I know you like being the forum's pooh flinging, dancing monkey boy, but it would be nice if you actually added a useful post to the thread every now and then. Maybe some insight into what you think RiM will do in the future.
I have a friend who recently bought two BB Storm's for he and his wife. Verizon had a buy one get one free sale.
Quote:
Originally Posted by anantksundaram
I conjecture that they've had to do some aggressive price discounts to gain share (Apple may have a cost issue with new product intros, but almost never a pricing problem coming right out of the gate).
I know you like being the forum's pooh flinging, dancing monkey boy, but it would be nice if you actually added a useful post to the thread every now and then. Maybe some insight into what you think RiM will do in the future.
As opposed to bashing RIM as you just did and/or anything other than Apple as you invariably always do?
Before we go off on a RIM love-fest here, let's recognize that RIM is by far - and has been for a while - the favorite of corporations and their IT folks. So we are also comparing oranges and apples when we compare Blackberrys and iPhones and the size/scope of their relevant market segments. (That's also the reason BBs are available on multiple carriers).
That said, as a stock, as cameronj observes, it was very good buy at $35. But at $60? That gets a little iffy-er....
I know you want to ignore this fact, but it still has to be acknowledged. Even with many more models and carriers, RIM's sales are not much better than Apple's with one phone and one carrier.
Quote:
Originally Posted by teckstud
Now I know for a fact that you are certifiably crazy- How many Blackberries are there that are on how many different US carriers alone vs. the iPhone exclusivity in the US with only AT&T? We're talking RIM -not STorm/Thunder.
Keep drinking those Kool-Aid shots. It is Thursday night.
I know you want to ignore this fact, but it still has to be acknowledged. Even with many more models and carriers, RIM's sales are not much better than Apple's with one phone and one carrier.
That's now and I actually agree with you , but how can you not think that being locked into AT&T is not a disadvantage going into the future?
I know you like being the forum's pooh flinging, dancing monkey boy, but it would be nice if you actually added a useful post to the thread every now and then. Maybe some insight into what you think RiM will do in the future.
Heh heh... while I can't disagree with your sentiments, I am surprised that you continue to let this guy pull your chain.....
As opposed to bashing RIM as you just did and/or anything other than Apple as you invariably always do?
Where exactly did I bash RiM? Stating the fact that they haven't rebounded as well as other tech companies I follow? Stating that will have change their business model to compete in a future of many Exchange capable smartphones that will do essentially what RiM offers without the extraneous costs in a worldwide recession? Stating that they have a great product, I expect there sales to grow and that I hope they have a solid long term plan? Stating that I made a bundle off RiM selling at nearly their highest point before the market drop?
Heh heh... while I can't disagree with your sentiments, I am surprised that you continue to let this guy pull your chain.....
My features aren't ruffled. I will get to a point and put him on my ignore list simply because he constantly detracts from the thread. He's here enough that I wish he would add something useful. I don't care if I agree or disagree with posters so long as their posts actually add to the conversation.
I know you want to ignore this fact, but it still has to be acknowledged. Even with many more models and carriers, RIM's sales are not much better than Apple's with one phone and one carrier.
Apple choose this approach so it is silly to say someone else shouldn't benefit from making a choice Apple refuses to make. Apple simplified their approach and that has some benefits and drawbacks as you note. The same is true for the RIMM decision.
Where exactly did I bash RiM? Stating the fact that they haven't rebounded as well as other tech companies I follow? Stating that will have change their business model to compete in a future of many Exchange capable smartphones that will do essentially what RiM offers without the extraneous costs in a worldwide recession? Stating that they have a great product, I expect there sales to grow and that I hope they have a solid long term plan? Stating that I made a bundle off RiM selling at nearly their highest point before the market drop?
Please, your whole post was spinning doom and gloom for RIM while other posts on here have been very gracious. Now you're trying to weasle your way out of your prior post?
It depends on execution. If Apple and AT&T can offer people a compelling enough service then it may not matter. Since all of the carriers follow somewhat different business models, there is no guarantee Apple will automatically repeat its success with someone else.
As I've mentioned before if it were left up to Verizon there would have been no iPhone.
Quote:
Originally Posted by teckstud
That's now and I actually agree with you , but how can you not think that being locked into AT&T is not a disadvantage going into the future?
Oh, I don't disagree. The fact that profit does not rise in proportion to sales with a new product is fairly obvious. It seems to me, however, that 84% v. 26% is rather low profit leverage on the incremental sales. I conjecture that they've had to do some aggressive price discounts to gain share (Apple may have a cost issue with new product intros, but almost never a pricing problem coming right out of the gate).
But they did maintain 40% gross margins. That's compared to what some people here constantly decry as Apple's "excessive" margins of about 34%.
That's now and I actually agree with you , but how can you not think that being locked into AT&T is not a disadvantage going into the future?
It IS a disadvantage.I don't think anyone is denying that.
The point being made is that DESPITE that fact, Apple did well. Now that they are in almost 80 countries, that fact is less of a drag than it was before. It seems that Apple has made a deal in China as well, so we'll see.
But, as has been stated in a number of articles, once LTE is available to both AT&T and Verizon, sometime in 2010, we may see the iPhone moving over there some time soon after.
I wouldn't worry about T-Mobile because it's pretty small, and has a very poor 3G service right now, which stupidly, is not compatible with any other major 3G service, as AT&T's is. Sprint is hemorrhaging badly, and who knows what that will mean in another year or two?
I think Apple has planned its rollout well. It's gotten time to work out hardware and software needs along the way.
It depends on execution. If Apple and AT&T can offer people a compelling enough service then it may not matter. Since all of the carriers follow somewhat different business models, there is no guarantee Apple will automatically repeat its success with someone else.
As I've mentioned before if it were left up to Verizon there would have been no iPhone.
BUt the more carriers the greater the pentetration. People simply will not switch regardless if their carrier is inferior or whatever. The iPhone would have already had MMS texts and MMS pics plus video if it had been on Verizon on the other hand not to mention a better connection.
I wouldn't worry about T-Mobile because it's pretty small, and has a very poor 3G service right now, which stupidly, is not compatible with any other major 3G service, as AT&T's is.
The FCC made them bid for a different spectrum. I know T-Mo didn't want to use that atypical frequency.
BUt the more carriers the greater the pentetration. People simply will not switch regardless if their carrier is inferior or whatever. The iPhone would have already had MMS texts and MMS pics plus video if it had been on Verizon on the other hand not to mention a better connection.
The connection quality I can't argue about, but we really can't make any statements about MMS. No one knows that. Same thing with video.
Comments
Well there were some positive posts on here.
I know you like being the forum's pooh flinging, dancing monkey boy, but it would be nice if you actually added a useful post to the thread every now and then. Maybe some insight into what you think RiM will do in the future.
I conjecture that they've had to do some aggressive price discounts to gain share (Apple may have a cost issue with new product intros, but almost never a pricing problem coming right out of the gate).
I know you like being the forum's pooh flinging, dancing monkey boy, but it would be nice if you actually added a useful post to the thread every now and then. Maybe some insight into what you think RiM will do in the future.
As opposed to bashing RIM as you just did and/or anything other than Apple as you invariably always do?
That said, as a stock, as cameronj observes, it was very good buy at $35. But at $60? That gets a little iffy-er....
Now I know for a fact that you are certifiably crazy- How many Blackberries are there that are on how many different US carriers alone vs. the iPhone exclusivity in the US with only AT&T? We're talking RIM -not STorm/Thunder.
Keep drinking those Kool-Aid shots. It is Thursday night.
I know you want to ignore this fact, but it still has to be acknowledged. Even with many more models and carriers, RIM's sales are not much better than Apple's with one phone and one carrier.
That's now and I actually agree with you , but how can you not think that being locked into AT&T is not a disadvantage going into the future?
I know you like being the forum's pooh flinging, dancing monkey boy, but it would be nice if you actually added a useful post to the thread every now and then. Maybe some insight into what you think RiM will do in the future.
Heh heh... while I can't disagree with your sentiments, I am surprised that you continue to let this guy pull your chain.....
As opposed to bashing RIM as you just did and/or anything other than Apple as you invariably always do?
Where exactly did I bash RiM? Stating the fact that they haven't rebounded as well as other tech companies I follow? Stating that will have change their business model to compete in a future of many Exchange capable smartphones that will do essentially what RiM offers without the extraneous costs in a worldwide recession? Stating that they have a great product, I expect there sales to grow and that I hope they have a solid long term plan? Stating that I made a bundle off RiM selling at nearly their highest point before the market drop?
Heh heh... while I can't disagree with your sentiments, I am surprised that you continue to let this guy pull your chain.....
My features aren't ruffled. I will get to a point and put him on my ignore list simply because he constantly detracts from the thread. He's here enough that I wish he would add something useful. I don't care if I agree or disagree with posters so long as their posts actually add to the conversation.
I know you want to ignore this fact, but it still has to be acknowledged. Even with many more models and carriers, RIM's sales are not much better than Apple's with one phone and one carrier.
Apple choose this approach so it is silly to say someone else shouldn't benefit from making a choice Apple refuses to make. Apple simplified their approach and that has some benefits and drawbacks as you note. The same is true for the RIMM decision.
Where exactly did I bash RiM? Stating the fact that they haven't rebounded as well as other tech companies I follow? Stating that will have change their business model to compete in a future of many Exchange capable smartphones that will do essentially what RiM offers without the extraneous costs in a worldwide recession? Stating that they have a great product, I expect there sales to grow and that I hope they have a solid long term plan? Stating that I made a bundle off RiM selling at nearly their highest point before the market drop?
Please, your whole post was spinning doom and gloom for RIM while other posts on here have been very gracious. Now you're trying to weasle your way out of your prior post?
As I've mentioned before if it were left up to Verizon there would have been no iPhone.
That's now and I actually agree with you , but how can you not think that being locked into AT&T is not a disadvantage going into the future?
Oh, I don't disagree. The fact that profit does not rise in proportion to sales with a new product is fairly obvious. It seems to me, however, that 84% v. 26% is rather low profit leverage on the incremental sales. I conjecture that they've had to do some aggressive price discounts to gain share (Apple may have a cost issue with new product intros, but almost never a pricing problem coming right out of the gate).
But they did maintain 40% gross margins. That's compared to what some people here constantly decry as Apple's "excessive" margins of about 34%.
It was fun while it lasted...
That's now and I actually agree with you , but how can you not think that being locked into AT&T is not a disadvantage going into the future?
It IS a disadvantage.I don't think anyone is denying that.
The point being made is that DESPITE that fact, Apple did well. Now that they are in almost 80 countries, that fact is less of a drag than it was before. It seems that Apple has made a deal in China as well, so we'll see.
But, as has been stated in a number of articles, once LTE is available to both AT&T and Verizon, sometime in 2010, we may see the iPhone moving over there some time soon after.
I wouldn't worry about T-Mobile because it's pretty small, and has a very poor 3G service right now, which stupidly, is not compatible with any other major 3G service, as AT&T's is. Sprint is hemorrhaging badly, and who knows what that will mean in another year or two?
I think Apple has planned its rollout well. It's gotten time to work out hardware and software needs along the way.
It depends on execution. If Apple and AT&T can offer people a compelling enough service then it may not matter. Since all of the carriers follow somewhat different business models, there is no guarantee Apple will automatically repeat its success with someone else.
As I've mentioned before if it were left up to Verizon there would have been no iPhone.
BUt the more carriers the greater the pentetration. People simply will not switch regardless if their carrier is inferior or whatever. The iPhone would have already had MMS texts and MMS pics plus video if it had been on Verizon on the other hand not to mention a better connection.
I wouldn't worry about T-Mobile because it's pretty small, and has a very poor 3G service right now, which stupidly, is not compatible with any other major 3G service, as AT&T's is.
The FCC made them bid for a different spectrum. I know T-Mo didn't want to use that atypical frequency.
But they did maintain 40% gross margins. That's compared to what some people here constantly decry as Apple's "excessive" margins of about 34%.
I know I'm banned but that is the only posting here that makes sense.
You let Tech Geek go off on Apple when it's appropriate or even when it's not.
Your ban of my postings was not appropriate for disagreeing with the room.
BUt the more carriers the greater the pentetration. People simply will not switch regardless if their carrier is inferior or whatever. The iPhone would have already had MMS texts and MMS pics plus video if it had been on Verizon on the other hand not to mention a better connection.
The connection quality I can't argue about, but we really can't make any statements about MMS. No one knows that. Same thing with video.
The FCC made them bid for a different spectrum. I know T-Mo didn't want to use that atypical frequency.
They weren't made to bid on it. They failed to buy up other spectrum earlier. They had to bid on what they could.