Following the meeting, Abramsky wrote in a note to clients, “‘The discussions reaffirmed our Outperform thesis: iPhone Channel Leverage Remains High. Despite intensifying competition (Android, RIM, etc.) Apple continues to enjoy strong global carrier interest in iPhone…’ He adds that iPhone’s secret weapons include: ‘Vertical integration (hardware/software) and iTunes ecosystem remain a significant competitive advantage over contenders, with evolving innovations pending, applications leadership and content ecosystem,'” Goldman reports.
As for Android, ‘”‘Multiple configurations’ is viewed as a disadvantage to application developers, vs. Apple’s single-platform model,’ he writes. Apple’s App Store continues to be the key differentiator with 90,000 titles versus the Android’s 12,000… [plus] Apple has something none of the other smart phone makers do, namely everything else: Macs, iPods, an OS for computers and phones, a robust retailing strategy, iTunes, the App Store, the intangible of market mojo, and the executive talent to pull it off,” Goldman reports.
Goldman reports, “On the operating system side, Abramsky says, ‘Windows 7? Bring It.’ The upgrade cycle is another opportunity to get consumers and enterprise customers in a shopping mode again, and if they’re gonna crack open the checkbook, why not spend the cash on a Mac?”
Much more in the full article, in which Goldman explains that “watching Apple [iPhone] at this stage is like watching ‘Sunday Night Football.’ It’s a total blow-out late in the fourth quarter and yet the commentators try to come up with scoring possibilities and formulas to make the game a little more interesting, to hold the viewer, even though everybody really knows the game is over and who won,” here.
MacDailyNews Note: In a nutshell: Bloodbath.
I agree with Michael. We wouldn’t have had electricity in rural areas if it had been left up to private companies. We have a number of piss poor systems instead of one good one. I have to carry a Verizon phone and an iPhone to get the coverage and functionality that I want. 3G? Hell, I’d be happy with decent cell coverage of any kind where I live (NW Ohio).
> As for Android, ‘”‘Multiple configurations’ is viewed as a disadvantage to application developers, vs. Apple’s single-platform model,’ he writes.
Nailed it. What Google (and Microsoft) always tout as an advantage for Android (and WinMo) is actually a huge disadvantage. Imagine a small developer trying to create and test apps for Android, and having to consider devices with keyboards and some without, some with touch screens and some without, some with this processor and some with that processor, some with a smaller screen and some with a larger screen, etc… It will be a nightmare, and many will consider it not worth the effort.
Don’t underestimate Verizon. Its a huge network and if Android 2.0 is polished enough for the masses, it will be a huge hit.
Michael,
The Telecommunications Act of 1996 is the greatest scam in American history by corporations. They stole billions from taxpayers and we got nothing in return.
Apple will always benefit from inferior competition to demonstrate the superiority of it’s own products and services.
Bravo, Steve and Co.!!!
I love the smell of Ballmy sweat early in the morning!
Just a thought here, But SALES do not come from TECHNO FEATURES. It comes from sales of people that think one phone provider is better than the other. The APPS store and its ease of use, the iPhone and its ease of use…. and the fact that all their friends are using it……
Just a thought here.
en