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Apple's iPhone 4S event seen lacking 'panache,' allowing Android to gain

post #1 of 280
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The new iPhone 4S will help Apple continue to gain smartphone market share worldwide, but the updated hardware is not enough to slow the growth of Google's Android platform, one analyst believes.

Alex Gauna with JMP Securities said he feels Tuesday's iPhone 4S unveiling "lacked much of the panache seen in the past." He said the presentations given on Tuesday showed off "attractive improvements," but he believes attention will quickly turn toward a "true" fifth-generation iPhone.

Specifically, he said the lack of 4G long-term evolution data connectivity and a larger screen will allow competing Android handsets to differentiate from Apple and gain some traction in the smartphone market. He believes Apple will "want to remedy" those differentiators with an "iPhone 5."

"At its event, Apple pointed out that according to comScore, iOS represents the number one smartphone operating system in the U.S. with 43% market share; however, the trend has been for a faster adoption pace for Android-based models," he wrote in a note to investors on Wednesday. "Given Android's greater range of price points and form factors, we would expect this trend to continue."

Gauna is not as bullish on AAPL stock as most of his colleagues on Wall Street. He has maintained a "market perform" rating for the company since March.

He said iOS 5 and iCloud are unique features that will drive iPhone sales, but he doesn't feel the dual-core A5 processor found in the iPhone 4S and its 8-megapixel 1080p camera are very different from competing Android phones. He also cited his own "industry checks" as indicating that Android will gain its own natural language voice recognition capabilities in early 2012, allowing the platform to compete with Apple's Siri.



One element of the iPhone 4S that Gauna is impressed with is the quick global rollout in the works by Apple. The handset will launch in the U.S., Australia, Canada, France, Germany, Japan and the U.K. on Friday, Oct. 14, and will expand to 22 more countries by the end of October.

He believes quick availability of the iPhone 4S will allow Apple to reach sales of 21 million units in the company's first quarter of fiscal 2012.
post #2 of 280
Do people still think analysts know what they're talking about? If so, I have a bridge to sell yah
TalkAndroid anyone?
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TalkAndroid anyone?
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post #3 of 280
How does one become an analyst? Do you just need a blog and a bad opinion?
post #4 of 280
There does seem to be quite a bit of disappointment over this, I know that three of my friends will not be upgrading based on the announcement.

Had Apple released the iPhone 4S back in June not many people I know would have complained, but to be 4 months later than usual and then show off a "S" model....... Well what did Apple expect? They screwed up plain & simple.

Still, as a 3GS owner it's good enough for me so I'll be pre ordering on Friday.
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post #5 of 280
How did Apple screw this up? They made literally almost everything about the phone better but they didn't change the design, which is itself quite impressive. Not to mention that they'll probably break sales records again when pre orders start in a few days.
post #6 of 280
Analysts? Panache!?
post #7 of 280
Quote:
Originally Posted by j1h15233 View Post

How did Apple screw this up? They made literally almost everything about the phone better but they didn't change the design, which is itself quite impressive. Not to mention that they'll probably break sales records again when pre orders start in a few days.

Exactly. I've had this argument with 2 people. They say apple didn't do something innovative. I ask what they are looking for. They couldn't give me an answer. Haters with be haters. And I'll have a phone that ALWAYS works.
post #8 of 280
I have to say I as so sick of hearing all the crap flying around about this being the iPhone 4S and not the iPhone 5. If it was an iPhone 5 it would just be the same hardware with the iPhone 5 name, maybe with a slightly different form. Does that change how functional it is or what improvements there are. No. It's just moron hype and that is what has created the expectation problem. Morons.

I especially hate the 4G idiots. We all know 4G LTE is not fully rolled out and that phones with 4G LTE have short battery life. Apple was always going to wait for better chips and better coverage to roll this out. Yes we would all love the speed, but if the whole thing doesn't work is it worth anything.

There is my rant and I see the iPhone 4S as being a great upgrade for myself coming from an iPhone 3GS. If you have an iPhone 4, maybe not, but then again why waste money on an early upgrade in the first place.
post #9 of 280
Ah, the spec sheet comparison analyst says iPhone is going to fail. LOL. I guess looking at the fact that iOS outsells Android by a wide margin is not important. Or that Apple now has a "free" iphone 3gs available and a $99 iPhone 4 so it has all the price points covered. Or that iOS is light years ahead of Android and everything else. Or that iTunes is light years ahead of all other vendors stack. or that iCloud is a killer app. Or that customers who buy an iPhone will buy another one and not a cloner Android/Windows Phone/etc...
post #10 of 280
Quote:
Originally Posted by saarek View Post

... it's good enough ...

That is what people don't understand. So many argue about this being "the best" or that being "the best", but other than some freakazoids on internet forums, vanishingly small numbers of consumers care about the very best.

Tell me who sells more cars - Ferrari or Honda? Yeah, now tell me who sells more phones, the spec whores or Apple?

Apple knows that they do NOT have to be the best. They just need to be good enough. And the profits will roll in.

Simple as that.
post #11 of 280
Quote:
Originally Posted by jbro1999 View Post

Exactly. I've had this argument with 2 people. They say apple didn't do something innovative. I ask what they are looking for. They couldn't give me an answer. Haters with be haters. And I'll have a phone that ALWAYS works.

I agree with this. The only legitimate complaint I have seen is the lack of diversity in screen sizes. While that doesnt matter to me (The iPhone is in fact a little too big for me to use easily with a single hand) I can see how some would want it. Outside of that, the iPhone has extended its lead over Android (and if Siri works as good as the videos look....)

That being said, I agree with the analyst. This was a good update in a vacuum, and also a good technical/feature update. What it lacked, however, is the kind of "big bang" announcement that would have helped slow Android's momentum. A redesigned phone might have been it. However, I think what would have been more important was releasing the iPhone 4 (or even the 3GS) without contract for a low price. I think the lack of a no-contract phone is a huge issue.
post #12 of 280
The high price seems to be putting off a lot of my friends.

The SIM free prices in the UK are £499/£599/£699. The 32GB and 64GB models cost more than the equivalent iPad 2 3G models. Buying an iPhone 4S is hard to justify for most people when the latest and greatest Android handset can be picked up for £360 and a 32GB microSD card only costs £30.

I'm still definitely going to buy one but it won't be the top model.
post #13 of 280
Initially i was VERY disapointed.

Then I thought about it. The 4s has EVERYTHING I wanted except for one thing, a 4" screen. World phone, improved camera, 64gb, fixed antenna, and dual core CPU.

Nothing is perfect, but overall it's a good upgrade for 3gs owners who waited out the 4
post #14 of 280
"lacked much of the panache seen in the past."

That's really interesting Alex. But how do you explain to your clients why they missed the recent run from 315 on June 20 to 420 in September ???
post #15 of 280
Quote:
Originally Posted by ConradJoe View Post

That is what people don't understand. So many argue about this being "the best" or that being "the best", but other than some freakazoids on internet forums, vanishingly small numbers of consumers care about the very best.

Tell me who sells more cars - Ferrari or Honda? Yeah, now tell me who sells more phones, the spec whores or Apple?

Apple knows that they do NOT have to be the best. They just need to be good enough. And the profits will roll in.

Simple as that.

You've got it backwards. Apple DOES have to be the best - and they are. They just don't have to satisfy everyone.

There's not a phone on the planet with the customer satisfaction ratings of the iPhone. Any other vendor would kill for Apple's customer retention rates. And instead of simply accepting that, Apple released an upgrade that is superior in nearly every way.
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Gatorguy 5/31/13
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"I'm way over my head when it comes to technical issues like this"
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post #16 of 280
Quote:
Originally Posted by jbro1999 View Post

I ask what they are looking for. They couldn't give me an answer.

Different case, Larger screen, NFC chip (along with the inside upgrades they made).
post #17 of 280
Btw, the reaction here strongly reminds me of the reaction after the iPad 2...

And we saw how that turned out.
post #18 of 280
Quote:
Originally Posted by saarek View Post

There does seem to be quite a bit of disappointment over this, I know that three of my friends will not be upgrading based on the announcement.

Had Apple released the iPhone 4S back in June not many people I know would have complained, but to be 4 months later than usual and then show off a "S" model....... Well what did Apple expect? They screwed up plain & simple.

Still, as a 3GS owner it's good enough for me so I'll be pre ordering on Friday.

The disappointment stems from hyped up articles in places like Appleinsider. Apple never made claims they'd be coming out with anything else. The current iPhone was pushed back because they released the Verizon iPhone in February and it didn't make sense to release a completely new model in June. Second, Sprint deal was in the works, probably, and they wanted to include the necessary hardware to include them instead of a separate model as they did with Verizon.

The iPhone 3G and 3GS models were basically incremental improvements over their predecessor. iPhone 4 marked a new form with the retina screen. So with Apple's history, did you really expect a game changing iPhone? Come on...

iPhone 5 will come next year and it'll be a game changer. That, I'm sure of...
post #19 of 280
Quote:
Originally Posted by addicted44 View Post

Btw, the reaction here strongly reminds me of the reaction after the iPad 2...

And we saw how that turned out.

Think further back. The reaction is EXACTLY THE REACTION TO THE 3GS.
I remember this because I purchased a 3gs.
post #20 of 280
Quote:
Originally Posted by ruel24 View Post

The disappointment stems from hyped up articles in places like Appleinsider. Apple never made claims they'd be coming out with anything else. The current iPhone was pushed back because they released the Verizon iPhone in February and it didn't make sense to release a completely new model in June. Second, Sprint deal was in the works, probably, and they wanted to include the necessary hardware to include them instead of a separate model as they did with Verizon.

The iPhone 3G and 3GS models were basically incremental improvements over their predecessor. iPhone 4 marked a new form with the retina screen. So with Apple's history, did you really expect a game changing iPhone? Come on...

iPhone 5 will come next year and it'll be a game changer. That, I'm sure of...

Not sure. Challenge is resolution issue. To keep things easy to scale up for app devs, they need to do 2x resolution at least to maintain the "retina" marketing with a larger screen. That's a LOT of horsepower to push that many pixels...
post #21 of 280
Quote:
Originally Posted by saarek View Post

There does seem to be quite a bit of disappointment over this, I know that three of my friends will not be upgrading based on the announcement.

Had Apple released the iPhone 4S back in June not many people I know would have complained, but to be 4 months later than usual and then show off a "S" model....... Well what did Apple expect? They screwed up plain & simple.

Still, as a 3GS owner it's good enough for me so I'll be pre ordering on Friday.

Somebody said iPhone 4S.. S=Steve please come back!
post #22 of 280
Keeping the same shape doesn’t make it be “seen” that way by actual phone buyers, considering that the ancient 3GS design is the second-best selling smartphone!

Android, judging by the ads, is all about hype: 12-year-old macho robot fantasies, and bullet-point specs aimed to mislead.

What the iPhone delivers is substance—real talk time, real quality app selection, real reliable/secure operation, real automatic full backups, real media/music integration, real OS updates that the carriers/hardware makers can’t interfere with.

I’ll take that over “panache” please
post #23 of 280
No matter how awesome the iPhone becomes, there will always be Apple haters out there who pick an Android or Windows 7 phone instead. I for one see the iPhone 4S as a great improvement. Part of the problem is rumors got our hopes up for an iPhone 5, and we had the nerve to act disappointed when we didn't get it. I don't remember Apple promising an iPhone 5 with a different form factor. Since when do predictions equate to promises directly from Apple?
post #24 of 280
I don't know who Alex Gauna is, but obviously he is a douche bag simply trying to gain notoriety based on the recent release of the iPhone 4 S.

I'm not a fan of the recent release, but I'm not a douche bag looking to gain attention from it by releasing some lame opinion to the press either...
post #25 of 280
Quote:
Originally Posted by delete View Post

Different case, Larger screen, NFC chip (along with the inside upgrades they made).

Actually I've read an article months back saying that Apple will be using Bluetooth 4.0 instead of NFC in the iPhone. It seems that that prediction was right.
post #26 of 280
post #27 of 280
Panache?
PANACHE?

Ok, I've yet to hear the whiners say precisely what this release SHOULD have been.

Bigger screen?
Great, needlessly fracture developers into doing apps for a 4 inch screen that will be to small on the millions of devices already out there.

4G?
Right... more data charges for higher data use over a network that isn't even deployed yet.

Digital Wallet?
Again, show me more than a handful of retailers that offer that.

Teardrop shape?
Get serious.

Some people really need to get lives.
post #28 of 280
Quote:
Originally Posted by BTBlomberg View Post

I have to say I as so sick of hearing all the crap flying around about this being the iPhone 4S and not the iPhone 5. If it was an iPhone 5 it would just be the same hardware with the iPhone 5 name, maybe with a slightly different form. Does that change how functional it is or what improvements there are. No. It's just moron hype and that is what has created the expectation problem. Morons.

I especially hate the 4G idiots. We all know 4G LTE is not fully rolled out and that phones with 4G LTE have short battery life. Apple was always going to wait for better chips and better coverage to roll this out. Yes we would all love the speed, but if the whole thing doesn't work is it worth anything.

There is my rant and I see the iPhone 4S as being a great upgrade for myself coming from an iPhone 3GS. If you have an iPhone 4, maybe not, but then again why waste money on an early upgrade in the first place.

+1. Loads of journalists seem to be conducting their reviews by looking at the spec sheet rather than the overall product/experience. It's like deciding you'd prefer a Hyundai over a Ferrari because it has bigger wheels and a faster top speed.

As for the look of the device, it's already a beautiful phone - you can't help but feel that some of those saying that Apple should have changed the design of the iPhone more are the same ones that were complaining about Facebook changing too much the other week...
post #29 of 280
Quote:
Originally Posted by ConradJoe View Post

That is what people don't understand. So many argue about this being "the best" or that being "the best", but other than some freakazoids on internet forums, vanishingly small numbers of consumers care about the very best.

Tell me who sells more cars - Ferrari or Honda? Yeah, now tell me who sells more phones, the spec whores or Apple?

Apple knows that they do NOT have to be the best. They just need to be good enough. And the profits will roll in.

Simple as that.

Apple is number one smartphone seller in the world. So they do sell more smartphones than everyone else.
post #30 of 280
Hardware isn't everything. Also, the psychology of critics is weird. Had there been a redesigned iPhone 5, it would have had the exact same guts as the iPhone 4S but with a different outer shell. If that's the case, what difference does it make if there had been a redesigned form factor?

The A5 processor is considered one of the fastest on the market. Infinity Blade said that they're able to do things on the iPhone that they can't do on any other device. Also, Siri is a very innovative feature. In fact, Siri was a spin-off from DARPA, aka US Department of Defense.

Another thing that people don't understand is that there is a lot that goes into making the hardware such as the outer casing. It has to be designed and tested extensively. Apple has over two years of experience with the current design.

It comes back to the same question: What difference would it have made if there had been an iPhone 5 instead of a 4S given the high likelihood of both having the same internals? It seems to me like it's all in people's heads.
post #31 of 280
Quote:
Originally Posted by anantksundaram View Post

Analysts? Panache!?

It's Beer diluted with lemonade. At least where I live.
post #32 of 280
Quote:
Originally Posted by nagromme View Post

Keeping the same shape doesn’t make it be “seen” that way by actual phone buyers, considering that the ancient 3GS design is the second-best selling smartphone!

Android, judging by the ads, is all about hype: 12-year-old macho robot fantasies, and bullet-point specs aimed to mislead.

What the iPhone delivers is substance—real talk time, real quality app selection, real reliable/secure operation, real automatic full backups, real media/music integration, real OS updates that the carriers/hardware makers can’t interfere with.

I’ll take that over “panache” please

The single feature that was keeping me from considering the 4S was rumors of a body redesign. I LOVE the iPhone 4's design.
Now it looks like I'll be ordering on Friday for the camera and processor.

Listen folks. 2007 was a game changer with the iPhone. So was the iPad.
We know you want dancing fairies every year, but that's not the real world.
Get used to it. For the forseeable future, this is the kind of upgrade you're going to be seeing. The stock will still kill because of sales, not RDF pixie dust.

The competitors will continue to throw features at the wall to see what sticks and use them in bullet point comparisons, but the bottom line remains the top-to-bottom integration and quality.

Maybe y'all should start DOING SOMTHING with your devices instead of just fetishizing them.
post #33 of 280
Quote:
Originally Posted by MacInsider2 View Post

Think further back. The reaction is EXACTLY THE REACTION TO THE 3GS.
I remember this because I purchased a 3gs.

And the 3GS is still being sold two years later and is the No. 2 best selling smartphone in the US. The 16 months old iPhone 4 is No 1. However, no matter what you will still find those who say...

Apple is Doomed™
post #34 of 280
I think of this as a sandwich metaphor, where analysts and competitors are the baloney getting firmly squeezed between to pieces of bread (Apple products and the consumer).

By the way that brown stuff oozing out of their mouths is not mustard for sure
post #35 of 280
Quote:
Originally Posted by j1h15233 View Post

How did Apple screw this up? They made literally almost everything about the phone better but they didn't change the design, which is itself quite impressive. Not to mention that they'll probably break sales records again when pre orders start in a few days.

Stock price doesn't usually go up with news. Investors are interested in the bottom line. So when sales jump and revenue comes in, then more investors see value in the company and they buy, driving the price up.

You would be a poor investor if you invested solely on news. Wait to see the numbers.
post #36 of 280
I had assumed the Android competitor for the 4S would be the Galaxy2, but following a link this morning indicates a newer Nexus Prime is on the way to Verizon in a few days? With the subdued media reaction to Apple's 4S, I think the Nexus might get more attention than might be have been expected, including direct comparisons in the mainstream press.
http://www.gsmarena.com/exclusive_sa...-news-3224.php

IMO, Apple has left a small window of opportunity for competitors if they have a unique design and/or feature set. It doesn't look like MS will be one of those able to take advantage tho. They're taking sooo long to get their smartphone plans going.
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post #37 of 280
Quote:
Originally Posted by Psych_guy View Post

Stock price doesn't usually go up with news. Investors are interested in the bottom line. So when sales jump and revenue comes in, then more investors see value in the company and they buy, driving the price up.

You would be a poor investor if you invested solely on news. Wait to see the numbers.

Buy on the rumor, sell on the news.
Don't understand why people never learn this.
post #38 of 280
It's just funny to see people who complain that the phone is missing this feature or that feature but when will they realize that Apple won't implement something until it works and works well. If this phone had NFC, how many places would you even be able to use it? If it had 4G, how many places would you be able to use it? They won't sacrifice practicality and ease of use to satisfy the tech spec freaks out there. Those people aren't the one who make Apple the most profitable company.
post #39 of 280
Quote:
Originally Posted by addicted44 View Post

Btw, the reaction here strongly reminds me of the reaction after the iPad 2...

And we saw how that turned out.

...and the 3GS

...the 3

...the latest iPod

...the nano

...the initial iPod

i wasn't here for the first release of OSX, was it like this?

How are all those working out?
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post #40 of 280
Quote:
Originally Posted by BTBlomberg View Post

I have to say I as so sick of hearing all the crap flying around about this being the iPhone 4S and not the iPhone 5. If it was an iPhone 5 it would just be the same hardware with the iPhone 5 name, maybe with a slightly different form. Does that change how functional it is or what improvements there are. No. It's just moron hype and that is what has created the expectation problem. Morons.

I especially hate the 4G idiots. We all know 4G LTE is not fully rolled out and that phones with 4G LTE have short battery life. Apple was always going to wait for better chips and better coverage to roll this out. Yes we would all love the speed, but if the whole thing doesn't work is it worth anything.

There is my rant and I see the iPhone 4S as being a great upgrade for myself coming from an iPhone 3GS. If you have an iPhone 4, maybe not, but then again why waste money on an early upgrade in the first place.

Spot on.

It's even worse than you suggest. In the UK, they haven't even started the bidding for the rights to the LTE bandwidths! It'll be years before we have an LTE network, but people still moan they don't have the antenna. 'Morons' in the right word.

This is a world phone now, and the hard reality is that LTE is not coming this year, or even next year, or even the year after that in many of Apple's core markets. It's a complete white elephant at the moment.

This isn't an earth-shattering update, but those days are gone. The iPhone 4 made the phone feature complete. From now on it'll be about more speed, better software and a few bells and whistles adding each year. People want Apple to reinvent the phone every summer, it's madness.

As for lacking 'panache', so do the launches from almost all tech products. Apple stood out in the past by having that panache. Without Steve Jobs, perhaps that's gone now but that doesn't make Apple's launch any worse than their competition's.

The only mistake Apple perhaps made here was unveiling iCloud in the summer. People aren't factoring that in to the new release. It's going to be hugely convenient for iOS users but because they heard about it months ago it isn't adding gloss to this release, as it may have otherwise done.

In the end, who cares? Most of us can see through the hype and see what a superb phone the iPhone is. I don't need it put on a turntable with a leggy blonde draped over it to make me buy it.

Will iPhone 4 users want to upgrade? Most of them won't, no. But Apple knew that because every iPhone 4 user is half way through a 2 year contract! The people upgrading to this will be 3GS users, who'll freak out when they see how fast this thing is compared to what they're used to. It may not be Optimus Prime, but it's a sensible update and sensible people can see that.
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