or Connect
AppleInsider › Forums › Mobile › iPhone › AT&T activates record 5.2 million iPhones, promotes non-Apple devices
New Posts  All Forums:Forum Nav:

AT&T activates record 5.2 million iPhones, promotes non-Apple devices

post #1 of 74
Thread Starter 
AT&T on Thursday reported a record third quarter, posting revenue of $31.58 billion, thanks in large part to its best-ever total of 5.2 million iPhone activations. But the company also made it a point to specifically promote other, non-Apple handsets in its lineup as rumors of a Verizon iPhone swirl.

The totals reported Thursday handily bested the 3.2 million iPhones AT&T activated in the previous quarter, when the iPhone 4 first went on sale. AT&T's sales of 5.2 million iPhones should come as no surprise to anyone who followed Apple's earnings report on Monday, when the handset maker revealed it had sold 14.1 million iPhones in the same time period.

The iPhone also helped to drive new customers to AT&T, as 24 percent of those who bought an Apple handset during the quarter were new to the carrier. In all, AT&T sold 8 million postpaid "integrated" devices, or smartphones.

"This was a terrific mobile broadband quarter," said Randall Stephenson, AT&T chairman and chief executive officer. "A record number of customers signed new two-year contracts and integrated device sales outpaced our previous best by a wide margin. Wireless revenues continue to grow, churn is reaching record low levels, and postpaid ARPU increased for the seventh straight quarter."

But as noted by John Paczkowski of Digital Daily, AT&T also excluded the iPhone, by far its best-selling product, from a presentation slide touting the company's "Mobile Broadband Leadership." Products from Google Android, Research in Motion BlackBerry, HP webOS, Microsoft Windows Phone 7, and Nokia Symbian were shown, as well as an Amazon Kindle.



While the exclusion of the iPhone may have simply been done in an effort to promote the carrier's other devices, the timing is suspect, as Apple is strongly rumored to release a Verizon-compatible iPhone early next year. Verizon is AT&T's chief rival and is also the largest wireless carrier in the U.S.

Because of those widespread and recurring reports, many believe that it is now an inevitability that AT&T will lose exclusivity of the iPhone. The carrier has been Apple's sole wireless partner in the U.S. since the handset launched in 2007.
post #2 of 74
Quote:
Originally Posted by AppleInsider View Post

AT&T But the company also made it a point to specifically promote other, non-Apple handsets in its lineup as rumors of a Verizon iPhone swirl.

I hope the rumors don't swirl down the toilet. Thought we might see an announcement yesterday. Don't really care myself. I just want to see everybody here that said it could not be done proven WRONG! Ahh hah hah hah
post #3 of 74
Quote:
Originally Posted by Blackintosh View Post

I hope the rumors don't swirl down the toilet. Thought we might see an announcement yesterday. Don't really care myself. I just want to see everybody here that said it could not be done proven WRONG! Ahh hah hah hah

I'd love to know a few things.

1. Why you thought for one second that they'd announce an iDevice at a Mac event.

2. Who these people are who say a CDMA/LTE iPhone can't be done so that I can laugh at them as well. I just don't think anyone would say that.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply
post #4 of 74
Quote:
Originally Posted by AppleInsider View Post

Because of those widespread and recurring reports, many believe that it is now an inevitability that AT&T will lose exclusivity of the iPhone. The carrier has been Apple's sole wireless partner in the U.S. since the handset launched in 2007.

That 3-1/2 years will go down as a huge wasted opportunity on AT&T's part. While raking in billions of dollars from the iPhone, they couldn't manage to get their network anywhere close to Verizon's. What a joke.
post #5 of 74
AT&T has never promoted the iPhone. The only place the iPhone is ever mentioned is in the stores and on their website. I'm sure this will be the same with Verizon. I don't think Apple wants to leave promotion up to the carrier, would probably mean giving up some control over the device as well.
Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
Reply
Disclaimer: The things I say are merely my own personal opinion and may or may not be based on facts. At certain points in any discussion, sarcasm may ensue.
Reply
post #6 of 74
Quote:
Originally Posted by Tallest Skil View Post

I'd love to know a few things...

2. Who these people are who say a CDMA/LTE iPhone can't be done so that I can laugh at them as well. I just don't think anyone would say that.

Have you been on the boards lately? No one is saying it "can't" be done. But a lot of people are saying it "won't" be done.

Apple and Verizon will never see eye to eye because both are run by headstrong individuals.

Apple won't accept the Verizon logo and VCast crap on their phone.

The 5-year contract with AT&T.

Verizon said no to Apple in 2007, so Apple is mad at them.

Apple will only release a GSM phone.

CDMA is dead, so Apple will wait till LTE is more widespread, in 2012 (which lines up nicely with the 5-year contract).

Finally, what is most likely in my opinion: They're pissed they bought an iPhone on AT&T when the people who waited 6 months will be able to actually use their phone as a phone.
post #7 of 74
The reason the iPhone isn't included in the slide is Apple has complete control over the marketing of the iPhone. Period.
post #8 of 74
Quote:
Originally Posted by shadash View Post

Have you been on the boards lately? No one is saying it "can't" be done. But a lot of people are saying it "won't" be done.

If I were you, I'd read what I posted again. I never said it couldn't be done. I asked to see who had said it couldn't be done.

Quote:
Apple and Verizon will never see eye to eye because both are run by headstrong individuals.

Ah, see, you're saying never.

Quote:
Apple won't accept the Verizon logo and VCast crap on their phone.

That's a given.

Quote:
The 5-year contract with AT&T.

Is null and void.

Quote:
Verizon said no to Apple in 2007, so Apple is mad at them.

2006. And apparently they're not mad enough to disallow Verizon selling iPads.

Quote:
Apple will only release a GSM phone.

*snort* Okay. Sure. So no LTE, then.

Quote:
CDMA is dead, so Apple will wait till LTE is more widespread, in 2012 (which lines up nicely with the 5-year contract).

Apple might even wait for LTE-Advanced at this point, given that WiMAX and Verizon's current LTE can't legitimately be called 4G.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply
post #9 of 74
Quote:
Originally Posted by shadash View Post

Apple and Verizon will never see eye to eye because both are run by headstrong individuals.

They are all run by headstrong individuals who care more about money.

If given enough money, Verizon CEO will dress up like one of those island of misfit toys on stage with Steve Jobs --- just like Intel CEO showing up on stage with Steve Jobs with that bunny.
post #10 of 74
Quote:
Originally Posted by Tallest Skil View Post

If I were you, I'd read what I posted again. I never said it couldn't be done. I asked to see who had said it couldn't be done.

To be clear: I am not saying these people are right. I think they're full of it. But their arguments against a CDMA iPhone are all over the boards. Search for "Verizon" on AI and look at the posts. At least half use some form of what I posted before to argue why a Verizon iPhone is never, ever going to happen.
post #11 of 74
Quote:
Originally Posted by samab View Post

They are all run by headstrong individuals who care more about money.

If given enough money, Verizon CEO will dress up like one of those island of misfit toys on stage with Steve Jobs --- just like Intel CEO showing up on stage with Steve Jobs with that bunny.

Exactly.

Don't think for a moment that the VZW shareholders are thrilled with all that the iPhone is doing for ATT. If the iPhone finds its way to all carriers but Verizon, I can assure you the Verizon CEO won't have his job for too long. I mean, even now, Apple was able to drive over a million subscribers to ATT.
post #12 of 74
Quote:
Originally Posted by addicted44 View Post

Exactly.

Don't think for a moment that the VZW shareholders are thrilled with all that the iPhone is doing for ATT. If the iPhone finds its way to all carriers but Verizon, I can assure you the Verizon CEO won't have his job for too long. I mean, even now, Apple was able to drive over a million subscribers to ATT.

Actually Verizon's share price has done BETTER than AT&T's share price since June 2007 when the iphone was launched.

The iPhone has done NOTHING to AT&T's bottomline.
post #13 of 74
Quote:
Originally Posted by shadash View Post

That 3-1/2 years will go down as a huge wasted opportunity on AT&T's part. While raking in billions of dollars from the iPhone, they couldn't manage to get their network anywhere close to Verizon's. What a joke.

I disagree.

3 1/2 years ago, AT&T started with the Edge network....real speed around 170k. Since then, they have upgraded to 3G/GSM and now can run at theoretical 7.2MBS.

3 1/2 years ago, Verizon had CDMA....real speed around 300k. Today, Verizon has the same CDMA, same slow speed, same missing features (no concurrent voice/data access).

CDMA is dead....which is why Verizon is trying to rollout 4G as fast as they can. All the latest smart phones start with GSM (the global standard)....CDMA is the after thought.
post #14 of 74
Quote:
Originally Posted by noexpectations View Post

I disagree.

3 1/2 years ago, AT&T started with the Edge network....real speed around 170k. Since then, they have upgraded to 3G/GSM and now can run at theoretical 7.2MBS.

3 1/2 years ago, Verizon had CDMA....real speed around 700k. Today, Verizon has the same CDMA, same slow speed, same missing features (no concurrent voice/data access).

CDMA is dead....which is why Verizon is trying to rollout 4G as fast as they can. All the latest smart phones start with GSM (the global standard)....CDMA is the after thought.

Ev-do serves its purpose --- for the duration of its useful life.

UTMS has been around for 10 years with voice and data at the same time --- nobody actually cares about it until the carriers are beginning to migrate to 4G.
post #15 of 74
Quote:
Originally Posted by noexpectations View Post

I disagree.

3 1/2 years ago, AT&T started with the Edge network....real speed around 170k. Since then, they have upgraded to 3G/GSM and now can run at theoretical 7.2MBS.

3 1/2 years ago, Verizon had CDMA....real speed around 300k. Today, Verizon has the same CDMA, same slow speed, same missing features (no concurrent voice/data access).

CDMA is dead....which is why Verizon is trying to rollout 4G as fast as they can. All the latest smart phones start with GSM (the global standard)....CDMA is the after thought.

Comparing "theoretical" GSM speeds to "real speeds" of CDMA isn't really fair is it?

EV-DO Rev. A speeds are theoretical download speeds of 4.2 Mbit/s and upload speeds of up to 1.8 Mbit/s and typically are 1 Mbit/s down, and 500 Kbit/s up. (wikipedia)

And what's the point of having a fast network if you can't get a good signal?
post #16 of 74
You would think that ATT would mention Apple regardless if they are loosing exclusivity. Apple is still their number 1 money making smart phone and you have to show some respect. They are acting as if they are loosing Apple all together next year.
post #17 of 74
Quote:
AT&T on Thursday reported a record third quarter, posting revenue of $31.58 billion...

Might be their best quarter ever. Because they will lose subscribers the instant a Verizon iPhone is available. Not that I give a crap about the Verizon aka "The King of Lock-in," but AT&T's iPhone honeymoon is over. It's going to be an "open relationship" now, and AT&T and Apple are already acting like a couple getting tired of keeping their breakup a secret.

Sent from my iPhone Simulator

Reply

Sent from my iPhone Simulator

Reply
post #18 of 74
AT&T now has 92.8 million subs, which is more than Verizon had on it’s last results for the June quarter with 92.1 million. It’s possible that AT&T might be top dog tomorrow, just squeaking by Verizon in net adds. Of course, even if that is the case it won’t last long but at least it’ll be a slight victory for the Holidays. It’ll be funny to see that drop if they do lose the exclusivity come next year.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
post #19 of 74
Quote:
Originally Posted by solipsism View Post

AT&T now has 92.8 million subs, which is more than Verizon had on its last results for the June quarter with 92.1 million. Its possible that AT&T might be top dog tomorrow, just squeaking by Verizon in net adds. Of course, even if that is the case it wont last long but at least itll be a slight victory for the Holidays. Itll be funny to see that drop if they do lose the exclusivity come next year.

Verizon has something like 99.9 million subscribers.
post #20 of 74
Quote:
Originally Posted by SockRolid View Post

Might be their best quarter ever. Because they will lose subscribers the instant a Verizon iPhone is available. Not that I give a crap about the Verizon aka "The King of Lock-in," but AT&T's iPhone honeymoon is over. It's going to be an "open relationship" now, and AT&T and Apple are already acting like a couple getting tired of keeping their breakup a secret.

There was never a iphone honeymoon at AT&T. Verizon's share price has done better than AT&T's share price since June 2007.
post #21 of 74
Quote:
Originally Posted by samab View Post

There was never a iphone honeymoon at AT&T. Verizon's share price has done better than AT&T's share price since June 2007.

That's because Verizon is a well-run company. I wonder how much worse AT&T would have done without the iPhone?
post #22 of 74
Quote:
Originally Posted by samab View Post

Verizon has something like 99.9 million subscribers.

Counting eReaders? Um no!
23-JULY-2010 The total number of customers at the end of the quarter was 92.1 million, after adding 1.4 million total net customers in the quarter
http://newscenter.verizon.com/press-...low-in-2Q.html
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
post #23 of 74
Quote:
Originally Posted by shadash View Post

That's because Verizon is a well-run company. I wonder how much worse AT&T would have done without the iPhone?

The problem is that AT&T let the wolf in --- now every iphone carrier is crying out the iphone is the trojan horse that is killing my business. AT&T would have done better financially without the iphone.
post #24 of 74
Quote:
Originally Posted by solipsism View Post

Counting eReaders? Um… no!
23-JULY-2010 — The total number of customers at the end of the quarter was 92.1 million, after adding 1.4 million total net customers in the quarter

http://newscenter.verizon.com/press-...low-in-2Q.html

That number is voice subscribers (retail + MVNO). Verizon Wireless also had 7 million+ ereaders/connected devices. When you combine the two numbers --- you get 99.7 million subscribers in Q2.

http://www.fiercewireless.com/story/...nks/2010-07-23

AT&T has about 85 million voice subscribers (retail + MVNO) and 8 million ereaders/connected devices/ipads --- with a combine total of 93 million subscribers in Q3 (page 9).

http://www.att.com/Investor/Growth_P...ster_Q3_10.pdf
post #25 of 74
Quote:
Originally Posted by samab View Post

That number is voice subscribers (retail + MVNO). Verizon Wireless also had 7 million+ ereaders/connected devices. When you combine the two numbers --- you get 99.9 million subscribers in Q2.

AT&T has about 86 million voice subscribers (retail + MVNO) and 7 million ereaders/connected devices/ipads --- with a combine total of 93 million subscribers in Q3.

Either you didnt read or count what I posted, or simply chose to ignore everything I wrote, because I clearly left you a link from Verizon and quoted their words from their site stating 92.1 million. Youre grasping at straws again trying to include a category that Verizon themselves dont include in their regular wireless customers. Seriously, Samab, I think you are better than that.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
post #26 of 74
Quote:
Originally Posted by solipsism View Post

Either you didnt read or count what I posted, or simply chose to ignore everything I wrote, because I clearly left you a link from Verizon and quoted their words from their site stating 92.1 million. Youre grasping at straws again trying to include a category that Verizon themselves dont include in their regular wireless customers. Seriously, Samab, I think you are better than that.

When you argue with me, you look like a fool (page 8).

http://investor.verizon.com/news/201...32803994706908

(Page 5)

http://investor.verizon.com/financia...32803994706908
post #27 of 74
Quote:
Originally Posted by samab View Post

When you argue with me, you look like a fool (page 8).

http://investor.verizon.com/news/201...32803994706908

(Page 5)

http://investor.verizon.com/financia...32803994706908

And again you miss the
23-JULY-2010 — The total number of customers at the end of the quarter was 92.1 million, after adding 1.4 million total net customers in the quarter.

http://newscenter.verizon.com/press-...low-in-2Q.html Tell us again how Verizon’s own press release is wrong and you are right?


edit: And from the link you supplied: 86.2 million retail customers; 92.1 million total customers, after divestitures and conforming adjustments related to the Alltel acquisition.

Funny how Verizon’s numbers match up with the numbers I posted from Verizon’s site.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
post #28 of 74
Quote:
Originally Posted by solipsism View Post

And again you miss the
23-JULY-2010 — The total number of customers at the end of the quarter was 92.1 million, after adding 1.4 million total net customers in the quarter.http://newscenter.verizon.com/press-...low-in-2Q.html Tell us again how Verizon’s own press release is wrong and you are right?

Which one is more official --- the wall street earnings report or press release.

When there are differences between 2 VZ documents --- the one that is going to the SEC is the official one.

What is your point anyway?

If you just count voice subscribers only, VZ is about 7 million subscribers larger. If you count also ereaders/connected devices, VZ is also about 7 million subscribers larger.
post #29 of 74
Quote:
Originally Posted by samab View Post

Actually Verizon's share price has done BETTER than AT&T's share price since June 2007 when the iphone was launched.

The iPhone has done NOTHING to AT&T's bottomline.

Here's a tip for you ... share price has little or no bearing on the bottom line ... a.k.a. ... PROFIT .... don't believe me? .. check out MSFT ...today it closed at 25.42 and in Aug/06 it was at 25.79. Do you honestly think MSFT hasn't been making money all these years. Get real.
See, in the record business, you can show someone your song, and they don’t copy it. In the tech business, you show somebody your idea, and they steal it. (Jimmy Iovine)
Reply
See, in the record business, you can show someone your song, and they don’t copy it. In the tech business, you show somebody your idea, and they steal it. (Jimmy Iovine)
Reply
post #30 of 74
Quote:
Originally Posted by newbee View Post

Here's a tip for you ... share price has little or no bearing on the bottom line ... a.k.a. ... PROFIT .... don't believe me? .. check out MSFT ...today it closed at 25.42 and in Aug/06 it was at 25.79. Do you honestly think MSFT hasn't been making money all these years. Get real.

Here's a tip for you? You are comparing high-tech stocks which wall street only cares about growth vs. Ma Bell companies which give steady dividend.
post #31 of 74
Quote:
Originally Posted by shadash View Post

And what's the point of having a fast network if you can't get a good signal?

Record sales, record low return rates, record low churn, record growth. AT&T must be doing something right. With over 90 million customers, you will always have a few, vocal, unhappy ones. It's too bad that you can't get a good signal.
post #32 of 74
As far as the Apple Insider forum is concerned, Verizon is a crap company. Like adobe and consumer reports.

At least until they get the Steve Jobs seal of approval next year.
post #33 of 74
Quote:
Originally Posted by Blackintosh View Post

As far as the Apple Insider forum is concerned, Verizon is a crap company. Like adobe and consumer reports.

At least until they get the Steve Jobs seal of approval next year.

No. Not really. Don't presume to think that you speak for all of us.

I've had Verizon for eight years. I've had my current phone for five of those. In November when my local store starts being passed out SIMs, I'll see if I can cut a deal with them that allows me to upgrade to my 1st gen iPhone in exchange for them being allowed to locally advertise iPhone compatibility.

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply

Originally Posted by Slurpy

There's just a TINY chance that Apple will also be able to figure out payments. Oh wait, they did already… …and you’re already fucked.

 

Reply
post #34 of 74
Quote:
Originally Posted by solipsism View Post

AT&T now has 92.8 million subs, which is more than Verizon had on it’s last results for the June quarter with 92.1 million. It’s possible that AT&T might be top dog tomorrow, just squeaking by Verizon in net adds.


There's honestly very little chance of that happening. As you know, Verizon reports Friday morning, and they're all but assured of posting more than 700k net adds.

So AT&T will remain number two (no pun intended).

Why we Apple fans would still care at all, what with AT&T's iPhone exclusivity having become a boat anchor on Apple's US iPhone sales (even as good as they are), and helping open the door for Android here, is beyond me.

Multi-carrier in the US can't come soon enough. But I was saying that two years ago, and ppl were saying I was crazy. Nope, guess not.

...
Cut-copy-paste, MMS, landscape keyboard, video-recording, voice-calling, and more... FINALLY
To the 'We Didn't Need It' Crowd/Apple Apologista Squad : Wrong again, lol
Thanks for listening to your...
Reply
Cut-copy-paste, MMS, landscape keyboard, video-recording, voice-calling, and more... FINALLY
To the 'We Didn't Need It' Crowd/Apple Apologista Squad : Wrong again, lol
Thanks for listening to your...
Reply
post #35 of 74
Quote:
Originally Posted by samab View Post

There was never a iphone honeymoon at AT&T. Verizon's share price has done better than AT&T's share price since June 2007.

This.

VZW, while evil, is well run and knows how to milk their customers.
ATT is inefficient, bloated and bungles things repeatedly but has semi-decent customer service.

ATT without the iPhone would have probably slipped massively and might even be in 3rd place. Remember, ATT only got where they were because of acquisitions not because they had the strongest value proposition (with the exception of the iPhone).
post #36 of 74
Quote:
Originally Posted by Blackintosh View Post

As far as the Apple Insider forum is concerned, Verizon is a crap company. Like Adobe and Consumer Reports.

At least until they get the Steve Jobs seal of approval next year.


That does seem to be the way it works around here.

...
Cut-copy-paste, MMS, landscape keyboard, video-recording, voice-calling, and more... FINALLY
To the 'We Didn't Need It' Crowd/Apple Apologista Squad : Wrong again, lol
Thanks for listening to your...
Reply
Cut-copy-paste, MMS, landscape keyboard, video-recording, voice-calling, and more... FINALLY
To the 'We Didn't Need It' Crowd/Apple Apologista Squad : Wrong again, lol
Thanks for listening to your...
Reply
post #37 of 74
Quote:
Originally Posted by TBaggins View Post

Why we Apple fans would still care at all, what with AT&T's iPhone exclusivity having become a boat anchor on Apple's US iPhone sales (even as good as they are), and helping open the door for Android here, is beyond me.

Multi-carrier in the US can't come soon enough. But I was saying that two years ago, and ppl were saying I was crazy. Nope, guess not.

I care the way we care about outcomes without having a vest interest in the players themselves. Competition is conflict is entertainment.

Im not only expecting a Verizon phone next year (or other carriers), Im looking forward to it. The sales will be through the roof the stock will on growing. Ill still use AT&T as I have no issues and their data speeds are tops in my area and Ive have better service with them than any other carrier Ive used, and Im on an Unlimited plan.

As for the exclusivity, there are many factors involved. Like the cost of breaking the contract compared to the benefit theyd receive for doing it. A potential lack of ability to produce GSM/3GSM and CDMA/EV-DO handsets in quantity needed when they cant produce enough of the one as it is (that new factory should online soon), and/or an inability to get Verizon to ink a deal Apple is comfortable with and vice versa. Verizon and Apple are similar in being Alpha in their areas of business and have histories of controlling their partners to an extreme with little to no compromise.
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
Dick Applebaum on whether the iPad is a personal computer: "BTW, I am posting this from my iPad pc while sitting on the throne... personal enough for you?"
Reply
post #38 of 74
Quote:
Originally Posted by samab View Post

Verizon has something like 99.9 million subscribers.

Quote:
Originally Posted by solipsism View Post

Counting eReaders? Um no!
23-JULY-2010 The total number of customers at the end of the quarter was 92.1 million, after adding 1.4 million total net customers in the quarter
http://newscenter.verizon.com/press-...low-in-2Q.html

Ouch.

(PS: Dont bother with this samab guy; he'll change the subject when loses the argument. Then goes into cold storage until the next Verizon story appears. Probably works in IR or PR for Verizon).
post #39 of 74
Last year I had no reception problems with ATT. Within the last three months the calls are dropping like flies. With all the new ATT signups in LA, no wonder ATT has suspended its advertising highlighting best reception. NO BARS is getting too common.

Let's GO VERIZON. My contract with ATT is up...let's connect.
post #40 of 74
Quote:
Originally Posted by solipsism View Post

I care the way we care about outcomes without having a vest interest in the players themselves. Competition is conflict is entertainment.

That may be true for you, but I think many Apple fans, at least here, have internalized some sort of "AT&T is good, all other wireless carriers suck" -mentality, based solely on the fact of who currently is offering the iPhone in the US.

It's a very simplistic POV, I'm sure you'll agree.

Quote:
I’m not only expecting a Verizon phone next year (or other carriers), I’m looking forward to it.

Me too. AT&T is pretty terrible where I live, VZ is much better.

Quote:
As for the exclusivity, there are many factors involved. Like the cost of breaking the contract compared to the benefit they’d receive for doing it. A potential lack of ability to produce GSM/3GSM and CDMA/EV-DO handsets in quantity needed when they can’t produce enough of the one as it is (that new factory should online soon), and/or an inability to get Verizon to ink a deal Apple is comfortable with and vice versa. Verizon and Apple are similar in being Alpha in their areas of business and have histories of controlling their “partners” to an extreme with little to no compromise.

Well, I think you know capacity wouldn't be that huge of a barrier to going multi-carrier in the US... you just contract out more Chinese or Taiwanese capacity, though of course there is ramp-up time and teething problems..... the big worry though is correctly PREDICTING demand, as much as anything else. But, if they can do it next year (as seems likely), they could've done it in '08 or '09.

At least we best hope so, or else we will have iPhone shortages the likes of which have NEVER been seen before.

But it's all kind of just smoke compared to the real reasons why it didn't happen before, which you allude to... both VZ and Apple thought the other company needed the deal more than they did. So they weren't willing to budge.

Now, with Android on the rise, Apple has finally been proven wrong in this. Verizon would still LOVE to have the iPhone, no doubt, but they don't HAVE to have it. They can be Android Central, along with some RIM and WM7. But if Apple wants to stop Android in its tracks (and I believe they really REALLY do) then it's HUGE for them if they can invade Android's US stronghold, which is Verizon.

It'll be interesting to see where the compromises end up, and who got what out of the deal... which we won't know 'til a Verizon iPhone ships.

...
Cut-copy-paste, MMS, landscape keyboard, video-recording, voice-calling, and more... FINALLY
To the 'We Didn't Need It' Crowd/Apple Apologista Squad : Wrong again, lol
Thanks for listening to your...
Reply
Cut-copy-paste, MMS, landscape keyboard, video-recording, voice-calling, and more... FINALLY
To the 'We Didn't Need It' Crowd/Apple Apologista Squad : Wrong again, lol
Thanks for listening to your...
Reply
New Posts  All Forums:Forum Nav:
  Return Home
  Back to Forum: iPhone
AppleInsider › Forums › Mobile › iPhone › AT&T activates record 5.2 million iPhones, promotes non-Apple devices