KenC

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  • Apple's AT&T Deal Is Costly
    Okay, so I looked at your May blog post, and noticed how you cherrypicked your good calls, and ignore your bad ones. In your blog, you also clipped out that Motorola would be a sleeper pick. How's that Motorola looking now? Now, I know that was not your call, but you reprinted that, in addition to the comments on AT&T and RIM. One can only assume that you liked that call too; otherwise, why include it?
    Feb 19 15:05 pm |Rating: 0 0 |Link to Comment |View article
  • Apple's AT&T Deal Is Costly
    There are NO lost revenues for unlocked phones in countries where Apple has no official carrier. There are some lost revenues for unlocked phones in countries where Apple has an official carrier. For example, if someone unlocks their phone to use on the T-Mobile network; however, even those phones might not be lost revenue, because presumably, those customers are using T-Mobile because they get better wireless coverage than from AT&T.

    In addition, Apple is not like other mfrs who need the subsidy from the wireless carrier to turn a profit on a phone. Apple is making a profit on each and every phone it sells, locked or unlocked. In other words, there's no downside to additional phones being sold, except in analysts' and bloggers' minds.

    Now, in the very same article, you damn Apple for not collecting revenue on tons of unlocked phones, and also damn Apple for not selling thru every carrier. Logic says, that both issues cannot be true at the same time. If so many phones are being unlocked to use on other carriers, where's the impediment from not selling on every carrier?

    As for the gPhone, you do know that Google has constantly stated that no such phone exists or is being planned? And, Google's actions speak louder than bloggers' words. Google has constantly talked about how the iPhone has been an eyeopener for them in terms of mobile websearch. Google's OHA is intended to expand the mobile websearch market, downward, and not necessarily compete with the iPhone in the upper end of the market. Whatever.

    You do realize that Apple's approach had little to do with hubris and more to do with their being a new entrant in the market, where carriers dictated terms and features on handsets. In order to break this mindset, Apple had to give AT&T an exclusive, and they got some groundbreaking terms, like a share of the carrier revenue, and visual voicemail, and their portal being the gateway and not AT&T. Honestly, I don't know where you bloggers get your ideas. Perhaps, it's the hubris of trying to pat yourself on the back.

    I sold my Apple shares at $197.50 and $201.50, after getting in at $86, last Feb. I guess I should pat myself on the back too!
    Feb 19 14:58 pm |Rating: 0 0 |Link to Comment |View article

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