John Paczkowski

Recent Posts by John Paczkowski

100,000 Droids Dropped During First Weekend

droid_eyeThe Droid invasion appears to be going according to plan. Motorola’s new Android-based handset arrived at Verizon Wireless stores last Friday and analysts say it’s selling quite well.

Indeed, Broadpoint AmTech analyst Mark McKechnie estimates Verizon (VZ) sold about 100,000 Droids in its first weekend. McKechnie believes the carrier had about 200,000 units on-hand at launch, and most stores he surveyed had sold at least half of their stock over the weekend.

That’s not nearly the one million iPhones Apple (AAPL) sold during the first weekend of its latest model debut, but it’s impressive nonetheless. Certainly, Motorola (MOT) hasn’t moved that many handsets in so short a period in a very long time–if ever.

“I see the first few days as encouraging,” McKechnie told Bloomberg. “There seems to be pretty good demand–they’ve taken the right steps and picked a good partner with Google on the Android side.”

Citigroup (C) analyst Jim Suva agreed, noting that Droid doesn’t require iPhone-like sales to be successful. Said Suva: “Although the press is stating the Droid launch was not as successful as the iPhone launch, we don’t believe investors expected an iPhone-like launch, but rather a first step in a cadence of products that will help bring Motorola’s handsets out of the death spiral experienced during the past three years.”

Then there was this from RBC’s Mark Sue, who declared that anyone expecting a launch reminiscent of the iPhone’s was expecting too much: “Motorola’s Droid landed at Verizon and while the new device is not the be all and end all for Motorola it’s an important beginning for a company that sorely missed out of a growing market,” he wrote. “There were no around-the-block lines of consumers waiting to get their hands on a Motorola Droid, yet investors shouldn’t expect them either. We’re looking for a steady ramp instead towards our estimate of approximately 1M units in 4Q09.”


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I think the NSA has a job to do and we need the NSA. But as (physicist) Robert Oppenheimer said, “When you see something that is technically sweet, you go ahead and do it and argue about what to do about it only after you’ve had your technical success. That is the way it was with the atomic bomb.”

— Phil Zimmerman, PGP inventor and Silent Circle co-founder, in an interview with Om Malik