| He shows real data, you use ChatGPT, modify the timeline plus admit the numbers are off - yet you say he's making the mistakes? High level: You're trying to make the case that iPhones were immediately more successful than the conventional market leaders like Razr and Blackberry when that's not the case by far - it wasn't true for several years. When someone shows that's wrong with numbers (e.g. 130 million Razrs sold in 2 years vs iPhone's 6 million in 2 years) you say something like "yeah but they were new to the space!" But that's totally peripheral, and counter to your original claim. You'll never convince those of us who were 18-24 years old when iPhone released what happened. You obviously don't have a clue, probably were a child or out of the country at the time because you're using ChatGPT to pull up (false) info we all know intuitively. Other awful takes: > Macbook sales were insignificant False. > Mac by itself isn't a lucrative or really important business. Lol. Saying $10 billion a year is not lucrative is crazy. Saying that 30%+ market share on the laptop market is not important is crazy. > Once the iPhone comes out we see it crazily cannibalizing iPod sales. At that point strategically the iPod barely got any attention. Nobody ever compared iPhone to iPod - we were talking about feature phones of the day like Razr, Blackberry, Nokia, etc. Most of your paragraphs are pure conjecture. |
To be fair using only Q4 figures was a mistake, since iPod sales were always the highest in Q1 because of the holiday season (not as noticeable for Macs).
> ChatGPT to pull up (false) info we all know intuitively.
I summed some of those years from Apple's Quarterly reports (annoyingly they didn't seem to report by segment FY sales...) and they are more or less similar:
2006 : Mac : $7,375 (49.01%) iPod+iPhone : $7,676 (50.99%)
2007 : Mac : $10,314 (55.02%) iPod+iPhone : $8,428 (44.98%)
2008 : Mac : $14,276 (56.48%) iPod+iPhone : $10,997 (43.52%)
2009 : Mac : $13,824 (43.93%) iPod+iPhone : $17,657 (56.07%)