd short-term fluctuation.

If you believe Apple has it right and the 3G phone will do even better, you may want to consider buying stock. But don't buy a house too near sea level

[nvidia2008]

Originally Posted by philipm

Philip Machanick
School of ITEE, University of Queensland,
Australia

How is the ol' UQ ITEE Do they still teach Smalltalk? ADA? Ah, teh memories...

[nvidia2008]

Originally Posted by philipm

...If you believe Apple has it right and the 3G phone will do even better, you may want to consider buying stock. But don't buy a house too near sea level

Brisbane's okay. Sydney and Melbourne... Now that's another story.

[drjjones]

also interesting is all the at&t stores still have supplies of iphones. no new iphone till they are sold out is my guess . maybe by next week

[monkeyastronaut]

i believe it is "America Movil" not "American Movil"

oh and this just in: planet express to distribute new iphone in mars and omicron persei 8.

[nvidia2008]

Originally Posted by monkeyastronaut

oh and this just in: planet express to distribute new iphone in mars and omicron persei 8.

lol...