Re: iPhone Bombing -

In article <1185404538.166466.154120@xxxxxxxxxxxxxxxxxxxxxxxxxxxx>,
Belphegor <huelse@xxxxxxxxx> wrote:

Now, just to show that I am prepared to listen, lets compare the data
we have and which numbers we use as a basis for our apparently
differing analysis.
Cool; I'll go along.

The figures I could gather from Apple and AT&T refer to a specific
period at the end of the last financial quarter, i.e. Friday the 29th,
from 6pm and Sat the 30th 12pm.

AT&T claim they sold 140,000 new contracts, and Apple claim they
sold 270,000 during that period.
Close. AT&T said they had 146,000 activations, and Apple said they
shipped 270,000 units.

The targets that Apple set for the end of 2008 was 10m iPhones. Steve
Jobs said that they expect to sell 1 million iPhones by September.

I do not know whether you realise that between 6pm, 29th, and 12pm,
30th is only 30 hours.

If we believe AT&T's assertion that they sold 140,000 contracts that
means they sold 4,600 contracts each hour...

Apple said they sold 270,000 units during that time, 90,000 each hour
of the 30 hour period.
Well, since Apple's includes all units shipped, it will include the AT&T
numbers and it isn't just during those last hours.

Now, I hope you realise that this is not necessarily a contradiction.
The iPhone does not require you to take out a contract. It is easy to
circumvent the AT&T shackles as has been widely publicised. I am sure
you are aware of that.
But that's probably vanishingly insignificant. There are more important
differences -- people buying more but activating one, people delaying
activation a few hours, younger people buying them but not meeting
credit requirements the first way they try.
.

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