iPhone3G posts
FeedPosted Jul 21st 2009 9:30AM by Tom Johansmeyer (RSS feed)
Filed under: Apple Inc (AAPL), Economic Data, Technology
Are you on the edge of your seat? Yeah, me too. With Apple's (NASDAQ: AAPL) quarterly results being announced today, the world is waiting to see the effect of strong sales for the new iPhone, hopefully continuing the positive news reported by Intel (NASDAQ: INTC) last week. Everybody is looking for signs of a recovery, and a robust report from Apple could be interpreted as a hint that consumer sentiment is changing.
Analysts note that demand for the 3G iPhone remains strong, with lower prices on laptops (for which demand has increased, as well) likely to add to the company's sales number. For the phones, of course, they noted that customers continue to wait in line, according to a report by Reuters. All of this bodes well for the company in the near term (and its stock price for that matter) and has the added perk of positioning Apple well for a turn in the market. Customers who spend money now will spend even more when they have deeper pockets.
Continue reading We're all awaiting Apple's news
Posted Apr 6th 2009 10:30AM by Steven Halpern (RSS feed)
Filed under: Apple Inc (AAPL), Newsletters, Research in Motion (RIMM), iPhone, Stocks to Buy
In his BullMarket.com advisory, Bill Martin looks to new products from Apple (NASDAQ: AAPL), such as the next version of the iPhone.
In addition, the advisors looks to the recent stronger-than-expected results announced by Research in Motion (NASDAQ: RIMM) and why that may bode well for Apple's own upcoming results.
Martin observes, "RBC Capital Markets analyst Mike Abramsky said Apple will launch a new version of the iPhone inJune, which the analyst has dubbed the iPhone 3G Pro.
"In a research note, Abramsky said the new version of the popular smartphone will include a number of new features and improvements over the one introduced last summer to popular appeal.
Continue reading Apple: Still a favorite for the 'long haul'
Posted Dec 26th 2008 10:00AM by Brian White (RSS feed)
Filed under: Products and Services, Rants and Raves, Apple Inc (AAPL), Best Buy (BBY)
Best Buy, Inc. (NYSE:
BBY) is slicing $10 off the price of the 8GB
Apple, Inc. (NASDAQ:
AAPL) iPhone 3G, cutting its price to $189.99 through January 3rd. In addition, the 16GB version of the iPhone will drop to $289.99 as well. Wow! A measly $10 off a new iPhone! Stop the presses!
Best Buy's
Scott Moore indicated that "we thought this would be a way to help customers right now." What a generous gift, yes? Truth be told, it's Apple who dictates to its retailer partners the prices they can sell Apple goods. This is why you'll see almost the exact same price for any Apple product no matter where you purchase it.
But, if Best Buy thinks whacking $10 off the price of an already-overpriced piece of hardware is doing customers a favor, something's in the food in
Richfield. And, a
$30 "setup fee" for the iPhone? What kind of nonsense is that? At least this fee is being waived along with this huge price reduction. Since Best Buy gives a free "walking out working" setup to all the other cellphones it sells, why on earth is there a $30 fee to setup the iPhone -- which is heralded as one of the easiest phones to setup anyway?
It's no secret that Best Buy has been hurt by the holiday season retail sales slowdown -- it has said as much -- but I'm not sure this is any way to help that situation. That is, unless customers are expected to line up to save the cost of a single movie ticket to a device that locks them into
more than $1,600 in calling and data plan contract fees over a 24-month period. What a mark that $10 will have, yes? If Apple and Best Buy really want to "help out" more customers, it sure needs to be more than a measly $10 pittance.
Posted Nov 20th 2008 12:12PM by Brian White (RSS feed)
Filed under: Deals, Apple Inc (AAPL), Wal-Mart (WMT)

It was just a matter of time. It looks like the
Apple, Inc. (NASDAQ:
AAPL) iPhone 3G
will be coming to Wal-Mart sometime before the end of the year, but probably after Christmas. According to the
Boy Genius Report, which claims its sources are reliable and to have come across some internal Wal-Mart correspondence, the iPhone 3G will be sold in 2,500 Wal-Mart locations in about a month from now.
Remember that the iPhone 3G must be activated (unlike the original iPhone), so only Wal-Mart locations that can use a specific ordering and activation system can carry the iPhone 3G. Some Sam's Club locations will also carry the iPhone 3G, but they also must use the Wal-Mart ordering and activation system in-house (several Sam's locations use a different wireless activation system). All in all, this will make the iPhone available to just about every American (well, the ones with good credit at least) as more U.S. shoppers have exposure to Wal-Mart than just about any other store.
The question is whether Apple is forsaking the iPhone cool brand allure by offering it at the largest discounter in the world. At this time, no. The iPhone 3G has been out in the world long enough for the iPhone to make its name. Offering it at Wal-Mart now won't impact its reputation nor affect Apple's cred.
Since Apple pretty much dictates pricing to its retail partners, expect the iPhone 3G to sell for a dollar or two less than the standard $199 and $299 pricing levels seen at all other retailers. Say, something like $197.48 and $297.48, as Wal-Mart is into non-standard retail pricing schemes to try and create the illusion of low prices against the competition. The presumed launch date: December 28th. Get ready.
Posted Oct 30th 2008 12:12PM by Jonathan Berr (RSS feed)
Filed under: Earnings Reports, Apple Inc (AAPL), Motorola (MOT), QUALCOMM Inc (QCOM)
Motorola Inc. (NYSE:
MOT) is like the guy who was cool in high school and still tries to impress girls at the football game when he's 30.
The once-cutting edge technology company reported
dismal third quarter results. The results were not as wretched as Wall Street had expected but they stunk nonetheless. Motorola's net loss was $397 million, or 18 cents a share, compared with $60 million, or 3 cents, a year earlier. Sales plunged 15% to $7.48 billion. Excluding costs to fire people, profit was 5 cents a share, beating the 2-cent average estimate of analysts polled by
Bloomberg News. The revenue figure trailed the $7.82 billion Bloomberg estimate.
But neither the results nor the company's statement that it has exceeded its goal of cutting $1 billion in costs impressed investors who sent shares of the Schaumberg, Illinois-based company tumbling in early morning trading today. The company's plans to separate its headset business from the part that actually makes money is on hold. For how long, it's not clear.
Continue reading Motorola continues to head into the abyss
Posted Oct 28th 2008 6:29PM by Sarah Gilbert (RSS feed)
Filed under: Analyst Reports, Products and Services, Competitive Strategy, Apple Inc (AAPL)

In business school, MBA students play a marketing strategy game where they launch imaginary electronics products, using phantom research & development dollars and marketing expenditures to position the products as high-end or low-end, to market to certain audiences, and then to change the price point to attract the maximum sales possible. It's a delicate game meant to emphasize how consumers value products; and how some will not purchase a product if it's too inexpensive; the low price devalues the item. It's a quest for the perfect price.
Smartphones have been on that quest, with
Apple Inc. (NASDAQ:
AAPL) in the lead. No company seems to more attentively strategize its price points than Apple, and the iPhone has a storied history, first launched for $599 and $499 for the 8GB and 4GB models, respectively, followed swiftly by a $200 price cut for both products. Now the new 8GB iPhone 3G is $199 if you buy it with an AT&T phone plan (and $299 for the 16GB version).
In a research note yesterday, analyst Charlie Wolf of Needham Research said he'd done the analysis and
Apple could safely sell the 8GB version for $99, a price point that, with the subsidy from AT&T, would protect its margins at 42.3% (I need to see the numbers on this), and certainly convince holdouts like me (the refurb Blackberry I use was free with the contract subsidy) that the iPhone is the thing. At this price, surely the game would be a landslide in Apple's favor. The iPhone is more beautiful, more useful, and has more geeky cred than the Blackberry; at $99, I agree that the market would be won and to the iPhone conqueror would be the spoils.
Posted Sep 25th 2008 12:30PM by Brian White (RSS feed)
Filed under: Products and Services, Competitive Strategy, Apple Inc (AAPL)
Apple Inc. (NASDAQ:
AAPL)
shares have been pounded in the recent market downturn, falling from around $175 to close below $129 Wednesday. Although, at the same time, Apple has been
selling its Mac PCs at a blistering pace as well as selling millions of iPhones. Although Apple's current quarter ends at the end of September, it seems like it is growing sales among almost its entire product line during one of the worst consumer economic times in recent memory.
Its share price, though, is definitely not being rewarded. Will this trend continue? Apple is known for continuing to have great sales performance while the markets it operates in falter, and this year has been no different. Even if the company reports better than expected results
sometime next month for the quarter ending next week, the market probably won't prop its shares up much, similar to how the market treated the announcement of the second-generation iPhone 3G back in June. In fact, that moment marked the downward slide of Apple's shares.
Although Apple is reportedly canceling memory chip orders amid a possible downturn in MacBook Pro sales coming as consumers turn to lower-priced notebook PCs, this doesn't necessarily mean Apple sales will soon start plunging, although that is a possibility. In the latest quarter, Apple saw a 41% year-over-year increase in Mac sales while the overall PC market grew only 15%. Apple, though, is still continuing to polish itself even in this environment due to its excellent breadth of talked-about and well-designed and marketed products. I don't see that stopping anytime soon as long as the Cupertino brain trust is operating.
Posted Sep 10th 2008 1:40PM by Brian White (RSS feed)
Filed under: Rumors, Management, Rants and Raves, Apple Inc (AAPL)
Michael wrote yesterday about
Apple Inc.'s (NASDAQ:
AAPL) announcement of newer iPods plus a major update for the iTunes music/TV/movie store -- and how the market seemed to not care about anything other than the health of Apple CEO Steve Jobs. I say, enough already -- can the analysts and pundits get off Jobs' case and let the man lead his company without distraction?
This seems more like checkout line magazine idiocy and entertainment smut more than anything. Instead of talking about Apple's growing dominance in the cellphone, PC and music marketplaces (where it is incredibly strong already), the
entertainment media street analysts continue
yakking about Jobs' health. Do they not know that Jobs has lined up such an incredible design and execution team that Apple would,
umm, continue to be a market powerhouse even when Jobs eventually retires or leaves the company? Ever hear of Phil Schiller? How about Jonathan Ives?
It's true that not one executive on this planet embodies a company like Jobs does to Apple. That's the trick -- but that doesn't mean Apple would implode five years after Jobs leaves (when he does, by any method). Although Jobs looked gaunt yesterday when introducing all these new products, he was energetic (very much so) and
continued to decline comment on his health. Get over it, folks. Let's talk about Apple's business prospects and results, not about the health of its evangelical founder and CEO.
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