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Old 07-24-2007, 10:09 PM   #651 (permalink)
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Just pointing out realityyyyy
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Old 07-24-2007, 10:19 PM   #652 (permalink)
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By the way, those activation figures are for last quarter. That only includes 6pm Friday the 29th until midnight Sat the 30th... so 30 hours (1.25 days.) Not all that horrible actually considering it doesn't include Sunday, and all of the Apple and AT&T stores that were sold out in the next couple of days. Based on inventory left, the product certainly met Apple's own expectations.
The biggest sales burst was undoubtedly on the first evening so these numbers disappoint. I doubt day 3 came close to day 1 or 2. My guess is when you factor in activation problems and Sunday sales you might get to 250k, or about half of original estimates, tops.
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Old 07-24-2007, 10:22 PM   #653 (permalink)
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The biggest sales burst was undoubtedly on the first evening so these numbers disappoint. I doubt day 3 came close to day 1 or 2. My guess is when you factor in activation problems and Sunday sales you might get to 250k, or about half of original estimates, tops.
Here's what we know for a fact. At one point shortly after the weekend, EVERY Apple Store was sold out and EVERY AT&T store was sold out. You literally couldn't buy one in the whole U.S. except on ebay for a day or so. That's not even counting online sales. Since Apple completely controls how many phones were released to stores, I find it hard for anyone to argue that Apple didn't meet their own expectations for initial sales. They literally sold every phone that they possibly could.
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Old 07-24-2007, 10:25 PM   #654 (permalink)
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Here's what we know for a fact. At one point shortly after the weekend, EVERY Apple Store was sold out and EVERY AT&T store was sold out. You literally couldn't buy one in the whole U.S. except on ebay for a day or so. That's not even counting online sales. Since Apple completely controls how many phones were released to stores, I find it hard for anyone to argue that Apple didn't meet their own expectations for initial sales. They literally sold every phone that they possibly could.
They release sales numbers tomorrow. We'll see. I doubt it's 500k. Only thing i know for sure is it got hacked.

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Old 07-24-2007, 10:30 PM   #655 (permalink)
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They release sales numbers tomorrow. We'll see. I doubt it's 500k.
Sales numbers for the last quarter? Or including this quarter?

Wouldn't surprise me if it's lower than 500,000. "Analysts" were saying before launch that they needed to sell at least 100,000 initially to have a successful launch. They obviously did that and more. The big numbers came from analysts during that weekend. Apple clearly met their own expectations because they couldn't possibly have sold more than the inventory they had in stores.
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Old 07-24-2007, 10:31 PM   #656 (permalink)
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Sales numbers for the last quarter? Or including this quarter?

Wouldn't surprise me if it's lower than 500,000. "Analysts" were saying before launch that they needed to sell at least 100,000 initially to have a successful launch. They obviously did that and more. The big numbers came from analysts during that weekend. Apple clearly met their own expectations because they couldn't possibly have sold more than the inventory they had in stores.
Ummmm
Apple's iPhone Misses Sales Targets - News & Analysis - Technology - AAPL - DT

That was 7/3. The bar keeps getting set lower

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Old 07-24-2007, 10:34 PM   #657 (permalink)
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Ummmm
Apple's iPhone Misses Sales Targets - News & Analysis - Technology - AAPL - DT

That was 7/3. The bar keeps getting set lower
That simply makes no sense considering all AT&T and Apple stores were sold out of them. You can't sell more than you have in stores.

None of the online orders that weekend were delivered until the following week as well.
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Old 07-24-2007, 10:40 PM   #658 (permalink)
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That simply makes no sense considering all AT&T and Apple stores were sold out of them. You can't sell more than you have in stores.

None of the online orders that weekend were delivered until the following week as well.
Dont kill the messenger

Oh and hey I found a towel you can use to dry your tears:

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Old 07-24-2007, 10:51 PM   #659 (permalink)
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Dont kill the messenger

Oh and hey I found a towel you can use to dry your tears:
Dude, I don't even own AAPL. Their sales numbers ultimately don't affect me whatsoever. No tears from me if they sold 10,000.
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Old 07-24-2007, 10:53 PM   #660 (permalink)
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Jesus Christ, are you serious? They found a full control exploit for this thing within three and a half weeks.
If anyone gave a **** about exploiting Pocket PCs or Blackberrys I'm sure they could do something similar. Fact is that the second the iPhone came out people went to town hammering on it so they could be the first to get the huge press. No phone (or maybe even electronics product period) in the history of the world got as much press on the iPhone.

It certainly doesn't excuse having the hole there, but it definitely explains why it was found so quickly.
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Old 07-25-2007, 02:43 AM   #661 (permalink)
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If anyone gave a **** about exploiting Pocket PCs or Blackberrys I'm sure they could do something similar. Fact is that the second the iPhone came out people went to town hammering on it so they could be the first to get the huge press. No phone (or maybe even electronics product period) in the history of the world got as much press on the iPhone.

It certainly doesn't excuse having the hole there, but it definitely explains why it was found so quickly.
Why wouldn't people be interested in exploiting Windows Mobile or Blackberries?

Just guessing - but I'd bet there are 10x more Blackberries out there than iPhones.
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Old 07-25-2007, 03:02 AM   #662 (permalink)
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If anyone gave a **** about exploiting Pocket PCs or Blackberrys I'm sure they could do something similar. Fact is that the second the iPhone came out people went to town hammering on it so they could be the first to get the huge press. No phone (or maybe even electronics product period) in the history of the world got as much press on the iPhone.

It certainly doesn't excuse having the hole there, but it definitely explains why it was found so quickly.
Its kind of funny seeing an apple guy use the old "market share/attention vs security" argument.
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Old 07-25-2007, 11:31 AM   #663 (permalink)
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Why wouldn't people be interested in exploiting Windows Mobile or Blackberries?

Just guessing - but I'd bet there are 10x more Blackberries out there than iPhones.
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Its kind of funny seeing an apple guy use the old "market share/attention vs security" argument.
I'm not arguing market share, I'm arguing press. If a Blackberry was exploited it would not garner half the press it does when it happens to the iPhone.
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Old 07-25-2007, 06:00 PM   #664 (permalink)
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Apple sells 270,000 iPhones in the first two days

Published: 04:40 PM EST Apple Inc. said Wednesday that it sold 270,000 iPhones in the final 30 hours of its fiscal third quarter -- the first time the gadgets were available for purchase in the United States. Apple's growth rate more than 2 1/2 times the predicted growth rate for the quarter. Mac notebooks up 42%. 9.8 million iPods, 31% growth over the quarter.
Oh that's just horrible for 30 hours of sales...horrible ...and that doesn't even count Sunday or online orders.

Quote:
In addition to first weekend iPhone sales, Apple also announced Wednesday that third quarter profits rose to $818 million, or $.92 per diluted share, on sales of $5.41 billion.
Steve Jobs has to be crying himself to sleep these days. is clearly doomed.
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Old 07-25-2007, 06:08 PM   #665 (permalink)
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There's also a company, as I predicted, that is already offering $25 battery replacements for iPhones.
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Old 07-25-2007, 07:05 PM   #666 (permalink)
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Oh that's just horrible for 30 hours of sales...horrible ...and that doesn't even count Sunday or online orders.

Steve Jobs has to be crying himself to sleep these days. is clearly doomed.
Not far from what I posted yesterday when I guessed it would come to around 250k. (Puts me within 8%)

Still only brings the number to about half of original estimates.
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Old 07-25-2007, 07:06 PM   #667 (permalink)
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There's also a company, as I predicted, that is already offering $25 battery replacements for iPhones.
Does it come with a soldering gun?
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Old 07-25-2007, 07:12 PM   #668 (permalink)
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Not far from what I posted yesterday when I guessed it would come to around 250k. (Puts me within 8%)

Still only brings the number to about half of original estimates.
Original estimates were for the entire weekend and included online sales. They easily could have sold 200,000+ online and on Sunday. Not too shabby at all.
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Old 07-25-2007, 07:16 PM   #669 (permalink)
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Original estimates were for the entire weekend and included online sales. They easily could have sold 200,000+ online and on Sunday. Not too shabby at all.
So how are you enjoying yours???
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Old 07-25-2007, 07:17 PM   #670 (permalink)
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Does it come with a soldering gun?
They offer installation services too for $20, but many will have no trouble at all doing it themselves. Considering that this is only the first company to offer it, there will be at least a dozen more companies offering the same service within a year, which will drive the cost down even more. By the time one really needs to be replaced for the average user, you'll be able to have the whole thing done for $25-30.

As I said before, the battery isn't much of an issue at all. A non-issue really. By the time it needs to be replaced, most will want a new iPhone anyway.
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Old 07-25-2007, 07:20 PM   #671 (permalink)
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Original estimates were for the entire weekend and included online sales. They easily could have sold 200,000+ online and on Sunday. Not too shabby at all.
1) Most of the estimates also only included Fri/Sat as they were for the quarter
2) No way sales are as strong on day 3 as on day 1 or 2.
3) You said stores were sold out by late in the the weekend, how much do you think they sold from stores that were sold out?
4) The Apple number includes iPhones scheduled to be shipped on Friday and saturday which already included online sales.

Read any number of articles (thestreet.com, NY times) These numbers are way below expectations.
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Old 07-25-2007, 07:33 PM   #672 (permalink)
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Jobs also announced today that the goal is now to reach 1 million devices sold by the end of this quarter (september) which means he only expects to sell 750,000 units this quarter. At that rate, they would only sell 4.75 million in the US by the end of 2008 - less than half of their original goal of 10 million.
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Old 07-25-2007, 07:55 PM   #673 (permalink)