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  • Gene Munster Not Bullish on Prospects of 8GB iPhone 5c


    This week, Apple released an 8GB version of its mid-tier iPhone 5C handset on the UK carrier, O2.

    Ostensibly designed to help rope in prospective smartphone buyers on a budget, this latest offering from Apple has put the plastic-backed smartphone into the sub-$100 price range. But will it ultimately have much of am impact on Apple's bottom line? According to one well-known industry analyst and Apple watcher, it probably won't.

    Piper Jaffray's Gene Munster, who is no stranger to being almost absurdly optimistic about the sales prospects of Apple devices and the growth potential of Apple stock, says the new iPhone release will be largely irrelevant for Apple's bottom line, at least during the next few quarters.

    The analyst concludes that Apple’s latest move to lower pricing won’t match the success it found during the June 2013 quarter when it dropped the price of the iPhone 4 by 15 percent in emerging markets. This allowed Cupertino to beat iPhone unit expectations by 18 percent during that quarter.
    "Given that there are no meaningful changes to the company's product line-up or identifiable seasonal trends heading into June, we believe it is unlikely we see the significant acceleration the Street is currently expecting," Munster says.

    Source: AppAdvice
    This article was originally published in forum thread: Gene Munster Not Bullish on Prospects of 8GB iPhone 5c started by Michael Essany View original post
    Comments 10 Comments
    1. mlee19841's Avatar
      mlee19841 -
      Guess in emerging or low based markets the 8gb c should be thriving.
    1. fanboyfanboy's Avatar
      fanboyfanboy -
      Quote Originally Posted by mlee19841 View Post
      Guess in emerging or low based markets the 8gb c should be thriving.
      It should but the reason I believe it isn't, is because with the 5 being discontinued, they can purchase used i5's cheaper on eBay or whatever. And to the public eye, the 5 is much more "high class" even though the 5 and 5c are basically the same phone. So if they can buy a used i5 cheaper online and look more "high class" I believe they will do that over taking a new 5c.
    1. PCYoda's Avatar
      PCYoda -
      Apple should just make all iPhones 8GB or 16GB base, and put a Micro SDXC expansion card slot on it for applications, music, etc storage. 128GB MicroSDXC would cost $200 from Amazon... 64GB can be gotten for as low as $65 if you look hard enough.

      From a supply chain standpoint, I'd think it'd make sense for Apple - it'd instantly cut the number of individual configuration SKUs they have to maintain by about two thirds.
    1. Lohand's Avatar
      Lohand -
      Quote Originally Posted by PCYoda View Post
      Apple should just make all iPhones 8GB or 16GB base, and put a Micro SDXC expansion card slot on it for applications, music, etc storage. 128GB MicroSDXC would cost $200 from Amazon... 64GB can be gotten for as low as $65 if you look hard enough.

      From a supply chain standpoint, I'd think it'd make sense for Apple - it'd instantly cut the number of individual configuration SKUs they have to maintain by about two thirds.
      NEVER GONNA HAPPEN! Unless (like the lightening cable) the expanded memory is Apple proprietary $$$$$$$$$$$...
    1. LittleGod's Avatar
      LittleGod -
      8 GB non expandable memory...wow...pioneering move Apple.
    1. mlee19841's Avatar
      mlee19841 -
      Quote Originally Posted by Lohand View Post
      NEVER GONNA HAPPEN! Unless (like the lightening cable) the expanded memory is Apple proprietary $$$$$$$$$$$...
      Got that right. Putting music/movies from outside sources. Apple would lose even more cash.
    1. zrevai's Avatar
      zrevai -
      The SD Card would still have everything digitally signed from Apps to Music/Movies and you can already add DRM Free Music/Movies to iTunes to sync to your iPhone/iPod so nothing would change except for Expandable Storage. The SD Card could be mounted under the User's Home Directory and used for Apps and Movies/Music. It wouldn't take much to make the necessary changes to iOS that would make an SD Card easy to use and with symlinks Internal Flash and SD could be used simultaneously. A few quick tweaks to the General/Usage Settings Pane and it could be modified to manage what gets stored where, example Apps could use Internal Flash first and SD as overflow and Movies/Music could default to the SD which would keep your preferred Apps on your iPhone and Media on a swappable SD Card and/or Apps/Games sorted however you wanted on different SD Cards. Keeps your most used Apps handy while allowing you to swap out Apps/Media groups easily and don't forget the ability to take unlimited Photos/Videos by switching out your SD Card.

      I think an SD Card would be amazing but I would still never buy an 8GB or 16GB iPhone even if it had SD expandability!!! 8GB is a joke and 16GB is not much better!!! 64-128GB is my minimum for iPhone/iPad Flash Storage needs!!!
    1. WHUDS's Avatar
      WHUDS -
      It would be easy to have a "signed" micro sd card for an Iphone making it necessary for you to buy it from apple.

      or like the lighting cord a license agreement to have it signed.

      I could see 64gb cards running 150 usd a piece and apple could make more $$$
    1. mlee19841's Avatar
      mlee19841 -
      Quote Originally Posted by zrevai View Post
      The SD Card would still have everything digitally signed from Apps to Music/Movies and you can already add DRM Free Music/Movies to iTunes to sync to your iPhone/iPod so nothing would change except for Expandable Storage. The SD Card could be mounted under the User's Home Directory and used for Apps and Movies/Music. It wouldn't take much to make the necessary changes to iOS that would make an SD Card easy to use and with symlinks Internal Flash and SD could be used simultaneously. A few quick tweaks to the General/Usage Settings Pane and it could be modified to manage what gets stored where, example Apps could use Internal Flash first and SD as overflow and Movies/Music could default to the SD which would keep your preferred Apps on your iPhone and Media on a swappable SD Card and/or Apps/Games sorted however you wanted on different SD Cards. Keeps your most used Apps handy while allowing you to swap out Apps/Media groups easily and don't forget the ability to take unlimited Photos/Videos by switching out your SD Card.

      I think an SD Card would be amazing but I would still never buy an 8GB or 16GB iPhone even if it had SD expandability!!! 8GB is a joke and 16GB is not much better!!! 64-128GB is my minimum for iPhone/iPad Flash Storage needs!!!
      That would be sweet. But Apple is known for just working and being simple. That would complicate things for people unfamiliar with sd cards and transferring.
    1. zrevai's Avatar
      zrevai -
      Quote Originally Posted by mlee19841 View Post
      That would be sweet. But Apple is known for just working and being simple. That would complicate things for people unfamiliar with sd cards and transferring.
      My explanation was complicated but Apple could make it simple and fully automated. Maybe leave the settings pane alone and make a standalone App for SD Management and only add settings so iOS knows what you want stored where by default on sync/install. Then use the SD Manager App to move stuff on and off Internal Flash to and from an SD Card.