Saturday, October 25, 2008

Apple's iPhone Sales Are Good, but Not Great

This week's earnings call was exciting news for Apple's stockholders. The iPhone had climbed past the Macintosh and iPod as the number one revenue generator across the board. With almost 40% of all Apple revenues for Q4, the iPhone made Apple the third-largest global handset maker by revenue and pushed Apple past RIM in terms of units. Steve Jobs even showed up at the earnings call and broke protocol of using non-GAP accounting measures to illustrate these numbers.

Pundits were ushering in the new Apple phone company and death of Apple Computer. Apple would now be a handset maker first and foremost. Apples' stock was up over 10% in after-hours trading, was responsible for 1/2 of AT&T's conversions, etc

And certainly the iPhone is a phenomenal device and is doing well by any standard. But the numbers are inflated. Yesterday I saw a graph that made me take pause to look at all of these numbers.

If you remember back to last quarter, there were massive outages of the original iPhone. Apple had made a finite (6 million) number of iPhones and it was sold out its few points of sale. Even after Apple announced the 3G iPhone, there was a two-week wait until it was in anyone's hands.

If Apple had a constant supply of iPhones over the last three quarters, would the graph have looked any different? The best case scenario (I've added in light blue) is that Apple would have sold as many iPhones in Q4 that it had without stock in the previous quarters. That would mean that Apple would have lost out on millions of sales in the pevious quarters.

Realistically, however, a lot of those people (everyone I know included) would have snapped up a 3G iPhone during the last quarter if it was made available then. We waited like the good Apple customers do - according to Steve Jobs . Additionally, there has been a great deal of pent up demand for the 3G iPhone in other countries. When Apple opened the floodgates this quarter, everybody jumped in. They'd been waiting. Some over a year.

So, with that in mind, I think that Apple wouldn't have beat RIM this quarter had they had kept supplies up to snuff for the previous two quarters (Illustrated in Pink). It also wouldn't have been the third-largest phone maker in the world. While Apple's prospects will continue to accelerate, we shouldn't expect Apple to amze us again next quarter (at least on the iPhone front - MacBooks may be another story)

That being said, the iPhone is transforming Apple and is the platform on which Apple will have the most opportunity for growth. It has the secondary benefit of selling apps, movies and music for the company. It is growing fast and is exciting. But!
Let's just not get ahead of ourselves.

Source : PC world

Wednesday, October 22, 2008

Motorola officially announced AURA mobile phone for $ 2000

The company Motorola officially announced it is not a normal mobile phone, called AURA.
The unit is made in the form factor of rotator and has a round display. The body is made of stainless steel screen covered with 62-carat sapphire glass, the keyboard of anodised aluminum.

In the mobile phone AURA using the same technology finishing as the manufacturers of expensive hours. Rotator mechanism, according to the company, made in Switzerland, and ensures the accuracy and smoothness of the disclosure of the phone. Manufacturers argues that even after 100 thousand cycles of closure / disclosure rotator works perfectly.




Specifications Motorola AURA:

  • Network: GSM / GPRS / EDGE 850/900/1800/1900 MHz
  • Display: 1.55-inch display 16 million colors
  • Audio: AAC, AAC +, AAC + Enhanced, MIDI, MP3, WAV, WMA 10, WMA 9
  • Video: H.263, H.264, MPEG4
  • Camera: 2 MP with fixed focus
  • Memory: 2 GB built
  • Communication: Bluetooth 2.0 + EDR with A2DP, USB 2.0
  • Battery: 810 mAh
  • Hours: The talk 7.3 hours, standby 400 hours
  • Dimensions: 96.87 h47, 6h18, 55 mm
  • Weight: 141 g

Motorola AURA Cost is $ 2000. Sales start in early December this year. This class is available now very interesting series of solutions Arte from Nokia. According to the parameters together, they look better, but because U.S. News will offer niche with little demand. Unfortunately, Motorola continues to deepen its crisis, more and more sdavaya their positions.

Tuesday, October 14, 2008

Motorola unveils Krave ZN4 touch screen phone

Motorola Inc , the world's third-biggest phone maker, unveiled a touch-sensitive phone to be sold by Verizon Wireless, as both companies look to compete with Apple Inc's iPhone.

Motorola, which has been losing ground in the cell phone market as it has failed to come up with a hit phone to replace its once-lauded Razr, said the Krave ZN4 would go on sale on Tuesday for $149.99 after rebates to customers who sign a two-year contract with Verizon Wireless.

The Krave has a see-through cover that flips open to uncover a touch-screen virtual keypad, but users can also access popular features such as mobile television and navigation by pressing their fingers on the cover without opening the phone.

For several years Motorola has sold a touch screen phone called the Ming that has been popular in China, but it has focused on phones with physical keypads in the United States, where it is the market leader.

The popularity of iPhone -- a touch screen phone sold exclusively through the No. 1 U.S. mobile service AT&T Inc (T.N), has led rivals such as Motorola and Verizon Wireless, owned by Verizon Communications Inc (VZ.N) and Vodafone Group Plc (VOD.L), to come up with touch screen alternatives.

Motorola shares were up 7 cents or 1.3 percent at $5.64 on New York Stock Exchange.

Sunday, October 12, 2008

Nokia confirms N-Series touchscreen device

Nokia today revealed its plans for launching more touchscreen devices after the XpressMusic 5800. The Finnish giant is currently prepping an N-Series touchscreen device and is expected to make an announcement soon. "We will have lot of touchscreen phones coming up, including an N-series device very soon," said Devinder Kishore, director marketing, Nokia India at an event in New Delhi.

While he refused to divulge the announcement date, it can be expected before the end of this year with the device hitting the markets in early 2009. Nokia is also expected to launch touchscreen devices for the mass market segment.

Source : cellpassion.mobi