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This is a major disruption for the carriers, as the messages are transmitted over 3G too. It shows how much power Apple got in this industry, as no carrier is on iPhone strike. But for AAPL investors, this could give an extra kick to iOS devices sales (probably even Macs to a lesser degree if they add it to FAceTime or iChat or something). Never underestimate the network effect.
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Well, the Air is driving competitors crazy, but they come up with very nice designs lately.
http://www.electronista.com/articles/11/10/10/acer.aspire.s3.ultrabook.reaches.us/
Add iPad to the mix and HP is a distant #2 worldwide
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GotWake
Maybe all of the PC guys should attend Apple events so they can get a head start on R&D. Maybe they could snatch one of the new products and make a run for the door.
As far as the iPad, Apple is killing them on both the high-end (Mac) and low-end (netbook vs iPad).
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Nicu
ComScore: iPads delivered 97.2% of all tablet traffic in US in August
this large iPod touch does not cease to amaze (even me, I read everything about it and give it some considerable amount of thought)
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GotWake
I flew from the east coast to Vancouver a few weeks ago and I was amazed at how many iPads I saw. Waiting to board, I saw several. On one flight, I had 5 (including mine) within 4 rows! I did see a couple Kindles, but none of those mythical Android tablets. I think MOT, Samsung and the rest may be shipping them to the local recycle center and calling it a sale.
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I think Android is winning
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Senator Gronk
In all the hubbub, I hadn’t considered the effect of a $99 iPhone 4. Interesting. That could be the Android inflection point.
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Nicu
and a “free” 3Gs
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Nicu
selling like hotcakes, 3Gs is beating the new Android models at AT&T lol
http://www.appleinsider.com/articles/11/10/10/as_iphone_4s_sets_records_apples_legacy_models_show_strong_sales_too.html
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This is probably more important for Apple than HPQ as they have a new OS that would adapt quickly (if it’s not already there is a beta version or something) to the change of DRAM and SSD being combined. Plus several mass market devices that will take great profit from that leap in technology. I remain cautiously optimistic, as this is almost a holy grail of computing hardware for several decades already. We are living in very exciting times !
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“Fuck Michael Dell.”
- that’s one more link from daring fireball
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“I believe Apple’s brightest and most innovative days are ahead of it.”
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out of TSLA Jan ’12 $22.5 C @ $5.7 (+$2 or +54% in about one year – I cannot find the post with the initial trade)
usually I do not take profits that small (less than 100% / year) but I have lots of longer term TSLA calls (and lots of very cheap short term calls in the event of a short squeeze) but I hate destroying my AXPW position to improve AAPL calls – so it’s more of cash need than anything else
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As much as I don’t agree with Cramer usually, even a blind squirrel …
“It’s Apple against the world,” said Cramer. “And the world doesn’t stand a chance.”
chach17 3:49 pm on October 11, 2011 221 days ago Reply
I think that is why shortly after Apple announced iMessage, the carriers started changing their texting plans. For instance, AT&T now only offers pay as you go messaging ($.20 per text, $.30 per mms) or for $20/month you get unlimited texting. I think people are scared of the idea of paying $.20 per text – after all it would only take 100 messages before you have spent $20 that could have otherwise been spent on unlimited messaging.
I’m trying like hell to hold on to my current texting plan with AT&T which is 200 messages for $5/month. They stopped offering that plan as well as the other prepaid limited plans soon after iMessage was announced
JPWatkins 5:25 pm on October 11, 2011 221 days ago Reply
I am amazed at how willing people are to be ripped off by the telecoms.
Who would buy broadband service for their home and then acquiesce to paying an extra $.20 each or$20/month for unlimited e-mails? This is basically what they do with SMS It’s completely insane. There is essentially no cost to SMS messages for the telcos, and yet it is their main source of income.
I want to see the telecoms reduced to common carrier status as soon as possible. I have always felt that SJ’s goal was to do just that. If he had had more time, I think he would have done his best to bring it about. As I remember, he referred to them as “mere communication orifices” and expressed the opinion that they should revert to “dumb pipes.” Although he appears to have slowed this process down once he discovered how much money Apple could make by disrupting them little by little (a death of a thousand cuts,) I think he was building Apple’s cash reserves in anticipation of investing in a technology or business model to completely remove them from them from the equation. It will be interesting to see if this will come to pass.
rastard 1:12 am on October 12, 2011 221 days ago Reply
Why is this a big deal? It seems like anyone with a smartphone can already choose from a boatload of different “send SMS for free” apps/services. If people aren’t already using them (i.e. are still paying their carrier for SMS), I can only assume that they’re uninformed, or simply don’t care…
chach17 11:51 am on October 12, 2011 220 days ago Reply
I don’t expect people to seek out 3rd party text messaging services and apps. People buy an iPhone and they want to use iMessage or Messages because its included, it’s nice, and its integrated. I agree with @jpwatkins that the carriers have been ripping us off for years. Don’t tell me it costs $.20 to send an insignificant amount of data over the network.
Senator Gronk 9:12 pm on October 12, 2011 220 days ago Reply
It’s not just insignificant. It’s already paid for in the bandwidth. There is an open pipe in the cellular signal that is for command codes to travel on. This channel exists within your signal from the tower. SMS uses this open channel of bandwidth to transmit text messages. It’s in the spec. They are charging you for something that exists within the technology and requires absolutely no overhead investment. Well, except for marketing it and billing you for it…
JPWatkins 11:27 pm on October 12, 2011 220 days ago Reply
Exactly! It’s the usual cynical crap of charging for innate features that has become accepted as “normal business practice” (think of: paying extra for “tone dialing” or digital dashboards in cars, banking fees, etc.) It reminds me of the banking commercial that points out that even children are smart enough to know that increasingly common banking practices are “just wrong.”