ttp://www.thestreet.com/story/10845847/1/voip-smartphone-revolution-is-coming.html
This article suggests that 100M iPodT/Q could be sold per quarter if Apple was to equip them with WiMax capabilities, but at the cost of losing iPhone business…
I would hate to see AAPL losing (along with the rest of SmartPhone makers) iPhone revenues… But what if that was inevitable ? … What if after transiting from the iPod lucrative business into iPhone, do the reverse … and transit from the iPhone business back into iPod with a heavy skew on iPodTouchs …
If my memory is right AAPL was selling about 60 Millions iPods / year …
400 Millions iPod Touch’s would look nice …
Over 5 years every one on planet earth would have an iPodTouch ! …
Add to that the “Halo Effect” … Apple’s market share would surely grow from 3% to 30% …




carlmuck 9:24 am on August 27, 2010 528 days ago Reply
I think iPod numbers have been trailing off recently to just under 10 M/qtr, so ~40M/yr.
100M units/qtr is absurd, $100M of revenue/qtr from iPodT, might make sense.
I don’t know who Anton is, but I’m not impressed with his “analysis” essentially he’s saying that Apple doesn’t have this product, and can’t (according to him) build it due to AT&T contract (to which I say bullshit, if AAPL can make $, they’ll make the product). But lets conjecture how much money there is to be made.
Kind of silly
(btw, your link just takes us back to this page…)
Nicu 10:22 am on August 27, 2010 528 days ago Reply
@carlmuck
(Ô£øC, Ô£øV)
missing a “h” in the link, just copy it
carlmuck 10:58 am on August 27, 2010 528 days ago Reply
@nicu
Yeah, the readable text is missing the “H”, but if you hover the link you’ll see “http://www.traderhood.com/2010/08/27/a-must-read-on-ipodtouch/” is the target of the link…