Friday, June 25, 2010

Two surveys on the iPhone 4

Piper Jaffrey's Gene Munster and Oppenheimer's Yair Reiner did some in line research yesterday.  Their work is summarized in the charts to the right. Three quarters of the buyers interviewed by both were repeat buyers.  In my discussions with buyers at one store (Apple Roseville) that number was about the same.   Reiner also looked at what the alternative phone was for buyers.  He found two very interesting trends.  First, the popularity of RIM devices as an alternative is declining quickly.  Second, the popularity of Palm devices now seems to be almost zero.  Both devices have been replaced by Android alternatives.   In line yesterday the buyers who were not upgrading an iPhone were upgrading something in the 3G range although I did speak with one mom whose munchkin was holding her old phone as a teething ring.  Perhaps that is the fate of the old devices.

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