Verizon preparing for possible arrival of iPhone in 2010 - report

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  • Reply 101 of 142
    samabsamab Posts: 1,953member
    Quote:
    Originally Posted by benice View Post


    Hasn't most of the developed world already abandoned CDMA technology some time ago?



    I know it's been dropped here years back. The network was just switched off, after a transition period, on a particular date that was widely publicised and things have never been better. At the same time, before that even happened, everyone could tell that handset makers lost interest in CDMA tech as any available CDMA phones were decidely old-tech. (The Droid clearly breaks the rule)



    It would seem to defeat all of their usual logic for Apple to make a special handset to satisfy one, or a small number, of what might be called redundant networks.



    Because cell phones are a disposible item --- people replace them every 18 months. It cost the handset manufacturers tens of dollars to buy these chipsets, not the billions of dollars that Verizon has to spend on building the network.
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  • Reply 102 of 142
    samabsamab Posts: 1,953member
    Quote:
    Originally Posted by TenoBell View Post


    Its an overstatement to call it an expectation. An educated guess at best. The last analyst to make a prediction said they believed there was a 70% chance Apple would go to Verizon.



    The analysts know that Apple has had some trouble keeping up with demand for the iPhone. As long as iPhone sales continue to increase Wall Street has nothing to complain about.



    Back in January 2009, AT&T had 77 million subscribers - Verizon 72 million. Today AT&T has 81.6 million with no major acquisitions, Verizon has 89 million after acquiring 14 million.



    You continue to over play the argument that AT&T pays a high cost for iPhone subsidy, over the life of an iPhone contract AT&T will make back four to five times that subsidy.



    Verizon isn't analogous to Apple, Verizon doesn't actually make anything. They provide wireless service.



    The problem is that the "expectation" of the growth rate envisioned by these apple bulls must have Verizon's participation in it. You double your sales every year --- so what, you are still screwed if investors expect you to triple your sales.



    As I said specifically --- AT&T is buying market share at the expense of lower profit margin. Verizon is buying market share (by buying Alltel) --- at the cheap --- extracts billions of dollars in cost savings and profit margins stay high. It is a relative comparison --- Verizon can make the same kind of money, without relying on the iphone. And that makes AT&T's iphone subsidy very expensive.



    You people keep on saying that Verizon dictating how their cell phones works/cripples --- well, that means that they do sell things. You can view Motorola as some unknown taiwanese ODM manufacturer making a Droid phone for Verizon.
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  • Reply 103 of 142
    tenobelltenobell Posts: 7,014member
    Quote:
    Originally Posted by samab View Post


    The problem is that the "expectation" of the growth rate envisioned by these apple bulls must have Verizon's participation in it. You double your sales every year --- so what, you are still screwed if investors expect you to triple your sales.



    Who's expecting Apple to triple sales?



    Quote:

    As I said specifically --- AT&T is buying market share at the expense of lower profit margin. Verizon is buying market share (by buying Alltel) --- at the cheap --- extracts billions of dollars in cost savings and profit margins stay high. It is a relative comparison --- Verizon can make the same kind of money, without relying on the iphone. And that makes AT&T's iphone subsidy very expensive.



    That's just your pro-Verizon anti-AT&T spin you like to put on everything. It doesn't matter what VZW is doing. In the long run if you can have a four to five time revenue increase from an expense, then the investment is worth the expense



    Quote:

    You people keep on saying that Verizon dictating how their cell phones works/cripples --- well, that means that they do sell things. You can view Motorola as some unknown taiwanese ODM manufacturer making a Droid phone for Verizon.



    I said Verizon doesn't make anything (neither does AT&T). Motorola made the Droid, VZW just sells it.
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  • Reply 104 of 142
    samabsamab Posts: 1,953member
    Quote:
    Originally Posted by TenoBell View Post


    Who's expecting Apple to triple sales?



    That's just your pro-Verizon anti-AT&T spin you like to put on everything. It doesn't matter what VZW is doing. In the long run if you can have a four to five time revenue increase from an expense, then the investment is worth the expense



    I said Verizon doesn't make anything (neither does AT&T). Motorola made the Droid, VZW just sells it.



    Tripling sales is just an illustration, but my point stands.



    Of course it matters what your competitor is doing.



    You people thinks that VZW dictates every single function in every single cell phone that they sell. So VZW sets the price that they want to pay wholesale, dictates what functions each phone has --- then for all intents and purposes, they make the cell phones. And European carriers like Vodafone and 3 have their own branded cell phones --- which they contracted the manufacturing to some taiwanese firms.
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  • Reply 105 of 142
    Quote:
    Originally Posted by dasanman69 View Post


    Its really comical that VZW has done more to get their network ready for the iPhone than ATT ever did and is only doing now 2 1/2 yrs later, and that's without a guarantee they'll get it. You guys keep forgetting that the ads attacking the iPhone are made by Motorola and not VZW. The ads attacking ATTs 3G is made by VZW. VZWs ads are aimed at people thinking about leaving VZW for ATT just to get the iPhone. I know several people that have and are sorry they did. You gotta give VZW some credit, they've softened their stance in restricting and/or turning off features on a phone. No the DROID is not a iPhone killer (I really hate that term) but its still a very good device.



    How "much" has Verizon done to get their network ready for the iPhone?



    How "much" did AT&T ever do "and is only doing now?"



    Can you quantify any of this, or are you talking out of your butt?



    Do you think any of this might be related the fact that Verizon has the benefit of 20-20 hindsight and now knows their network wouldn't be ready to handle the massive data increase and they would have been in exactly the same boat as AT&T had they been the exclusive iPhone carrier?
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  • Reply 106 of 142
    dasanman69dasanman69 Posts: 13,002member
    Quote:
    Originally Posted by StLBluesFan View Post


    How "much" has Verizon done to get their network ready for the iPhone?



    How "much" did AT&T ever do "and is only doing now?"



    Can you quantify any of this, or are you talking out of your butt?



    Do you think any of this might be related the fact that Verizon has the benefit of 20-20 hindsight and now knows their network wouldn't be ready to handle the massive data increase and they would have been in exactly the same boat as AT&T had they been the exclusive iPhone carrier?



    I can understand ATT being caught by surprise at the popularity of the iPhone. Someone didn't do their homework. Thank god they don't build bridges or airplanes because it wouldn't be calls they'd be dropping it'd be people. But they aren't totally to blame since Apple didn't let them see the iPhone until a month before they started selling it. Everybody claims that VZW turned down the iPhone. That's not exactly true. VZW wouldn't agree with Aplle's demands and vice versa. That decision hasn't really hurt them much now has it? They're doing quite well last I checked. Att is rolling out HSPA (3G+) while VZW is getting ready to open up boston and seattle with LTE and 30 or so markets in 2010. So yes we do know how much each company is doing.
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  • Reply 107 of 142
    Quote:
    Originally Posted by samab View Post


    Because cell phones are a disposible item --- people replace them every 18 months.



    Some may do this, but hardly everyone.
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  • Reply 108 of 142
    samabsamab Posts: 1,953member
    Quote:
    Originally Posted by Dr Millmoss View Post


    Some may do this, but hardly everyone.



    We are also talking about the iphone crowd who replaces their iphones every 12 months whenever Apple releases a new iphone model.



    Apple is going to sell a 4th gen HSPA 14 mbps iphone next year and then a LTE iphone next next year --- you are going to buy both anyway. Who the hell cares if that CDMA is going to be phased out in x years when you are going to buy a CDMA iphone next July and then a LTE iphone next next July.
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  • Reply 109 of 142
    solipsismsolipsism Posts: 25,726member
    Quote:
    Originally Posted by samab View Post


    We are also talking about the iphone crowd who replaces their iphones every 12 months whenever Apple releases a new iphone model.



    Apple is going to sell a 4th gen HSPA 14 mbps iphone next year and then a LTE iphone next next year --- you are going to buy both anyway. Who the hell cares if that CDMA is going to be phased out in x years when you are going to buy a CDMA iphone next July and then a LTE iphone next next July.



    I think you may looking at things incorrectly as it?s only the original iPhone that didn?t have the same contractual update penalty as the later iPhones. I certainly have bought a new iPhone each year, but I also buy a new car, new computers and other things* each year, too, but I?m sure I?m far from the typical customers. The only people I know who gets a new iPhone each year is my brother who gets my previous year?s model each year, everyone else I know with iPhones (which is a lot) are mostly still on the 3G due to contractual agreements.





    * I like to update my girlfriends to newer, younger models even sooner than that but that?s not for this forum.
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  • Reply 110 of 142
    Quote:
    Originally Posted by samab View Post


    We are also talking about the iphone crowd who replaces their iphones every 12 months whenever Apple releases a new iphone model.



    The "iPhone crowd" is now tens of millions of people. The early adopters are probably the ones who must have each new model when it comes out, but that's a relative few. The vast majority just want an iPhone to use, they aren't trying to impress their friends.
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  • Reply 111 of 142
    Quote:
    Originally Posted by Dr Millmoss View Post


    The "iPhone crowd" is now tens of millions of people. The early adopters are probably the ones who must have each new model when it comes out, but that's a relative few. The vast majority just want an iPhone to use, they aren't trying to impress their friends.



    Apple HAS to release either a new phone or an update yearly..i cant even begin to tell you how many people upgrade their phones yearly(to 18 months) its just the way cellphone cycles have become(with exception to the iphone) They grow tired and want more,an update, something new. The iphone DOES have a longer attention span to it but once apple brings out that new one it has people drooling and longing for it and makes a good amount of you want to..no..HAVEto upgrade.



    Im hopeful for a dual mode phone with GSM/CDMA until VZW rolls out its LTE IN majority markets in mid 2011/2012 which in turn ATT will also slightly have its up then apple will have gone from there with a brand new iphone
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  • Reply 112 of 142
    samabsamab Posts: 1,953member
    Quote:
    Originally Posted by solipsism View Post


    I think you may looking at things incorrectly as it?s only the original iPhone that didn?t have the same contractual update penalty as the later iPhones. I certainly have bought a new iPhone each year, but I also buy a new car, new computers and other things* each year, too, but I?m sure I?m far from the typical customers. The only people I know who gets a new iPhone each year is my brother who gets my previous year?s model each year, everyone else I know with iPhones (which is a lot) are mostly still on the 3G due to contractual agreements.





    * I like to update my girlfriends to newer, younger models even sooner than that but that?s not for this forum.



    The "penalty" isn't that bad --- compared to the Brits, who have to pay off the remaining parts of their 3G iphone contract, just to upgrade to a 3GS iphone.



    Your comment about newer models of girlfriends --- is exactly the same as last week's Saturday Night Live Tiger Woods skit.



    Quote:
    Originally Posted by Dr Millmoss View Post


    The "iPhone crowd" is now tens of millions of people. The early adopters are probably the ones who must have each new model when it comes out, but that's a relative few. The vast majority just want an iPhone to use, they aren't trying to impress their friends.



    You didn't answer my arguments at all. Verizon ain't going to close their CDMA networks for years --- in the mean time, you are going to go through one or two generations of CDMA iphones. Why would Apple care if Verizon is going to close their CDMA networks in x years when the average consumer is going to buy and use the iphone in x months.
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  • Reply 113 of 142
    noirdesirnoirdesir Posts: 1,027member
    Quote:
    Originally Posted by Dlux View Post


    Just because Apple approached Verizon early on doesn't mean that they had the radio components all worked out in advance.



    No, just that they were willing to work them out if necessary (or it was just baiting AT&T).
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  • Reply 114 of 142
    brucepbrucep Posts: 2,823member
    Quote:
    Originally Posted by Dr Millmoss View Post


    Perhaps this story is a smokescreen for Verizon being signed up as a carrier for the tablet.



    my god man

    we peel the onion back and back



    layer by layer



    and still the plot thickens



    i feel we are being played for the coming nano super phone



    apples GNP is higher that over 70 percent of all nations



    smoke screens abound when this happens \\\\]



    verizon will merge and cross link its v-cast service to a new hyper super mega apple media market itunes





    yes
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  • Reply 115 of 142
    Quote:
    Originally Posted by TripAcez View Post


    Apple HAS to release either a new phone or an update yearly..i cant even begin to tell you how many people upgrade their phones yearly(to 18 months) its just the way cellphone cycles have become(with exception to the iphone) They grow tired and want more,an update, something new. The iphone DOES have a longer attention span to it but once apple brings out that new one it has people drooling and longing for it and makes a good amount of you want to..no..HAVEto upgrade.



    Sure, Apple has to release new phones on a regular basis in order to remain competitive with the current technology, but that's a far cry from a claim that most or even a large plurality of owners upgrade every time Apple offers a new product. Most consumer electronics products are updated regularly for the same reason; that doesn't mean that everyone dumps their TVs, home theaters, computers, you name it -- every 12-18 months. I don't know anyone who does this.



    Quote:
    Originally Posted by samab View Post


    You didn't answer my arguments at all. Verizon ain't going to close their CDMA networks for years --- in the mean time, you are going to go through one or two generations of CDMA iphones. Why would Apple care if Verizon is going to close their CDMA networks in x years when the average consumer is going to buy and use the iphone in x months.



    Because I wasn't attempting to address that argument. I was simply answering the argument that everyone in the "iPhone crowd" upgrades every 12-18 months. I believe this "crowd" is now far too large for you to cover them with such a broad generalization.
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  • Reply 116 of 142
    Quote:
    Originally Posted by brucep View Post


    spellticale



    I suppose you're going to be checking your posts from now on, as well?
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  • Reply 117 of 142
    samabsamab Posts: 1,953member
    Quote:
    Originally Posted by Dr Millmoss View Post


    Most consumer electronics products are updated regularly for the same reason; that doesn't mean that everyone dumps their TVs, home theaters, computers, you name it -- every 12-18 months. I don't know anyone who does this.



    But for most people with feature phones, when you sign a contract --- they give you a free phone. And you don't have to wait until the contract is over to buy a new handset with full subsidy --- carriers give you full subsidies 3-4 months before your contract is over.
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  • Reply 118 of 142
    Quote:
    Originally Posted by samab View Post


    But for most people with feature phones, when you sign a contract --- they give you a free phone. And you don't have to wait until the contract is over to buy a new handset with full subsidy --- carriers give you full subsidies 3-4 months before your contract is over.



    In order to induce you to renew your contract for another two years. The phone is never free -- the price is simply spread out over the term of the contract. You can always keep your phone, and go month to month when the contract expires, which gives you the option of changing carriers whenever you wish. Lots of people do that.
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  • Reply 119 of 142
    Quote:
    Originally Posted by dasanman69 View Post


    I can understand ATT being caught by surprise at the popularity of the iPhone. Someone didn't do their homework. Thank god they don't build bridges or airplanes because it wouldn't be calls they'd be dropping it'd be people. But they aren't totally to blame since Apple didn't let them see the iPhone until a month before they started selling it. Everybody claims that VZW turned down the iPhone. That's not exactly true. VZW wouldn't agree with Aplle's demands and vice versa. That decision hasn't really hurt them much now has it? They're doing quite well last I checked. Att is rolling out HSPA (3G+) while VZW is getting ready to open up boston and seattle with LTE and 30 or so markets in 2010. So yes we do know how much each company is doing.



    You really didn't answer my questions. Te issue is bandwidth. If you're suggesting that Verizon has done more to increase their available wireless data bandwidth than AT&T the last 2 1/ years and is now better able to handle the same amount of data, I want some of what you're smoking.
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  • Reply 120 of 142
    Quote:
    Originally Posted by StLBluesFan View Post


    You really didn't answer my questions. Te issue is bandwidth. If you're suggesting that Verizon has done more to increase their available wireless data bandwidth than AT&T the last 2 1/ years and is now better able to handle the same amount of data, I want some of what you're smoking.



    i dont think verizon necessarily has a "fast network" but i have to wonder..i use a samsung omnia on their network and i download videos,surf, etc. with no problems its not like im waiting an eternity for a webpage, NOW... i know that there arent millions using the iphone on the network but i have to believe there IS a good percentage of people with a data capable phone using the network and it does run pretty good for its EVDO 3G network. As far as what their bandwith is...i guess we'll find out next year no?



    If it does make the jump to VZW..you figure within a years 2010-2011 time they will have sold at least 500K-750K CDMA iphones(modest number) which isnt the millions on ATT so it shouldnt be SUCH a huge strain...right?



    I mean you gotta remember we CANNOT talk and browse at the same time..so that is less strain on it
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