Between the Lines

Larry Dignan, Andrew Nusca and Rachel King

Apple's iPhone 4S preorder pop means smaller lines, less fanfare

By | October 14, 2011, 6:15am PDT

Summary: The buzz for the iPhone 4S is lacking in the lines outside Apple stores. Why? A lot of people preordered the device online.

Apple customers lined up for the iPhone 4S on Friday, but the energy just wasn’t there in the queue. Reason to panic? Not quite. A lot of folks—1 million of them in one day—preordered the iPhone 4S and U.S. carriers are sold out.

Credit: CNET/Marguerite Reardon

That fact leaves the people in line largely doing it for a cultural experience or some publicity. CNET News’ blog on the New York City launch noted:

The anticipation is killing me. Well, actually not. Honestly, this launch just doesn’t have the same energy and spark as other Apple product launches. But I’m sure they will sell the heck out of these things. My guess is most people who really wanted the iPhone 4S preordered it online. Smart move, if you ask me.

Of course, preordering is a smart move, but buying online diminishes the fervor. Stephen Shankland, writing from Paris, said:

Despite the healthy-sized crowd, though, I didn’t see much evidence of the sort of fanboy passion that sometimes accompanies the arrival of Apple products these days.

In the UK, Silicon.com noted that O2 said sales are brisk for the iPhone 4S, but that distribution channel means there won’t be massive lines outside of Apple’s London outpost. Meanwhile, the Guardian in the UK said that half the people in line at the Apple store in London were there because they missed out on preorders.

ZDNet and CNET Australia noted a similar vibe Down Under. Australia was the first to start the iPhone 4S launch day parade.


CNET Australia’s Joseph Hanlon noted
:

Apple’s iPhone 4S went on sale across Australia this morning to far less fanfare than has been seen in previous launches, with most eager iPhone shoppers in Sydney choosing the flagship Apple Store itself rather than the telco alternatives.

Stores selling the iPhone 4S opened at 8am rather than at midnight, prompting a far more civil and noticeably less festive experience than seen for the launches of the iPhone 3G, 3GS and 4.

Apple staffers lined the windows across the levels of Sydney’s flagship store in the city’s CBD, welcoming a crowd of several hundred customers waiting on the street below.

None of these observations are likely to hamper iPhone 4S sales.

Piper Jaffray analyst Gene Munster said in a research note:

We are modeling for Apple to sell 25m iPhones in the Dec-11 quarter, up 77% from the 14.1m iPhones Apple sold in the Sep-10 quarter, when the iPhone 4 launch sales hit. In other words, we expected iPhone 4S to be the strongest iPhone launch ever, which Apple has now confirmed. While it is still early, this data point increases our confidence that iPhone 4S has the momentum to meet or exceed our 25m unit estimate for the Dec-11 quarter.

Also see CNET’s iPhone 4S Sprint review.

Related:

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Topics

Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic.

Disclosure

Larry Dignan

Larry Dignan has nothing to disclose. He doesn’t hold investments in the technology companies he covers.

Biography

Larry Dignan

Larry Dignan is Editor in Chief of ZDNet and SmartPlanet as well as Editorial Director of ZDNet's sister site TechRepublic. He was most recently Executive Editor of News and Blogs at ZDNet. Prior to that he was executive news editor at eWeek and news editor at Baseline. He also served as the East Coast news editor and finance editor at CNET News.com. Larry has covered the technology and financial services industry since 1995, publishing articles in WallStreetWeek.com, Inter@ctive Week, The New York Times, and Financial Planning magazine. He's a graduate of the Columbia School of Journalism and the University of Delaware.

For daily updates, follow Larry on Twitter.

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iDrone 4s h it
bdixon1@... 17th Oct
FAIL , no LTE support FAIL , iDrone on 5 will drop in a few months making your stupid fanboy toy obsolete and you dont care, youll keep on buying another one giving away your money... im not hating i just want some of your money you pisss away.. i sold my iphone4 (replaced 4 times due to bluetooth radio sux, dropped calls, freezing, POS) and bought an infuse 4g, that was stolen so waited until the samdung galaxy II S LTE came out and it rocks. No fanfare, just a rock solid device that actually works as a PHONE.

i am sure they will sell tons of this crap phone regardless of the lines outside the store.. but what a ripoff! its the mindless apple mentality, and as another posted, its like buying a designer handbag.. a status symbol in some peoples mind. sad really..
Interesting spin on the iPhone 4S Apple store launches. For another type of spin showing large lines outside Flagship stores in the UK, Sydney and in New York City, AppleInsider has embedded videos and photos which tend to counter the main points of Larry's blog.

Not that I care too much either way. But seeing the spin from Apple sources and from Larry's sources reminds me of the political spins voiced by MSNBC and Fox over a topic or event reported on by each news organization. I have to admit that polar opposite spins on a mutual topic have always provided me with some amusement.
@mattmuir

Taken from the linked story: :11.21pm: An ecstatic 17-year-old Mitch, who was first in line in Perth, has emerged from the Apple store holding two new iPhone 4S handsets and $2000 less in his pockets. "Wow, this is epic," he said.

That pretty much sums up the intelligence of an iPhone buyer.
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LOL!
William Farrell 14th Oct
@chmod 777
happy
  • Flagged
@chmod 777: JFC, chill out dude.
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@mattmuir

really? I have been thinking the same thing for a week now: JFC... chill out... it's just a phone, and not even a game changer at that.

Chill out? How 'bout telling that to @carolwade further down... it's a good thing their iPhone doesn't have genitalia
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@chmod 777&William Farrell
So you established the intelligence of all iphone buyers using a sample size of one. That one person isn't even random; in fact it's as biased as possible because you specifically chose someone stupid enough to make the news for being stupid.

As my experiences go, that pretty much sums up the intelligence of the majority of MS fans.
I think you get less people willing to stand in line in October too. It is colder, rainier, darker...
I always take the OPINION of brain dead pundits with a grain of salt.
The question here is: who cares? Since the goal of buyers is to get the device, be it on pre-order or waiting hours in a line. If they get it in the end, is great news for them...
@xpect Absolutely. Also, if you can make a few clicks and then sit back and wait, rather than queue in the wet and cold (although we have bright sunshine and a blue, cloudless sky in South East England right now) even better.
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Or even better...
magallanes 14th Oct
@bargeemike

Or even better, wait for a couple of months until you read that if it is worthy or not. Or wait a year and get it for half the price (if not half the year).
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Inferior - Yet marketable
NotMSUser 14th Oct
Amazing that people will stand in line for this. It still hasn't caught up to my Droid 3 technologically. Where is that front-facing camera? And it still requires a Mac or PC and that horrendous pile of poo iTunes. While it can record HD video, it can't output it to your TV in HD like I can with a simple inexpensive HDMI cable connection. And $100 for another 16GB of memory? please. I added that to my Droid by popping in a 16GB SDcard for under $20. The power of tech ignorance is amazing. Maybe they improved the 4S to be able to make and maintain an actual voice call? The upgraded world radio just might help.
@NotMSUser

Because many of these buyers are about the status symbol not the technology. It's like buying a designer bag. They can go back to school or work and in their mind they think are the envy of everyone.
@Turd Furgeson And it's very obviously working if it's got the iHater club in an all out tizzy...
Pete "athynz" Athens
The OP was talking about Droid. i was alluding more to people in general. Obviously I don't have numbers but I would guess most of these buyers already have Iphones. It's not a need based purchase.
@NotMSUser I don't think I've ever seen a comment that got everything wrong.

The phone has a front facing camera
It can output HD video to the TV through Airplay
It doesn't require a PC or Mac anymore

Congrats, this post is the most ill informed I've ever read about the basic facts in 17 years on the internet.
@kent42
You're wrong kent. The two posts above are as trollish as any other. Nothing original in them. In their minds they may believe they're being clever.
@kent42 Really? Where are you going to sync all these files from or backup the device to? Don't say iCloud that would be ignorant! You can't even buy enough space to backup a 64 Gig iPad to the cloud!
@NotMSUser
How do you think FaceTime works if the iPhone 4 & up doesn't have a front facing camera (which they do)? Yes you can buy a cable for direct HD display too or run it over the air WITHOUT A CABLE via Airplay with an Apple TV. Plus you have Siri, a vastly superior voice and contextual language recognition system. On Android voice control is extremely limited and dis-stink-ly INFERIOR. Plus iCloud and so many other new features in iOS5. How does it feel to carry around some pretty limited crap in your pocket? Try and get informed before posting and removing all doubt you're a fool.
@pgentry53 Who uses facetime?
@pgentry53 iOS5 is what we Android users have had for month's now! And the Air play toy will never be used by most.
@pgentry53

But can it make phone calls?? vbg
@NotMSUser
Not having to use Google = priceless
@Asiafish
I am glad you are of the opinion that Google isn't a monopoly but an option. Wish I could say the same about MS.
@NotMSUser It has a fairly low resolution front facing camera, just like the iPhone 4. iOS 5 removes the need to tether to a PC (Macs are just another kind of PC, not need to say "PC or Mac" anymore). You can output video via a $40 HDMI dongle, or wirelessly to a $100 AppleTV device. They want you to buy memory from them, not SanDisk.

Make no mistake, Apple is after money. They make far more profit in the PC and Mobile business than their market share would suggest -- they have been the only true luxury brand in those markets.

And yes, they seem to have employed the decades old idea of diversity antennas in the 4S, called it something else, and claimed it as New and Improved. That's Apple, but it's a technique pioneered by IBM, who also renamed every technology they brought out, so that it sounded new and shiny. Fixed discs indeed. Most smartphones already use dual antennas... 4G phones are moving to MIMO, which uses two simultaneous antennas, just like your 802.11n gear has for some years now.

And dude, just some advice... don't post a message full of technical ignorance (about the 4S) and then complain about "the power of tech ignorance". Not good.
@NotMSUser Amazing that you can seriously post something like this and just completely fail. Point by point:

Amazing that people will stand in line for this. It still hasn't caught up to my Droid 3 technologically. Where is that front-facing camera?


On the front of the iPhone 4S just like it is on the front of the iPhone 4. Seriously did you bother to do even a bit of research on this? FAIL.

And it still requires a Mac or PC and that horrendous pile of poo iTunes.


No it does not require a mac, PC, OR iTunes. The device can be activated right out of the box and everything can be updated via OTA updates. FAIL yet again.

While it can record HD video, it can't output it to your TV in HD like I can with a simple inexpensive HDMI cable connection.


Guess what genius? It can can do that too... I've been able to do it on my iPhone 4 with no issues and the stock OS and prior to that with my iPhone 3G with a jailbreak hack... and I'm certain that the iPhone 4S also has this capability. Yet another FAIL.

And $100 for another 16GB of memory? please. I added that to my Droid by popping in a 16GB SDcard for under $20.


I'm actually amazed that you had the intelligence to do that considering how badly you've presented yourself thus far... I guess that the old saw "even a blind squirrel can find a nut" is true.

The power of tech ignorance is amazing.


And you have provided an excellent demonstration of the power of tech ignorance gone wrong.

Maybe they improved the 4S to be able to make and maintain an actual voice call? The upgraded world radio just might help.


Ah yes, the last refuge of the iHater Club - the snide references to the vastly overblown "Antennagate"... which was caused by a certain PH level in one's sweat and affected very few people... but Apple also redesigned the antenna so even those few people will not be affected anymore. But if you even bothered to look into a device that you bash using very outdated information, FUD, and lies you'd see that the ONLY legitimate gripe you have is the cost of the additional storage - and even then it's due to the difference in cost between the hard drives which cost more than the SD Cards.
@NotMSUser

Have you ever even used or seen an iPhone? And if by front facing camera you mean the one that comes on the iPhone 4 and 4s...yeah...its there :s
@NotMSUser Why do you Apple-haters even care? Happy with your phone? Great! I'm not a technologist, most smartphone users aren't. 90% of my Droid friends don't know how to use 90% of it's features, where I use 90% of my iPhone features. Why? Because they are easy to figure out, easy to access. Plus the hardware looks good. I'm happy you like your phone!
@Scott HB I guess by saying you use 90% of your iphone's features, you mean email, phone calls, web browsing and digital music. Droid users do the same, they just have 90% additional features to use if they want.
@NotMSUser >>Where is that front-facing camera? And it still requires a Mac or PC and that horrendous pile of poo iTunes. While it can record HD video, it can't output it to your TV in HD like I can with a simple inexpensive HDMI cable connection. Actually there is a front facing VGA camera on the iPhone 4, the iPhone 4s can wirelessly sync (so there goes that part of your rant). Apple sells an adapter to output 1080p to any applicable TV. If you notice you cannot upgrade the storage on a Droid 3 past 32GB. How much does a 48 GB SD Card cost? I found one for $336.00 on Amazon, too bad that is almost the cost of a 64 GB iPhone. If you want a 64 GB phone you can spend $400 on an iPhone, or $536 for an Droid 3. Only one problem, the Droid 3, is only upgradeable to 32 GB.
@NotMSUser Do you type prattle just to see yourself in print?
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Consumer wh*res!
magallanes 14th Oct
nuff said.
@magallanes: and so you want to, what, PREVENT people from "consuming"? Why are you Leftards so anti-freedom?
Why T F would anyone want to stand outside in the cold for half the night, when you can pre-order and walk in at your leisure.

It's a phone, not a cure for cancer.
What I don't get is the confusing information regarding upgrades. I go to the AT&T site, look for the 4S on the page showing available upgrades, and it doesn't show up. It LOOKS like 4S is "new subscribers only," or what am I missing here?
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Why?
thoiness 14th Oct
Do my posts disappear when I post on ZDNet?
0 Votes
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@thoiness
I asked teh same thing - no rhyme or reason to it. Good (unflagged) posts disappear, though the spam stuff looks to stay for days.

I think the designers are still in school, this is a practice site of some sort for them.
@thoiness they are there but you have to click show all to see them... I think it is how these guys control posters that damage hits by shooting holes in their stories!
My local news showed a long line of people at one of our Apple stores. That looks like a pop to me. I was surprised anyone would wait in the cold and rain.
Apple heads are so strange!
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I was there this morning
malebrun@... 14th Oct
I arrived at my local AT&T store 15 minutes prior to early (8 a.m.) opening - I was number 40. I did walk out a unit no problem (after a little over an hour waiting. I didn't have to wait 3 weeks to get it after preorder). My initial impression - the unit is faster than previous iPhones and Siri, the auto assistant, is the real deal. I can see that I will become vastly more ignorant now that I have she can look up stuff for me - I don't even have to do searches anymore: What is the capital of Slovakia? No problem. "Where's the library?" Right here. My question "Do you think my wife pretty" - Siri wisely answered "If you say so." When I left, there was still a line - about 20 folks. Not bad for a "mere upgrade."
@malebrun@... "If you say so"? What is this the magic 8 ball?
Carriers were not sold out this morning when I picked one up at my local AT&T store. I think they just held back stock to sell at the store.
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IPhone
iulikasomili 14th Oct
I just found a test site, were you can test the iPhone 5: http://site-review.info
>> U.S. carriers are sold out.

This is not true. I just came back from an AT&T store where I was planning to buy a 4 8Gb for my son, I asked if they had a white 4S, they said yes no problem.

(from Redmond WA)
I think people just realized that it was a freakin phone. Not limited concert tickets or something actually worth camping/waiting in line for. Good grief.
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Apple's Orchestration
dave@... 14th Oct
Apple orchestrates these "iPhone Days" to make them media events. In the past, they've intentionally limited the number of available units for pre-orders, to ensure there would long lines at phone stores and Apple stores, with the associated press coverage. And then, thanks to intentionally short supplies in the stores, big news about sell outs, also in the national press. This is all carefully planned, and all about the free press coverage AND demonstrating that an iOS device is something more than technology, some kind of object of desire.

For example, Verizon got enough iPhone 4's to sell online to ensure their previous pre-sale record was beaten... and just that. No more.

So maybe they're not pushing for this, this time around. Or they decided the iPhone 4S wasn't a big enough deal to generate the long lines anyway, and decided to shoot for another prize -- like the million pre-orders, which also, clearly, made press. They expect that at least 75% of existing iPhone 3GS users will upgrade to the 4S this year, along with some iPhone 4 users shorting their contracts, and perhaps a few straggling with older iOS devices. That's enough to orchestrate these events, even without the certain but hard to enumerate new users... the smartphone market is still growing.

And will continue to. Many older folks don't see the sense in a smartphone. But virtually every kid coming off their parents' phone plans, after High School or College, wants a smartphone. And a good number of them have been placated with iPods (my kids, for example), so they're already primed for iPhones. And they're amazingly connected -- they know exactly when the new model it dropping. So these iPhone days are going to be something Apple can spin their way, for years to come.
@dave@...
Apple didn't "orchestrate" anything.

1. They announce a new phone once a year and tell everyone when they can start ordering it (last Friday) and buying it in stores (today.)

2. The tech pundits tells us how disappointing the new iDevice is.

3. Hoards of people order it online at ungodly hours.

4. Hoards of people stand in line to buy it at retail.

I actually believe that this time Apple will be able to open the floodgates to crazy, unprecedented levels. Why?

1. The iPhone 4/3GS were the No. 1 & 2 selling phones till today--Apple didn't need a shiny redesign.

2. Apple now has a single model iPhone it can sell in virtually every country to every telco

3. Apple has added minor (Sprint) and major (China!) telcos to its portfolio. Anyone who really wants an iPhone will be able to get it without much hassle.

4. Unlocked phones go on sale in a month--in spite of the high up front cost, they are a good deal compared to paying >$80 per month for your typical data/texting/voice plan for two years.
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The other phone supplies have about zero excitement for their products...
0 Votes
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iDrone 4s h it
bdixon1@... 17th Oct
FAIL , no LTE support FAIL , iDrone on 5 will drop in a few months making your stupid fanboy toy obsolete and you dont care, youll keep on buying another one giving away your money... im not hating i just want some of your money you pisss away.. i sold my iphone4 (replaced 4 times due to bluetooth radio sux, dropped calls, freezing, POS) and bought an infuse 4g, that was stolen so waited until the samdung galaxy II S LTE came out and it rocks. No fanfare, just a rock solid device that actually works as a PHONE.

i am sure they will sell tons of this crap phone regardless of the lines outside the store.. but what a ripoff! its the mindless apple mentality, and as another posted, its like buying a designer handbag.. a status symbol in some peoples mind. sad really..

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