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Oppenheimer: iPhone rivals do pose threat to Apple

updated 04:20 pm EDT, Wed July 23, 2008

iPhone rivals vs. Apple

The various iPhone rivals on sale or in development may in fact prove serious competition for Apple, writes analyst Yair Reiner of Oppenheimer. In commenting on the performance of Synaptics, a key maker of touchscreens, Reiner previously suggested that the relatively low cost of the iPhone 3G ($199) would harm Apple's competitors, and thus Synaptics' potential market. That view was "wrong," says Reiner, who has once again given the company an "outperform" rating.

Within the last month, Reiner points out, both American and European cellphone carriers have begun matching the iPhone's subsidies (and marketing efforts) for other touchscreen phones. There is also said to be strong demand for LG's Secret phone, which is known to have Synaptic components, and a variety of other touchscreen devices, such as the HTC Diamond and the Samsung Instinct.



By Electronista Staff
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Comments

  1. iChick

    Fresh-Faced Recruit

    Joined: Sep 2001

    +8

    Wrong

    He doesn't "get it". iPhone offers the whole Apple experience and integration. It isn't just a piece of cool hardware.

  1. Flying Meat

    Dedicated MacNNer

    Joined: Jan 2007

    +3

    On the otherhand,

    Apple, having provided the industry with an example of the interface user experience many cell buyers have wanted for many years, should see the competition become greater as the other companies start to move, ever so sluggishly, into the brave new world of actually addressing the innovative product vacuum previously ignored.

    In short, of course competition will increase. Their copiers are warm now.

  1. mgpalma

    Fresh-Faced Recruit

    Joined: Sep 2000

    +4

    But

    No other cell phone will be running OS X and that appears to be a key selling point-even among my windows friends.

  1. slapppy

    Fresh-Faced Recruit

    Joined: Mar 2008

    +3

    Fooled users

    Why the Extinct and similar products sell is because the consumers are fooled into thinking it works just like the iPhone. It doesn't, its c***.

  1. godrifle

    Fresh-Faced Recruit

    Joined: Jan 2006

    +2

    App store

    App store. App store. App store.

  1. dwoodruff

    Fresh-Faced Recruit

    Joined: Jul 2006

    +3

    wow...

    it's the iPhone killers.... Just like the long line of iPod killers


  1. Guest

    Fresh-Faced Recruit

    Joined: Nov 1999

    +2

    Serious what?

    Credible competition is a "threat?"

  1. Neil Anderson

    Fresh-Faced Recruit

    Joined: Jul 2007

    +2

    Sure

    Keep thinking that. They think if they stick some icons on a touch screen with an iPhone form factor it's an iPhone killer. They don't get it.

  1. dagamer34

    Fresh-Faced Recruit

    Joined: Apr 2007

    +1

    Doesn't matter

    It doesn't matter that these iPhone clones can actually compete with the iPhone, but the market will certainly be pushing itself harder to create better phones for it's customers. Even if you weren't interested in the iPhone in the first place, when you get a new phone from now on, you'll be reaping the benefits of increased R

  1. ZinkDifferent

    Fresh-Faced Recruit

    Joined: Jan 2005

    +1

    Typical MacNN reporting..


    This quote/observation is NOT attributable to Peter Oppenheimer, Apple, Inc's Chief Financial Officer, but rather 'Oppenheimer & Co, Inc.', a financial analysis firm - way to go, to create a horribly misleading headline, MacNN (as usual, I might add)

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