philboogie wrote: »
n. 1. Superfluity of words.
I like that.
I am pretty sure that people in Apple are well aware of the 1992-1993 analogy, and don't want to do down that road again. it is a cosmic fluke that Apple survived at all in the late 1990's, and were it not for the other fluke that Jobs managed to come back and take over , that he had an OS which would work for Apple with much work, and his great visions it would be nowhere.
In any case the car analogy is trite, a merc is for the top 5%. Apple has 50% penetration in the US, and 70% in iPods. Apple devices are mass market, like it or lump it. And a car is not a platform, Apple is selling both devices and an OS, with the added app store and lifetime payments.
Which answers your other points. If Apple gets into developing countries, it needs to make some other payment methods as well as credit cards. Like using the PAYG card itself work for payments, via the carrier, assuming they can be trusted. Much like Visa, in that case the carriers get a percentage.
As for the consumers there, they are increasing wages, unlike the West, at 5-10% a year. Apple can't afford to lose a 20 year old Chinese guy because he will be rich when he is 80 - and long before. Unless we run out of oil etc.
And the new iPhone will be a "different product". Nobody is arguing any differently. They already have the same product cheaper ( last years models, and different configurations). It will look different, and therefore be a different product.
I think the cheap phone, an "iPhordable", will happen late this summer.
Essentially Apples response to Samsung gaining more of a global lead. The cheap version opens China and doesn't require any new technology, just existing components packed into a plastic backed device...... with all that money out there, hard to believe they will pass it up.