Comments on: Apple – History lesson

By: Tim Nash

Tim Nash — Wed, 06 Apr 2016 10:33:21 +0000

Providing the margins are there, with additional unit sales, the lowering of ASP shouldn’t be a worry.

Apple has trained iPhone users to expect updates in September. As a March update is new, SE sales will follow a different curve. We will have a much better idea if Tim Cook gives an update in the Q2 earnings conference call, otherwise we’ll need to wait for Q3 earnings.

By: windsorr

windsorr — Wed, 06 Apr 2016 08:04:48 +0000

They have to do more than that because of the drag effect on ASPs. However initial signs are not good. iPhone 6Plus had 0.3% of the ecosystem in the first weekend of launch. This is one third of that. Think it will fail to beat the iPhone 6PLus.

By: windsorr

windsorr — Wed, 06 Apr 2016 08:03:25 +0000

Nothing wrong with it. Its a housekeeping update. Tidying up some loose ends in its offering but it is not going to set the world alight or cause users yo come rushing to the ecosystem.

By: Tim Nash

Tim Nash — Tue, 05 Apr 2016 10:35:36 +0000

As the 5s replacement, which was introduced 30 months ago, the SE should add to iPhone sales. With most iPhone users having adapted to a larger screen size, the SE is only likely to attract those who find a 4 inch phone more convenient or the lower price attractive as an entry to the ecosystem.

So Apple will do well if SE unit sales exceed those of the iPhone Plus.

By: 186k

186k — Tue, 05 Apr 2016 09:22:05 +0000

I think Apple made a mistake not launching 3 sizes of phone when it launched the 6 and the SE goes some way to rectifying that. It’s pretty much a 6S innards wrapped in a 5S bod costing ~30% less. It’s smaller, lighter, more pocketable & operable with a single hand. I think the SE is a good addition