Macworld’s transcript of Tim Cook’s comments on the quarterly earnings analyst call earlier today. Things that stood out to me:
- Demand for the iPhone 4 is still outstripping supply. They can’t make them fast enough, and haven’t even launched on Verizon yet.
- For phones, he’s talking about the “handset market” in general, not just smartphones. Going forward, “smartphone” market share isn’t the number to look at. It’s handset market share, period. All phones will soon be smart phones. People with feature phones are future smartphone buyers.