Originally Posted by AppleInsider
Munster said he believes Apple has made two key mistakes with the iPhone: not subsidizing the original model (an issue that was quickly addressed), and limiting the handset to AT&T in the U.S. The analyst said he believes AT&T's exclusivity has limited demand for the iPhone in the U.S.
These people are unreal. AT&T exclusivity got us the iPhone in the first place! Without the AT&T exclusive deal and the basic restructuring of the way phones are bought and sold in the US market that the exclusivity provided for, the iPhone could have never existed!
And neither could Android, the Pre or Windows Phone 7. AT&T took a huge risk on a then totally unknown phone manufacturer. Sure, now it looks like a no-brainer decision, but hindsight is always 20/20. I have no problem with AT&T benefiting from their huge initial risk - suck it Verizon, the rewards should
go to those who are willing to take risks and break molds.
Second, Apple hasn't had any problem selling each generation iPhone worldwide
as fast as they can make them, so it sure hasn't hampered them too much. I would much rather see them have a larger total global market share than dominate just US market share.
Finally, if they had totally dominated market share in the US right out the gate, the idiots crying about "monopoly!" would have been even more vocal and emboldened than they already were, and some jackass would no doubt be pressuring the government to poke their nose into Apple's business more than they were in the past.
Android, if nothing else, is a great insulator for Apple to get the iPhone and now iOS ecosystem established and operating without having to deal with the interference of federal regulators.
So yes, Apple could have owned the US market if they had figured out a way to get Verizon to play ball - but in the end would it have been that beneficial? I doubt it. Between the compromises that Verizion no doubt demanded and the potential headaches of dealing with threats of regulations, I have no doubt Apple is more than happy with the way things have and are playing out. Even today, if you look at the survey's, the iOS is still greatly valued over Android - so when the iPhone inevitably is offered on all carriers, that domination that Munster is waxing poetic about will more than likely still happen. I sincerely doubt Apple is all that worried.
Unlike many "analysts" and posters in forums like this, Apple has shown time and time again they plan strategically for the long term - not the short term. I know the concept is almost unheard of in American business thought, but it's something more companies and "analysts" might want to look into