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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.

 
Previous Comments

Wrong

07/23, 04:25pm (2 replies) reply

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

iChick

Fresh-Faced Recruit

Joined: Sep 2001

+8

On the otherhand,

07/23, 04:56pm reply

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.

Flying Meat

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Joined: Jan 2007

+3

But

07/23, 05:44pm reply

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

mgpalma

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Joined: Sep 2000

+4

Fooled users

07/23, 06:06pm reply

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***.

slapppy

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Joined: Mar 2008

+3

App store

07/23, 06:36pm reply

App store. App store. App store.

godrifle

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Joined: Jan 2006

+2

wow...

07/23, 07:13pm reply

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


dwoodruff

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Joined: Jul 2006

+3

Serious what?

07/23, 07:18pm reply

Credible competition is a "threat?"

Guest

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Joined: Nov 1999

+2

Sure

07/23, 08:09pm reply

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.

Neil Anderson

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Joined: Jul 2007

+2

Doesn't matter

07/23, 09:53pm reply

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

dagamer34

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Joined: Apr 2007

+1

Typical MacNN reporting..

07/24, 08:46am reply


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)

ZinkDifferent

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Joined: Jan 2005

+1

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