The first impression was WOW! And Steve's party continued into the night. But then was the morning [after]. I am being asked all the time what do I think about the iPhone. So here are my thoughts, in no particular order:
- I am surprised. iPhone seems to be a gadget for geeks like me. It solves many problems, but probably not the ones people have. I still would prefer a Nano with a slide-out keyboard. Pure music and pure phone calls in a stylish and simplistic design.
- What Apple unveiled seems to be a bit overdone. They merged together several pieces we discussed here: a touch screen, wireless connectivity and a PDA. But this is not necessarily what most people want. It is hard to imagine the iPhone being the only phone you have (it is just too big... going to a pub or skiing? forget it...). The Nano with phone functionality would do...
- Phone is the killer application? Hey Steve, give me a break, there are thousands phones on the market already. But well handled music on a phone would be something. Again we come to the Nano-iPhone... BTW nobody has been able to come up with a well integrated music on the phone. Even Microsoft with the specialized music buttons is a far cry behind the iPod's click wheel. NanoPhone would be a killer... And it would be much easier and less risky for Apple.
- No 3G? Well... this should not be a problem for most people, and those who cannot live without fast data, rest assured, there will be a 3G, Snapdragon - powered model. Version 2 or version 3, but it will come. Snapdragon core is ARM-based, so they will have to rewrite neither system nor applications.
- 600$ with a 2-year contract... This is way too high. They will sell a few in California, and a few more in Dubai (provided the price of oil does not collapse), but this is not a price for the mass market.
- Then is AAPL a short? With its price approaching 100$, the iPhone not being a clear winner and the options uncertainty mounting... it may very well be... At least I would not take a long position now. While being a gadget lover I will try to be one of the first iPhone owners, I doubt this very device will propel the stock higher. Before iPod, Apple had breakthroughs like the Lisa or Newton...
So to summarize... Putting the iPhone "cool factor" aside, I am disappointed. No wide-screen hdd-based iPod. No Internet tablet. No NanoPhone this time. Should we [again] wait for the next
CES?
The first impression was WOW! And Steve's party continued into the night. But then was the morning [after]. I am being asked all the time what do I think about the iPhone. So here are my thoughts, in no particular order:
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