Why Today’s iPhone Sales Don’t Matter
Today we get Apple’s report on how many iPhone’s they sold. Yesterday Apple stock fell due to AT&T reporting only 146k iPhone activations in the first two days. Today Apple is back up and tomorrow it may be up or down a bunch. It doesn’t matter. Like the original Mac, the iPhone changes everything. First it pulls the power back from the phone companies by making the iPhone center of the universe. It’s not the network stupid, it’s information/communication. We don’t want no stinking network, we just want to talk to people, listen to music, watch movies, etc. The iPhone makes the tasks we want to perform the focus. You can argue how well it does it, but the focus is different.
Second, Apple is behind this device. That means it’s going to get better and better. Never the cheapest but how many of you have an iPod that thought they were too expensive at first? How many have a cheaper MP3 player they think is a better value than an iPod? Sure there are always some that will never see the value in Apple products but like Steve said at the iPhone launch, they only need to sell like 1% of all phones to sell 10 Million a year.
To summarize, the iPhone and Apple are in the game and they are playing by new rules. They have just started. Look to see where it will end not where it is after 2 days.