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So how do we get from 176,000 activated, 200,000 sold but only 1% of the people had activation issues?????

Which is correct, the first or the second lie?

Young wippersnappers with not a bit of imagination.

Saturday afternoon, guy buys an iPhone for his girlfriend, gives it to her in the evening, what happens next? Hint: Not an iPhone activation.

Family goes shopping, buys a new iPhone, gets home late, iPhone gets activated Sunday morning.

If 60% of all iPhones bought on Friday and Saturday where activated on these two days, 30% on Sunday and 10% later, that sounds reasonable to me. Of course you are free to fantasize about lies and conspiration theories if you like.
 
Activation system that can't even handle volume of 146k?

AT&T=Pathetic.

I hope Apple is raping them with the iPhone.

fyi, I still dig my iPhone. As for AT&T they can go f*ck themselves.

Well, this is a well-reasoned post!

Among a half dozen other things i could say about it consider this: Apple's network feeds of its own events (macworld keynotes, for ex) often stutter or drop because of capacity challenges. Is Apple pathetic? Or, perhaps, is your analysis of AT&Ts ability to process orders in about a second just a little over the top?

I'm not an AT&T booster, just eager to see a little more intelligent (informed? mature? sober?) posts on the forum.
 
Hey folks, if it's not worth it to you, cool. I felt, and still do, that the iPhone was worth the price even before I got phone service on it. As far as being too expensive, I was an early adopter of the 60GB VidPod and it cost 600 bucks. Granted the phone has less storage, but sure does a lot more than an iPod.

Hopefully this afternoon, the Quarterly Report will have actual sales numbers.

Z
 
Hmm. . . I am 37. . . I switched when I was 33. . . . if that is saying anything.

I always think the average Mac user is older - more like 35 in average.

Yeah I would agree there are lots of 30 somethings that are definitely into technology. We were kids in the 80's and were the ones that grew up on MTV, video games and Apple IIe's.

My mom is 65 years old and she had never used a computer in her life. I bought her an eMac a couple of years ago and she does all kinds of things with it. Anyhow that proves that your theory about anyone that is over 30 not being able or wanting to learn new technology is wrong.
 
Kind of like European women haven't quite embraced shaving and most europeans in general haven't enbraced bathing.

Talking about differences...
 

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For a company that creates so much noise in the tech world, Apple computer share is pretty pathetic at 6%, which is about equal to Gateway computers which doesn't generate any buzz with it's products.

Let me first say that I find your nickname repulsive. I don't know how many readers here are from Poland, but they will find it more than repulsive. As will Dutch, Belgians, French, and of course Germans. German invasion of Poland, start of World War II, tens of millions killed and murdered, and that is what you choose as your nick. Very nice indeed.

About your comparison with Gateway: That is just ridiculous. Gateway produces cheap computers that anybody could build in their garage just as cheap and probably in better quality. Apple sell everything from the best laptops you can find to eight core supercomputers in a box. Apple also sells their own operating system and a range of highly successful software. So in number of computers sold in the USA, Gateway just about manages to match Apple (for the last time this year; Gateway sales are shrinking, I wonder why). In US hardware revenues, Gateway is way behind. In worldwide revenues, they are much further behind. In computer related revenues, it's no comparison. In profits? Gateway's last year profits were about $10mil. That's about one hour of iPhone sales.
 
results are in: 270,000 iphones sold in 1st two days (basically a day and a half). i wonder how many activation problems they had?


other info:
Apple's net income for its fiscal third quarter was $818 million, or 92 cents per share, compared with $472 million, or 54 cents per share, a year earlier. Revenue was $5.41 billion, up 24 percent from $4.37 billion a year earlier.

Apple had been expected to earn $644.4 million, or 72 cents per share, on revenue of $5.29 billion, according to the average analyst forecast on Reuters Estimates.


bottom line apple is rock solid!!!!!!!!!!!
 
Let me first say that I find your nickname repulsive. I don't know how many readers here are from Poland, but they will find it more than repulsive. As will Dutch, Belgians, French, and of course Germans. German invasion of Poland, start of World War II, tens of millions killed and murdered, and that is what you choose as your nick. Very nice indeed.

About your comparison with Gateway: That is just ridiculous. Gateway produces cheap computers that anybody could build in their garage just as cheap and probably in better quality. Apple sell everything from the best laptops you can find to eight core supercomputers in a box. Apple also sells their own operating system and a range of highly successful software. So in number of computers sold in the USA, Gateway just about manages to match Apple (for the last time this year; Gateway sales are shrinking, I wonder why). In US hardware revenues, Gateway is way behind. In worldwide revenues, they are much further behind. In computer related revenues, it's no comparison. In profits? Gateway's last year profits were about $10mil. That's about one hour of iPhone sales.

He probably learned the name from the Ramones, not any history book.
 
results are in: 270,000 iphones sold in 1st two days (basically a day and a half).
That was 270,000 iPhones sold to AT&T and to Apple stores during the quarter, NOT to customers. We know that most Apple stores did not sell out during that time, but it was probably close.
 
no my problem is people are screaming how far off those numbers are.

Your complaint is a Red Herring.

The people who have (cough) expressed diappointment were using unreliable sources, and/or misinterpreting what they were reading. They have been suitably educated. End of story, end of complaints.


Yes of you list people want to know the blue. But the red numbers are not very easy to get a good count from...Now the red numbers are very easy to collect...

Sorry, say again? Red = easy or Red = hard?

FWIW, do keep in mind that the most trustworthy numbers are the ones reported in an SEC filing or similar report, but even then we hve to be careful to watch the exact parameters of what is being said. Otherwise, we can very easilky get mislead by games such as channel stuffing and other accounting irregularities. See MS Vista and Zune for contemporary examples.


Yes the number sold is higher but not by maybe more than 10% because almost everyone who buys the phone is going to try to activated it that night.

Sure, let's assume its only 90% who try to activate it the same night.
But what percentage of that percentage are fully successful...before the midnight deadline?

The fallacy in your argument is that of this 90%, they're not going to have 100% success at every step that they have to take in order to have shown up in AT&T's number.

Some % will drop out of the count because they are delayed (or unsuccessful) in updating iTunes on that Saturday night.

Some % will drop out of the count because they didn't activate under AT&T (either rejected due to bad credit, or an entry of 999-99-9999)

Some % will drop out of the count because they started before midnight, but didn't finish before midnight, when AT&T logs the transaction as completed.

Some % will drop out of the count because AT&T messes up somehow.

And some % will drop out of the count because AT&T delayed them for some reason.

BTW, don't forget that we're not talking about his local midnight, but the time zone AT&T uses for their corporation. For an international telecommunications corporation, it would make sense for them to use Universal Time (UT), which means that "Midnight" for their bookkeeping would occur at 8pm US Eastern Daylight Time (EDT), 7pm Central DT, 6pm Mountain DT, 5pm Pacific DT, etc.

Let's assume 99% success rates on five of these six additional factors, with the last being the 2% failure rate for AT&T 'messed up', as per what IIRC they were reporting. What we get is the following process build-out:

blue (# sold) * .90 * .99^5 * .98 = red (# AT&T activation)
blue (# sold) = red (# AT&T activation) / (.90 * .95^5 * .98)
blue (# sold) = red (# AT&T activation) / (.90 * .95^5 * .98)
blue (# sold) = red (# AT&T activation) / (.711)
blue (# sold) = 146K / (.711)
blue (# sold) = 205K


Yes their would be a few who don't but by large it is them. But thinking the number is over 200k is well pure fan boy.

You've repeatedly made that claim, but you've hardly done anything to back it up with any reasonable analysis. As per the numbers above, some value above 200K appears to be _very_ reasonable.

for figures for lets say the end of the 1st full quarter sold the activation numbers will be the best place the pull the data.

Agreed. And as per this afternoon's conference, Apple is projecting 1 million sold.

My issue is the fan boy part people have here because it makes all apple users look like a bunch of idiots if we can not accept the fact the number where over hyped and can not accept the fact something from apple did not do better than we thought.

No, all you're railing against is the Infinite Monkey Theorem.

When you get into the virtual world and the competition for eyeballs, people invariably will say virtually anything, which is why when you Google "iPhone" today, you get well over 100 million web hits.

While its not infinite, with 100 million monkeys writing something about the iPhone, it is hardly surprising that we got a claim of an initial sales projection of "as many as" 700K.

Note also that this came from a 3rd Party Wall Street analyst, who traditionally leave themselves a couple of trapdoors to avoid being accountable for anything that they may have said. If taken to task, they'll say...Oh, I didn't mean "3 days", I was referring to "3rd Quarter" or some other nonsense. In the meantime, his advertisers paid him for saying whatever it took to bring your eyeballs to his website for one afternoon in July.

Oook!

-hh
 
270000 Iphones sold

It seems that Apple sold 270000 iphones in the first 30 hours or so.. (at least this is what I got on the webcast (but I'm not english mothertongued)...

So it is 100k more than AT&T numbers. Apple says that is selling well...

Apple estimates to reach their budget of iphone sales by the end of september 2008...
 
It seems that Apple sold 270000 iphones in the first 30 hours or so.. (at least this is what I got on the webcast (but I'm not english mothertongued)...

So it is 100k more than AT&T numbers. Apple says that is selling well...

Apple estimates to reach their budget of iphone sales by the end of september 2008...
That was 270,000 iPhones sold to AT&T and to Apple stores during the quarter, NOT to customers. We know that most Apple stores did not sell out during that time, but it was probably close.

UPDATE: That number also includes any that were sold to stores but were still in transit at the time of the quarter close (shipments that would be received on Sunday or Monday or later).
 
why would they quote 'in the first 30 hours' if it were the number of phones sold to stores?

Also, why would apple ever have any kind of statistic on number of phones sold to their own stores...that makes absolutely no sense, Gap wouldnt record every item of clothing shipped to their retail stores as 'sales'...they only report what comes off the shelves into consumers hands.
 
why would they quote 'in the first 30 hours' if it were the number of phones sold to stores?

Also, why would apple ever have any kind of statistic on number of phones sold to their own stores...that makes absolutely no sense, Gap wouldnt record every item of clothing shipped to their retail stores as 'sales'...they only report what comes off the shelves into consumers hands.

I think you're way off
Microsoft does it all the time. And the conference call clearly stated that these were units sold to stores. The did not mention the number of units sold to customers.
 
I'm with you, just confused, given things like this from the AP on the call:

"Apple's silence on how many iPhones were available at launch added to the frenzy and analysts were hoping to gain some insight on the iPhone's initial sales impact and outlook when the Cupertino-based company was to discuss its quarterly earnings during a conference call late Wednesday."

which seems to question that 270K as the number available at launch?
 
I'm with you, just confused, given things like this from the AP on the call:

"Apple's silence on how many iPhones were available at launch added to the frenzy and analysts were hoping to gain some insight on the iPhone's initial sales impact and outlook when the Cupertino-based company was to discuss its quarterly earnings during a conference call late Wednesday."

which seems to question that 270K as the number available at launch?
I'm going partly on the question and answer period that is still going on. There was very little "meat" in the actual conference call on this issue, but there were many questions, including the agreement with at&t and revenue involved (and Apple flatly refused to comment on that issue).
 
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