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To: Swordmaker
"Its early success is an indication that the wireless market is in fact working. That iPhone is the newest mousetrap and now other carriers will be working to top it."

Which is why, instead of complaining, you should be identifying those companies which make the components of the iPhone and investing in them as their sales are sure to grow as other carriers seek to clear a higher bar.
54 posted on 07/17/2007 12:02:42 PM PDT by Old_Mil (Duncan Hunter in 2008! A Veteran, A Patriot, A Reagan Republican... http://www.gohunter08.com/)
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To: Old_Mil

“you should be identifying those companies which make the components of the iPhone and investing in them as their sales are sure to grow “

There is not really any new technology involved in the parts of the iphone, and most of the suppliers are allready making parts for the half billion or so other cellphones ( or laptops, pda’s etc. ) being sold.

For example, the bluetooth chip supplier says they supply 50% of the world market for bluetooth chips in consumer products. Any increase in orders by Apple may well be countered by a decrease in orders from other manufacturers.

The assembler may very well have a large increase, but the “Made in China” sticker on the iphone may pose a problem for investment.


56 posted on 07/17/2007 2:02:18 PM PDT by RS ("I took the drugs because I liked them and I found excuses to take them, so I'm not weaseling.")
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