Mitthrawnuruodo said:
1) I don't use eBay - but how many iPods are sold there?
2) How many iPods are sold - through regular outlets - every hour?
3) iPods are made in China
4) If you don't even know the market share how do you know they are threatening iPod sales?
I can't really. It's just anecedotal evidence at best, but...
1) If a manufacturer that can build 2 million per month goes on backorder plus every body and their brother is
selling them on eBay, it stands to reason that they are selling some. the backorder could have been component
related or sales related, they did not specify.
2) I know the iPod's are made in China, but the manufacturer's I'm talking about are not Foxconn.
3) PortalPlayer said they lost the flash based MP3 player business at Apple to Samsung. That makes me think that Apple is paying attention to how many of these Samsung based players are being sold.
I'm sure Samsung approached Apple and said something like "Look we're selling x amount of these chips per month, it has these features that crush PortalPlayer, let's go to lunch and write a purchase order".
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Like I said it's anecedotal. I didn't mean to imply by saying the Apple investors would be shocked to mean that their market share is threatened.
If the chip costs the same if you use those features or not, I hope Apple goes with it. I know you don't want all those features crammed in there, but if it costs the same either way, would it really hurt you that much if they were?