Apple and the iPhone just keep trucking along with a record quarterly sale of 7.4 million iPhones and 440,000 Macs. The only disappointing news was slightly lower iPod sales, but Apple still holds 70%+ of the MP3 player market. Maybe the Zune HD is having an effect! (I had to say it)…
The interesting tidbit in all of this is that smartphone competitors are throwing everything they have at the iPhone and are barely dinging it. It seems that even the mighty Verizon is growing concerned and have now started to attack the iPhone with the Motorola Droid TV ad.
That said Apple still has a formidable opponent; Research In Motion's BlackBerry holds 51% of the smartphone market (IDC), while the iPhones is at less than half with 22%. The basic reason is that Apple has neglected corporate functionality especially on the email front (when do we see full Exchange ActiveSync functionality?). Tim Cook's (Apple COO) response is that iPhone is being piloted or deployed in 50% of Fortune 100 companies and he is very pleased. From my contacts in the Federal government and corporations, IT is begrudgingly allowing the iPhone but they are not supporting it. This means users are on their own, which is very problematic for most users. Until Apple can show they are serious about corporate requirements they won't make a real dent in RIM's lead.
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