01-12-2007, 04:00 AM
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Contributing Editor
Join Date: Feb 2007
Posts: 3,111
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iPhone Prompts Selldown of Phone Makers Shares
"The share price of High Tech Computer (HTC) plunged by NT$41, or its 7% daily down-limit, to close at its lowest price in over a year (NT$549) on the Taiwan Stock Exchange (TSE) January 11, following heavy selling amid concerns that the unveiling overnight of Apple's iPhone would affect its business, especially in the US market."
With the big bang intro of the iPhone at MacWorld, and Apple's proven track record with the iPod, it comes as little surprise that stock prices of other phone manufacturers are getting a hammering. Apart from the impact on HTC's stock price, Research in Motion (makers of the Blackberry) shares dropped 7.7%, Palm fell 5.7%, and shares of Motorola, Nokia, Ericsson, LG Electronics and Samsung were also hit. Apple of course benefitted, with its stock price rising 8.3% on the day of the announcement before falling back a little in the days since. There's still a lot of confusion in the financial markets as to what exactly would be the full impact of the iPhone - it's strictly high end, the new features are untested in the market and there's a feeling that it may cannibalise sales of iPods. If this is Jobs' swansong - he's in a heap of trouble over backdated options - he's certainly given Apple a heck of a going away present.
__________________
"A planner is a gentle man, with neither sword nor pistol.
He walks along most daintily, because his balls are crystal."
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01-12-2007, 04:56 AM
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Pontificator
Join Date: Aug 2006
Posts: 1,079
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Re: iPhone Prompts Selldown of Phone Makers Shares
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Originally Posted by Nurhisham Hussein
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there's a feeling that it may cannibalise sales of iPods.
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So what? An ipod is an ipod!! It's as strange (*) a remark as saying the ipod video is cannibalizing the ipod nano sales - or vice versa. :roll:
Quote:
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Originally Posted by Nurhisham Hussein
If this is Jobs swansong - he's in a heap of trouble over backdated options - he's certainly given Apple a heck of a going away present.
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What do you mean by that?
*At first I thought about another word starting with "st"... :twisted:
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01-12-2007, 05:02 AM
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Intellectual
Join Date: Jul 2003
Posts: 184
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That's an expensive phone for no 3G. Got to believe something 3G won't be too far behind.
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01-12-2007, 05:46 AM
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Contributing Editor
Join Date: Feb 2007
Posts: 3,111
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Re: iPhone Prompts Selldown of Phone Makers Shares
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Originally Posted by jlp
So what? An ipod is an ipod!! It's as strange (*) a remark as saying the ipod video is cannibalizing the ipod nano sales - or vice versa. :roll:
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Simple - Apple's shares went up, which means that investors are valuing the company on the basis of higher expected profitability. The first reaction to the iPhone in financial markets was that Apple was breaking into a new market, so sales of the device would constitute a new revenue stream that would add on profits to already existing sales of the iPod. If the iPhone replaces iPods in sales, that could mean that profits remain at largely the same levels and the valuation of the company should be where it was before the announcement - which means all those investors who jumped in are going to lose money. The issue of whether the iPhone could cannibalise sales of the iPod is thus a valid point to raise, given Apple's stock price increase.
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Originally Posted by jlp
Quote:
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Originally Posted by Nurhisham Hussein
If this is Jobs swansong - he's in a heap of trouble over backdated options - he's certainly given Apple a heck of a going away present.
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What do you mean by that? |
link
link
__________________
"A planner is a gentle man, with neither sword nor pistol.
He walks along most daintily, because his balls are crystal."
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01-12-2007, 06:50 AM
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Philosopher
Join Date: Dec 2005
Posts: 541
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It's really funny to read such stories. One phone (a nice one, but not really all that good), one expensive phone, available from one US GSM carrier in six months (or more) is going to hurt sales of large global companies like HTC, Smasung, Nokia...
Yes some people will wait for this instead of buying a phone, but I don't thing that there is going to be major decrease in sales because of that.
And another thing, PS3 $600 pricetag caused huge problems for Sony and iPhone with contract for $600 is a good deal?
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01-12-2007, 07:32 AM
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Pontificator
Join Date: Jul 2003
Posts: 1,041
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It's just a blip. When the excitement wears off in a few weeks, all prices will be readjusted. It's a cool looking phone... But there are MANY others out there that just kick it's butt in terms of features..
But that iPhone is pretty cool looking :wink:
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01-12-2007, 11:34 AM
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Thinker
Join Date: Jan 2005
Posts: 376
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Quote:
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Originally Posted by ricksfiona
It's a cool looking phone... But there are MANY others out there that just kick it's butt in terms of features..
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i would say its not just about the features that one should judge a phone, there are stuff like: User friendly , support & much more.. & Apple knows really well how to built a very solid & User Friendly device, straight to the point & simple, basically they know what the consumer market wants, Heck we have been asking for stuff for YEARS now for the PPC plat form, but simply MS does not listen, they do what they want.. they r getting some serious competition now & i'm really glad about that.. i am seriously considering the iPhone when it comes out. if MS does not take some serious action they will lose a customer who gets over 4 PPC phones a year.. & i bet there area a lot like me.. 
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01-12-2007, 12:57 PM
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Ponderer
Join Date: May 2006
Posts: 110
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Quote:
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Originally Posted by ricksfiona
But that iPhone is pretty cool looking :wink:
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And that what counts.
'If you cannot make it working right make it looking good'
Bill Gates
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01-12-2007, 02:04 PM
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Ponderer
Join Date: Oct 2004
Posts: 67
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When the dust settles and everyone realises that you can't run user-created content on the thing, everything will go back to normal.
I was first very impressed by the iPhone. However after finding out it's big limitation (and the fact that you can only get it on a contract) I found myself outside the reality distortion field once again with the iPhone permanently removed from my shopping list.
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01-12-2007, 02:08 PM
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Pupil
Join Date: May 2006
Posts: 10
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Consumer Phone vs. Business Phone
The market is over reacting to Apple's iPhone. No doubt well to do consumers will flock to the iPhone in similar fashion to the iPod Nano. Why not? Besides being a capable phone it trumps the current iPod Nano offerings. If BB and HTC have great plans to capture the consumer market they will take a hit. However if they keep to their knitting and focus on the business market there is lots of room for growth and innovation. That being said, until Microsoft figures out how to create a seamless user experience on a phone any device built on that OS will struggle for consumer acceptance.
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