I’d agree that all of the June 29 iPhone sales were to Apple Fanboys (I’ve never seen so many Macbooks in one place before) but plenty of subsequent sales were to new customers. I know more than one Windows Enthusiast who wouldn’t touch a Mac but who cling to their iPhone like it’s a life preserver.

Clearly Apple knows the majority of new viewers will be using Windows so they were serving that customer base first, as any wise company would. And beside, Mac users already know how iTunes and Safari work (and get it through their software update) so it makes sense the online videos would serve the Windows crowd who can only access it from Apple’s website.

The iPhone has a huge opportunity the Mac doesn’t currently enjoy to snag a very large market. The iPhone and the Mac simply must follow different roads to focus on the needs of the majority of their customer base. The sad reality is, although Windows users often call Mac users religious, they are just as intrenched and many so devoted that they won’t even look at a Mac let alone touch one (rarely met a Mac user who doesn’t know how to use Windows too). To admit the Mac is better insults their initial decision to buy a Windows based PC and makes them feel stupid, so most resist. They have to be cajoled along bit by bit until their bizarre preconceptions eventually fall in order to consider making a switch. The iPhone sidesteps most of this by introducing them to the Mac OS without them having to view it as a conflict with their “OS of choice”, leaving their pride intact.

“…the phone has grabbed a majority 71% share of mobile web browsing, despite having a 27% unit share of the market…”

This mixes apples and oranges (or blackberries, as the case may be). The 27% is the highest market share for the iPhone since its introduction – but its market penetration is much lower. There have been web-browsing cellphones for years prior to the introduction of the iPhone; I would reckon that iPhones do not constitute even 5% of the cellphones in use that claim to be “web-capable”. Thus, the 71% figure is vastly more telling – that such a small percentage of iPhones constitute so much of the phone-based browser usage means that almost nothing else is being used. And all of that usage is coming from only one carrier (AT&T) or from direct WiFi connectivity.

>>Any chance the report knew what the figures were for other email-capable phones regarding the percentage of people who read versus people who reply…?

No, we only surveyed iPhone users. But it’s a good question.

Yeeeeeah…

As the Russian poet Yevtushenko noted,
“It would be far more terrible to mistake a friend than to mistake an enemy.”

[While I presented alternatives to the assumptions Mace presented in his report, I only cited his comments on the Foleo because I noticed that others had dismissed him entirely for making that comment. I was providing context to show that the specific comment, while humorous in retrospect, didn't reflect his entire viewpoint, even at the time he made it. - Dan]

EEE PC with Windows XP pre-installed is expected to be a hit. EEE PC is the bright spot in the UMPC market. With Intel introducing the Atom CPU, ultra-low powered x86, UMPC in general might finally really take off. Atom CPU while not a low powered as ARM might even find its way into mobile phones.

[The EEE PC is not a UMPC. It's a very cheap Linux mini-laptop. It reminds me of the Sinclair chicklet membrane "PC" that sold in wild quantities in the early 80s to people who thought they needed a computer, and were enthralled with the $99 (IFRC) price. Once they realized they'd paid for a thing that couldn't really do anything practical, they put it in their junk drawer.

The EEE PC is similarly a rather impractical toy. You can't touch type on it, you can't put it in your pocket, but anyone can throw down $300 to get it, so they do. I'm not begrudging anyone who is a fan, I'm just saying it's not really changing the world any more than a Chinese iPod knockoff.

Also, I hold the unique opinion of thinking that "Atom" is more hype than anything. Intel has decided to take another stab at creating low powered (efficient) processor architecture and hopes to sell it, but the rest of the world has already standardized upon ARM, which delivers more power per watt and already has flexibility, range, support, and most importantly, ready customers. Intel failed at being an ARM licensee, and now it's trying to use the x86 architecture to deliver an alternative to ARM. Right. That's like Microsoft offering a light version of XP to compete with Linux in the embedded space (oh right, they did and that didn't work out either) - Dan]

That 26% seems to me to mean that the iPhone is actually on track to be a BIGGER hit than the iPod.

Despite being an ex-Palm guy, he’s one of the least biased writers out there and gives a good account of the world market.