Apple’s ‘iPhone’ silence drives rumor mill crazy

“In an interesting turn of events, a product that Apple hasn’t even announced is currently earning more attention in the press than Microsoft’s ultra-hyped, astroturfed, press-blitzed iPod Killer,” Daniel Eran writes for RoughlyDrafted.

“In fact, Apple’s still unannounced iPhone has rocketed the company’s market valuation to an all time high, meaning that Apple has made more from silence than Microsoft has earned in actual sales of its new player,” Eran writes.

“After Apple’s stock price surged to a new record high, it then retreated on further rumors that the iPhone might be delayed, only to again recover the next day. With that kind of wild publicity power, its no wonder that Apple has been biting its tongue,” Eran writes.

Eran writes, “Unfortunately, Apple’s silence leaves the iPhone-curious stuck with the writings of pundits, many of whom are bitter that Apple has repeatedly proven them wrong in their prognostications of imminent Apple woe.”

CNET’s Michael Kanellos for example…

Full article here.

Related articles:
Analyst: Apple iPhone economics aren’t that compelling – December 08, 2006
BusinessWeek: Wish List for Apple ‘iPhone’ – December 08, 2006
Apple ‘iPhone’ could cause Nokia, Palm, Motorola, and RIM to really start to sweat – December 07, 2006
Apple shares fall as CIBC sees ‘iPhone’ release delayed – December 07, 2006
Analyst expects 16GB flash-based Apple iPod video player, 4-8GB flash-based ‘iPhone’ models – December 07, 2006
CNET editor Kanellos: ‘Apple iPhone will largely fail’ – December 07, 2006
Prudential: Apple ‘iPhone’ to sport iPod click wheel; video iPod by Q2 – December 06, 2006
RUMOR: Apple’s smart phone project to feature ‘extensive integration with Mac OS X’ – December 05, 2006
Apple begins ‘iPhone’ production – December 05, 2006
Apple needs to think different about data security for ‘iPhone’ – December 05, 2006
Kevin Rose: Dual-battery Apple ‘iPhone’ coming in January; $249 for 4GB, $449 for 8GB – December 03, 2006

21 Comments

  1. “Apple has made more from silence than Microsoft has earned in actual sales of its new player”

    Mirrors real life. Generally the cool kid is the one who doesn’t have to say anything and the nerdy kid who follows you around telling you stuff is not cool.

    Pretty much sums up MS and Apple

  2. “Mirrors real life. Generally the cool kid is the one who doesn’t have to say anything and the nerdy kid who follows you around telling you stuff is not cool.”

    Close, except the uncool kid is usually blabbing about how cool they really are. ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />

  3. “In fact, Apple’s still unannounced iPhone has rocketed the company’s market valuation to an all time high, meaning that Apple has made more from silence than Microsoft has earned in actual sales of its new player,” Eran writes.

    Classic.

    If there is no iPhone, then AAPL is going to tank. However, I’m sure it’ll be oversold and priced below its fair market value allowing patient individual investors to pick up more shares cheaply.

    What’s so funny is to see how the stock goes up and down based on “reports” that the iPhone will be delayed for whatever reason or another. Mind you, the iPhone is a product that Apple hasn’t even made, announced, or even hinted at making publicly.

  4. Daniel Eran’s RuughlyDrafted is one of the very top mac places to
    go for free-thinking original ideas about Apple and the industry in
    which it operates. Daniel is bright, a prolific writer, and a straight
    shooter in terms of telling it as he sees it without hedging his words.
    His sharpness, clarity and conviction is very compelling for those
    of us tired of the re-hashed stuff produced by the vast majority of
    analysts that feel obligated to write their unoriginal thoughts about
    Apple because it’s their job and they measure the value of their
    work by how much public attention it gets them. That’s why it would
    almost be better to just ignore most analysts, at least the unoriginal
    ones, and the ones who are just shills for Microsoft (you all know
    who we are talking about here); however, it’s understanding that
    our friend at MacDailyNews tell us what all analysts are saying
    about Apple. MDN reports, and it’s up to us to figure out that
    those analysts’ comments are not worth anything; and it’s better
    to know what the analysts are saying than be in the dark about
    what the general public is being told by the self-appointed experts.
    Daniel Eran gives us a refreshing dose of reality, incisive analysis,
    and that makes him in a way the mac community’s own anti-analyst
    analyst. Perhaps that is why the pseudo pundits hate him and
    sabotage him at Digg and elsewhere. We could help him though,
    starting by going to his site and helping him fight Digg’s blacklisting.

  5. “Unfortunately, Apple’s silence leaves the iPhone-curious stuck with the writings of pundits, many of whom are bitter that Apple has repeatedly proven them wrong in their prognostications of imminent Apple woe.”

    I heard dat!

  6. Daniel Eran is prolific and is seriously upsetting the Microsoft Lemmings, who I see are are not satisfied with having DRM banned from Digg, but now also post comments on DRM in the name of Daniel Eran.

    They must be seriously maladjusted people..

    DRM and MDN are -the- two essential sites..

  7. First, several snippets from the article:

    “Anyone who has supported real users knows that most phone functions go unused simply because they are too complex.”

    “… incoherent navigation and overloaded controls.”

    “… technology isn’t all about looking good, its about being functional.”

    Yes, the whole consumer electronics industry is infested with utterly rotten user interfaces and Byzantine non intuitive means to access functions. A minority of people can reasonably program a VCR to reliably record a show. I have tuners that are next to impossible to input a station list because of the awful interfaces, broken documentation and unfathomable controls. This whole market is ripe for the taking by a company that “gets it” and Apple is by far the leading candidate — perhaps the only candidate – that really does “get it”.

    As Dan stated:

    “Phones quite obviously need help in user interface design; Apple has no problem in developing technology.”

    “… Apple’s core competencies offer a lot for the prospects of a mobile phone product.”

    Exactly! This is why I bet my retirement money on AAPL. Apple “gets it” and has the leadership, engineering and assets to take this market away from the those who “don’t get it”.

  8. Apple has made more from silence than Microsoft has earned in actual sales of its new player

    Anyone still arguing Apple’s keep-it-quiet skunkworks approach? It certainly beats MS’s “tell the world as we whiteboard it” approach.

    Unfortunately, Apple’s silence leaves the iPhone-curious stuck with the writings of pundits

    Then don’t read the writings of pundits. Although it makes the curious squirm like kids on Christmas Eve, it doesn’t let them down when the real thing differs from the rumors.

  9. Microsoft’s ultra-hyped, astroturfed, press-blitzed iPod Killer

    Apple fans really need to stop asking about Zune. That actually helps generate buzz!

    We need to stop blogging about them, stop asking people about them, stop asking stores where the Zunes are at, and if they’ve sold any.

    Zune has already taken its place alongside BOB, Origami, and Tablet PC. Just let it die already.

  10. Re: “Apple has made more from silence than Microsoft has earned in actual sales of its new player

    Anyone still arguing Apple’s keep-it-quiet skunkworks approach? It certainly beats MS’s “tell the world as we whiteboard it” approach.”

    Yes, I am, but it is a question of degree.

    Often Apple carries that idea to the the extent that no one knows who they are.

    iPod helps that, for two reasons.

    First, and most important, the product is the best. Without that, marketing just buys you a few days or weeks until the public finds out that the product (Zune) is bad.

    Second, Apple told the public about iPod by advertising.

    A combination of 1 and 2 causes a win. Anything less eventually causes a loss.

    I’m sure someone will fire back with: how do you advertise an OS like the Mac? It can be done in small 30 second bites showing how individual OS features work. But if you approach it in a vague “image” way, few will get the specific point. Real buyers are looking for specific reasons why they should buy the Mac OS, or NOT. If they can’t find a good reason to buy, they won’t. It is no more complicated than that.

    Let the flames beginl. I will be elsewhere writing a creative paper using my Mac OS and the great programs that are availble for me to use as tools. I will make money from it.

    Don’t care what the rest of you say or do in responsel.

    Have a nice day. I will.

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