“Bernstein Analyst Announces iPhone Nano, iPhone Touch” is a classic example of an industry analyst disappearing up his own ass and using Google Keywords to decide what to write about.
” The other 83% of mobile handsets are largely sold without data service, except possibly text messaging. To more effectively address this part o fthe market, we believe Apple should offer an iPhone that does not require the user to sign up for a data plan.†Sacconaghi estimates that adding such a device to the iPhone line-up could potentially add $7 billion in revenues and $4 billion in gross profits annually (assuming a 3 percent market share).”
Of course, all of this is made up. It’s not even projections. It’s nonsense.
It misses the fact that the iPhone platform is all about the software. The iPhone is pretty much a dinner plate of a hardware device – it’s long, it’s wide and it’s not that pretty. But the software is golden.
And it’s the same sort of argument that Apple should license Mac OS X for white box PCs. Changes the experience, aims at the low end of the market. It’s a stupid argument and it didn’t work last time round.