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Post by nagrani on Sept 13, 2015 14:52:02 GMT -8
Wouldn't 5 million be a 25% increase over 4 million...? This NASA nerd approves of your math. 6 million or bust!!!
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Post by Red Shirted Ensign on Sept 13, 2015 16:24:37 GMT -8
4.5 million would suit me fine, especially since the new buyback programs will have a delayed effect.
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Post by Red Shirted Ensign on Sept 13, 2015 16:51:41 GMT -8
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Post by CdnPhoto on Sept 13, 2015 17:35:06 GMT -8
Some personal thoughts: After taking some time to think about what was announced on Wednesday, and there was a lot announced, I thought I'd put down some of what I've come up with. - The new iPhones are great, I'm going to get one. That wasn't the big thing in the presentation though.
- The presence of IBM was felt on stage, even if they weren't up there. The new iPad has all the markings of input (in a good way) of IBM. This device directly aimed at the corporate market. IBM (IMHO) asked for some of these additions from Apple in order to market some software to particular verticals. The Apple Pencil isn't about the painting and drawing market, it might be the architecture, or medical markets. The applications we'll see over the next few months will be to support some of these verticals, and IBM will be pushing them.
- The TV isn't yet fully baked. Though very nice, I think there is still more to come with respect to programming. I see the App store being a big push for the Apple TV. It becomes a true platform
- The true star of the event was the Leasing program (sorry, I don't remember the official name). This does a few things. a) it takes away the argument that WS has had regarding Apple will fail when the carriers take away the subsidy, b) it will accelerate the individual refresh of the iPhone, going from the current 1 phone every two years to a customer to 1 phone per year to customers. They can use the returned phones to sell to more price sensitive markets, as a still current phone. and finally c) it provides a known revenue stream on the iPhone refreshes. The full effects won't come for another year.
- edit: The Rose Gold iPhones will be a huge hit.
While all attention is on the hardware, the big item won't be noticed until after the January conference call, when Apple announces that they have X Million people signed up to get a new iPhone every year.
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Post by nagrani on Sept 13, 2015 17:39:01 GMT -8
Some personal thoughts: After taking some time to think about what was announced on Wednesday, and there was a lot announced, I thought I'd put down some of what I've come up with. - The new iPhones are great, I'm going to get one. That wasn't the big thing in the presentation though.
- The presence of IBM was felt on stage, even if they weren't up there. The new iPad has all the markings of input (in a good way) of IBM. This device directly aimed at the corporate market. IBM (IMHO) asked for some of these additions from Apple in order to market some software to particular verticals. The Apple Pencil isn't about the painting and drawing market, it might be the architecture, or medical markets. The applications we'll see over the next few months will be to support some of these verticals, and IBM will be pushing them.
- The TV isn't yet fully baked. Though very nice, I think there is still more to come with respect to programming. I see the App store being a big push for the Apple TV. It becomes a true platform
- The true star of the event was the Leasing program (sorry, I don't remember the official name). This does a few things. a) it takes away the argument that WS has had regarding Apple will fail when the carriers take away the subsidy, b) it will accelerate the individual refresh of the iPhone, going from the current 1 phone every two years to a customer to 1 phone per year to customers. They can use the returned phones to sell to more price sensitive markets, as a still current phone. and finally c) it provides a known revenue stream on the iPhone refreshes. The full effects won't come for another year.
While all attention is on the hardware, the big item won't be noticed until after the January conference call, when Apple announces that they have X Million people signed up to get a new iPhone every year. I don't think they will announce that. Why give carriers that data??
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Post by CdnPhoto on Sept 13, 2015 18:27:50 GMT -8
I don't think they will announce that. Why give carriers that data?? The carriers will already have the data. They'll know how many of their customers aren't buying the phones from them and just getting the services. What they'll be doing is letting WS know that the future sales of the iPhone will be explosive. Just think, when the iPhone 7 comes out, all those who get to renew their iPhone 6 will get one, as will all those who sign up for this plan. Right now, it's US only, but I can see this expanding to other countries over the next couple of years.
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