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Apple unveils the all new iPhone 3G - Page 6

post #201 of 288
6/9/08 at 10:12pm
Quote:
Originally Posted by merdhead View Post

Why don't you borrow money cheaply in US dollars then buy Australian dollars. I get 8.25% (on call) on AUD. Buy a forward contract on the AUD so you don't get burnt on the exchange rate. This is called a 'carry trade' for those unfamiliar.

Although I've been a stock buyer for many years now, I've never gotten into anything more complex than simple buy/sell transactions (never bothered with shorting stock, etc.). What you describe... can this be done through the typical online brokerage?

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post #202 of 288
6/9/08 at 10:19pm
Quote:
Originally Posted by internetworld7 View Post

Good heavens I can't wait to get this new iPhone once it's released. Now for the first time I can justify and afford purchasing an iPhone. $399 for the iPhone was just too much money for a guy who will probably talk less than 2 hrs a week.

Get an iPod Touch instead and keep your land line.

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post #203 of 288
6/9/08 at 10:19pm
Good heavens I can't wait to get this new iPhone once it's released. Now for the first time I can justify and afford purchasing an iPhone. $399 for the iPhone was just too much money for a guy who will probably talk less than 2 hrs a week.
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Switching From Windows on Nov. 30th 2007
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post #204 of 288
6/9/08 at 10:27pm
Quote:
Originally Posted by SpamSandwich View Post

Although I've been a stock buyer for many years now, I've never gotten into anything more complex than simple buy/sell transactions (never bothered with shorting stock, etc.). What you describe... can this be done through the typical online brokerage?

I think you'd have to go to a merchant bank. But if you have cash its much simpler (ie you don't borrow). When you can get around 8% on your money with almost no risk (Australian banks are very stable) why would you buy stocks?
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post #205 of 288
6/9/08 at 10:29pm
Quote:
Originally Posted by merdhead View Post

I think you'd have to go to a merchant bank. But if you have cash its much simpler (ie you don't borrow). When you can get around 8% on your money with almost no risk (Australian banks are very stable) why would you buy stocks?

Sounds like a great suggestion. I'll have to look further into this. If I could make 8% on my money right now, I'd do it.

Hmm... where are you getting an 8% return?

According to this web site, the return is 1.106% for 12 months...

http://www.ozforex.com.au/cgi-bin/forwardRates.asp

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post #206 of 288
6/9/08 at 10:31pm
Quote:
Originally Posted by sapporobaby View Post

I am not really a fan of Apple having a persistent connection with my iPhone. Stated in this article:
http://www.ilounge.com/index.php/new...t-connections/

Apple will know where I am. Not a fan of this. Of course I can simply not use the application but I do not buy the complete battery life argument. There will be hits but to report to Apple is a bit disconcerting.

Just my 2 cents.

As long as it is not my wife tracking me, I really don't care
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post #207 of 288
6/9/08 at 10:48pm
Quote:
Originally Posted by solipsism View Post

While it seems it unfathomable to me that Nokia would fail at optimizing GSM, we don't have any way of testing this until we can get some battery stats.

Either way, it looks like you and Blütnerd are about to go toe to toe in an assumptive argument that will yield no results. Anyone here no how to break down battery stats into real world figures? I don't have a clue!



I go under hot sleep with Somec between keynotes. It's only been 2 weeks for me since the Motorola StarTAC came out. (I'll be suprised if anyone gets that without googling it)

I get it! get it!
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post #208 of 288
6/9/08 at 10:59pm
Quote:
Originally Posted by merdhead View Post

Because Apple can charge it. They known for their margins. iPods are around 50% for the higher end. I imagine that gross margins are around 50% or so for the new iPhone. If you follow my logic you'll see that it's very sensible.

Or look at it another way. The old phone was $400 + say $300 in kick backs. Do you really thin after such a successful launch they cut the price while adding 3G and GPS? The latter solved their marketing problems. The subsidies solve their price problems. If the phone companies what the phone, and they do, they have to pay. And they will. So Apple has slugged em.

Tell me this: with the utter lack of decent competition, why wouldn't they charge that much?

That's not a good reason. Which iPods have a 50% margin? 20 to mid 30's.

You haven't given a good reason . All you're saying is that you think they are doing this, and giving margins that don't exist. By the way, the parts price that we see in the take downs are not the entire cost of the product. They are just the cost of the parts. You can't figure gross margins from them. And gross margins are not profits.
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post #209 of 288
6/9/08 at 11:03pm
Quote:
Originally Posted by solipsism View Post

2G IPhone - 1400 mAh, ARM 1176 (620 MHz), underclocked to 412 MHz
Nokia N95 - 950 mAh, Texas Instruments OMAP 2420, ARMv6 architecture 11 based, (332 MHz)


So, I don't see what the problem is. Exactly what do you want to know. I'm not getting a clear idea.

Are you looking for draw? If so, just divide mAh by the time in hours for max use, and you'll get the draw.
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post #210 of 288
6/9/08 at 11:10pm
Quote:
Originally Posted by SpamSandwich View Post

Both awful prospects, bad for the economy, bad for investors and bad for business. Ugh. Might have to sell off all my holdings and move them into tax-free municipal bonds and settle for lousy returns for at least 4 years.

A lot of what to do depends on what we think Apple, the company, will do over that time, rather that Apple, part of the economy, will do.

If we don't sell the stock, we haven't lost anything.

If the stock rises above what the loss would be due to the increase in taxes over the current 15%, then we've still made a gain.

If Apple rises considerably more than the 8% tax-free bonds, then we are well ahead.

We could sell the Apple before this becomes apparent, at 15%, and then buy it back again a month later ( I forget the minimum time allowed). That way we pull in our profits at the lower rate, and allow it to accumulate again.

If you bought Apple back as soon as allowed, at say the same price, including fees, etc (for the sake of simplicity of argument) it would only have to go up 11.12% over the course of the next 12 months to be even with your bonds at 8% if you sold at a tax rate of 28%.

If you have Apple in a tax free IRA or other tax free account now, then none of this should bother you. About 10% of our Apple is in our IRA's.
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post #211 of 288
6/9/08 at 11:18pm
Quote:
Originally Posted by melgross View Post

A lot of what to do depends on what we think Apple, the company, will do over that time, rather that Apple, part of the economy, will do.

If we don't sell the stock, we haven't lost anything.

If the stock rises above what the loss would be due to the increase in taxes over the current 15%, then we've still made a gain.

If Apple rises considerably more than the 8% tax-free bonds, then we are ahead.

We could sell the Apple before this becomes apparent, at 15%, and then buy it back again a month later ( I forget the minimum time allowed). That way we pull in our profits at the lower rate, and allow it to accumulate again.

If you have Apple in a tax free IRA or other tax free account now, then none of this should bother you. About 10% of our Apple is in our IRA's.

Unfortunately, my AAPL is not in a Roth IRA or other tax free account. Yours makes sense due to the high dollar amount. I get so annoyed when I read Forbes or similar magazines where they continually crow about making 30 to 40% returns when I'm barely eking out percentages that beat inflation. What the heck am I doing wrong here....

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post #212 of 288
6/9/08 at 11:25pm
Quote:
Originally Posted by SpamSandwich View Post

Unfortunately, my AAPL is not in a Roth IRA or other tax free account. Yours makes sense due to the high dollar amount. I get so annoyed when I read Forbes or similar magazines where they continually crow about making 30 to 40% returns when I'm barely eking out percentages that beat inflation. What the heck am I doing wrong here....

Sorry, I modified my post after you were writing your response.

I used to make far more than that through the latter half of the '90's, and got out in late 1999 with just a 20%, or so loss overall. I would have lost less, but my broker wanted to hold, and I listened a bit too long.

Sometimes you just have to buy a really good company, and hold, hold, hold. As I've mentioned a number of times over the past few years whenever we talk about it, I bought Apple mid 2004, at $16.93, and have held it ever since, stopping to buy more at certain times.

That's how you get those large numbers.

People who jump in and out when the market isn't inflating, actually tend to make less. Every time, you pay those taxes, which holds back the rise.

You can't allow the large dips to frighten you. If the company is really good, that's the time to buy.
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post #213 of 288
6/10/08 at 12:07am
Quote:
Originally Posted by melgross View Post

That's not a good reason. Which iPods have a 50% margin? 20 to mid 30's.

You haven't given a good reason . All you're saying is that you think they are doing this, and giving margins that don't exist. By the way, the parts price that we see in the take downs are not the entire cost of the product. They are just the cost of the parts. You can't figure gross margins from them. And gross margins are not profits.

For the old phone: $400 plus say about $200 in kick backs. Bill of materials from teardowns put it at about $250. These aren't exact figures but that how I got to about 60%.

AT&T have stated they are losing money on the new iPhone. That points to their cost being in the $700/$800 range. $200 customer pays, $240 extra charges and about $300 they have to find, which is the normal subsidy on high end phones in the industry.

Of course gross margins are not profits. That's why there called gross margins. But we're never going to know what the profit on their iPhone business is unless they start providing details.

And anyway, it is a good reason. They will charge as much as they can unless they have a good reason not to, such as marketing or building market share. Are you saying they don't maximise profits, maximise benefits to shareholders, as required by law? I think that's a pretty good reason.
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post #214 of 288
6/10/08 at 12:14am
I just followed live blogging yesterday. Nice and cool, intersting new stuff about the iPhone 3G (evolution, no revolution).
Besides deception of no "one more thing" related to Macs (which I predict will have a separate event in September, as soon as Intel is ready, to unveil the new designs and features)....
One thing I really miss is Apple's own applications in the iPhone. It's all good and right to have developers for the platform... But why on earth should I use TypePad for my small blog if I use iWeb on my Mac? Where is iWeb for iPhone, iPhoto for iPhone (albums, small corrections, presentations), Aperture for iPhone, iChat for iPhone (ok, maybe that one's there)...
I really wonder why Apple didn't concentrate more on delievering their own software to the iPhone.
And... The iPhone is interesting but not as revolutionary as I thought (camera still sucks (front camera I couldn't care less), A2DP (Stereo Bluetooth)...
Other things I miss?
- Nike+ for iPhone. I am not interested in a complete medical check up (app that was announced), but much more in an App that keeps track of my sport performances, weight etc.
- no announcement about new movie or music deals...
Maybe some of these will come soon (after all the WWDC is for developers, i.e. the people who will bring us this stuff). But I feel disappointed from a content perspective.
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post #215 of 288
6/10/08 at 12:53am
Overall I think the 3g iphone is ok but given that its been a year since iphone was lauched I would have thought it would have had some other better specs. The camera has not been upgraded at all.
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post #216 of 288
6/10/08 at 2:00am
Quote:
Originally Posted by merdhead View Post

For the old phone: $400 plus say about $200 in kick backs. Bill of materials from teardowns put it at about $250. These aren't exact figures but that how I got to about 60%.

AT&T have stated they are losing money on the new iPhone. That points to their cost being in the $700/$800 range. $200 customer pays, $240 extra charges and about $300 they have to find, which is the normal subsidy on high end phones in the industry.

Of course gross margins are not profits. That's why there called gross margins. But we're never going to know what the profit on their iPhone business is unless they start providing details.

And anyway, it is a good reason. They will charge as much as they can unless they have a good reason not to, such as marketing or building market share. Are you saying they don't maximise profits, maximise benefits to shareholders, as required by law? I think that's a pretty good reason.

You're just making up numbers! You don't know any of that.
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post #217 of 288
6/10/08 at 2:10am
Glad i did'nt sell my lphone on Ebay, 3G wow my lphone does everything l need it for.
Back to plastic, the aluminium back looks far nicer.
No video, same megapixel camera.
Keep the lphone you have, update the software, get all the new cool apps when they come out, and you cant go wrong.
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post #218 of 288
6/10/08 at 4:18am
This topic was somewhat neglected - but I gather that Apple again failed to fully enable Bluetooth on iPhone 2?
The great things for the great, the abysses for the profound, the thrills for the refined, and, to sum up shortly, everything rare for the rare.
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post #219 of 288
6/10/08 at 4:45am
Quote:
Originally Posted by nasdarq View Post

This topic was somewhat neglected - but I gather that Apple again failed to fully enable Bluetooth on iPhone 2?

Well there's no mention of it in the specs. I hope it's just an oversight as sending vCards and mp3s via Bluetooth is pretty common practice.

No mention of sharing the 3G modem connection over Wifi or USB either, which is a pity.
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post #220 of 288
6/10/08 at 4:50am
Ok folks, I know it's just a handful of us folks, but if you want a better 'Phone" then Apple just provided one for you.

Now if what you are looking for is a better camera, then go check out Nikon, as they have a hell of a line up.

IF Apple had made the "Camera" better, and folks used it A LOT, then they would be complaining that the battery didn't last as long as Apple said it would / could / might …

I think Apple is doing the right things at the right time. YES they could have made some more cool changes, added some more cool features, but less we forgot folks … It's a Fu4356king phone! And it does what a PHONE is suppose to do, and a hell of a lot more. As a great man once said "Don't worry, be happy"

Apple WILL come out with some cool stuff by years end. It when they do, many of you will still complain and find something wrong with it.

Folks, life is way to short to get your panties in a bunch.

Buy what you want, enjoy what you have, and the rest will follow.

Skip
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post #221 of 288
6/10/08 at 4:53am
Quote:
Originally Posted by bavlondon2 View Post

Overall I think the 3g iphone is ok but given that its been a year since iphone was lauched I would have thought it would have had some other better specs. The camera has not been upgraded at all.

Have you tried the iPhone. I haven't seen better pics from friends who purportedly have 'better' cameras. Of course, my experience as a pro-photographer years ago has spoiled me when I see the crap I now am being constantly flooded with.

Check out these which may suit your needs and pocketbook

http://reviews.cnet.com/best-camera-phones/

http://cellphones.about.com/od/topce...top_camera.htm
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post #222 of 288
6/10/08 at 5:06am
Quote:
Originally Posted by aegisdesign View Post

Well there's no mention of it in the specs. I hope it's just an oversight as sending vCards and mp3s via Bluetooth is pretty common practice.

No mention of sharing the 3G modem connection over Wifi or USB either, which is a pity.

So it will be impossible to use the iPhone as a modem for your laptop, or are you saying it's just been overlooked in the specs?
The great things for the great, the abysses for the profound, the thrills for the refined, and, to sum up shortly, everything rare for the rare.
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The great things for the great, the abysses for the profound, the thrills for the refined, and, to sum up shortly, everything rare for the rare.
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post #223 of 288
6/10/08 at 5:34am
Quote:
Originally Posted by solsun View Post

Somebody cleared this up already in one of the rumor threads.. It has to do with an aluminum back interfering with the 3G chip.

but why having a glossy finish The back looks very cheapo now Not mentioning the glossy kitchen white back

They only have to change the sweaty bling bling back to an iMac like satin textured black to turn this iPhone into a heavenly hardware experience!
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post #224 of 288
6/10/08 at 6:11am
Quote:
Originally Posted by nasdarq View Post

So it will be impossible to use the iPhone as a modem for your laptop, or are you saying it's just been overlooked in the specs?

We'll know for certain come July 11th but so far there's no mention of it in the specs and it's not there in the 2.0 betas so my guess is it's not going to be there. It wasn't there in 1.0.

It really is perplexing. Almost every other phone offers a decent spread of Bluetooth profiles and modem sharing yet Apple doesn't.

Every phone I've had since about 1996 has had a built in modem shared over cable, infrared or bluetooth. OK, you can do much more on the iPhone itself so there's less need to use a laptop attached to it but for some situations and jobs, my work is on the computer and I need to get it filed without having to find an open wifi hotspot.
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post #225 of 288
6/10/08 at 6:19am
O2 just released their new tariffs for the iPhone, they look largely the same as their previous tariffs, apart from the fact if you opt for the more expensive ones you can get either iPhone (8gb or 16gb) free!

On top of that they've also released a pay as you go option, which means, if I'm correct, no 18 month contract!

I can't wait for the 11th!
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post #226 of 288
6/10/08 at 7:58am
Quote:
Originally Posted by CJon View Post

Anyone know if the new iPhone 3G can handle MMS? I hate that viewmymessage.com website... will developers be able to create MMS clients that can txt pics as opposed to email them?

Thanks


No it cannot. The iPhone still cannot do cut & paste or Mail in landscape mode. Those are 3 of my biggest gripes. I don't give a shit about GPS, I want cut & paste.
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post #227 of 288
6/10/08 at 9:53am
Quote:
Originally Posted by geminisalsero View Post

2nd the "price cut" is just an illusion - you are still buying the phone at 399 after all those apps that you will spend on it plus the increase in ATT service plan (for US). Before it was 399 and you can jailbrake the phone and get those app things that matter for free:

The AT&T price hike brings it to $439. As for the apps, you don't have to buy any if you don't want to. And I'm sure that you will be able to jailbreak this one too and install those poor hack apps too.

For me, this is actually saving me $80 over the next year, since I'll probably be buying a new phone next year ( $10x12 = $120) , but get $200 off the initial price.
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post #228 of 288
6/10/08 at 11:46am
Ok guys, I have an issue here maybe some of you could verify. I tried using my AT&T iPhone SIM card on my other GSM phone. Guess what? It did not work!! I called AT&T and after an hour of talking they told me that the iPhone SIM card will not work on any other GSM phone!!!!!!!!! They also told me that if I go and get another SIM card for my AT&T phone number I am using with my iPhone then it will not work on the iPhone anymore!!!!!! WTF!!
Can someone verify if his iPhone SIM card actually work on other phones?
Thanks

Edit: As per Apple.com:
Quote:
1. I'm concerned about not having a phone while my iPhone is being repaired. What are my options?
You have three options to minimize the impact of not having a phone while your iPhone is being repaired:

1. You can make an appointment with a Mac Genius at an Apple Store. If the Mac Genius determines that the iPhone has a hardware issue requiring service, you will receive an immediate replacement.
2. If you have another GSM cell phone available, you can put the SIM card into your other phone and use the other phone until their iPhone is serviced or replaced.
3. Apple can provide an AppleCare Service Phone (8GB) while your iPhone is being repaired. The rental charge for the AppleCare Service phone is $29. For more details please review the iPhone Rental Terms And Conditions.
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post #229 of 288
6/10/08 at 11:53am
Quote:
Originally Posted by NasserAE View Post

Ok guys, I have an issue here maybe some of you could verify. I tried using my AT&T iPhone SIM card on my other GSM phone. Guess what? It did not work!! I called AT&T and after an hour of talking they told me that the iPhone SIM card will not work on any other GSM phone!!!!!!!!! They also told me that if I go and get another SIM card for my AT&T phone number I am using with my iPhone then it will not work on the iPhone anymore!!!!!! WTF!!
Can someone verify if his iPhone SIM card actually work on other phones?
Thanks

The only solution that I know of is to put the SIM card from another phone into an unlocked iPhone.
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post #230 of 288
6/10/08 at 12:17pm
Quote:
Originally Posted by solipsism View Post

The only solution that I know of is to put the SIM card from another phone into an unlocked iPhone.

I am trying to use my iPhone AT&T SIM card on another phone.
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post #231 of 288
6/10/08 at 12:19pm
Quote:
Originally Posted by NasserAE View Post

I am trying to use my iPhone AT&T SIM card on another phone.

Need to find a generic SIM card, I think.
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post #232 of 288
6/10/08 at 12:38pm
Quote:
Originally Posted by melgross View Post

You're just making up numbers! You don't know any of that.

Yes I do, it's based on published reports. Have you been living under a rock?
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post #233 of 288
6/10/08 at 12:44pm
Quote:
Originally Posted by geminisalsero View Post

1st I believe that this is NOT the 2nd generation Iphone - just Iphone 3G (think of it as ipod 5.5) The full new generation should be coming early next year: Iphone Pro 32Gb, MMS, dual camera, cut and paste for $399 (and one feature that we all want, but will not get because wishing for something makes us buy the darn thing).

You are wishfully thinking.

More storage is a simple prediction. 32 MB flash storage is pretty much guaranteed yes. But considering this late date, the lack of MMS, copy-n-paste and even video conferencing camera in the iPhone implies Apple has strategic interests for not implementing them. For example, next year, if even phone supports push-email with HTML emial and attachments, MMS stops being needed. Video conferencing on cell phone may not be a usage humans are comfortable with.

Quote:
2nd the "price cut" is just an illusion - you are still buying the phone at 399 after all those apps that you will spend on it plus the increase in ATT service plan (for US). Before it was 399 and you can jailbrake the phone and get those app things that matter for free

Umm, jailbreak apps also cost money, and there will be free apps from the App Store. The reduced price is an illusion, but not for the reason you state. The phones cost $199, half the price, but the cheapest data plan is $10 more. So one will be spending something like $200 for the phone and $70/month for 2 years on the service. The TCO is higher by $50 to $100 over 2 years for the iPhone with 3G.

Quote:
3rd Ipod Touch 8Gb is still priced at 299 - well that is okay, but we will see on July 11th. I guess the back to school promotion is making people think - why can't i get an Iphone 3G for $199? Again as September approaches (end of the school year promo) apple may unveil the 64Gb touch and the newer Mac family and hints at Iphone Pro. Right now, it is inventory clearing time, but in the end they have to keep the Gb ratio b/w iphone and ipod touch.

Yes. iPods will be updated in July-Sept time frame for the Q4.
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post #234 of 288
6/10/08 at 12:45pm
Quote:
Originally Posted by bdenton42 View Post

The 3G conneciton on my Moto Razr V3xx costs $20/mo unlimited. Not sure how they justify the extra $10.

"Justify"?! Try this: everyone who has ever had a Razr _hates_ it. You can charge more for people to use an appliance that they love, even if the less-loved appliances do the same things, on paper.
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post #235 of 288
6/10/08 at 12:53pm
Quote:
Originally Posted by resnyc View Post

"Justify"?! Try this: everyone who has ever had a Razr _hates_ it. You can charge more for people to use an appliance that they love, even if the less-loved appliances do the same things, on paper.

Or that $10 gets you a useable internet connection. How the hell do you compare the iPhone's browser and internet apps to a RAZR?
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post #236 of 288
6/10/08 at 12:57pm
Quote:
Originally Posted by solipsism View Post

Or that $10 gets you a useable internet connection. How the hell do you compare the iPhone's browser and internet apps to a RAZR?

Phone tools & a USB cable and I am using Internet Explorer from my desktop... perfectly usable for me. I'd be all over a iPhone3G if I could do the same with it.
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post #237 of 288
6/10/08 at 1:00pm
Quote:
Originally Posted by resnyc View Post

"Justify"?! Try this: everyone who has ever had a Razr _hates_ it. You can charge more for people to use an appliance that they love, even if the less-loved appliances do the same things, on paper.

OK so if the cost is justified based on the appliance why all the hate for people who say the iPhone3G costs $439... because that's what it really is, no?
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post #238 of 288
6/10/08 at 1:02pm
Quote:
Originally Posted by bdenton42 View Post

Phone tools & a USB cable and I am using Internet Explorer from my desktop... perfectly usable for me. I'd be all over a iPhone3G if I could do the same with it.

That is an excellent reason to keep the RAZR plan. Not every phone or plan fits everyone. You're plan fits well for you, but it you wanted rich internet on the go without a laptop connection with a built in iPod then the iPhone may become the best choice.

Maybe a jailbreak will come out that will allow you to have your cake and eat it too, albeit at $10 more a month., though that seems like a decent trade off to me. I'd cancel my $60/month AT&T data USB card data plan if I could do that.
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post #239 of 288
6/10/08 at 1:12pm
Hi everyone, I am a scum-sucking spammer who deserves the worst physical and mental torture imaginable. I love to have my bots visit every forum I can find and spew my garbage.
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post #240 of 288
6/10/08 at 7:08pm
Quote:
Originally Posted by merdhead View Post

For the old phone: $400 plus say about $200 in kick backs. Bill of materials from teardowns put it at about $250. These aren't exact figures but that how I got to about 60%.

AT&T have stated they are losing money on the new iPhone. That points to their cost being in the $700/$800 range. $200 customer pays, $240 extra charges and about $300 they have to find, which is the normal subsidy on high end phones in the industry.

Of course gross margins are not profits. That's why there called gross margins. But we're never going to know what the profit on their iPhone business is unless they start providing details.

And anyway, it is a good reason. They will charge as much as they can unless they have a good reason not to, such as marketing or building market share. Are you saying they don't maximise profits, maximise benefits to shareholders, as required by law? I think that's a pretty good reason.

Where do you get you figures from? The old phone which people stood in line for hours for was $600!! Stop re-writing history. It was way overpriced from the start.
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