Important Disclaimer: Ken Kam, Marketocracy Data Research's Editor in Chief, also is portfolio manager for mutual and hedge funds advised by a Marketocracy affiliate. Before relying on his opinions, always assume that he, Marketocracy, its affiliates and clients have material financial interests in these stocks and hold or trade them contrary to those opinions. Continue reading for more detailed and important disclosures, disclaimers, limitations and material conflicts of interest.
Ken Kam
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October 22, 2007
Can't beat an iPod that makes phone calls
In my recent journal on Apple, I took a look at whether Apple, which has doubled over the last year, has the potential to double again. To me, in the end, it came down to this question: Is the iPhone a cell phone that is also an iPod, or is it an iPod that is also a cell phone?
There are many smart, competitive cell phones, but the iPod is, hands down, the dominant music player.
Well, you can tell a lot more about what people are thinking by observing what they do, rather than listening to what they say.
The phone companies clearly don't think the iPhone should be compared with other smart phones. They have done deals with Apple that they would not have done with any other smart phone manufacturer.
Neither do the buyers. They are passing on the Motorola, Nokia and Palm smart phones, even though they are, because of wireless-carrier subsidies, much cheaper -- and sometimes even free.
Conclusion: The answer to the question I posed in the last article is that the iPhone is more properly thought of as an iPod that just happens to make calls.
Continue reading "Can't beat an iPod that makes phone calls" »
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