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iPhone 3G drives AT&T's quarter, outselling Storm four to one - Page 2

post #41 of 54
1/28/09 at 10:59am
Here's an interesting article by actual patent attorneys on the possible Apple/Palm dispute. It holds for other competitors as well. Good reading:

http://www.engadget.com/2009/01/28/a...epth-analysis/
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post #42 of 54
1/28/09 at 11:31am
Quote:
Originally Posted by melgross View Post

The interesting thing about that, as I remember from back then, was with the 2.1 version of the OS, that came out around that time, the Newton had just about solved its problems with handwriting recognition. I know some people who still use them.

In fact, sales were rising seriously for the device when Jobs killed it.

yes... the newton almost certainly got 'steved' over apple-internal political reasons: NIBS - not invented by steve. it was john sculley's baby, and it got thrown out with the bath water.

i don't think that competition from palm was the deciding factor. sure - the palm pilot didn't cost a thousand dollars like the newton, but the MP2000 and the subsequent MP2100 we're so much more capable than the 'newton-killers', even if you needed deeper pockets... and not just due to its size...

i still use mine occasionally (ok - rarely), and not just because of it's 'cut & paste' capability...
Tofino
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Tofino
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post #43 of 54
1/28/09 at 12:57pm
Quote:
Originally Posted by mjtomlin View Post

I'm sure we all understand that. The point of the article is to throw egg on Verizon's face for talking up the Storm as the next iPhone killer.

Personally I just don't understand these sales comparisons? As long as a company can show they are making sales and making profits, what's the point? And how come they are always iPhone-killers? As if their sales won't impact other devices as well. I always thought it was funny that Android was being compared to the iPhone, when it actually competes more with Windows Mobile.

Because the BB was the gold standard for smart phones. All smart phones compete. Windows Mobile phones have never been so entrenched in business like BB. Android was silly to be compared to the iPhone. I think it got the play because it was from Google. Don't get me wrong, I love Google, but not Android.

When I travel to our trade organizational conferences, the BB use to be the phone in the pocket of every CEO. Now, better than half of us have an iPhone.

The day the term iPhone killer stops being thrown around is the day that Apple has 100% of sales or another phone has taken the king of the hill spot. Since I own stock in Apple, I want that term around because it reassures me Apple is still king.
Hard-Core.
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Hard-Core.
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post #44 of 54
1/28/09 at 1:06pm
Quote:
Originally Posted by melgross View Post

Then they are the only ones reporting that number. We'll have to wait and see if it's correct. I wonder if that includes the high percentage of returns, which, in the beginning were around 40%, and even now, with many software bugs fixed, is admitted to be about 10%, a very high number?

The 1 million unit number is from Verizon executives at the wall street conference call on the Q4 result. Verizon said it themselves, so no reason to question it (i.e. whether it includes returns).
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post #45 of 54
1/28/09 at 1:10pm
Quote:
Originally Posted by samab View Post

The 1 million unit number is from Verizon executives at the wall street conference call on the Q4 result. Verizon said it themselves, so no reason to question it (i.e. whether it includes returns).

If they said it, then it sounds like a good number. But one can still question whether it contains returns or not. They might have been asked that question, and they might not have. If they said that these were "net" sales, then they would have considered returns, but if they just said that they were sales, then they might not have.
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post #46 of 54
1/28/09 at 2:16pm
Quote:
Originally Posted by MitchStr View Post

Here is where it gets even better for Apple and AT&T. The 1.9 million units only represents the number of phones they sold and activated. It does not cover all the Apple iPhone 3G gift cards that anyone purchased but did not redeem before 12/31/08. I strongly suspect that Apple sold a large number of phone gift cards that were not redeemed and hence the phones activated until after January 1st.

Does anyone think the number of gift cards sold could have pushed the ratio of iPhones to Storms sold to 6:1 or

Lol... no.

Nobody would get the "must have" gift in their stocking and wait more than a week to get it. Certainly not enough to move the needle.
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post #47 of 54
1/28/09 at 2:20pm
Yes this is a good article.

I mentioned to someone on another thread that Palm isn't innocent in the patent game. Palm also holds patents and will litigiously defend them.

Quote:
Originally Posted by melgross View Post

Here's an interesting article by actual patent attorneys on the possible Apple/Palm dispute. It holds for other competitors as well. Good reading:

http://www.engadget.com/2009/01/28/a...epth-analysis/
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post #48 of 54
1/28/09 at 2:21pm
Quote:
Originally Posted by samab View Post

The 1 million unit number is from Verizon executives at the wall street conference call on the Q4 result. Verizon said it themselves, so no reason to question it (i.e. whether it includes returns).

Well, it looks as though you're going to have to find a quote of that from whomever said it. I just read an article that said that Verizon declined to give sales numbers of the Storm during that call.


http://www.eweek.com/c/a/Midmarket/V...rm-Sales-Slow/
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post #49 of 54
1/28/09 at 3:08pm
Quote:
Originally Posted by melgross View Post

ALL of these things killed it. Possibly the biggest thing though, was the fact that as Scully's pet project, it would be one of the first things killed by Jobs when he came back.


Quote:
Originally Posted by Tofino View Post

yes... the newton almost certainly got 'steved' over apple-internal political reasons: NIBS - not invented by steve. it was john sculley's baby, and it got thrown out with the bath water.
.

Steve Jobs explicitly said why he killed the Newton, it was that one company couldn't successfully manage/develop two operating systems. I remember him actually saying so in an interview and it was reported elsewhere and perhaps also stated in a company newsletter. A web search turns up lots of more recent stories but:

Apple will stop producing Newtons and eMates. Steve Jobs says Apple has to focus all of its efforts on extending the Macintosh operating system.

http://nzdl.sadl.uleth.ca/cgi-bin/li...6edf1227c893.5

This is interesting too:

Apple will cease all Newton OS hardware and software development, no more products will be made after the existing stock is depleted, and Apple will continue to provide support to users. Brief mention was made of development of a new low-cost Mac OS-based mobile device in the future, but no details were offered.

http://www.pencomputing.com/frames/newton_obituary.html

It's a long story and Steve was ahead of the time all of the time. iPhone/iPod Touch has been in the making a good while, nearly a decade.
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post #50 of 54
1/28/09 at 3:15pm
Quote:
Originally Posted by Beauty of Bath View Post

Steve Jobs explicitly said why he killed the Newton, it was that one company couldn't successfully manage/develop two operating systems. I remember him actually saying so in an interview and it was reported elsewhere and perhaps also stated in a company newsletter. A web search turns up lots of more recent stories but:

Apple will stop producing Newtons and eMates. Steve Jobs says Apple has to focus all of its efforts on extending the Macintosh operating system.

http://nzdl.sadl.uleth.ca/cgi-bin/li...6edf1227c893.5

This is interesting too:

Apple will cease all Newton OS hardware and software development, no more products will be made after the existing stock is depleted, and Apple will continue to provide support to users. Brief mention was made of development of a new low-cost Mac OS-based mobile device in the future, but no details were offered.

http://www.pencomputing.com/frames/newton_obituary.html

It's a long story and Steve was ahead of the time all of the time. iPhone/iPod Touch has been in the making a good while, nearly a decade.

Yes, of course they would say that.

Did you expect Jobs to come out and say that he killed it because he hated Scully, because he was marginalized by him in the company, and ended up resigning in disgrace, and that now that he was back, he was going to get rid of everything that reminded him of Scully?

No, I don't think so.
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post #51 of 54
1/28/09 at 4:10pm
Quote:
Originally Posted by melgross View Post

Well, it looks as though you're going to have to find a quote of that from whomever said it. I just read an article that said that Verizon declined to give sales numbers of the Storm during that call.


http://www.eweek.com/c/a/Midmarket/V...rm-Sales-Slow/

Reuters news article:

http://ca.reuters.com/article/busine...50R6XT20090128
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post #52 of 54
1/28/09 at 8:31pm
Quote:
Originally Posted by MitchStr View Post

Here is where it gets even better for Apple and AT&T. The 1.9 million units only represents the number of phones they sold and activated. It does not cover all the Apple iPhone 3G gift cards that anyone purchased but did not redeem before 12/31/08. I strongly suspect that Apple sold a large number of phone gift cards that were not redeemed and hence the phones activated until after January 1st.

My child rushed down to the Apple store on 12/26/08, but I suspect a large number of folks did not redeem their gift card for a phone until their holidays were over.

A iPhone 3G gift card could be purchased in any denomination and did not have to be used to actually purchase a phone, but I suspect a high percentage of those cards were used for just that purpose by the redeemers.

Does anyone think the number of gift cards sold could have pushed the ratio of iPhones to Storms sold to 6:1 or higher?

Just a thought!


I don't know the answer to your question but being an Apple shareholder, I went into my local Apple store and asked if they sold many of the gift cards over the holidays. They could not give me actual figures but said they sold "a ton of them." This will bode well for this quarter!
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post #53 of 54
1/28/09 at 10:32pm
Quote:
Originally Posted by samab View Post

Reuters news article:

http://ca.reuters.com/article/busine...50R6XT20090128

Interesting that we have two different accounts for the day.
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post #54 of 54
1/29/09 at 3:52pm
Quote:
Originally Posted by melgross View Post

Interesting that we have two different accounts for the day.

I don't see anything in the article that a Verizon executive gave that number. Could just be a fluff press release.
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