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Enders Analysis comments on iPhone4S

Enders has commented on the iPhone4s, which was unveiled yesterday, with discussion on the design, price and voice assistant.

The summary of the analysis states: “Apple will release the iPhone 4S later this month, with substantially upgraded internals but the same design. Despite disappointment at the lack of something with a ‘5’ on the box, this is a solid update that maintains Apple’s competitive positioning.

“The most significant omission was a lower-priced iPhone. Apple sells the 3GS and now the 4 at lower prices, but lacks a dedicated device to address the sub $300 (SIM-free) market where most future growth will come from. We think this is only a matter of time.

“Apple’s new ‘Siri’ voice assistant looks very impressive as a USP. If it works, and spreads, it will join apps as a structural problem for Google, drawing people away from web search.”

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