Comments on: Apple’s iPhone 3G: who needs carrier subsidies? http://blogs.yankeegroup.com/2008/06/12/apples-iphone-3g-who-needs-carrier-subsidies/ the global connectivity experts™ Wed, 10 Mar 2010 15:11:25 -0500 hourly 1 By: Jim http://blogs.yankeegroup.com/2008/06/12/apples-iphone-3g-who-needs-carrier-subsidies/comment-page-1/#comment-2499 Jim Sun, 15 Jun 2008 15:45:16 +0000 http://blogs.yankeegroup.com/2008/06/12/apples-iphone-3g-who-needs-carrier-subsidies/#comment-2499 Nice analysis...finally someone looking at the facts...developing a logical conclusion...you know the old rule in electronics used to be 3 times parts cost for a rough rule of thumb as a minimum price...4 times parts cost is not unreasonable when you start buying in huge quantities and negotiate large blanket orders as you described...most of the articles I have read have either failed or glossed over the fact that the phone is selling to AT&T and others at probably $400...$199.00 we see and the $200 upfront that Apple gets instead of the monthly fees...in my mind taking your summary a little further...this means that Apples revenue growth should accelerate...it would not surprise me to see Apple exceed $6.00 per share by a surprising amount in 2008... Best Regards, Jim Nice analysis…finally someone looking at the facts…developing a logical conclusion…you know the old rule in electronics used to be 3 times parts cost for a rough rule of thumb as a minimum price…4 times parts cost is not unreasonable when you start buying in huge quantities and negotiate large blanket orders as you described…most of the articles I have read have either failed or glossed over the fact that the phone is selling to AT&T and others at probably $400…$199.00 we see and the $200 upfront that Apple gets instead of the monthly fees…in my mind taking your summary a little further…this means that Apples revenue growth should accelerate…it would not surprise me to see Apple exceed $6.00 per share by a surprising amount in 2008…

Best Regards,
Jim

]]> By: petre motiu http://blogs.yankeegroup.com/2008/06/12/apples-iphone-3g-who-needs-carrier-subsidies/comment-page-1/#comment-2498 petre motiu Sat, 14 Jun 2008 20:37:35 +0000 http://blogs.yankeegroup.com/2008/06/12/apples-iphone-3g-who-needs-carrier-subsidies/#comment-2498 great article great article

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