Comments on: Analyst: Verizon iPhone activations portend better-than-expected quarter for Apple

By: Kristian

Kristian — Fri, 19 Oct 2012 09:58:56 +0000

No one seems to notice that last year at the same time Verizon sold only 2,0 million iPhones and now 3,1 million. So this is way up. Last year they sold 5,6 million smartphones. This year 6,8 million smartphones. So the iPhone has increased it’s penetration from 36% to 46%. I think this is significant.

By: Zeke

Zeke — Fri, 19 Oct 2012 03:14:33 +0000

My point being that a Siri search doesn’t show up in the web search statistics. The tool they are trying to use to measure OS popularity is now obsolete.

By: hoomie

hoomie — Thu, 18 Oct 2012 19:47:55 +0000

No surprise, since the web is free and, you know, apps cost money! Android users don’t like that last bit whereas developers do…

By: Sharon Sharalike

Sharon Sharalike — Thu, 18 Oct 2012 19:08:30 +0000

You’re right, that’s a point, but what developers will really target is where the money is. And that’s IOS by a mile. Also raw data is not the best measure. Tthe maps thing actually skews the results a bit – Google maps use substantially more (4x) data than Apple’s.
And considering that Apple will sell every iPhone 5 and every iPad Mini that they can build, and do so for a long time to come, that usage should swing back the other way.

By: Agent Provocateur

Agent Provocateur — Thu, 18 Oct 2012 18:25:15 +0000

It’s not about activations- it’s about being dominant in usage. Whatever platform has the most internet usage will be what developers and web designers target. For example, when MS gave away IE and destroyed Netscape they essentially were able to define web standards or conventions.

Now that Google’s Fandroid not only has more units but is using the web more, the ability of Apple/iOS to guide the development of the web for Tablets and Phones will be diminished. Even with Fandroid using webkit, there is no reason they cannot branch in a manner that could conflict with Apple’s intents for the mobile web.

By: Sharon Sharalike

Sharon Sharalike — Thu, 18 Oct 2012 17:29:29 +0000

And in the mean time, Google the Android King is getting crushed today. Stock is halted down $68. The only thing missing is Eric Schmidt coming out and saying “I like our strategy. I like it a lot.”

By: Sharon Sharalike

Sharon Sharalike — Thu, 18 Oct 2012 17:26:34 +0000

This is not a sporting event. Apple doesn’t need to “win” the internet. It’s going to sell every iPhone 5 it can build for a long long time to come. They are going to make crazy bucketsfull of money.

By: Zeke

Zeke — Thu, 18 Oct 2012 17:00:58 +0000

Siri doesn’t use the web for search.

By: Agent Provocateur

Agent Provocateur — Thu, 18 Oct 2012 16:45:43 +0000

It was posted this week that Android has now passed iOS in web usage- not a good sign, folks.

By: DeRS

DeRS — Thu, 18 Oct 2012 16:25:17 +0000

This goes along the lines with about 25 million iPhones sold for the quarter.

By: Raymond

Raymond — Thu, 18 Oct 2012 15:57:05 +0000

Keep quiet !!

big investors are collecting AAPL. Please spread the fear that Apple will die !!!

Do it quick !!

By: GM

GM — Thu, 18 Oct 2012 15:37:15 +0000

We’ll see next Thursday. I don’t know if I would bet the milk cow that earnings are great for the fourth quarter but this is a good sign. Good is always better than bad.