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Old 06-08-10, 05:26 PM   #1
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Smart phones are not phones

And iPads are not tablets.

These devices are computers. Highly mobile, relatively inexpensive, computers that most people MUST have, even more than they need or want a PC or laptop. They will outsell traditional computers by several magnitudes going forward. It is critical to grasp this reality to have any real understanding of why this technology will define the next decade or more in the tech space.

Consider this, and when you realize that Apple sold 9 million iPhones in the last quarter and now is selling a million iPads monthly, along with a similar number of Macs, and you have a company that is moving 60+ million new computers annually. Computers where they profit from the hardware, the operating system software, and many of the applications consumers and businesses buy for them. That's essentially why Apple's market cap just surpassed that of Microsoft.

Once you wrap your head around this new reality, you'll start to understand the the player who can most successfully define and leverage this space is poised to become a scary powerful company. Nobody is better poised in this regard than Apple today. Bear in mind the the middle class in China and India are projected to be ONE BILLION strong within 10 years, and they will ALL have smart phones in their pockets. Yikes.

Hey, I've been an Apple fan for a long time, but have become the 800 lb gorilla, and soon they may be the 8000 lb. gorilla. We'll see how that turns out.
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Old 06-08-10, 08:10 PM   #2
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HTC's phones put the iPhone to shame.
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Old 06-08-10, 08:33 PM   #3
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All of these devices are nothing but wireless computers with a phone app as an added accessory. Phones are so last century.
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Old 06-08-10, 08:49 PM   #4
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HTC's phones put the iPhone to shame.
Not really. They are very clunky. People get very taken up with specs and numbers which by the way does not make a product great. you can deck out a Wallyworld huffy with full Shimano Dura-Ace plus all the bells and whistles but in the end it's still a Huffy
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Old 06-08-10, 08:54 PM   #5
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I'm not sure what the point is to the original post but Apple's goal is to sell devices that enable them to make more money in support by selling apps, music, videos, books, and now advertisements. Just announced Monday, they will now be putting advertisements in the apps that you buy, and Apple will make a cut off of those advertisements.

For several years I carried a PDA AND a cellphone. Now I can carry just one and have it do both functions, plus the current iphone/droid will do more than my previous PDA would.

(6.5 days and counting until I can order my iphone4)
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Old 06-08-10, 09:01 PM   #6
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All I have to say is..... duh.
I am confused when mine rings.
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Old 06-08-10, 09:05 PM   #7
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Not really. They are very clunky. People get very taken up with specs and numbers which by the way does not make a product great. you can deck out a Wallyworld huffy with full Shimano Dura-Ace plus all the bells and whistles but in the end it's still a Huffy
I resemble that remark. I have a GMC denali running a combo of sora/105/ultegra, and it runs a hell of a lot better than my fuji with 2300 on it did.

That said Im running a Nexus One and love it. I use it web, email, twitter, and workout tracking. I wanted an iPhone, and im sure the interface is better, but until they get it the hell off ATT I'll never own one.

I do desperately want an iPad.
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Old 06-08-10, 09:07 PM   #8
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I typically only use 100 minutes of voice time per month, and it's that much due to work conference calls. I never talk on the phone anymore, however I'm constantly using it for everything else. Maps, weather, email/texting, schedule, e-reader, music, etc.

If/when they ever make the iPad work like a Wacom tablet to sketch on, then I'll consider buying one. For now, it's just an overgrown iPhone.
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Old 06-08-10, 09:25 PM   #9
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All I have to say is..... duh.
Precisely. Why is it that if a device makes calls and takes pictures, it is considered primarily to be a phone? Why not a camera?

That voice and SMS packets should be considered different than any other kind of data flying around is nuts.
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Old 06-08-10, 09:48 PM   #10
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I'm not sure what the point is to the original post but Apple's goal is to sell devices that enable them to make more money in support by selling apps, music, videos, books, and now advertisements.
Incorrect. Apple's goal (which Steve Jobs has reiterated for over a decade) is to make products that give out the best overall user experience possible. So you basically see them actually think through a product rather than cramming it with the latest technologies that many other companies tend to do.

That is why they are so successful and which makes me love Apple's vision.
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Old 06-08-10, 11:18 PM   #11
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I'm bringing my pain in the ass phone to Europe tomorrow where it will not be able to network to anything but it has my freaking address book in it (and I might as well use the music player). The camera doesn't count, I'm bringing a pocket canon for the crappy snapshots I might want that the phone's mighty megapixels (who got excited about megapixels anyway, people who couldn't do anything but squeeze them onto chips I guess) won't be able to handle.
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Old 06-08-10, 11:32 PM   #12
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They will outsell traditional computers by several magnitudes going forward. It is critical to grasp this reality to have any real understanding of why this technology will define the next decade or more in the tech space.

Consider this, and when you realize that Apple sold 9 million iPhones in the last quarter and now is selling a million iPads monthly, along with a similar number of Macs, and you have a company that is moving 60+ million new computers annually.
Interesting, but can they sustain that pace, or will the market become saturated and competitors regain market share? Many companies have seemed invincible from time to time, and it seldom lasts.

I was looking for comparison data. Supposedly 280 million PC's were sold worldwide in 2008, which for the purposes of the source, I take to include Macintosh brand personal computers. That number is expected to gradually level off, but not drop.

And I don't really see compact mobile devices replacing desktops and laptops - Simply complementing them. So unless the replacement cycle of personal computers starts to get substantially longer than its current 3-5 year duration, that expectation sounds pretty solid.

That source also talks about other avenues for sales growth for PC hardware, like advanced media centers, although to some degree it really reflects further blurring of the line between personal computers, mobile devices, and other computer systems.

http://www.etforecasts.com/products/ES_pcww1203.htm

Personally, I'm still happy with my desktop and my very basic mobile phone, although I did just buy a netbook that I don't really find enough use for to justify.

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Precisely. Why is it that if a device makes calls and takes pictures, it is considered primarily to be a phone? Why not a camera?

That voice and SMS packets should be considered different than any other kind of data flying around is nuts.
Because it accomplishes one of those things substantially better than it does the other.

Regarding voice and data services: until recently, there was a distinction. Actually, I think even in 3G they're handled differently. Also, old school SMS was actually sent similar to voice. I think in 3G they finally packetized it and send it similar to other data, and I'm not sure it's even technically called SMS anymore, although the protocol is still used for legacy users like me.
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Old 06-09-10, 12:37 AM   #13
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HTC's phones put the iPhone to shame.
Correct.

I should also say, Android >>1^infinity>> iphone.
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Old 06-09-10, 01:54 AM   #14
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Old 06-09-10, 05:33 AM   #15
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Pcad's premise only holds true for those who have bought into the marketing hype that one has to be "connected" 24/7. Some of us early adopters have so gotten over that nonsense.
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Old 06-09-10, 05:52 AM   #16
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Incorrect. Apple's goal (which Steve Jobs has reiterated for over a decade) is to make products that give out the best overall user experience possible. So you basically see them actually think through a product rather than cramming it with the latest technologies that many other companies tend to do.

That is why they are so successful and which makes me love Apple's vision.
You really either need to start getting paid by them, or disclose it here.
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Old 06-09-10, 08:53 AM   #17
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You just wait and see what happens to the bandwidth in a few years.

HTC for me.
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Old 06-09-10, 09:04 AM   #18
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So they're called Smart Phones but they're not phones? Hmmm, OK. BTW, I see more drug dealers that can't even spell their own names let alone use the features on these things with them (smart phones) more than anyone else. In the end its just a status symbol to most that own them, nothing more. JMHO.
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Old 06-09-10, 09:22 AM   #19
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BTW I hear a lot of people are calling them handsets now.
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Old 06-09-10, 09:32 AM   #20
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I love my palm pre.

That is all.
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Old 06-09-10, 09:38 AM   #21
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HTC's phones put the iPhone to shame.
The Marketplace will decide this one, and this time without the inevitable assistance of the corporate IP propeller head aholes that helped bolster Windows' dominance in the 90's.
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Old 06-09-10, 09:40 AM   #22
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I love my palm pre.

That is all.
Checking out those Palm phones at Radio Shack, I'd agree they are very cool. Checked out that new Android Incredible this weekend, also very cool.

Competition is good.

That new iPhone is going to take no prisoners, Apple has raised the bar again. They usually do.
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Old 06-09-10, 09:42 AM   #23
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Incorrect. Apple's goal (which Steve Jobs has reiterated for over a decade) is to make products that give out the best overall user experience possible. So you basically see them actually think through a product rather than cramming it with the latest technologies that many other companies tend to do.

That is why they are so successful and which makes me love Apple's vision.
Another (paraphrased) Jobs quote that I love, and really underscores why this man is such a success: 'If we get it right we get to come to work tomorrow'.

Bingo. Sounds kind of like the kid who started Apple Computer in his parent's garage.
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Old 06-09-10, 09:50 AM   #24
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So they're called Smart Phones but they're not phones? Hmmm, OK. BTW, I see more drug dealers that can't even spell their own names let alone use the features on these things with them (smart phones) more than anyone else. In the end its just a status symbol to most that own them, nothing more. JMHO.
I look at it as their overriding function is to be able to accept a phone call no matter what you're using it for.
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Old 06-09-10, 11:02 AM   #25
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Regarding voice and data services: until recently, there was a distinction. Actually, I think even in 3G they're handled differently. Also, old school SMS was actually sent similar to voice. I think in 3G they finally packetized it and send it similar to other data, and I'm not sure it's even technically called SMS anymore, although the protocol is still used for legacy users like me.
Sure, but the pricing model is completely different and it's bogus given how things actually work. If the issue is transferring data, why price voice communications by the minute instead of by how much data is actually transferred, particularly since voice communications aren't particularly high bandwidth? It's bogus, and that's why if you use skype with some smartphones, they have it set up to burn your minutes even though you could just as well be listening to streaming music that takes more bandwidth. Likewise, I get only 400 text messages per month, but I have totally unlimited messaging so long as I use some other service like Google chat. Guess which I use for 98% of communications, particularly when there is an international dimension?

I still say the naming of devices is often a false distinction based more on how business want to sell services than anything else -- most of my phone use does not involve making or receiving calls and I know that's the case with many people.
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