Justo cuando la sección de la bolsa de valores para el día de ayer terminaba, Apple ofrecía una conferencia sobre ganancias y desempeño de la compañía. Cuando el turno de Steve Jobs llegó al micrófono, solo supo basar sus ganancias en mencionar de forma despectiva de la competencia incluyendo a BlackBerry y equipos con Android.
Lo que dijo de BlackBerry:
We sold 14.1 million iPhones in the quarter, which represents 91% unit growth over the year-ago quarter, and was well ahead of IDC’s latest published estimate of 64% growth for the global smartphone market in the September quarter. And it handily beats RIM’s 12.1 million BlackBerrys sold, in their most recent quarter ending in August. We’ve now passed RIM. And I don’t see them catching up with us in the foreseeable future.
They must move beyond their area of strength and comfort, into the unfamiliar territory of trying to become a software platform company. I think it’s going to be a challenge for them to create a competitive platform and to convince developers to create apps for yet a third software platform after iOS and Android. With 300,000 apps on Apple’s App Store, RIM has a high mountain ahead of them to climb.
- Steve Jobs
Lo que dijo de Android:
Last week, Eric Schmidt reiterated that they are activating 200,000 Android devices per day, and have around 90,000 apps in their app store. For comparison, Apple has activated around 275,000 iOS devices per day on average for the past 30 days, with a peak of almost 300,000 iOS devices per day on a few of those days…
Unfortunately, there is no solid data on how many Android phones are shipped each quarter. We hope that manufacturers will soon start reporting the number of Android handsets they ship each quarter, but today that just isn’t the case. Gartner reported that about 10 million Android phones were shipped in the June quarter, and we await to see if iPhone or Android was the winner in this most recent quarter…
Twitter client [TweetDeck] recently launched their app for Android. They reported that they had to contend with more than a hundred different versions of Android software on 244 different handsets. The multiple hardware and software iterations present developers with a daunting challenge. Many Android apps work only on selected Android handsets, running selected Android versions. And this is for handsets that have been shipped less than 12 months ago. Compare this with iPhone, where there are two versions of the software, the current and the most recent predecessor, to test against.
- Steve Jobs
Lo que le contestó, Jim Balsillie Co-CEO de Research in Motion (RIM):
For those of us who live outside of Apple’s distortion field, we know that 7″ tablets will actually be a big portion of the market and we know that Adobe Flash support actually matters to customers who want a real web experience. We also know that while Apple’s attempt to control the ecosystem and maintain a closed platform may be good for Apple, developers want more options and customers want to fully access the overwhelming majority of web sites that use Flash.
We think many customers are getting tired of being told what to think by Apple. And by the way, RIM has achieved record shipments for five consecutive quarters and recently shared guidance of 13.8 – 14.4 million BlackBerry smartphones for the current quarter. Apple’s preference to compare its September-ending quarter with RIM’s August-ending quarter doesn’t tell the whole story because it doesn’t take into account that industry demand in September is typically stronger than summer months, nor does it explain why Apple only shipped 8.4 million devices in its prior quarter and whether Apple’s Q4 results were padded by unfulfilled Q3 customer demand and channel orders.
As usual, whether the subject is antennas, Flash or shipments, there is more to the story and sooner or later, even people inside the distortion field will begin to resent being told half a story.
- Jim Balsillie
En menos de 6 meses a Apple ha intentado defenderse o demostrar sus puntos lanzando lodo sobre su competencia. Deja mucho que pensar, pero nos gustaría saber tu opinion aqui.
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