iPhone's succeess

iPhone crossed 1 million sales in less than a week.to put that in perspective, Windows has 3.2 million licences sold in the first quarter of 2007 and that account to about 60% percent market share. So total of 5.1 million smart phones. Ammaaazzzinnnggg!!!

• the iPhone is not competing with smart phones, and I think the people who bought iPhone are not existing smart phone users.



• it is clear that people have enough money in hand, but they did not find any of these existing phones worthy of their money.

It sounds like all these million users are iPod users and are upgrading to iPhone. would these guys have bought it irrespective of the features?Did they buy it just because they want to own that coolest thing in town. Does that mean iPhone is going to cannibalize iPod market to certain extent.

It is rumoured that wide screen iPod is on its way with the touchscreen goodness with out any kind of wireless connectivity (no phone, no safari). What would happen then? is ATT going to bite the dust? Or would people be willing to pay that extra money to ATT when they can still own all the coolness with one time payment and probably less upfront.

It'll be interesting to see the statistics of the early adopters, how many of them own nanos, video ipods and existing smart phones. That'll probably tell us how many iPods vs iPhones will apple sell in the future.

But when I think about it, I think you can throw all the Market research and analysis to trash. Apple would probably defy all the conventional wisdom and sell these gadgets in millions anyways.

Apple is already came to half the market cap of MS. Its probably going to reach MS very soon. On the other side, MS's hopes to get hold of the living room is under serious threat with the failure rate of 33% and less than desired success of IPTV so far. If MS doesn't get its act right and overwhelm the TV set top box market by this holiday season, it is as good as gone. Come next holiday season, I expect to see a completely revamped Apple TV that's going to storm the living room, the fourth leg.

Can MS at least get hold of the tail, i.e Cars?? By the ways things are going, it doesn't look like it.