Originally Posted by TenoBell
It makes about the same amount of sense as saying 3G alone will recover Apples lost prices. On a device that currently only accounts for about 3% of Apples revenue.
I don't think anyone in the investor community seriously doubts that if the iPhone upside/growth story was looking better at this point, Apple's stock would go up quite a bit. Heck, AAPL saw a bump just a couple of days ago, in part from Apple CFO Tim Cook saying that Apple wasn't married to the single carrier model... and that flexibility is seen as being a positive for the iPhone's growth. Not too hard to connect the dots from there.
So far no one seems to care enough about the BJ 2 to do a thorough review of its battery life claims. I'm just pointing out that he doesn't seem to have a large increase in 3G time on the BJ 2.
And I'm just pointing out that Anandtech found his web browsing battery life claims to be off by a factor of three or so, which is huge. My guess... Seth was in a 3G fringe area or had significant building interference. Both can fubar results regarding batt life. He also may have had a defective batt or phone.
O2 reports that the iPhone is its best selling phone. O2 subscriptions and sales are at record highs. The iPhone brings O2 30% more revenue per customer than the average phone.
O2 missed its iPhone sales goals (just a fact), and is spinning madly. Nothing new there... I predicted it months ago, in fact.
Even though 3G is widely available in Europe. The number of actual 3G subscribers is comparatively small. I've been asking some of my Euro friends here in NYC if they demand to have 3G, most of them did not seem to care, some didn't even know what I was talking about.
Yeah... we've had this discussion several times before. As you've been told and should understand by now, the iPhone increases data usage and hence demand for 3G, by virtue of its better user experience (Safari vs minibrowser, real HTML vs baby HTML).
Even your man Seth Weintraub, the guy with the battery life problems, understands this:"Survey after survey shows that iPhone users are surfing much more than users of any other device."
And that's on EDGE
. Imagine what it'll be like on 3G.
Your man Weintraub also seems to understand that 3G will be a definite help to iPhone sales, and that the Euros, especially, have been unhappy with the current situation:"While AT&T has been upgrading most of its larger markets to 3G access, it's a different story in Europe, where 3G is almost ubiquitous; the outrage over EDGE has been much stronger there.
Even so, a lot of first-generation iPhone users will want to jump on the 3G bandwagon, becoming repeat buyers and no doubt spurring sales beyond what they would have been over the same period had Apple started with a 3G iPhone."
Hmm... interesting points, especially since they contrast with your own positions. Sorry Teno, but it is kinda funny when a spinner can't even quote sources that agree with his spin.
My one bone to pick with him (aside from his odd batt life problems) is his last sentence. If he's talking about the US, he's right, but it seems pretty obvious that, in Europe, Apple should've started with a 3G model. As even Seth himself admits, the outrage over no 3G has indeed been much stronger over there.
But he does say elsewhere that Apple will need to launch with a 3G model in Asia though, so I'll give him some consolation prize props there.