Todo lo contrario sucedía con los fabricantes de componentes, memorias flash y algunas operadoras de telecomunicaciones que ya han mostrado su interés en distribuir el nuevo terminal entre sus abonados.
“Los fabricantes de equipos móviles, aquellos que se ven como competidores en el mercado, parecen vulnerables. Los más preocupados deberían ser los fabricantes de más renombre”, dijo Malcolm Wood, estratega regional de Morgan Stanley en Hong Kong.
Los títulos del principal fabricante de teléfonos móviles del mundo, Nokia, caían un 2,2 por ciento a 14,63 euros por papel, mientras que los de la sueca Ericsson perdían un 1,4 por ciento.
Las acciones de los fabricantes de teléfonos móviles también cayeron en Asia. LG Electronics bajó un 2,7 por ciento, su mayor pérdida en un día desde el 18 de octubre, y Samsung Electronics cayó un 1,37 por ciento, a 557.000 wones, lo que marcó su menor cierre desde el 23 de junio.
“La pregunta es qué tan competitivos pueden ser los productos de Apple. Sus competidores tendrán seis meses para pensar qué hacer. No creo que el teléfono de Apple sea lanzado en el vacío”, dijo el analista de Evli, Ikka Rauvola en Helsinki.
Temor
Y es que con la reacción a la baja, los inversores mostraron su temor de que el efecto iPod (con más del 70% de cuota de mercado entre reproductores MP3) pueda trasladarse a los consumidores que durante este año busquen reemplazar su terminal.
El nuevo iPhone es significativamente más económico que otros equipos con prestaciones semejantes de Sony-Ericsson y, principalmente, de Nokia. Además auna en un solo terminal un reproductor y funcionalidades de smartphone, un segmento que promete desde hace años pero que aun no ha conseguido despegar conforme a las previsiones más optimistas que se venian realizando.
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