3 ms·

Do you imply that current trajectory is downward? And Apple does not sell iOS, it sells iPhone, iPod touch and iPads with that OS. I am sure iPad sales are not

Do you imply that current trajectory is downward? And Apple does not sell iOS, it sells iPhone, iPod touch and iPads with that OS. I am sure iPad sales are not going to go down any time soon.

kenjackson 15y ago
No, I don't mean to imply that. I was trying to say that they have a current relative trajectory (flat on iPhone/iPod, solidly up, but slower than anticipated after Q1 launch on iPad) -- and this trajectory doesn't seem to change any more upward after this. In particular relative to Android. To put it another way, if they didn't do this release at all and just continued to sell iPhones with iOS 4.x on it for the next 12 months, I don't think we'd see a difference in their sales numbers. I think this is a testament to the current quality of their devices and OS. But it does feel like we've entered Mac circa 1991. It's getting long in the tooth and the improvements are really small, while a competitor with a late start is showing signs of accelerating.
- rimantas 15y ago
  I am not so sure about flat sale of iPhone and iPod but have no data on that, so won't argue. Comparison of Android vs. iOS devices bothers me a bit every time, because it is just one manufacturer with handful of products vs. dozens manufacturers with gazillion devices.
  - kenjackson 15y ago
    Here's one datapoint: http://gigaom.com/apple/iphone-flat-in-u-s-as-android-takes-market-share-lead/ http://gigaom.com/apple/iphone-flat-in-u-s-as-android-takes-... Apple has great margins, so they'll do fine, even if they stay at 25% marketshare forever. But it seems to be clearer that Android is going to run away with this. The only real question is, who takes the #3 spot. RIM, MS, or HP? I think there will be 3 players in this space. Two are locked in. The last has yet to be decided.

3 ms·

Do you imply that current trajectory is downward? And Apple does not sell iOS, it sells iPhone, iPod touch and iPads with that OS. I am sure iPad sales are not

by rimantas 15y ago

Do you imply that current trajectory is downward? And Apple does not sell iOS, it sells iPhone, iPod touch and iPads with that OS. I am sure iPad sales are not going to go down any time soon.

kenjackson 15y ago
No, I don't mean to imply that. I was trying to say that they have a current relative trajectory (flat on iPhone/iPod, solidly up, but slower than anticipated after Q1 launch on iPad) -- and this trajectory doesn't seem to change any more upward after this. In particular relative to Android. To put it another way, if they didn't do this release at all and just continued to sell iPhones with iOS 4.x on it for the next 12 months, I don't think we'd see a difference in their sales numbers. I think this is a testament to the current quality of their devices and OS. But it does feel like we've entered Mac circa 1991. It's getting long in the tooth and the improvements are really small, while a competitor with a late start is showing signs of accelerating.
- rimantas 15y ago
  I am not so sure about flat sale of iPhone and iPod but have no data on that, so won't argue. Comparison of Android vs. iOS devices bothers me a bit every time, because it is just one manufacturer with handful of products vs. dozens manufacturers with gazillion devices.
  - kenjackson 15y ago
    Here's one datapoint: http://gigaom.com/apple/iphone-flat-in-u-s-as-android-takes-market-share-lead/ http://gigaom.com/apple/iphone-flat-in-u-s-as-android-takes-... Apple has great margins, so they'll do fine, even if they stay at 25% marketshare forever. But it seems to be clearer that Android is going to run away with this. The only real question is, who takes the #3 spot. RIM, MS, or HP? I think there will be 3 players in this space. Two are locked in. The last has yet to be decided.