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Alan Kay, regarding his reaction to the iPhone in January 2007:
When the Mac first came out, Newsweek asked me what I [thought] of it. I said: Well, it’s the first personal computer worth criticizing. So at the end of the presentation, Steve came up to me and said: Is the iPhone worth criticizing? And I said: Make the screen five inches by eight inches, and you’ll rule the world.
http://gigaom.com/2010/01/26/alan-kay-with-the-tablet-apple-will-rule-the-world/
See also: Dynabook
40 billion at end of 2009 shows acceleration over 2008. In 2008 Apple added $9.7B in cash while in 2009 it added $11.7B.
Apple still has no debt.
I consider it safe to assume that at least $10 billion will be added during 2010 for an end of year total of $50 billion.
To put that in perspective, there are only 76 companies (out of 2673 listed on Google finance) whose entire market cap is greater than $50B. Nokia is not one of them.
Sony Ericsson shipped 14.6 million phones at an average selling price of EUR120 in the fourth quarter, down from 24.2 million units at an average selling price of EUR121 a year before. Net sales fell to EUR1.75 billion from EUR2.91 billion, in line with market expectations.
We will see next week, but by my reckoning, Apple sold more iPhones and iPod Touch units last quarter than Sony Ericsson sold of all its phones.
The ASP is also likely to higher at maybe 400 EUR blended average, for a total sales of 6 Billion EUR vs. 1.75B for SE. That’s more than 3x the sales level.
Next year we might see >50% growth from Apple which would imply Apple overtaking Sony Ericsson in the phones market share race.
In 5 years, Incumbent profits from the mobile phone industry went from 100% share to 39% share. If this is not indicative of a successful (i.e. disruptive) entry, I don’t know what is.
From the VP of marketing for the Limo Foundation:
Growth within the siloed Apple ecosystem will actually stifle the grass-roots innovation
It’s interesting that this comment came on the day after Rob Glaser left Real Networks. Let’s take a stroll down memory lane of Glaser quotes:
(in 2003) “It’s absolutely clear now why five years from now, Apple will have 3 (percent) to 5 percent of the player market. … The history of the world is that hybridization yields better results.”
“Apple’s (market) share will go down if they continue to do this. The only way to presently put songs on an iPod is to (buy) them from iTunes.”
The (unforeseen) standard that emerged from the iPod is iTunes marketplace. It allowed Apple to establish itself as the premier and dominant merchant of all media including disruptive new media like apps. The iPod was “closed”, “siloed” and “locked-in” users. But it worked and grew and grew to the point where it set the standard.
The same arguments raised against the iPhone were raised against the iPod and Windows before it. Last I checked iPod had 70% share 9 years after the launch and Windows has 90% share 20 years after launch. iTunes sells more songs than any other retailer on the planet and more apps that anyone imagined possible.
Perhaps this data bears repeating:
All these numbers are increasing and accelerating. iPhone Platform Fastest Ecosystem Ramp in History.
