Regardless, I do think the optimism is warranted. We’ve been hearing about this iPhone upgrade cycle for at least 6 months. As someone who bought the iPhone 5 the weekend it came out, I’ve been a believer simply due to the fact that an iPhone 5 owner will be able to trade-in that device, receive a credit and be out of pocket just $50-$100 to upgrade with a two-year contract at a given provider.
That also doesn't take into account the folks with 4’s and 4s’s keeping them together with duct tape at this point who are ready for a new device. Seems like a no brainer. I guess we’ll see where the “6L prices” or whatever they’re going to call it, but importantly people WILL be buying the new iPHONE.
I went to the mall Saturday. (Click Here for my Vine of the traffic) Mostly, to see if there was any follow-thru to the huge crowds I saw the previous weekend (tax-free shopping holiday here in Texas). There was. Every store had nice traffic. You know what didn’t? Every single phone kiosk for the providers.
Also new was this Amazon kiosk. The six employees sporting t-shirts and flashy lanyards (where did they get that idea????) seemed to be having a good time….because no one was bothering them.
You couldn’t even buy Fire Phone there, a sign out front directed folks to the AT&T store nearby…where it was also a ghost town. The Samsung kiosk…deadsville. Meanwhile at the Apple store, decent crowd, no one around the iPhone though. Same at Microsoft (where they’re giving $150 off to students on Surface 3) but no love in the Phone sections.
“Cortana, how do we compete against a much anticipated competitor release?” Still waiting for a response on that one I suppose.
Everything being bought, but not a phone in sight. Maybe folks aren’t going to buy the new iPhone, but they definitely want to see how it compares to what they might purchase before pulling the trigger.
So you can believe the upgrade hype, in my opinion, but good luck trying to figure out what’s “priced into the stock” in Apple. Maybe you shouldn’t try.