Nov 05

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No clue if you’ve been paying attention the past few months, but Truly a bit of belt tightening has been continue. Granted, Apple’s been making out just fine, but a fresh report from the doors of FBR Research asserts that it may be cutting its Q4 iPhone 3G production in the wake of a global spending slowdown. It should be noted that a 10% cut was already on the table, making this 30% larger than anticipated. According to the report, the firm’s reported decision to scale back production “suggests that the global macroeconomic weakness is impacting even high-end consumers, those that are more likely to buy Apple’s expensive gadgets.” As we restrain ourselves from thanking Captain Obvious, we should also point out that this may not be nearly as big a deal as the numbers make it seem — maybe it overshot Q3 production in order to guarantee 100% service levels in all markets, for instance. How’s that for analysis?

[Via Silicon Alley Insider]

Analyst sez iPhone 3G production could fall 40% in Q4 originally appeared on Engadget Mobile on Tue, 04 Nov 2008 20:02:00 EST. Please see our terms for use of feeds.

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Oct 30

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at this time that the books have been cooked to a delicious golden brown, Motorola has revealed its third quarter earnings today — and for consumers and shareholders alike, the news isn’t particularly awesome. First off, they’ve lost $397 million in the quarter, compared with $40 million in net earnings (black ink, not red) in the same quarter a year ago. Secondly, while they’ve declare today that they plan to develop a full range of Android-powered handsets in 2009, they’re not coming quickly; they’re expected in the second half of the year at the earliest, and when you factor in the inevitable delays, that could realistically mean 2010 for some of the models. What’s more, they’ve declare a belt-tightening plan to cut $800 million in 2009 expenditures, which will inevitably lead to some morale problems out in Schaumburg (for those who are still employed). Finally — and we’re not sure if this is ultimately good or bad news — co-CEO Sanjay Jha has decided to hold off on selling the handset division until some time after the third quarter of 2009 due to the “macro-economic environment,” which we think is code for “we couldn’t give it away right at this time.” Keep fightin’, Moto.

Engadget MobileMotorola loses a cool $397M in Q3, delays handset division spinoff originally appeared on Engadget Mobile on Thu, 30 Oct 2008 11:27:00 EST. Please see our terms for use of feeds.

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Oct 24

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Microsoft’s Robbie Bach feigned an uninterested yawn at Apple’s 6.9 million iPhones figure in an interview with BusinessWeek the other day. He wasn’t particularly insulting of the product, but didn’t think the number means too much in the long run. “Apple had a big launch of a new product, and they launched at scale in a lot of new countries with a lot of new [wireless] operators. This quarter, RIM is having its big launch, and at some point we’ll have our big launch. We’ll have to see where things normalize.” While that statement is encouraging for the fact that it semi-implies that Windows Mobile 7 is supposed to be released at “some point,” we’re not sure we’re picking up what Robbie is putting down — 6.9 million of a single device seems to imply a bit more than “launch buzz.” Things devolved quickly when Bach started spouting about how carriers want a balanced ecosystem. That may be true, but consumers are the ones that buy the phones, and if their RAZR buying habits are any indication, “ecosystem” isn’t their top priority.

[Via Electronista]

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