It's all too easy to get caught up in the microanalysis of holiday sales trends. Analysts and investors can sometimes seem to consider a few weeks' sales an ironclad harbinger of a company's longevity. Apple
The most recent stats come from France Telecom's
In reality, all this week-to-week tracking means little in the long run. Scrutinizing Orange's French sales, or how they pale next to sales for AT&T
Consider that it took Research In Motion
At this point, investors in iPhone-selling wireless carriers should care more about customer conversions than total sales. For instance, Orange states that 48% of iPhone buyers are new to its network. This means that the iPhone is helping Orange take a significant number of customers from SFR, the No. 2 wireless carrier in France.
And the iPhone really doesn't matter to Apple right now anyway. We already know the iPhone is a success, but we won't know just how successful until a few more generations of the device come out -- not to mention competing devices from the likes of HTC, Nokia
We're still in the first inning of a long game here, folks. The iPhone has held up very well on its first release, establishing a firm footing in the market. For now, Fools shouldn't draw too many conclusions beyond that.
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Fool contributor Dave Mock's new year started with a bang, then a knock, then a rattle. He owns no shares of companies mentioned here. He is the author of The Qualcomm Equation. France Telecom is an Income Investor recommendation. The Fool's disclosure policy goes with both red and white wines.