Originally Posted by THT
It doesn't have a price drop in Europe yet.
It definitely needs one, stat.
iPhone nano is pure speculation, but it's good speculation. It's a probable event
It's not really a probable event, unless you believe that the iPhone is "Just like the iPod". But for good or ill, there are big differences between the music player market and the cellphone market.
I think the early adoptor phase is over. It was over within the first month.
Even if that's true, and we really don't have anything other than your opinion to go on regarding that, it'd still affect Q3 sales quite significantly.
In regards to Q1 and Q2, if it follows iPod sales trends from yesteryear
Forget the iPod. Its a very different market.
Also, for Q1 and Q2, Apple can count on revised hardware (both minor and major) and revised software to continue to drive sales.
Revised software in that timeframe is likely, revised hardware, not really. Best estimates put a new iPhone (3G) in a mid- to late '08 timeframe.
While I personally would LOVE it if revised hardware showed up during Q1 or Q2, I am not holding my breath.
My comment was about the overall quality of service (not radio reception) from the carriers.
As was mine. Churn/customer loyalty is affected by more than just reception (customer service, phone quality and selection, billing issues, etc. etc. all play a part), plus there are national surveys on categories separate from reception/call quality, such as customer service/customer care.
And yes, in those surveys, the results show the carriers differing in quality, just as in the reception/call quality surveys.
When the industry is already bad, variability among the different companies don't matter much.
The industry is bad in some ways (I could give you a list), but that does not mean that all carriers are equally bad, nor does it mean that they are equally bad across all regions. And, in fact, there are some carriers in some regions who are actually quite good. I've been with my current carrier for several years now, wouldn't change for the world.
Apple's choice of ATT as an exclusive provider speaks more to them wanting the iPhone to be a niche product for at least until 2008 rather than trying to make it a popular product available on every carrier in the USA.
Nah. Apple went the exclusive carrier route because they wanted a partner who'd be very focused on marketing and promoting the iPhone, and who'd make changes to their network that would allow certain iPhone features to happen that couldn't otherwise, such as visual voicemail. Plus, and perhaps most importantly, they wanted someone who'd be willing to agree to an unprecedented-in-the-wireless-world revenue sharing deal.
Apple wanted a certain deal, and they had to give exclusivity in order to get it.
The price alone should tell you that also.
Not really. There are more expensive phones out there than the iPhone which are not exclusive nor particularly 'niche'.
If there is a geographical reason why one's reception is better than the other, than yup, Apple is willingly giving up those markets.
Apple is willingly giving up those markets because they had to, in order to get the deal they wanted.
If the big four are providing equal coverage in an area, and you're saying company service matters, then I'm skeptical.
No, what I'm saying is that there are plenty of areas in the country where ATT is either mediocre or downright bad, in terms of reception/call quality (though CS and billing doesn't seem to be their forte either), thus Apple's exclusive deal with ATT is indeed holding down iPhone sales.
The iPhone's very good, but if ATT is crap in your area, are you really going to purchase one? For most people, the answer is "Nope".
No doubt Apple understands this too, which is why its been rumored that their deal with ATT is not a five-year deal, but rather a two-year deal with an option
to go five years. An option that Apple will very likely not exercise, as the iPhone will be well-established in the US by then (it is already, really), and they'd make more money by going multicarrier with it.
The other carriers are more likely to agree to Apple's terms now that they see that the iPhone is a success in the US (though Europe is still up in the air).