Comments on: Apple vs. Apple

Shares fall because of iPhone price drop, but who's Apple really competing against?

[biggersmaller]

Another two gigs for iPT differentiates the two

I said it on my comment on the last post, and I'll say it again: add another two gigs for PETE'S SAKE! Cement the two as separate products, while justifying the price of the phone-less iPhone being the same as the iPhone. I understand Apple knows the that first 250,000 people who buy this thing won't care(know), but that's what the great tragedy of it all is isn't it?

I refuse to partake in Apple's blatant methods of making-up lost iPhone margin. REFUSE!

...until there's 10 gig in the iPT.

[Squozen]

10Gb? Um, no

Maybe you should study up on memory chip sizes before suggesting this.

Hint:... 2 - 4 - 8 - 16 - 32 - 64 - 128 - 256 ... looking like base 2 notation at all
to you?

[rennard]

Wifi Store is the big story

These 'analysts' (emphasis on 'anal') are a bunch of idiots. They all seem to have missed
the really big story, which is the wifi store and the Starbucks deal. This has the potential
to be HUGE in coming years....

Imagine..you're sat in a bar, and a tune comes on that you like. You used to have to
remember to buy it next time you're shopping, but now, potentially, you could have it on
your iPod or iPhone in a matter of moments. Now, image you want to order a new round
of drinks too - why not the capability to do THAT from your iDevice ?

This is the big picture, and I'm really surprised how many 'analysts' and investors missed
it.

[soosy]

I beggeth to differ.

What we know:
- iPhone prices announced in January at $499/$599.
- iPod touch prices announced Sept 5.
- 1 million iPhones by Sept 29th goal first announced at July 25th quarterly
call. (I believe.) Notice this is after the initial month of sales.

Did Apple really plan to cut the iPhone price by a third after 65 days? I don't
think so. Not a good customer relations move, in my book.

They may have originally planned a $100 cut to keep the iPhone at a $100
premium over the iPod touch... or perhaps they were originally planning a
higher price point for the touch.

I'm not sure Apple would be happy "meeting expectations" with the iPhone.
They want to blow away expectations.

Conclusion: iPhone sales have tapered out quite a bit and a price adjustment
was in order. I don't believe that large a price cut was originally planned
however.

My 2 cents.

[The Real John Muir]

They say it's all about iPhone?

The analysts who are captivated by the aggressive iPhone pricing move are the exact opposite of those of us (me included) who are obsessed with the tablet Mac / super PDA promise the iPod touch now brings. (Especially in Europe at last!!)

They're presumably looking at the new iPod range and saying "ho hum, it'll do the trick and ensure Apple's existing dominance there". Meanwhile when it comes to phones: they can see Apple's challenge more clearly.

I really do think both the iPhone and the iPod touch are going to sell like crazy. The sound we'll hear as they meet the competition will be "crunch".

[GreySheepDuo]

No Enderle?

Our dear friend had nothing to say on this particular topic? Madness.

I have to think, though, that the iPod is going to appeal to part of the market
that the iPhone didn't: those people who want the media but don't want the
phone. I'm one of those -- I'm perfectly happy with Verizon, and I don't want
to start paying someone else for another two-year contract. On that same
note, I want a widescreen, touch iPod, and Apple realizes this.

What I'm saying is that the iPhone appealed to people who wanted a _phone,_
and this appeals to everyone else. For those who want more than 16GB,
there's the iPod Classic. Apple now has something for everyone -- from a
phone to a media player.