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#1 |
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Kasper's Automated Slave
Join Date: Nov 1997
Posts: 6,151
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Apple predicted to sell 7M iPhones as 3GS availability improves
With supply of the iPhone 3GS finally catching up with strong demand from consumers, a new analysis predicts that Apple will sell 7 million phones during the September quarter.
If true, the numbers from Gene Munster, senior research analyst with Piper Jaffray, would be an improvement from the 5.2 million handsets sold last quarter, and the 6.8 million iPhones shipped in the fourth quarter of 2008. When the iPhone 3GS first launched, supply constraints led to store managers recommending the $99 iPhone 3G over the higher end models. But a recent check of various stores found that the trend is no longer in effect. "Our checks indicate store managers are increasingly recommending the 3GS, and we believe this is driven by improved availability of the 3GS at most AT&T stores," Munster wrote. "Overall, the iPhone remains the best selling device and our August checks indicate the iPhone took share from BlackBerry, the Nokia E71x, and most other competitor products." The report states that all models of the iPhone, including the iPhone 3G, are reporting strong sales. But increased sales of the iPhone 3GS in particular are seen as a "positive indication" for iPhone sales during the third quarter. Munster has reiterated his prediction that Apple will ship 7 million handsets in the September quarter. He has maintained an overweight rating for AAPL stock and has a $186 price target. The senior research analyst expects to see the stock's price dip Wednesday after the scheduled iPod event. He said based on historical averages, the price will drop about 1 percent following the announcements. Munster does not believe that Apple will reveal any unexpected products Wednesday, but will introduce a new iPod touch, iPod nano and iPod classic. He also expects Apple co-founder Steve Jobs to be present to make the announcements. |
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#2 |
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Registered User
Join Date: Apr 2009
Posts: 1,243
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Well, he's probably right in gross historical terms, if Apple doesn't announce anything unexpected. But 1% is such a relatively small movement for a stock like AAPL, any reaction to the announced products could easily be masked by the direction of the entire market for the day.
What have you done with...
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#3 |
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Registered User
Join Date: May 2009
Posts: 602
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They would sell a lot more if they lowered the price, chose other carriers and force the carriers to compete based upon their service and price instead of locking a much desired phone to just one carrier.
The FCC should mandate that any phone that is capable and not a threat should be allowed on any carriers network. In other words, get the carriers back to being carriers and not device sellers and manipulators. Now that AT&T has their own 3G netbook, what's is stopping them from hampering, discouraging or disallowing other companies from doing the same? Is the world going to end up having carrier supplied phones?
Glossy screens will errode consumers interest in computers because it makes it harder to see the screen around the reflections.
People forced to use glossy screen computers for long hours will have physical problems eventually. See here |
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#4 | |
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Banned
Join Date: May 2005
Posts: 383
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Quote:
Who mandates that games for PS3 have to run on XBoxes - No one. Who mandates that Windows Applications have to run on OSX - No one. |
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#5 | |
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Registered User
Join Date: Jan 2008
Location: USA
Posts: 1,066
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Quote:
![]() Oh, and the FCC should fight for consumer rights not interfere with how business is done.
Nasser
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#6 | |
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Registered User
Join Date: Mar 2009
Posts: 652
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Quote:
iphones already cost the same or less than comparable cell phones from HTC, and other brand x makers |
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#7 | |
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Registered User
Join Date: Jul 2009
Posts: 156
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Quote:
In the US maybe, but an HTC Hero can be bought for £380 vs a 3G £475 in the UK |
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#8 | |
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Registered User
Join Date: Jun 2009
Posts: 773
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Quote:
Better analogies would be: 1. Multiple types of roads where a) only certain cars could operate on each type, and b) certain cars were not allowed on the roads even though they would operate. If you don't have the right kind of car, there are places you can't go because the roads for your car don't go there. 2. ISPs providing service only to people using their hardware, instead of using standard Ethernet connections. For example, Comcast offers service in your area, but you can only connect to their network with a ComNet adapter and cable, which of course they will supply you, inside a computer they sell, which runs a stripped down version of OS/2 that they licensed cheap from IBM. If you want to switch to Time Warner, you'll need a computer with a TWNet adapter, which you can only buy in a computer for them. This second analogy is actually somewhat weak, because no one actually mandates that ISPs provide standard Ethernet connectivity. But, I don't think those who say, "that's businees," or, "the government has no business dictating what companies do," would find this acceptable. "Sorry, no Macs, Windows or Linux on our network, you can only use our ComOS/2 computers. Too bad for you we're the only ISP in town." However, it is mandated that your car meet certain standards so that it can operate safely on the standard highways. I think that's working out pretty well for us, isn't it? |
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#9 | |
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Banned
Join Date: May 2005
Posts: 383
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Quote:
It is just the same with the iTunes App Store. No one can force Apple to sell anything in the App Store if they don't want to, they can refuse to sell any App for what ever reason they like. It is their store, they can choose. Just the same as the physical Apple Stores, do you see Apple being forced to sell Dell computers there or products that they don't feel enhance the Apple product like - NO, they chose, just as they can chose where to sell the iPhone that they make and what network it operates on. The reason why - because there are many alternatives to buying an iPhone. It is NOT a right that you can buy an iPhone and use it on any network. |
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#10 |
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Registered User
Join Date: Feb 2008
Location: Arizona
Posts: 367
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I can see both sides of the argument....
Remember ATT had the foreskin, err, foresight to see the advantages of making expensive changes to their systems to accommodate Apple's vision of what a cellphone should be. Verizon stupidly, passed and has regretted it ever since. ATT should be and has been rewarded for taking the risk with Apple. Having said that, my only complaint with the iPhone is ATT and the expense of the data plan...I can't wait for the iPhone to be available on Verizon. If it wasn't for the rollover minutes, I would switch in a heartbeat. Hopefully the competition between the two providers will bring the price down. I don't think Apple should be 'commanded' to supply a CDMA phone but I do agree over the long term exclusive contracts hurt the consumer. Again, hopefully this will remedy itself when the iPhone is available via Verizon sometime next year. ![]() |
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#11 |
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Registered User
Join Date: Jun 2009
Posts: 773
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Sorry, but yours don't relate to the technology in question at all. Just because you used technology examples, doesn't make them good analogies. To be good analogies, the situations have to be analogous.
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#12 | |
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Registered User
Join Date: Aug 2008
Posts: 565
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Quote:
If you want an accurate analogy involving technology, I'll provide one (it still isn't perfect, but it is close enough to show how dumb this system is). This would be like you buying an Acer computer with the same specs and operating sytem as a HP computer, but you couldn't play certain games because you had an Acer, not a HP. |
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#13 | |
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Registered User
Join Date: Jan 2008
Posts: 1,105
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Quote:
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#14 | |
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Registered User
Join Date: Jan 2008
Location: USA
Posts: 1,066
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Quote:
A better analogy to your example is PC games not working correctly with your PC because you use incompatible Video card from different manufacturer, which is common. However, he was not referring to technical limitations. His analogies are correct, XBoX can be ported to other platforms such as PS3 and Wii and vice versa but no one is forcing them to.
Nasser
Last edited by NasserAE; 09-08-2009 at 01:55 PM.. |
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#15 | |
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Registered User
Join Date: Jun 2009
Posts: 773
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Quote:
I think it's ludicrous that we allow wireless carriers to run incompatible networks, on publicly owned radio spectrum. If the FCC mandated common technology, we wouldn't even be having this discussion right now and there wouldn't be any issues of Apple having to produce different hardware for different carriers. I mean, how crazy is that!? Samab from Qualcomm will be along to argue the contrary with bad examples related to 3G rollouts in Europe, but his arguments have historically misrepresented these issues, and I doubt he has anything new to say. |
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#16 |
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Registered User
Join Date: Feb 2008
Location: Arizona
Posts: 367
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#17 | |
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Registered User
Join Date: Dec 2005
Location: Massachusetts
Posts: 677
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Quote:
"you will know the truth, and the truth will
set you free." |
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#18 | |
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Registered User
Join Date: Jan 2008
Location: USA
Posts: 1,066
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Quote:
Nasser
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#19 | |
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Registered User
Join Date: Sep 2009
Posts: 79
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Quote:
Second, carriers are not manipulators.....cell phone makers are. The cell phone makers are the ones who desire and initiate exclusive contracts with carriers so that they can receive higher subsidies. Third, believe it or not, the Apple-AT&T contract has actually created more competition. Just look at Palm-Sprint, Blackberry-Verizon, and whatever the one that T-Mobile sells . Companies will take more risks (spend more money) if they can reap the awards. Would all of these other smart phones been offered by Sprint, Verizon, and T-Mobile had they been selling the iPhone as well? Marketing a new phone takes $s and risks. Competition is good....we now have several viable smart phones on the market now.Fourth, AT&T does not have their own 3G Netbooks. All they do (just like Verizon) is sell someone else's netbook at a discount if you sign up for a service contract. |
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#20 | |
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Registered User
Join Date: Jun 2009
Posts: 773
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Quote:
In the first case there's a public interest served in making sure that the underlying technology is compatible. In the second case, the issue of the public interest is not involved. The FCC doesn't have an unlimited mandate, nor will Congress give them one, to regulate the sort of things you are talking about. Raising a point like this is simply sowing FUD, intentionally or not. |
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#21 | |
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Registered User
Join Date: Jan 2008
Posts: 1,105
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Quote:
Steve Jobs knows that he missed the boat killing Palm --- if Apple partnered with Verizon and launched the Verizon iphone in 2007, Palm would have never been rescued in 2007 by private equity firms. |
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#22 |
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Registered User
Join Date: Jun 2009
Posts: 773
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#23 | |
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Registered User
Join Date: Aug 2008
Posts: 565
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Quote:
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#24 | |
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Registered User
Join Date: Jan 2008
Posts: 1,105
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Quote:
The Japanese government mandated a Japan-only 2G network that nobody in the world uses. The Korean government mandated a Korea-only mobile API on every cell phone in Korea that nobody in the world uses. The Korean government is still pushing wibro (korean version of wimax). The Chinese government is still pushing their home-grown 3G standard (which hasn't worked well enough beyond prototypes) when the rest of the world is migrating to 4G networks. For every success like GSM, there are going to be littered with dozens of cell phone technology failures. That's how the high tech world works. If one carrier picks the wrong technology, that one carrier suffers financially alone. If one country picks the wrong technology --- the whole country suffers. Somehow, Qualcomm's CDMA is the wrong technology --- yet Qualcomm is the largest mobile technology company by market capitalization in the world. Somehow, Verizon Wireless picked the low-volume, high-cost CDMA technology, and Verizon Wireless ended up with the highest profit margin in the US. Somehow, AT&T with its user-friendly GSM standard has the lowest consumer satisfaction rate and Verizon with its consumer-choice sucking standard has the highest consumer satisfaction rate. |
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#25 | |
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Registered User
Join Date: Feb 2008
Location: Arizona
Posts: 367
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Quote:
'Government's track record at picking technologies...' Betamax vs. VHS, GSM vs. CDMA. Imagine if the Government had 'picked' Windows over Apple's OS! ![]() |
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#26 | |
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Registered User
Join Date: Feb 2008
Location: Arizona
Posts: 367
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Quote:
We've allowed the 'fortress five,' (large banks) to be in charge of mortgages, crunch! (side note: You see the media reporting, 'home values have decreased 30% in the last year.' The more important fact is that most homeowner's equity has been reduced by 60%-70%) Yeah let's just have the insurance companies run our health care and oh, yeah, let ATT and Verizon run our cell phone service without any oversight. I'm all for a 'fair/free market.' But it has to be 'free' and 'fair' first! ![]() |
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#27 | |
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Registered User
Join Date: Sep 2009
Posts: 79
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Quote:
The large banks got large because customers chose them. Consumers had a choice....not a mandate from the government. If you don't want choice and you want the government to control everything, go to Russia.....I hear they have a thriving economy and a technology sector that the world envies . |
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#28 | |
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Registered User
Join Date: Jun 2009
Posts: 773
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Quote:
And, most of the things you mention are not equivalent to GSM vs. CDMA: it's the only one of your examples that uses a publicly owned resource. |
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#29 | |
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Registered User
Join Date: Jan 2007
Location: methane seas of neptune
Posts: 1,481
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Quote:
Apple with go carrier-less soon enough. http://www.istockanalyst.com/article...icleid/3429483 topic here http://forums.appleinsider.com/showthread.php?t=102053 M V D O system looks real good on paper . Seems like who ever has the best 3g/4g network would win the day . 9
Change your company's name. Not that big of a deal.
The Beatles . |
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#30 | |
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Registered User
Join Date: Jan 2008
Posts: 1,105
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Quote:
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#31 | |
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Registered User
Join Date: Jun 2009
Posts: 773
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Quote:
The idea that a standard wireless technology in the U.S. could somehow cause us to be left out is, frankly, a bit silly. |
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#32 | |
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Registered User
Join Date: Sep 2009
Posts: 79
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Quote:
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#33 | |
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Registered User
Join Date: Jun 2009
Posts: 773
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Quote:
And, part of the reason the HDTV switch was done over such a long period was that it was designed to not be backward compatible, so, to avoid disrupting TV service to large parts of the population, they basically had to wait until all the parts were in place. I think all the evidence actually indicates that they did indeed "get that right". It's amazing how the FUD starts to fly when something good for consumers is suggested. |
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#34 | |
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Registered User
Join Date: Jan 2008
Posts: 1,105
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Quote:
It's an Amreican invention --- the US government loves that. It's good for the American consumer --- Verizon Wireless has the highest consumer satisfaction rate. It's good for the American carriers --- Verizon Wireless has the highest profit margin in the US. |
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#35 |
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Registered User
Join Date: Jun 2009
Posts: 773
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Well, you're the only one here expressing your vested interest in a particular technology. Although, to say that Americans chose CDMA, or any other technology, is misleading. I didn't choose the iPhone so I could be on a GSM network, it's just what I got.
I don't really care what is chosen, as long as something is chosen, and the insanity of the wireless industry in this country is ended. It's not like I can take my iPhone to Europe and use it anyway, given what it would cost me to do so. On the other hand, if the larger markets agreed on a standard, that would very likely push most of the rest of the world to follow. |
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#36 | |
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Registered User
Join Date: Jan 2008
Posts: 1,105
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Quote:
Then what? The TD-SCDMA standard is a complete bust. |
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#37 | |
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Registered User
Join Date: Jul 2009
Posts: 447
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Quote:
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#38 | |
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Registered User
Join Date: Jul 2009
Posts: 447
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Quote:
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#39 |
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Registered User
Join Date: Jan 2008
Posts: 1,105
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#40 | |
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Registered User
Join Date: Jul 2009
Posts: 447
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Quote:
I’m quite glad that I can be on a call and use cellular data at the same time with a GSM-based 3G phone. PS: Would Verizon had allowed WiFi on the iPhone. They didn’t seem to keen on it with the first BB Storm. The iPhone seems to have changed that. |
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