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  #1 (permalink)  
Old 07-04-2007, 01:09 PM
Doug
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Posts: n/a
Default Piper Jaffray: 500,000 iPhones sold over the weekend

I wonder how many Verizon customers ported out. LOL!

http://news.com.com/8301-10784_3-9738446-7.html

July 1, 2007 9:26 PM PDT
Piper Jaffray: 500,000 iPhones sold over the weekend
Posted by Tom Krazit
Apple sold around half a million iPhones the first weekend the device went
on sale, one analyst firm has estimated.

Piper Jaffray's Gene Munster released a report Sunday night estimating that
Apple sold about 500,000 units from 6 p.m. Friday through the close of
business Sunday. Going into the weekend Munster thought Apple would sell
200,000 on Friday and Saturday.

Despite low supply at AT&T stores and activation issues, it appears that
the iPhone era at Apple got off to a good start. Piper Jaffray said Apple
had iPhones available in each one of its stores on Saturday, and in 84
percent of its stores Sunday.

Ninety-five percent of iPhone buyers in San Francisco, New York and
Minneapolis (home to Piper Jaffray's offices) purchased the 8GB model,
according to a survey conducted by the firm. About half were new customers
for AT&T, at least among the 253 people surveyed for the report.






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  #2 (permalink)  
Old 07-06-2007, 01:02 AM
Mitch
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Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

In article <PDB4ITFL39267.2979166667@anonymous.poster>, Doug
<doug78@hotmail.com> wrote:

> I wonder how many Verizon customers ported out. LOL!


I don't understand; why would that be funny?

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  #3 (permalink)  
Old 07-06-2007, 05:54 PM
Liberals HATE America!
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend


"Mitch" <mitch@hawaii.rr> wrote in message
news:050720071502432638%mitch@hawaii.rr...
> In article <PDB4ITFL39267.2979166667@anonymous.poster>, Doug
> <doug78@hotmail.com> wrote:
>
>> I wonder how many Verizon customers ported out. LOL!

>
> I don't understand; why would that be funny?


It's not. Doug is just a blithering idiot. He'd laugh at a box of hair.



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  #4 (permalink)  
Old 07-08-2007, 02:28 PM
Mitch
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Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

In article <4nvji.3661$bz7.2564@newssvr22.news.prodigy.net> , Liberals
HATE America! <nobody@nobody1.com1> wrote:

> It's not. Doug is just a blithering idiot. He'd laugh at a box of hair.
>


Well, sure!
A box of hair is FUNNY!
I just don't know why it always laughs back.

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  #5 (permalink)  
Old 07-08-2007, 10:58 PM
John Mayson
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Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

-----BEGIN PGP SIGNED MESSAGE-----
Hash: SHA1

On Fri, 6 Jul 2007, Liberals HATE America! wrote:

>
> "Mitch" <mitch@hawaii.rr> wrote in message
>>
>> I don't understand; why would that be funny?

>
> It's not. Doug is just a blithering idiot. He'd laugh at a box of hair.


Boxes of hair aren't funny?

- --
John Mayson <john@mayson.us>
Austin, Texas, USA

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  #6 (permalink)  
Old 07-24-2007, 10:44 PM
Edwin
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Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

On Jul 4, 8:09 am, dou...@hotmail.com (Doug) wrote:
> I wonder how many Verizon customers ported out. LOL!
>
> http://news.com.com/8301-10784_3-9738446-7.html
>
> July 1, 2007 9:26 PM PDT
> Piper Jaffray:500,000iPhonessoldover the weekend
> Posted by Tom Krazit
> Applesoldaround half a millioniPhonesthe first weekend the device went
> on sale, one analyst firm has estimated.
>
> Piper Jaffray's Gene Munster released a report Sunday night estimating that
> Applesoldabout500,000units from 6 p.m. Friday through the close of
> business Sunday. Going into the weekend Munster thought Apple would sell
> 200,000 on Friday and Saturday.
>
> Despite low supply at AT&T stores and activation issues, it appears that
> the iPhone era at Apple got off to a good start. Piper Jaffray said Apple
> hadiPhonesavailable in each one of its stores on Saturday, and in 84
> percent of its stores Sunday.
>
> Ninety-five percent of iPhone buyers in San Francisco, New York and
> Minneapolis (home to Piper Jaffray's offices) purchased the 8GB model,
> according to a survey conducted by the firm. About half were new customers
> for AT&T, at least among the 253 people surveyed for the report.


Apple stock drops 6% on disappointing iPhone activations
East Bay Business Times - 1:55 PM PDT Tuesday, July 24, 2007

Shares of Apple Inc. dropped more than 6 percent Tuesday after fewer
iPhones than expected were activated during the first few days after
the gadget's launch.

Cupertino-based Apple (NASDAQ:AAPL) stock fell $8.81 to close the day
at $134.89.

AT&T Inc. -- the sole provider of the new product -- said it activated
146,000 iPhones, while analysts had expected at least 200,000 during
the first weekend.

Buyers need a two-year contract from San Antonio, Texas-based AT&T
(NYSE:T) and must pay a one-time activation fee of $36.

Apple is scheduled to report its third-quarter results Wednesday.

http://eastbay.bizjournals.com/eastb...3/daily23.html

It seems that 500,000 estimate was too high... or that a lot of people
are going to be returning iPhones...


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  #7 (permalink)  
Old 07-24-2007, 11:51 PM
C J Campbell
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Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

On 2007-07-24 15:44:17 -0700, Edwin <thorne25@juno.com> said:

>
> AT&T Inc. -- the sole provider of the new product -- said it activated
> 146,000 iPhones, while analysts had expected at least 200,000 during
> the first weekend.
> <snip>
> Buyers need a two-year contract from San Antonio, Texas-based AT&T
> (NYSE:T) and must pay a one-time activation fee of $36.
>
> Apple is scheduled to report its third-quarter results Wednesday.
>
> http://eastbay.bizjournals.com/eastb...3/daily23.html
>
> It seems that 500,000 estimate was too high... or that a lot of people
> are going to be returning iPhones...


Apple's quarterly results will not contain the sale of a single iPhone,
since all the iPhone sales occurred in the next quarter.

Look. I like the iPhone. It is a nice unit and it deserves to succeed.
But it is not a Mac. Perhaps we need an iPhone group.

That said, I think the iPhone needs a few things in order to really take off:

1) Apple needs to stress that the EDGE network is a backup system. The
iPhone is meant to be used wirelessly.

2) Allowing 3rd party aps as web applications does not cut it,
especially in much of the west where you are lucky to get cellular
coverage at all, let alone EDGE or wireless. Even a couple games would
be nice.

3) I can live with the battery thing, but Apple has got to figure out
how to replace that battery without leaving me with no phone for a
couple weeks.

4) Most of the people I saw buying iPhones were gangsta wannabees and
the hip-hop crowd. Fine, but it tells me that Apple is not marketing
the phones to people who might actually use all their features. If you
are a businessman looking for a phone, you don't want to get a phone
that looks like it is a theft magnet. Sometimes, being cool and trendy
is a bad thing.

--
Waddling Eagle
World Famous Flight Instructor


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  #8 (permalink)  
Old 07-24-2007, 11:53 PM
KDT
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Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

On Jul 24, 6:44 pm, Edwin <thorn...@juno.com> wrote:
> On Jul 4, 8:09 am, dou...@hotmail.com (Doug) wrote:
>
>
>
>
>
> > I wonder how many Verizon customers ported out. LOL!

>
> >http://news.com.com/8301-10784_3-9738446-7.html

>
> > July 1, 2007 9:26 PM PDT
> > Piper Jaffray:500,000iPhonessoldover the weekend
> > Posted by Tom Krazit
> > Applesoldaround half a millioniPhonesthe first weekend the device went
> > on sale, one analyst firm has estimated.

>
> > Piper Jaffray's Gene Munster released a report Sunday night estimating that
> > Applesoldabout500,000units from 6 p.m. Friday through the close of
> > business Sunday. Going into the weekend Munster thought Apple would sell
> > 200,000 on Friday and Saturday.

>
> > Despite low supply at AT&T stores and activation issues, it appears that
> > the iPhone era at Apple got off to a good start. Piper Jaffray said Apple
> > hadiPhonesavailable in each one of its stores on Saturday, and in 84
> > percent of its stores Sunday.

>
> > Ninety-five percent of iPhone buyers in San Francisco, New York and
> > Minneapolis (home to Piper Jaffray's offices) purchased the 8GB model,
> > according to a survey conducted by the firm. About half were new customers
> > for AT&T, at least among the 253 people surveyed for the report.

>
> Apple stock drops 6% on disappointing iPhone activations
> East Bay Business Times - 1:55 PM PDT Tuesday, July 24, 2007
>
> Shares of Apple Inc. dropped more than 6 percent Tuesday after fewer
> iPhones than expected were activated during the first few days after
> the gadget's launch.
>
> Cupertino-based Apple (NASDAQ:AAPL) stock fell $8.81 to close the day
> at $134.89.
>
> AT&T Inc. -- the sole provider of the new product -- said it activated
> 146,000 iPhones, while analysts had expected at least 200,000 during
> the first weekend.



>
> Buyers need a two-year contract from San Antonio, Texas-based AT&T
> (NYSE:T) and must pay a one-time activation fee of $36.
>
> Apple is scheduled to report its third-quarter results Wednesday.
>
> http://eastbay.bizjournals.com/eastb...3/daily23.html
>
> It seems that 500,000 estimate was too high... or that a lot of people
> are going to be returning iPhones...- Hide quoted text -
>
> - Show quoted text -


Edwin, the weekend consists of three days...AT&T only reported two
and.....

http://news.yahoo.com/s/ap/20070724/...4HogjmusBkM3wV


Analysts cautioned against reading too much into AT&T's activation
numbers, saying the actual number of iPhones sold may be much higher
but was not reflected in the figure because many users had activation
problems and couldn't sign up for a few days.

"It's just had such a run on overexpectations, I don't see this as any
sort of disappointing metric in terms of the iPhone overall," said
Ingrid Ebeling, an analyst with JMP Securities. "I think it's just
gotten a little overhyped over the past month."





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  #9 (permalink)  
Old 07-25-2007, 12:03 AM
Scott
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

C J Campbell <christophercampbell@hotmail.com> wrote in
news:2007072416514450073-christophercampbell@hotmailcom:


>
> Apple's quarterly results will not contain the sale of a single
> iPhone, since all the iPhone sales occurred in the next quarter.
>



Uh- wrong. iPhones started being sold to consumers at the end of June,
which was the end of the second quarter. Stores needed iPhones to sell
them- they will most certainly be reported when quarterly results are
announced later this week.

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  #10 (permalink)  
Old 07-25-2007, 12:17 AM
George Kerby
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend




On 7/24/07 6:51 PM, in article
2007072416514450073-christophercampbell@hotmailcom, "C J Campbell"
<christophercampbell@hotmail.com> wrote:

> On 2007-07-24 15:44:17 -0700, Edwin <thorne25@juno.com> said:
>
>>
>> AT&T Inc. -- the sole provider of the new product -- said it activated
>> 146,000 iPhones, while analysts had expected at least 200,000 during
>> the first weekend.
>> <snip>
>> Buyers need a two-year contract from San Antonio, Texas-based AT&T
>> (NYSE:T) and must pay a one-time activation fee of $36.
>>
>> Apple is scheduled to report its third-quarter results Wednesday.
>>
>> http://eastbay.bizjournals.com/eastb...3/daily23.html
>>
>> It seems that 500,000 estimate was too high... or that a lot of people
>> are going to be returning iPhones...

>
> Apple's quarterly results will not contain the sale of a single iPhone,
> since all the iPhone sales occurred in the next quarter.
>
> Look. I like the iPhone. It is a nice unit and it deserves to succeed.
> But it is not a Mac. Perhaps we need an iPhone group.
>
> That said, I think the iPhone needs a few things in order to really take off:
>
> 1) Apple needs to stress that the EDGE network is a backup system. The
> iPhone is meant to be used wirelessly.
>
> 2) Allowing 3rd party aps as web applications does not cut it,
> especially in much of the west where you are lucky to get cellular
> coverage at all, let alone EDGE or wireless. Even a couple games would
> be nice.
>
> 3) I can live with the battery thing, but Apple has got to figure out
> how to replace that battery without leaving me with no phone for a
> couple weeks.
>
> 4) Most of the people I saw buying iPhones were gangsta wannabees and
> the hip-hop crowd. Fine, but it tells me that Apple is not marketing
> the phones to people who might actually use all their features. If you
> are a businessman looking for a phone, you don't want to get a phone
> that looks like it is a theft magnet. Sometimes, being cool and trendy
> is a bad thing.

I would like to add that it needs to be more Bluetooth friendly. I cannot
grab file off of it like I could do with my Moto. It is a hassle to get the
fairly good digital camera captures to my Mac without individual email
sends.

Also, java, or something for web animation is a pain in the ass absent.


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  #11 (permalink)  
Old 07-25-2007, 12:30 AM
Bill Gates
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

KDT <scarface_74@yahoo.com> wrote:

> Analysts cautioned against reading too much into AT&T's activation
> numbers, saying the actual number of iPhones sold may be much higher
> but was not reflected in the figure because many users had activation
> problems and couldn't sign up for a few days.
>
> "It's just had such a run on overexpectations, I don't see this as any
> sort of disappointing metric in terms of the iPhone overall," said
> Ingrid Ebeling, an analyst with JMP Securities. "I think it's just
> gotten a little overhyped over the past month."


and A LOT of people bought them as gifts, sold them on ebay or bought 2
at once so the activation number is probably around 1/3 the number of
iphones actually "sold". we'll know the true number tomorrow, my guess
is around 1.5 million sold in the first 7 days.

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  #12 (permalink)  
Old 07-25-2007, 12:41 AM
sbt
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

In article <C2CC00D7.31FEE%ghost_topper@hotmail.com>, George Kerby
<ghost_topper@hotmail.com> wrote:

> I would like to add that it needs to be more Bluetooth friendly. I cannot
> grab file off of it like I could do with my Moto. It is a hassle to get the
> fairly good digital camera captures to my Mac without individual email
> sends.
>


Better BlueTooth support would, indeed be great. That said, when I plug
mine into one of my Macs (and have "fresh" photos on it), it goes
straight to iPhoto instead of iTunes, so the photos get sucked up
pretty easily.

> Also, java, or something for web animation is a pain in the ass absent.
>

Yes, Flash/Shockwave support would be really nice. Since it has YouTube
support (and that is Flash-based), this would give the appearance of
being fairly straightforward, but maybe I'm missing something.

The feature I miss the most, though, is an "iPod" feature -- being able
to manually manage content/use as a flash storage device for moving
files around.

Regardless of the above "wish list" features, it is still the first
cellphone I've found that I'm willing to carry around with me without
grumbling about it being a pain-in-the-a** piece of sh*t annoyance.

--
Spenser

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  #13 (permalink)  
Old 07-25-2007, 01:14 AM
none
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

sbt <dogbreath@chaseabone.com.invalid> wrote:

> Yes, Flash/Shockwave support would be really nice. Since it has YouTube
> support (and that is Flash-based),


the days of flash are coming to a end. youtube is converting everything
to pure H.264. flash just can't cut it for the future. the iphone only
plays H.264, quicktime, jpg, tif, gif, etc.

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  #14 (permalink)  
Old 07-25-2007, 01:41 AM
Kurt Ullman
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

In article <1185317057.384603.181360@r34g2000hsd.googlegroups .com>,
Edwin <thorne25@juno.com> wrote:


>
> AT&T Inc. -- the sole provider of the new product -- said it activated
> 146,000 iPhones, while analysts had expected at least 200,000 during
> the first weekend.
>
> Buyers need a two-year contract from San Antonio, Texas-based AT&T
> (NYSE:T) and must pay a one-time activation fee of $36.
>
> Apple is scheduled to report its third-quarter results Wednesday.
>
> http://eastbay.bizjournals.com/eastb...3/daily23.html
>
> It seems that 500,000 estimate was too high... or that a lot of people
> are going to be returning iPhones...


It does seem like a little too much to assume that 346,000 iPhones are
going to appear on eBay.

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  #15 (permalink)  
Old 07-25-2007, 01:47 AM
Tim Adams
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

In article <2007072416514450073-christophercampbell@hotmailcom>,
C J Campbell <christophercampbell@hotmail.com> wrote:

> On 2007-07-24 15:44:17 -0700, Edwin <thorne25@juno.com> said:
>
> >
> > AT&T Inc. -- the sole provider of the new product -- said it activated
> > 146,000 iPhones, while analysts had expected at least 200,000 during
> > the first weekend.
> > <snip>
> > Buyers need a two-year contract from San Antonio, Texas-based AT&T
> > (NYSE:T) and must pay a one-time activation fee of $36.
> >
> > Apple is scheduled to report its third-quarter results Wednesday.
> >
> > http://eastbay.bizjournals.com/eastb...3/daily23.html
> >
> > It seems that 500,000 estimate was too high... or that a lot of people
> > are going to be returning iPhones...

>
> Apple's quarterly results will not contain the sale of a single iPhone,
> since all the iPhone sales occurred in the next quarter.


WRONG. Apple's quarter ended on June 30th, 30 hours AFTER the iPhone went on
sale.

>
> Look. I like the iPhone. It is a nice unit and it deserves to succeed.
> But it is not a Mac. Perhaps we need an iPhone group.
>
> That said, I think the iPhone needs a few things in order to really take off:
>
> 1) Apple needs to stress that the EDGE network is a backup system. The
> iPhone is meant to be used wirelessly.
>
> 2) Allowing 3rd party aps as web applications does not cut it,
> especially in much of the west where you are lucky to get cellular
> coverage at all, let alone EDGE or wireless. Even a couple games would
> be nice.
>
> 3) I can live with the battery thing, but Apple has got to figure out
> how to replace that battery without leaving me with no phone for a
> couple weeks.
>
> 4) Most of the people I saw buying iPhones were gangsta wannabees and
> the hip-hop crowd. Fine, but it tells me that Apple is not marketing
> the phones to people who might actually use all their features. If you
> are a businessman looking for a phone, you don't want to get a phone
> that looks like it is a theft magnet. Sometimes, being cool and trendy
> is a bad thing.


--
regarding Snit "You are not flamed because you speak the truth,
you are flamed because you are a hideous troll and keep disrupting
the newsgroup." Andrew J. Brehm

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  #16 (permalink)  
Old 07-25-2007, 02:08 AM
Scott
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

Bill Gates <im@IEdiedtoday.com> wrote in news:im-D7158A.18305524072007
@mpls-nnrp-06.inet.qwest.net:

> KDT <scarface_74@yahoo.com> wrote:
>
>> Analysts cautioned against reading too much into AT&T's activation
>> numbers, saying the actual number of iPhones sold may be much higher
>> but was not reflected in the figure because many users had activation
>> problems and couldn't sign up for a few days.
>>
>> "It's just had such a run on overexpectations, I don't see this as any
>> sort of disappointing metric in terms of the iPhone overall," said
>> Ingrid Ebeling, an analyst with JMP Securities. "I think it's just
>> gotten a little overhyped over the past month."

>
> and A LOT of people bought them as gifts, sold them on ebay or bought 2
> at once so the activation number is probably around 1/3 the number of
> iphones actually "sold". we'll know the true number tomorrow, my guess
> is around 1.5 million sold in the first 7 days.


We won't know the real number tomorrow- every phone they sold to AT&T for
stock will be reported tomorrow, whether activated or not.

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  #17 (permalink)  
Old 07-25-2007, 02:41 AM
Mitch
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

In article <im-D7158A.18305524072007@mpls-nnrp-06.inet.qwest.net>, Bill
Gates <im@IEdiedtoday.com> wrote:

> and A LOT of people bought them as gifts, sold them on ebay or bought 2
> at once so the activation number is probably around 1/3 the number of
> iphones actually "sold". we'll know the true number tomorrow, my guess
> is around 1.5 million sold in the first 7 days.


I'll second that. It seems a large number of people buying them were
buying 2, 3, 4 or more devices at once.
I'm guessing most activated only one when they got home, even if they
were not planning to sell them.

I am surprised by the high number estimates, and I don't buy them, but
this 146,000 claimed today doesn't sound right at all.
If it's not accurate in some way, the SEC needs to look into it.

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  #18 (permalink)  
Old 07-25-2007, 02:53 AM
Kurt Ullman
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

In article
<teadams$2$0$0$3-A6D7FC.21471324072007@news.west.earthlink.net>,
Tim Adams <teadams$2$0$0$3@earthlink.net> wrote:

> > Apple's quarterly results will not contain the sale of a single iPhone,
> > since all the iPhone sales occurred in the next quarter.

>
> WRONG. Apple's quarter ended on June 30th, 30 hours AFTER the iPhone went on
> sale.
>

Kinda sorta. Read today that Apple is going to book the income from
the iPhones over the course of the contracts for some reason known only
the accountants (unless of course the AP reporter got that mixed up with
the per phone fees Apple is getting from ATT- a possibility I suppose).

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  #19 (permalink)  
Old 07-25-2007, 02:54 AM
Kurt Ullman
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

In article <240720071641220165%mitch@hawaii.rr>,
Mitch <mitch@hawaii.rr> wrote:

> I am surprised by the high number estimates, and I don't buy them, but
> this 146,000 claimed today doesn't sound right at all.
> If it's not accurate in some way, the SEC needs to look into it.


I'm not sure why. Most of the numbers were given out by analysts. I
don't remember any numbers from Apple. But I could be wrong.

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  #20 (permalink)  
Old 07-25-2007, 03:32 AM
Scott
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

Kurt Ullman <kurtullman@yahoo.com> wrote in
news:kurtullman-3579DF.22530624072007@customer-201-125-217-207.uninet.net
..mx:

> In article
> <teadams$2$0$0$3-A6D7FC.21471324072007@news.west.earthlink.net>,
> Tim Adams <teadams$2$0$0$3@earthlink.net> wrote:
>
>> > Apple's quarterly results will not contain the sale of a single
>> > iPhone, since all the iPhone sales occurred in the next quarter.

>>
>> WRONG. Apple's quarter ended on June 30th, 30 hours AFTER the iPhone
>> went on sale.
>>

> Kinda sorta. Read today that Apple is going to book the income from
> the iPhones over the course of the contracts for some reason known
> only the accountants (unless of course the AP reporter got that mixed
> up with the per phone fees Apple is getting from ATT- a possibility I
> suppose).
>


The reason is simple- a way to hide the sales figures. I'd be interested
in knowing how AT&T is paying for the phones they sell- when shipped or
when activated? Or over the life of the contract?

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  #21 (permalink)  
Old 07-25-2007, 04:12 AM
KDT
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

On Jul 24, 11:32 pm, Scott <how...@you.do> wrote:
> Kurt Ullman <kurtull...@yahoo.com> wrote innews:kurtullman-3579DF.22530624072007@customer-201-125-217-207.uninet.net
> .mx:
>
>
>
>
>
> > In article
> > <teadams$2$0$0$3-A6D7FC.21471324072...@news.west.earthlink.net>,
> > Tim Adams <teadams$2$0$...@earthlink.net> wrote:

>
> >> > Apple's quarterly results will not contain the sale of a single
> >> > iPhone, since all the iPhone sales occurred in the next quarter.

>
> >> WRONG. Apple's quarter ended on June 30th, 30 hours AFTER the iPhone
> >> went on sale.

>
> > Kinda sorta. Read today that Apple is going to book the income from
> > the iPhones over the course of the contracts for some reason known
> > only the accountants (unless of course the AP reporter got that mixed
> > up with the per phone fees Apple is getting from ATT- a possibility I
> > suppose).

>
> The reason is simple- a way to hide the sales figures. I'd be interested
> in knowing how AT&T is paying for the phones they sell- when shipped or
> when activated? Or over the life of the contract?- Hide quoted text -
>
> - Show quoted text -


It's no secret why Apple is going to book revenue over two
years....They've stated the reason a million times....

http://ce.seekingalpha.com/article/33648

"Rather than recognize the revenue up front, based on the total price,
it'll be accounted for as a subscription, which means while the money
will be in the bank, there'll be no change in cash flow -- revenue and
earnings will be deferred and amortized over two years rather than
recognized immediately.

The change is required by accounting rules because Apple now says it
will add new features to these products for free over time"



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  #22 (permalink)  
Old 07-25-2007, 04:17 AM
John C. Randolph
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Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

On 2007-07-24 17:41:06 -0700, sbt <dogbreath@chaseabone.com.invalid> said:

> Since it has YouTube
> support (and that is Flash-based), this would give the appearance of
> being fairly straightforward, but maybe I'm missing something.


YouTube is re-encoding video with the H.264 codec for TV and iPhone.
That's why the less-popular videos from YouTube aren't on the iPhone
yet. They've got a lot of material to convert.

-jcr


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  #23 (permalink)  
Old 07-25-2007, 06:44 AM
Tinman
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Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

"George Kerby" wrote:
>
> I would like to add that it needs to be more Bluetooth friendly. I cannot
> grab file off of it like I could do with my Moto. It is a hassle to get
> the
> fairly good digital camera captures to my Mac without individual email
> sends.


I assume you mean in the absence of a USB connection.


>
> Also, java, or something for web animation is a pain in the ass absent.
>


I could live without Java but the lack of Flash is a biggie.


--
Mike



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  #24 (permalink)  
Old 07-25-2007, 10:44 AM
Mitch
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Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

In article
<kurtullman-D93A4B.22542424072007@customer-201-125-217-207.uninet.net.mx>
, Kurt Ullman <kurtullman@yahoo.com> wrote:

> > I am surprised by the high number estimates, and I don't buy them, but
> > this 146,000 claimed today doesn't sound right at all.
> > If it's not accurate in some way, the SEC needs to look into it.

>
> I'm not sure why. Most of the numbers were given out by analysts. I
> don't remember any numbers from Apple. But I could be wrong.


Not sure why I am surprised? Because of the very big difference, the
specific attention it was given, and the facts that there are a lot of
people hoping to pee on the parade, if only to make themselve visible
in the melee.

Not sure why I think the SEC needs to look into it? Because releasing
numbers that are not valid, especially when they affect a company's
sales and stock prices, is illegal and a very bad practice to allow at
any time.

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  #25 (permalink)  
Old 07-25-2007, 11:30 AM
George Kerby
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Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend




On 7/25/07 1:44 AM, in article 5go9o6F3h1gelU1@mid.individual.net, "Tinman"
<ask@for.it> wrote:

> "George Kerby" wrote:
>>
>> I would like to add that it needs to be more Bluetooth friendly. I cannot
>> grab file off of it like I could do with my Moto. It is a hassle to get
>> the
>> fairly good digital camera captures to my Mac without individual email
>> sends.

>
> I assume you mean in the absence of a USB connection.
>

No, a Bluetooth file transfer system. My old Motorola 500 could communicate
with all my Macs and exchange info. I am assuming that the iTunes route of
transfer is much like the iPod: sync with only one computer. No Usb is
involved.
>>
>> Also, java, or something for web animation is a pain in the ass absent.
>>

>
> I could live without Java but the lack of Flash is a biggie.
>

Agreed.


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  #26 (permalink)  
Old 07-25-2007, 12:03 PM
Kurt Ullman
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Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

In article <250720070044060158%mitch@hawaii.rr>,
Mitch <mitch@hawaii.rr> wrote:

>
> > I'm not sure why. Most of the numbers were given out by analysts. I
> > don't remember any numbers from Apple. But I could be wrong.


>
> Not sure why I think the SEC needs to look into it? Because releasing
> numbers that are not valid, especially when they affect a company's
> sales and stock prices, is illegal and a very bad practice to allow at
> any time.


*IF* those numbers came from Apple (or ATT), then I would agree.
However if the irrational exuberance (to coin a phrase) came from Piper
Jaffray or others, I don't think the SEC has a dog in that hunt. Thus,
the question about who came up with the numbers(g).

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  #27 (permalink)  
Old 07-25-2007, 12:11 PM
Screw the i(diot)Phone
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Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

On Tue, 24 Jul 2007 15:44:17 -0700, Edwin <thorne25@juno.com> wrote:

>Apple stock drops 6% on disappointing iPhone activations


Ha ha ha ha ha ha ha ha ha!!!!!!!!

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  #28 (permalink)  
Old 07-25-2007, 12:56 PM
none
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

Screw the i(diot)Phone <apple@sucks.ass> wrote:

> On Tue, 24 Jul 2007 15:44:17 -0700, Edwin <thorne25@juno.com> wrote:
>
> >Apple stock drops 6% on disappointing iPhone activations

>
> Ha ha ha ha ha ha ha ha ha!!!!!!!!


no it didn't, that number was only for the first 30 hours, not the 1.65
million sold during the first "week"

so you screwed up!

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  #29 (permalink)  
Old 07-25-2007, 02:17 PM
Bob \Buy From Me\ Blakeley
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Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

On Tue, 24 Jul 2007 19:14:40 -0600, none wrote:

> sbt <dogbreath@chaseabone.com.invalid> wrote:
>
>> Yes, Flash/Shockwave support would be really nice. Since it has YouTube
>> support (and that is Flash-based),

>
> the days of flash are coming to a end. youtube is converting everything
> to pure H.264. flash just can't cut it for the future. the iphone only
> plays H.264, quicktime, jpg, tif, gif, etc.


Bullshit, just b/c your life revolves around watching video mini screens
of prancing naked children on your iphone doesn't mean a Goddamned thing
regarding Flash.
--
Hi! I don't care two shits about you or your needs. I want the
*goddamned* commission from your house sale !!

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  #30 (permalink)  
Old 07-25-2007, 04:10 PM
Tinman
Guest
 
Posts: n/a
Default Re: Piper Jaffray: 500,000 iPhones sold over the weekend

"George Kerby" wrote:
> On 7/25/07 1:44 AM, in article 5go9o6F3h1gelU1@mid.individual.net,
> "Tinman"
> <ask@for.it> wrote:
>
>> "George Kerby" wrote:
>>>
>>> I would like to add that it needs to be more Bluetooth friendly. I
>>> cannot
>>> grab file off of it like I could do with my Moto. It is a hassle to get
>>> the
>>> fairly good digital camera captures to my Mac without individual email
>>> sends.

>>
>> I assume you mean in the absence of a USB connection.
>>

> No, a Bluetooth file transfer system. My old Motorola 500 could
> communicate
> with all my Macs and exchange info. I am assuming that the iTunes route of
> transfer is much like the iPod: sync with only one computer.


Not when it comes to photos. At least with PCs I can use any modern PC and
my iPhone is recognized as a digital camera and the files can be
offloaded--no iTunes required. I would think a Mac would work similarly
(think it uses iPhoto though). But again, this is via USB.

I'm not saying I like it being limited to USB (well, I have emailed photos
too), nor would I likely have a cable handy when carrying around my iPhone.
BT would be nice, but I'd like WiFi too. I suspect this will come in due
time. Heck, I've just about got WiFi tethering working as outlined here:
"http://www.engadget.com/2007/07/25/iphone-hacked-for-untethered-edge-data-on-laptop/"
"http://www.everythingiphone.com/forum/iphone-software/tethering-now-possible-6905.html"

I didn't expect this so soon. The technique essentially bridges EDGE to WiFi
so that the iPhone becomes a mini WiFi hotspot (ad hoc). I certainly won't
use it much, but for those times when traveling when I really need to do
something from my laptop, and no free WiFi is available (seems to be getting
common at airports--subscription only, or pay for a day). With my Treo I
used this maybe 4 times a year. But it was still nice to have. Looks like I
will have that soon for my iPhone too.



--
Mike



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