02/04, 3:55pm
Next iPhone to lack data?
Bernstein Research's Toni Sacconaghi has made several bold predictions, suggesting that an iPhone nano could arrive without the ability to run apps and browse the Internet. He expects that the standalone music player market will continue to shrink, driving customers to trade iPods for cell phones that can also play music. A significant majority of those customers would find the iPhone too expensive, primarily because of the data service plans that average over $70 a month.
more
07/01, 1:55pm
Bernstein on iPhone Share
iPhones have the potential to take almost a sixth of the entire US cellphone subscription market by the end of next year, according to a new report by Bernstein analyst Toni Sacconaghi. He estimates that the up-front price cut on the phone and its new features will potentially give Apple as much as 15 percent of all US postpaid (traditional subscription) business during calendar 2009. The higher service fees may affect what the phone designer can do to change its pricing, but most customers are "unlikely to do the math" that would deter them from picking up what is superficially a less expensive phone, the researcher says.
more
