July 14, 2008
iPhone - Its here and doing well, thank you.
Analysis of:
AT&T sells out, takes iPhone 3G pre-orders | www.macnn.com
This analysis is solely the work of the author. It has not been edited or endorsed by GLG.
Implications: The long awaited iPhone 3G has arrived on the scene with lots of fanfare and is selling out in some areas. Is it doing better than expected and what happened to the servers.
Analysis: The estimates of iPhone sales are all over the place, and why not, no one really knows so you can make up wild numbers and predications and in time no one will remember if you were right or wrong.
Overall you have to assume that sales are doing very well, one of the factors are sales at the ATT Stores where many have sold out. Knowing Apple they supplied those stores based on the sales when the initial iPhones came out. Since they are selling out it would appear that sales are exceeding the first go around, then came the server overall. I would not read too much into this as other factors could have caused the overload. Apple not only used the system for activation but also upgraded a number of software packages.
People would have to go to these same servers for upgrades, so anyone with an original iPhone would be upgrading as well as iTunes and the conversion of .mac to .me. Then to add to the mess was an OS upgrade.
Will the turn away of people have any long-term effect – no? People wanting this phone will go back and get in either over the weekend or in the next few days. It’s not like just wanting a new phone. It’s wanting for an iPhone.
Reports from overseas are also showing brisk sales, with the expansion into many other markets, this launch is going to very successful.
On the negative side two technical items have appears concerning the iPhone on many of the blogs and web sites. One concerns a yellow tint tot eh screen, which Apple has responded immediately, that it is done that way on purpose. It is unusual for Apple to respond that fast, maybe they are getting better at customer relations. The other is that when you remove the headphone jack you may lose the call. No response yet, but some on the blogs say there is a fix and provide details. But this appears to be very minor.
Analysis: The estimates of iPhone sales are all over the place, and why not, no one really knows so you can make up wild numbers and predications and in time no one will remember if you were right or wrong.
Overall you have to assume that sales are doing very well, one of the factors are sales at the ATT Stores where many have sold out. Knowing Apple they supplied those stores based on the sales when the initial iPhones came out. Since they are selling out it would appear that sales are exceeding the first go around, then came the server overall. I would not read too much into this as other factors could have caused the overload. Apple not only used the system for activation but also upgraded a number of software packages.
People would have to go to these same servers for upgrades, so anyone with an original iPhone would be upgrading as well as iTunes and the conversion of .mac to .me. Then to add to the mess was an OS upgrade.
Will the turn away of people have any long-term effect – no? People wanting this phone will go back and get in either over the weekend or in the next few days. It’s not like just wanting a new phone. It’s wanting for an iPhone.
Reports from overseas are also showing brisk sales, with the expansion into many other markets, this launch is going to very successful.
On the negative side two technical items have appears concerning the iPhone on many of the blogs and web sites. One concerns a yellow tint tot eh screen, which Apple has responded immediately, that it is done that way on purpose. It is unusual for Apple to respond that fast, maybe they are getting better at customer relations. The other is that when you remove the headphone jack you may lose the call. No response yet, but some on the blogs say there is a fix and provide details. But this appears to be very minor.
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