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Piper: iPhone plans increasing confidence

updated 10:05 am EST, Fri March 7, 2008

Piper: iPhone confidence

Apple's press event yesterday inspires greater confidence in the company's sales targets for 2008, say analysts with Piper Jaffray. The research group notes that it is particularly excited by the prospect of the SDK and the App Store, which, come June, should liberate iPhone users from the restrictions and speeds of current web-based applications. Piper describes the new iPhone as a "full-fledged mobile computing platform," and expects Apple to follow up with a "full family" of Internet-capable devices going into the future.

The analysts comment that Apple may be eager to avoid the problem it had during the 1980s, when there was no firm developer community for the Mac. The mobile platform with the most active development arena will probably win, Piper argues, although Apple may need to drive down prices.

Contributing to optimistic prospects for Apple is the addition of ActiveSync support, enabling links with enterprise mail, contacts and calendars. This should put the iPhone into more direct competition with Windows Mobile devices, as well as Research in Motion's BlackBerries, which virtually control the business phone market. Price is again said to be a major concern, as even many BlackBerries are not as expensive as the $399 iPhone. Piper says it nevertheless expects Apple to reach its goal of 10 million iPhone sold in 2008.




by MacNN Staff

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Comments

  1. danviento

    Joined: Dec 1969

    0

    Usual dribble

    What an inane prediction. The company just got $100 mil. to make the iPhone platform a powerful factor, and there's little to make you think it won't.

    And what's this "apple should drive down developer app. prices" c***? Apple left it TOTALLY open ended on how much things would cost, leaving it all up to individual DEVELOPERS. What is too expensive, people won't buy, and what isn't worth buying won't be bought. When it comes to market economics in mobile apps, Apple has created the perfect storm for a raging capitalist-minded market that has nowhere to go but up. You have what, if it isn't now, will become THE most popular piece of mobile web hardware, a store model that brings everything to people on their phone, and no contract fees to worry about. Then there's also the easy design, coding, and update delivery system.

    The bottom line is that as long as you sell at least one copy of you app, you're going to make money, and it doesn't cost you anything monetarily to try (aside from the one-time $99 certification fee). There's relatively little risk here and much to be gained. For those developers that see mobile web and apps on such devices as a viable future, you really can't ask for anything more.

  1. testudo

    Joined: Dec 1969

    0

    Thank goodnss!

    Now that I see Piper is happy, then I guess it's $200 by Memorial Day!

  1. MacnnGregor

    Joined: Dec 1969

    0

    Confidence but ...

    Yes, this will make the entire iPhone and newly evolving iPod ecosystems larger and more diverse, but as to testudo's allusion, Wall Street has already predicted this and the share price won't change much. Bush's economy is more of a factor at this point re. Apple stock price.

    We will see how this larger ecosystem looks, though with Apple as the gatekeeper. It isn't the Wild West as when Palm started things. There are towns with respectable folk and a sheriff, and this will make money in a stable environment for new settlers to populate and that will probably will be fine.

    I'm sure in 6 months someone will figure out how to unbrick iPhones or make unlocking iPhones easier to the point that those who want to be cutting edge can still pioneer new landscapes.

  1. bubuschoeny

    Joined: Dec 1969

    0

    IFoney Sucks.

    ISheep are drinking to much Koolaid. They had to sell out to MSFT for push email. Which technically makes Apple MSFT little b#tch. Watch MSFT will pull support or do something to s**** Apple in the near future (playit4sure). If they really wanted to make huge waves that would have ported the blackberry client to the Iphoney, opened the OS of the Ifoney to other hardware vendors (stop with this q**** keyboardless toy), and open up the dev kit to Windows (Why charge for it when developers have to get Mac OS). Can you imagine a Nokia N95 running the Iphoney OS (Sweet).

  1. ophiochos

    Joined: Dec 1969

    0

    iSheep

    iSheep say baah to you bubuschoeny. Stick with your Nokia. You'll be happy, I promise. And maybe a Palm too.

  1. Constable Odo

    Joined: Dec 1969

    0

    Up to $200 and....

    down again. I certainly hope not. It had better stay nailed to $200 until it hits $250. My wishful thinking. The economy sucks and so does the stock market in general. I'll be so grateful if I can see Apple at $200 per share by the end of the year.

    I think the iPhone platform will be so awesome (just by looking at the March 6th event) How could the iPhone fail to sell.

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