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  #1 (permalink)  
Old 05-16-2008, 06:34 PM
4phun
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Default Orange Telco to offer iPhone in at least 11 more nations

In a short press release today, Orange announced it would bring the
iPhone to "customers in Austria, Belgium, the Dominican Republic,
Egypt, Jordan, Poland, Portugal, Romania, Slovakia, Switzerland and
Orange's African markets later this year." The company offered no
other details.

You can get an iPhone just about anywhere in the world now except on
Verizon USA.

Reports of the iPhone spreading around the world now are like reports
of a pandemic virus jumping from country to country. If Apple can
convert many of those new iPhone users eventually into Mac users their
stock is seriously undervalued at today's prices.

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  #2 (permalink)  
Old 05-16-2008, 08:58 PM
DTC
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Default Re: Orange Telco to offer iPhone in at least 11 more nations

4phun wrote:
> You can get an iPhone just about anywhere in the world now except on
> Verizon USA.


You can get a Motorola just ANYwhere in the world. Sounds like iPhone
is not in the lead..

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  #3 (permalink)  
Old 05-16-2008, 09:29 PM
Todd Allcock
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Default Re: Orange Telco to offer iPhone in at least 11 more nations


"DTC" <me@nothingtoseehere.zzx> wrote in message
news:dBmXj.3515$ah4.493@flpi148.ffdc.sbc.com...
> 4phun wrote:
>> You can get an iPhone just about anywhere in the world now except on
>> Verizon USA.

>
> You can get a Motorola just ANYwhere in the world. Sounds like iPhone
> is not in the lead..


Yeah, but Moto isn't siphoning off any of the service revenue, either. As
they say, "nice work if you can get it!"




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  #4 (permalink)  
Old 05-16-2008, 09:30 PM
Todd Allcock
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Default Re: Orange Telco to offer iPhone in at least 11 more nations


"4phun" <vic.healey@gmail.com> wrote in message
news:01e83c83-296e-40bc-9fd4-6398f9250ef2@l42g2000hsc.googlegroups.com...
> In a short press release today, Orange announced it would bring the
> iPhone to "customers in Austria, Belgium, the Dominican Republic,
> Egypt, Jordan, Poland, Portugal, Romania, Slovakia, Switzerland and
> Orange's African markets later this year." The company offered no
> other details.
>
> You can get an iPhone just about anywhere in the world now except on
> Verizon USA.
>
> Reports of the iPhone spreading around the world now are like reports
> of a pandemic virus jumping from country to country. If Apple can
> convert many of those new iPhone users eventually into Mac users their
> stock is seriously undervalued at today's prices.


Yep, as they say, "so goes Slovakia, goes the World..."




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  #5 (permalink)  
Old 05-17-2008, 02:01 AM
4phun
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Default iPhone rollout: 42 countries, 575 million potential customers Re:Orange Telco to offer iPhone in at least 11 more nations

On May 16, 4:58 pm, DTC <m...@nothingtoseehere.zzx> wrote:
> 4phun wrote:
> > You can get an iPhone just about anywhere in the world now except on
> > Verizon USA.

>
> You can get a Motorola just ANYwhere in the world. Sounds like iPhone
> is not in the lead..


iPhone rollout: 42 countries, 575 million potential customers

Piper Jaffray analyst Gene Munster summarized the flood of recent
iPhone deals in a note to clients on Friday. The key numbers in his
report:

* 46 carriers announced to date (up from 6 currently)
* 42 countries covered (up from 6)
* 575 million total available market (up from 153 million)

Munster had expected Apple to announce a flurry of deals with overseas
carriers, but not this fast. “The iPhone’s international rollout,” he
writes, “is about 8 months ahead of our original schedule.”

Assuming that the device maintains its current 3% market penetration,
the recent announcements give Munster “increased confidence” that
Apple will meet his published sales target of 12.9 million iPhones in
calendar year 2008.

Well they should, since 3% of 575 million is 17.25 million iPhones.

For 2009, Munster is sticking with his estimate of 45 million iPhones
— a target that represents the high end among mainstream Apple
analysts. Apple achieves this, he says, by 1) adding China and Japan,
for a total available market of 1.1 billion, 2) introducing a lower-
cost iPhone in January ‘09, and 3) increasing its market penetration
to 6%.

As for the current round of deals, Munster believes that most of them
are non-exclusive, a change that he expects will have a positive
impact on iPhone sales, a slight negative impact on iPhone revenue,
but “no material” impact on Apple’s (AAPL) published earnings.

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  #6 (permalink)  
Old 05-17-2008, 04:59 AM
Dennis Ferguson
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Default Re: iPhone rollout: 42 countries, 575 million potential customers Re: Orange Telco to offer iPhone in at least 11 more nations

On 2008-05-17, 4phun <vic.healey@gmail.com> wrote:
> As for the current round of deals, Munster believes that most of them
> are non-exclusive, a change that he expects will have a positive
> impact on iPhone sales, a slight negative impact on iPhone revenue,
> but ?no material? impact on Apple?s (AAPL) published earnings.


Ahh, they're no longer asking for service revenue. They should
have done that in the first place.

Dennis Ferguson

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  #7 (permalink)  
Old 05-17-2008, 07:34 AM
Mark Crispin
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Default Re: Orange Telco to offer iPhone in at least 11 more nations

On Fri, 16 May 2008, 4phun posted:
> You can get an iPhone just about anywhere in the world now except on
> Verizon USA.


Japan is also iPhone free (and will be until such time as there is a 3G
iPHone). Apple's negotiations with both SoftBank and DoCoMo have gone
nowhere. Japan is the home of keitais that do much more than iPhone.
Apple can not understand that iPhone would be a low-end product in Japan.

Meanwhile, Verizon users in the US have to settle for much better voice
quality and network availability than iPhone users. And much faster data
rates. And tethering. And full Bluetooth on the newer phones.

None of which is important to a finger-in-nose nerd who thinks that if he
waves his iPhone around enough he'll eventually get laid.

-- Mark --

http://panda.com/mrc
Democracy is two wolves and a sheep deciding what to eat for lunch.
Liberty is a well-armed sheep contesting the vote.

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  #8 (permalink)  
Old 05-17-2008, 03:04 PM
Larry
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Default Re: Orange Telco to offer iPhone in at least 11 more nations

Mark Crispin <mrc@Washington.EDU> wrote in
news:alpine.OSX.1.10.0805170018050.23223@pangtzu.p anda.com:

> None of which is important to a finger-in-nose nerd who thinks that if
> he waves his iPhone around enough he'll eventually get laid.
>
>


Hell, if THAT were true I'd buy one!


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