Ouch. Here is a tough article for G1 fans that may answer some of the
questions in this thread.

http://gpsobsessed.com/t-mobiles-g1-activations-get-crunched-by-19-million-iphones-will-things-pick-up-in-2009-warning-blabbering-editorial/

--Ed


On Mar 5, 11:11 am, Al Sutton <[email protected]> wrote:
> The functional differences go right the way up the supply chain. One
> 'phone shop or carrier issues broken down sales by device and you can
> bet within a month many of it's competitors will be doing deals on the
> popular devices (or the closest equivalent they have).
>
> There is also little value in pre-device break downs for investors
> because they are primarily a one-off event. A vast majority of customers
> will never buy the same 'phone twice, so it doesn't matter if this month
> T-Mobile sold 30,000 G1s' on Feb 2009 because those 30,000 customers now
> have a G1 and so aren't going to come back and buy the same 'phone again
> (except for a few cases where they break the 'phone).
>
> Investors tend get their information from subscriber numbers, because
> these represent opportunities for selling upgrades, services, and
> providing a regular monthly income, or from feature groups (i.e. smart
> 'phones, camera 'phones, etc.), because people tend to go for similar
> feature sets for future purchases even if their next 'phone isn't the
> same manufacturer (after all a good investment is about the future
> potential of the company, not about buying slice of it's already done).
>
> Even developers shouldn't hold too much stock in per sales device
> counts. It's next to impossible to get demographics for the ownership of
> a specific device, so even if someone said a million G1s had been sold
> it doesn't mean there's a million potential customers for your app. Some
> owners may not like the 'phone and have it in a drawer, others will be
> developers, and others may just not like what your app does.
>
> The best thing to do is market research. Look at your competitors
> download counts. Try to get some sales figures. See what users are
> saying. That way you can get a feel for where you should place your app
> in terms of price and functionality.
>
> Al.
>
>
>
> Ed wrote:
> > Thanks for the clarification, Al. I am still puzzled about the
> > reporting side of things from non-manufacturer point of view. In other
> > words, wouldn't you have to tell me about your company's product sales
> > trends in order to get me to invest in your stock? A smart investor
> > wouldn't be satisfied with just raw numbers showing an increase over
> > last year, for example (or even increases over a longer period of
> > time). Also, given how popular these devices are, I am surprised that
> > there aren't a great deal of publications with reporters paid to track
> > down and/or deduce sales figures from the information that is
> > available.
>
> > --Ed
>
> > On Mar 5, 3:55 am, Al Sutton <[email protected]> wrote:
>
> >> Ed,
>
> >> Mobile 'phones suffer far more from feature differentiation than other
> >> devices and with many manufacturers using the same OSes revealing exact
> >> sales stats could put them at a competitive disadvantage.
>
> >> Take, for example, HTC, if they said that the Windows Mobile handset was
> >> outselling their Android one by 3 to 1 other mobile manufacturers would
> >> most likely back off Android handset development and increase work on
> >> Windows Mobile because that's what's selling.
>
> >> The other products you mention have either little in the way of major
> >> value add features (such as TVs and PCs) or are only be produced by one
> >> manufacturer (e.g. iPhone, games consoles, video games), so there is
> >> little point in, say Sony hiding it's sales figures for 32" LCD TVs
> >> because their competitors already have sales stats covering most of the
> >> range of sizes Sony offers showing which sizes are selling well, or
> >> little point in Apple hiding iPhone sales because no-one else can sell a
> >> phone with Mac OS iPhone on it.
>
> >> The closest thing to it is the video games industry which has ended up
> >> with a mass of First person shooters, Racing games, and Sports tie-ins
> >> because that's what sells, and original games like WiiFit and Little big
> >> planet are few and far between.
>
> >> Al.
>
> >> Ed wrote:
>
> >>> Mark,
>
> >>> I'm not sure that I understand this question in the context of global
> >>> product markets. You can find the sales figures of TVs, computers,
> >>> video games, gaming platforms, and nearly every other popular
> >>> electronic device you can name (not to mention non-electronic goods
> >>> like cars, airplanes, and lots of other stuff). My confusion is why
> >>> the cell phone market is blanketed in secrecy when pretty much every
> >>> other market has wide disclosure for sales figures as a basis for
> >>> stock value. Of course, I notice that Apple is pretty open about
> >>> iPhone sales, so maybe that is a clue.
>
> >>> I'm not interested in arguing, I'm just sincerely baffled by this.
>
> >>> --Ed
>
> >>> On Mar 4, 10:46 am, Mark Murphy <[email protected]> wrote:
>
> >>>> Ed wrote:
>
> >>>>> I'm baffled that sales figures are so hard to find in general. I would
> >>>>> love to see the sales trends of G1 phones overall, in addition to per
> >>>>> country breakdowns.
>
> >>>> Why would HTC want to give out this information?
>
> >>>> --
> >>>> Mark Murphy (a Commons Guy)http://commonsware.com
> >>>> _The Busy Coder's Guide to Android Development_ Version 2.0 Available!
>
> >> --
>
> >> * Written an Android App? - List it athttp://andappstore.com/*
>
> >> ======
> >> Funky Android Limited is registered in England & Wales with the
> >> company number  6741909. The registered head office is Kemp House,
> >> 152-160 City Road, London,  EC1V 2NX, UK.
>
> >> The views expressed in this email are those of the author and not
> >> necessarily those of Funky Android Limited, it's associates, or it's
> >> subsidiaries.
>
> --
>
> * Written an Android App? - List it athttp://andappstore.com/*
>
> ======
> Funky Android Limited is registered in England & Wales with the
> company number  6741909. The registered head office is Kemp House,
> 152-160 City Road, London,  EC1V 2NX, UK.
>
> The views expressed in this email are those of the author and not
> necessarily those of Funky Android Limited, it's associates, or it's
> subsidiaries.
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