While rereading this announcement something dawned on me... and this may have very well been brought up in one of many posts that came before this one.. so forgive me if I'm rehashing old stuff.
Apple was very quick to tout that the iPad would have a reasonably priced 3G data plan.
Now 2 months later AT&T pulls the plug on the plan.
Why?
1 - Sales on the iPad 3G were NOT as great as Apple indicated to AT&T and it was a contracted 'deal breaker' that gave AT&T the out it needed to revoke the all you can eat iPad plan to anyone not already signed up for it? I'd have a hard time believing this but who knows maybe the 3G demand (that went with the AT&T data plan) weren't as big as they though.. Remember the 3G iPad doesn't insist the user subscribes and as such lots haven't.
2 - Apple is preparing to strike out in the US market and provide iPhones for Verizon (lots of work but lots of possible payoff) and/or T-Mobile (less work but less upside too). Oh and before people misunderstand, rolling out phones for either wouldn't be a grand undertaking...
3 - AT&T and Apple were planning this all along.
Of the 3 options... #2 seems make the most sense.
I can't imagine Apple was expecting this to happen when the AT&T iPad talks were being finalized. So #3 seems highly unlikely.
Lack of iPad 3G sales? Again I was under the impression 3G sales were pretty strong and most stores were OOS on and off since it's release. However, this doesn't mean all the buyers are signing up for 3G the second they buy it. A fair number went to ebay and overseas so AT&T isn't gonna see any money from those.
Lastly.. and something that goes against my #2 option is this..
If the iPhone **IS** going to be available to Verizon and maybe even T-Mobile is THIS time time for AT&T to rase kill unlimited data AND overcharge for tethering for on a newly lobotomized data service?
Mixed signals for sure.
Apple was very quick to tout that the iPad would have a reasonably priced 3G data plan.
Now 2 months later AT&T pulls the plug on the plan.
Why?
1 - Sales on the iPad 3G were NOT as great as Apple indicated to AT&T and it was a contracted 'deal breaker' that gave AT&T the out it needed to revoke the all you can eat iPad plan to anyone not already signed up for it? I'd have a hard time believing this but who knows maybe the 3G demand (that went with the AT&T data plan) weren't as big as they though.. Remember the 3G iPad doesn't insist the user subscribes and as such lots haven't.
2 - Apple is preparing to strike out in the US market and provide iPhones for Verizon (lots of work but lots of possible payoff) and/or T-Mobile (less work but less upside too). Oh and before people misunderstand, rolling out phones for either wouldn't be a grand undertaking...
3 - AT&T and Apple were planning this all along.
Of the 3 options... #2 seems make the most sense.
I can't imagine Apple was expecting this to happen when the AT&T iPad talks were being finalized. So #3 seems highly unlikely.
Lack of iPad 3G sales? Again I was under the impression 3G sales were pretty strong and most stores were OOS on and off since it's release. However, this doesn't mean all the buyers are signing up for 3G the second they buy it. A fair number went to ebay and overseas so AT&T isn't gonna see any money from those.
Lastly.. and something that goes against my #2 option is this..
If the iPhone **IS** going to be available to Verizon and maybe even T-Mobile is THIS time time for AT&T to rase kill unlimited data AND overcharge for tethering for on a newly lobotomized data service?
Mixed signals for sure.
Apple Fanboy: Anyone who started liking Apple before I did!
Apple Fanboy: Anyone who started liking Apple before I did!










