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 [Mega Merge] Australia/3G iPhone speculation 
   
 
fulltimecasual
  #841 (permalink)  
Old 02-05-2008, 12:44 PM

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Quote:
Originally Posted by grippon View Post
outright price, yes

on a plan , not a chance
exactly. by the way, hi optus if you're reading this
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tcn33
  #842 (permalink)  
Old 02-05-2008, 12:55 PM

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Quote:
Originally Posted by Jun View Post
Seriously? You would pay that much for a phone?
Yep. I'd much rather pay out $800 upfront for a 3G iPhone than pay $30/month for 24 months for some buggy POS Nokia. It's not much more than I paid for my current iPhone ($640).

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MissionMan
  #843 (permalink)  
Old 02-05-2008, 12:58 PM

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I think its going to be a huge shakeup for the market. At the moment, the windows phones range from $600-$1200 for a phone, with the iphone coming in at around $800-$100, the guys are going to have to produce something pretty special to compete.

Hopefully it doesn't kill the resale value too much so I can sell my Imate 8502 to buy one.
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titan44
  #844 (permalink)  
Old 02-05-2008, 01:07 PM
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800 Bucks? No if it's the 16gig, I don't see how apple can justify an extra $300 for a baseband chip & camera.

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Phase
  #845 (permalink)  
Old 02-05-2008, 01:15 PM

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Quote:
Originally Posted by titan44 View Post
800 Bucks? No if it's the 16gig, I don't see how apple can justify an extra $300 for a baseband chip & camera.
$800 is a perfectly reasonable number.

If it's also subsidized via a carrier, even in terms of data, then it's a done deal.

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Thunderstruck
  #846 (permalink)  
Old 02-05-2008, 01:22 PM
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A$800 for a 3G iPhone is a bloody steal.
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Bart Smastard
  #847 (permalink)  
Old 02-05-2008, 01:36 PM

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Quote:
Originally Posted by MissionMan View Post
I think its going to be a huge shakeup for the market. At the moment, the windows phones range from $600-$1200 for a phone, with the iphone coming in at around $800-$100, the guys are going to have to produce something pretty special to compete.

Hopefully it doesn't kill the resale value too much so I can sell my Imate 8502 to buy one.
Better sell that iMate now while you still can MissionMan.

Daniel Eran Dilger at Roughly Drafted in his (rather lengthy) article, ARM, x86 Chip Makers Fight to Ride Mobile Growth, is predicting iPhones (current and future) will pretty much blitz the smart phone market as none of the competitors have anything that operates as well as OS X does on ARM processes (and Apple's PA Semi acquisition will probably distance them even further).

Quote:
The portability of OS X (inherited from its NeXTSTEP legacy) gives Apple the opportunity to ride the economies of scale in the ARM world, possibly partnering with TI (an investor in PA Semi) or its existing ARM suppliers Marvell and Samsung to design and build new ARM-based processors that push the state of the art in mobile efficiency while Microsoft, Intel, AMD, Sun, and Transmeta struggle with maintaining the x86 legacy required to support Windows compatibility on a class of chips that have seen only minimal interest in the marketplace.
And...
Quote:
The front running alternative in mobile phones outside the US is Symbian, a convoluted software platform that’s difficult to develop for and fractured among the three incompatible flavors specific to Nokia, NTT DoCoMo, and Sony Ericsson. Symbian frontrunner Nokia is itself investing in Linux as a replacement to Symbian while Sony Ericsson is dabbling with Windows Mobile to differentiate its high end phones. Those moves expose the great potential available to the iPhone’s far more modern and capable OS and development platform, which unlike Linux is already polished and mature in the advanced smartphone and handheld WiFi web browser market.
Before reading this article I hadn't really fathomed what all the fuss was about with the iPhone. Now I consider my Nokia N73 with its Symbian S60 OS and clunky applications to be a far lesser beast.

Add the potential of the advanced graphic performance the next generation of iPhones will bring and you not only have an awesome smart phone but a brilliant portable games machine and HD video player.

Where do I sign???

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grippon
  #848 (permalink)  
Old 02-05-2008, 01:43 PM
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as long as I can upgrade my existing plan with Optus to include the iPhone and it doesnt end up on a plan more than $49/month I am happy, and happy to share the bill with Kev every June
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jeremy_warnock
  #849 (permalink)  
Old 02-05-2008, 01:50 PM

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Quote:
Originally Posted by Phase View Post
$800 is a perfectly reasonable number.

If it's also subsidized via a carrier, even in terms of data, then it's a done deal.
In my office we have bought some blackberries from vodafone for $900 on a $50 plan. I have it from the department head he is eager to get an iphone, which ofcourse means Mr Rudd will be buy me one as well!! once released our office will get a small number of them - who else is going to support it??

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IndigoReef
  #850 (permalink)  
Old 02-05-2008, 02:37 PM

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Straight from cnet.com.au
iPhone in last week of June.

After months of speculation an industry insider (who has asked to remain anonymous) has confirmed to CNET.com.au that Optus will be one of several Australian mobile service providers to be selling Apple's iPhone, with sales and service commencing in the last week of June.

Read about it here iPhone for Optus, not exclusively - News - Mobile Phones

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vortex`
  #851 (permalink)  
Old 02-05-2008, 02:40 PM

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I happily paid around $600 for my current iPhone. $800 is a no-brainer for the new one for me.

Totally worth it.

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placidified
  #852 (permalink)  
Old 02-05-2008, 03:34 PM

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i should read the posts before me...but seriously 57 pages ?

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stehsegler
  #853 (permalink)  
Old 02-05-2008, 04:00 PM
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Quote:
Originally Posted by Nathanh View Post
Dont forget Optus is owned by Singtel, and mobiles in Singapore is big business, so hopefully that could have some sway over here in AUS..
there are 3.5 million Singaporeans with about 110% mobile market penetration... In Australia we are at about 98% market penetration with 18million+ people.

I think the main reason why SingTel could be a preferred partner is because the larger SingTel group of companies includes ties into many South East Asian markets.

From a market size point of view I believe Optus would be the only alternative to Telstra. While Vodafone could be an option it's market penetration is simply to small for Apples liking.

When it comes down to licensing I think Telstra would be the hardest to deal with for Apple. Optus is probably keen on the iPhone but will be careful how as to how much of their revenue they are willing to Cannibalise to get the iPhone. Then there is Vodafone... I think they would be willing to sacrifice revenue in order to get the iPhone... and then there is 3. Well, I think they are simply to small in the Australian market for Apple to really consider them.

So here is my prediction:

1) Optus will offer the iPhone on a flat plan with 24 month contract similar to what we have seen overseas, the plan will include advanced features such as Visual Voice Mail etc.

2) Telstra will resell the phone and put together some cooky flat plan also on a 24 month contract but won't be willing to sacrifice revenue and hence won't go into a partnership with Apple and hence won't offer Visual Voice Mail. What they will do however, is heavily subsize the phone to attract customers only to charge a fortune for their NextG service.

3) Vodfone will resell the phone on a flat plan... no Visual Voice Mail initially but it will come after about 18 months.

4) Three will resell the phone on a flat plan...

5) Apple will sell the phone to the Australian market without a plan via their stores in Sydney and Melbourne as well online.
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stehsegler
  #854 (permalink)  
Old 02-05-2008, 04:01 PM
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Quote:
Originally Posted by Nathanh View Post
Dont forget Optus is owned by Singtel, and mobiles in Singapore is big business, so hopefully that could have some sway over here in AUS..
Quote:
Originally Posted by Nathanh View Post
Dont forget Optus is owned by Singtel, and mobiles in Singapore is big business, so hopefully that could have some sway over here in AUS..
there are 3.5 million Singaporeans with about 110% mobile market penetration... In Australia we are at about 98% market penetration with 18million+ people.

I think the main reason why SingTel could be a preferred partner is because the larger SingTel group of companies includes ties into many South East Asian markets.

From a market size point of view I believe Optus would be the only alternative to Telstra. While Vodafone could be an option it's market penetration is simply to small for Apples liking.

When it comes down to licensing I think Telstra would be the hardest to deal with for Apple. Optus is probably keen on the iPhone but will be careful how as to how much of their revenue they are willing to Cannibalise to get the iPhone. Then there is Vodafone... I think they would be willing to sacrifice revenue in order to get the iPhone... and then there is 3. Well, I think they are simply to small in the Australian market for Apple to really consider them.

So here is my prediction:

1) Optus will offer the iPhone on a flat plan with 24 month contract similar to what we have seen overseas, the plan will include advanced features such as Visual Voice Mail etc.

2) Telstra will resell the phone and put together some cooky flat plan also on a 24 month contract but won't be willing to sacrifice revenue and hence won't go into a partnership with Apple and hence won't offer Visual Voice Mail. What they will do however, is heavily subsize the phone to attract customers only to charge a fortune for their NextG service.

3) Vodfone will resell the phone on a flat plan... no Visual Voice Mail initially but it will come after about 18 months.

4) Three will resell the phone on a flat plan...

5) Apple will sell the phone to the Australian market without a plan via their stores in Sydney and Melbourne as well online.
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chrsha01
  #855 (permalink)  
Old 02-05-2008, 04:06 PM

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Quote:
Originally Posted by stehsegler View Post
there are 3.5 million Singaporeans with about 110% mobile market penetration... In Australia we are at about 98% market penetration with 18million+ people.

I think the main reason why SingTel could be a preferred partner is because the larger SingTel group of companies includes ties into many South East Asian markets.

From a market size point of view I believe Optus would be the only alternative to Telstra. While Vodafone could be an option it's market penetration is simply to small for Apples liking.

When it comes down to licensing I think Telstra would be the hardest to deal with for Apple. Optus is probably keen on the iPhone but will be careful how as to how much of their revenue they are willing to Cannibalise to get the iPhone. Then there is Vodafone... I think they would be willing to sacrifice revenue in order to get the iPhone... and then there is 3. Well, I think they are simply to small in the Australian market for Apple to really consider them.

So here is my prediction:

1) Optus will offer the iPhone on a flat plan with 24 month contract similar to what we have seen overseas, the plan will include advanced features such as Visual Voice Mail etc.

2) Telstra will resell the phone and put together some cooky flat plan also on a 24 month contract but won't be willing to sacrifice revenue and hence won't go into a partnership with Apple and hence won't offer Visual Voice Mail. What they will do however, is heavily subsize the phone to attract customers only to charge a fortune for their NextG service.

3) Vodfone will resell the phone on a flat plan... no Visual Voice Mail initially but it will come after about 18 months.

4) Three will resell the phone on a flat plan...

5) Apple will sell the phone to the Australian market without a plan via their stores in Sydney and Melbourne as well online.
why the double post stehsegler?

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