Fascinating note from Morgan Stanley on impact of the iPhone 3G and most importantly the store. The note about the app store is right I think
AppleInsider | Morgan Stanley compares Apple to Nintendo while raising estimates
More broadly, the analyst’s base case scenario estimates that iPhone 3G will help Apple capture 12 percent of the worldwide [...]
Morgan Stanley and Needham on Apple
June 18th, 2008 · No Comments · Geek
Tags: 30 Million·3g·6 Million·Apple·Appleinsider·Base Case·Carrier Networks·Case Scenario·Estimates·Installed Base·iPhone·Mac Unit·Media Players·Million Sales·Mobile Phone Market·Morgan Stanley·Needham·Nintendo·Phenomenon·Shareholders·Smartphone·Subscriber Base·Unit Share·Wolf Reports
Blackberry Bold 9000
June 18th, 2008 · No Comments · Geek
Had a long discussion with Mac about Blackberry Bold vs. the iPhone 3G and it is indeed land of riches. Personally, I’m probably more in favor of the iPhone because although it doesn’t have a keyboard, it has a big screen and I find on my iPhone (which I’ve lost! boohoo!) that I can [...]
Tags: 3g·Battery Life·Blackberry Curve·Crackberry·Drawback·GPS·Hat Tip·Images·Initial Reports·Intel·Intel Xscale·iPhone·Keyboard·Lint·Mac News·Mail Application·Microsd·Momentum·Smartphone·Web Browsing