I agree Verizon is a highly profitable business. But I do not agree that Verizon is more desirable than the majority of the worlds market.
Except that about 50% of all iphones sold in the whole world --- comes from AT&T. In another word, if Verizon starts selling iphones right now, Apple can achieve about the same number of iphones per quarter --- without selling a single unit to the rest of the world.
I agree the iPhone on Verizon could prove a devastating blow to the iPhone's competitors.
Along with LTE. Apple and Verizon would have to reconcile the way Verizon bills for its services which does not complement the way Apple wants the iPhone billed.
Quote:
Originally Posted by melgross
What it would do is add to the hype.
If it did arrive on Verizon, which is very possible sometime 2010, after LTE arrives, and somehow became their most popular phone, which is very possible, what would that tell other manufacturers?
I understand that in other places around the world, where Apple's brand is not quite as strong, while the phone has been pretty popular, it's not as strong as it is here. But covering Verizon would put a crimp in everyone else's plans and force them to rethink their strategies.
Yes I agree, the iPhone on Verizon would be profitable for Apple and Verizon. I'm sure Apple wants the iPhone on Verizon once the circumstances are appropriate.
I just don't see Apple needing the iPhone on Verizon enough to build a CDMA iPhone.
Quote:
Originally Posted by samab
Except that about 50% of all iphones sold in the whole world --- comes from AT&T. In another word, if Verizon starts selling iphones right now, Apple can achieve about the same number of iphones per quarter --- without selling a single unit to the rest of the world.
I agree the iPhone on Verizon could prove a devastating blow to the iPhone's competitors.
Along with LTE. Apple and Verizon would have to reconcile the way Verizon bills for its services which does not complement the way Apple wants the iPhone billed.
With Verizon now seeing the growth in AT&T subscriber base from this, they would be more interested in listening. Also, Apple has changed its demands from those days before the phone was released, as they had to do to get other phone companies. I don't think the problem would be that great any more.
AT&T just added another 2.1 million subscribers this quarter, with 1.9 million of them being iPhone buyers. They now have 77 million subscribers. That's very close to the number Verizon will have after finishing its deal.
With Verizon now seeing the growth in AT&T subscriber base from this, they would be more interested in listening. Also, Apple has changed its demands from those days before the phone was released, as they had to do to get other phone companies. I don't think the problem would be that great any more.
AT&T just added another 2.1 million subscribers this quarter, with 1.9 million of them being iPhone buyers. They now have 77 million subscribers. That's very close to the number Verizon will have after finishing its deal.
as a competitive advantage ATT won't let that happen, apple gets better deal, they could also cut data rates to further grow subscibers
With Verizon now seeing the growth in AT&T subscriber base from this, they would be more interested in listening. Also, Apple has changed its demands from those days before the phone was released, as they had to do to get other phone companies. I don't think the problem would be that great any more.
AT&T just added another 2.1 million subscribers this quarter, with 1.9 million of them being iPhone buyers. They now have 77 million subscribers. That's very close to the number Verizon will have after finishing its deal.
Verizon Wireless and AT&T has about the SAME postpaid net adds in Q4 2008 (about 1.2-1.3 million).
The only reason why AT&T beat Verizon is because AT&T has 800K prepaid customers (most of them are Tracfone customers) net additions.
Out of the 1.9 million iphone activations, only 40% of that comes from new customers. Therefore 750K out of the 2.1 million net adds comes from the iphone.
Bringing the iPhone could put Verizon in a conundrum. Would they continue separate charges for navigation, media, visual voice mail for all its other phones. While the iPhone has one price for all these services.
Quote:
Originally Posted by melgross
With Verizon now seeing the growth in AT&T subscriber base from this, they would be more interested in listening. Also, Apple has changed its demands from those days before the phone was released, as they had to do to get other phone companies. I don't think the problem would be that great any more.
I think you are over playing the prepaid/postpaid significance. Right before the launch of the iPhone, ATT and Verizon were about tied in number of subscribers. After the iPhone ATT not only took the lead, that lead continues to grow every quarter.
ATT's lead over Verizon has grown to the point where after Verizon fully acquires Alltel will only have about 3 million more subscribers than ATT.
At its current rate ATT will have over 80 million subscribers by the summer. Without having acquired another company.
Quote:
Originally Posted by samab
Verizon Wireless and AT&T has about the SAME postpaid net adds in Q4 2008 (about 1.2-1.3 million).
The only reason why AT&T beat Verizon is because AT&T has 800K prepaid customers (most of them are Tracfone customers) net additions.
Out of the 1.9 million iphone activations, only 40% of that comes from new customers. Therefore 750K out of the 2.1 million net adds comes from the iphone.
I think you are over playing the prepaid/postpaid significance. Right before the launch of the iPhone, ATT and Verizon were about tied in number of subscribers. After the iPhone ATT not only took the lead, that lead continues to grow every quarter.
ATT's lead over Verizon has grown to the point where after Verizon fully acquires Alltel will only have about 3 million more subscribers than ATT.
At its current rate ATT will have over 80 million subscribers by the summer. Without having acquired another company.
I disagree with you on this.
The only way for AT&T to beat Verizon is through the MASSIVE prepaid customer net adds --- which has NOTHING to do with the iphone. The fact that AT&T was also selling the iphone --- was a coincidence.
The DELTA between AT&T and Verizon is 800K in prepaid net adds this quarter --- what has that have to do with the iphone. And the delta for the last 1.5 years since the iphone's launch has been like that.
I agree with you that AT&T is going to catch up to Verizon sooner or later --- but that's because Verizon doesn't care about quantity in customers. Therefore they never went after the prepaid subscriber base.
Verizon Wireless and AT&T has about the SAME postpaid net adds in Q4 2008 (about 1.2-1.3 million).
The only reason why AT&T beat Verizon is because AT&T has 800K prepaid customers (most of them are Tracfone customers) net additions.
Out of the 1.9 million iphone activations, only 40% of that comes from new customers. Therefore 750K out of the 2.1 million net adds comes from the iphone.
AT&T's growth has been much greater than Verizon's. Why do you think Verizon is buying Alltel? Because they have fallen too far behind in subscriber growth. Just look at the numbers Teno showed. Those numbers are correct. Verizon has fallen way behind. It's taking that purchase to just move a few percentage points ahead, with no guarantee they will stay ahead.
Your numbers are wrong. AT&T had a 2.1 million net subscriber growth in this quarter.
I'll quote:
Quote:
-2.1 million fourth-quarter net gain in wireless subscribers to reach 77.0 million in service, up 7.0 million over the past year -4.3 million iPhone 3G devices activated in the second half of 2008, including 1.9 million in the fourth quarter. Approximately 40 percent of iPhone activations were for customers new to AT&T. iPhone 3G continues to deliver high-value subscribers with significantly higher ARPU (average monthly revenues per subscriber) and lower churn than AT&T’s postpaid subscriber average
It's 40% of iPhone subscribers who are new. This is a figure that we always knew, because its always been reported that about 40 to 50% per quarter of the iPhone subscribers were from somewhere else.
But overall growth was 2.1 million, and 7 million for the year.
Bringing the iPhone could put Verizon in a conundrum. Would they continue separate charges for navigation, media, visual voice mail for all its other phones. While the iPhone has one price for all these services.
These things can be worked out. Business is business. If Verizon looks at AT&T's numbers, they may be willing to offer special iPhone deals like most other cell companies have been doing. It's that low churn, and the high monthly rates that can do it.
The only way for AT&T to beat Verizon is through the MASSIVE prepaid customer net adds --- which has NOTHING to do with the iphone. The fact that AT&T was also selling the iphone --- was a coincidence.
The DELTA between AT&T and Verizon is 800K in prepaid net adds this quarter --- what has that have to do with the iphone. And the delta for the last 1.5 years since the iphone's launch has been like that.
I agree with you that AT&T is going to catch up to Verizon sooner or later --- but that's because Verizon doesn't care about quantity in customers. Therefore they never went after the prepaid subscriber base.
Just look at the numbers. You're not doing that. You're making assumptions about a number presented here, and then doing incorrect things with it. The numbers are clear. The iPhone counted for almost 40% of AT&T's new subscribers last year. Earlier the numbers were over 60%, thought that has dropped to about 30%+
And Verizon will take anyone they can get. They haven't been kicking out the basic plan customers either.
From June 2007 to now ATT has signed over 7 million iPhone subscribers. From April 2007 until now, ATT has grown a 5 million subscriber lead over Verizon. I think the iPhone has something to do with it.
Quote:
Originally Posted by samab
I disagree with you on this.
The only way for AT&T to beat Verizon is through the MASSIVE prepaid customer net adds --- which has NOTHING to do with the iphone. The fact that AT&T was also selling the iphone --- was a coincidence.
The DELTA between AT&T and Verizon is 800K in prepaid net adds this quarter --- what has that have to do with the iphone. And the delta for the last 1.5 years since the iphone's launch has been like that.
I agree with you that AT&T is going to catch up to Verizon sooner or later --- but that's because Verizon doesn't care about quantity in customers. Therefore they never went after the prepaid subscriber base.
AT&T's growth has been much greater than Verizon's. Why do you think Verizon is buying Alltel? Because they have fallen too far behind in subscriber growth. Just look at the numbers Teno showed. Those numbers are correct. Verizon has fallen way behind. It's taking that purchase to just move a few percentage points ahead, with no guarantee they will stay ahead.
Your numbers are wrong. AT&T had a 2.1 million net subscriber growth in this quarter.
Verizon bought Alltel because the price was right (the second time around). Alltel put itself for sale and Verizon didn't bite the first time. Private equity bought Alltel and faced financing difficulties so they had to sell it to Verizon.
I never said that AT&T didn't have 2.1 million net subscriber growth. I said that AT&T had 1.3 million postpaid net adds and 800K prepaid net adds. Verizon had about 1.3 million postpaid net adds (before Verizon divested about 100K subscribers as part of FCC deal with the previous merger agreement).
So what does the 800K in delta (which is all prepaid subscribers) have ANYTHING to do with the iphone.
Just look at the numbers. You're not doing that. You're making assumptions about a number presented here, and then doing incorrect things with it. The numbers are clear. The iPhone counted for almost 40% of AT&T's new subscribers last year. Earlier the numbers were over 60%, thought that has dropped to about 30%+
And Verizon will take anyone they can get. They haven't been kicking out the basic plan customers either.
No --- you are making assumptions and you cannot even read the actual sentence of their statement. It said "Approximately 40 percent of iPhone activations were for customers new to AT&T." 40% of 1.9 million iphone activations = 750K new AT&T customers.
In Q4 2007, AT&T activated 900K iphones of which 40% are new AT&T customers (which is 360K new customers). In that quarter, AT&T had 2.7 million total net adds --- therefore the iphone contributed 13% of the growth in net adds.
It DOESN'T say that "approximately 40 percent of all net adds were from iphone sales".
It has always been 40% of all iphone activations being new AT&T customers --- since the first generation of iphone.
Verizon bought Alltel because the price was right (the second time around). Alltel put itself for sale and Verizon didn't bite the first time. Private equity bought Alltel and faced financing difficulties so they had to sell it to Verizon.
I never said that AT&T didn't have 2.1 million net subscriber growth. I said that AT&T had 1.3 million postpaid net adds and 800K prepaid net adds. Verizon had about 1.3 million postpaid net adds (before Verizon divested about 100K subscribers as part of FCC deal with the previous merger agreement).
So what does the 800K in delta (which is all prepaid subscribers) have ANYTHING to do with the iphone.
Because the iPhone was a large part of net adds, which is all that matters.
And anyone could have bought Alltel, but it was Verizon that thought they needed them.
No --- you are making assumptions and you cannot even read the actual sentence of their statement. It said "Approximately 40 percent of iPhone activations were for customers new to AT&T." 40% of 1.9 million iphone activations = 750K new AT&T customers.
In Q4 2007, AT&T activated 900K iphones of which 40% are new AT&T customers (which is 360K new customers). In that quarter, AT&T had 2.7 million total net adds --- therefore the iphone contributed 13% of the growth in net adds.
It DOESN'T say that "approximately 40 percent of all net adds were from iphone sales".
It has always been 40% of all iphone activations being new AT&T customers --- since the first generation of iphone.
You're talking about 2007, and I'm talking about 2008. The quarter before, when the 3G first came out, the percentage was higher, as were the overall numbers, though, unlike most times, I can't find those numbers right now.
Even if 40% was normal, that's a very high number.
From June 2007 to now ATT has signed over 7 million iPhone subscribers. From April 2007 until now, ATT has grown a 5 million subscriber lead over Verizon. I think the iPhone has something to do with it.
40% of 7 million iphone activations were new AT&T customers. But AT&T also have higher churn rates, so more people are leaving AT&T than leaving Verizon.
The delta has always been about prepaid. It's been pretty much a tie in terms of pospaid net adds for the last few quarters now.
You're talking about 2007, and I'm talking about 2008. The quarter before, when the 3G first came out, the percentage was higher, as were the overall numbers, though, unlike most times, I can't find those numbers right now.
Even if 40% was normal, that's a very high number.
It has ALWAYS been 40% --- since day one. Q3 2008 --- is also 40%.
Comments
I agree Verizon is a highly profitable business. But I do not agree that Verizon is more desirable than the majority of the worlds market.
Except that about 50% of all iphones sold in the whole world --- comes from AT&T. In another word, if Verizon starts selling iphones right now, Apple can achieve about the same number of iphones per quarter --- without selling a single unit to the rest of the world.
Along with LTE. Apple and Verizon would have to reconcile the way Verizon bills for its services which does not complement the way Apple wants the iPhone billed.
What it would do is add to the hype.
If it did arrive on Verizon, which is very possible sometime 2010, after LTE arrives, and somehow became their most popular phone, which is very possible, what would that tell other manufacturers?
I understand that in other places around the world, where Apple's brand is not quite as strong, while the phone has been pretty popular, it's not as strong as it is here. But covering Verizon would put a crimp in everyone else's plans and force them to rethink their strategies.
I just don't see Apple needing the iPhone on Verizon enough to build a CDMA iPhone.
Except that about 50% of all iphones sold in the whole world --- comes from AT&T. In another word, if Verizon starts selling iphones right now, Apple can achieve about the same number of iphones per quarter --- without selling a single unit to the rest of the world.
I agree the iPhone on Verizon could prove a devastating blow to the iPhone's competitors.
Along with LTE. Apple and Verizon would have to reconcile the way Verizon bills for its services which does not complement the way Apple wants the iPhone billed.
With Verizon now seeing the growth in AT&T subscriber base from this, they would be more interested in listening. Also, Apple has changed its demands from those days before the phone was released, as they had to do to get other phone companies. I don't think the problem would be that great any more.
AT&T just added another 2.1 million subscribers this quarter, with 1.9 million of them being iPhone buyers. They now have 77 million subscribers. That's very close to the number Verizon will have after finishing its deal.
With Verizon now seeing the growth in AT&T subscriber base from this, they would be more interested in listening. Also, Apple has changed its demands from those days before the phone was released, as they had to do to get other phone companies. I don't think the problem would be that great any more.
AT&T just added another 2.1 million subscribers this quarter, with 1.9 million of them being iPhone buyers. They now have 77 million subscribers. That's very close to the number Verizon will have after finishing its deal.
as a competitive advantage ATT won't let that happen, apple gets better deal, they could also cut data rates to further grow subscibers
With Verizon now seeing the growth in AT&T subscriber base from this, they would be more interested in listening. Also, Apple has changed its demands from those days before the phone was released, as they had to do to get other phone companies. I don't think the problem would be that great any more.
AT&T just added another 2.1 million subscribers this quarter, with 1.9 million of them being iPhone buyers. They now have 77 million subscribers. That's very close to the number Verizon will have after finishing its deal.
Verizon Wireless and AT&T has about the SAME postpaid net adds in Q4 2008 (about 1.2-1.3 million).
The only reason why AT&T beat Verizon is because AT&T has 800K prepaid customers (most of them are Tracfone customers) net additions.
Out of the 1.9 million iphone activations, only 40% of that comes from new customers. Therefore 750K out of the 2.1 million net adds comes from the iphone.
With Verizon now seeing the growth in AT&T subscriber base from this, they would be more interested in listening. Also, Apple has changed its demands from those days before the phone was released, as they had to do to get other phone companies. I don't think the problem would be that great any more.
ATT's lead over Verizon has grown to the point where after Verizon fully acquires Alltel will only have about 3 million more subscribers than ATT.
At its current rate ATT will have over 80 million subscribers by the summer. Without having acquired another company.
Verizon Wireless and AT&T has about the SAME postpaid net adds in Q4 2008 (about 1.2-1.3 million).
The only reason why AT&T beat Verizon is because AT&T has 800K prepaid customers (most of them are Tracfone customers) net additions.
Out of the 1.9 million iphone activations, only 40% of that comes from new customers. Therefore 750K out of the 2.1 million net adds comes from the iphone.
I think you are over playing the prepaid/postpaid significance. Right before the launch of the iPhone, ATT and Verizon were about tied in number of subscribers. After the iPhone ATT not only took the lead, that lead continues to grow every quarter.
ATT's lead over Verizon has grown to the point where after Verizon fully acquires Alltel will only have about 3 million more subscribers than ATT.
At its current rate ATT will have over 80 million subscribers by the summer. Without having acquired another company.
I disagree with you on this.
The only way for AT&T to beat Verizon is through the MASSIVE prepaid customer net adds --- which has NOTHING to do with the iphone. The fact that AT&T was also selling the iphone --- was a coincidence.
The DELTA between AT&T and Verizon is 800K in prepaid net adds this quarter --- what has that have to do with the iphone. And the delta for the last 1.5 years since the iphone's launch has been like that.
I agree with you that AT&T is going to catch up to Verizon sooner or later --- but that's because Verizon doesn't care about quantity in customers. Therefore they never went after the prepaid subscriber base.
as a competitive advantage ATT won't let that happen, apple gets better deal, they could also cut data rates to further grow subscibers
I don't think they could give enough offsets to cover the possible sale of a few million phones over a years time.
Verizon Wireless and AT&T has about the SAME postpaid net adds in Q4 2008 (about 1.2-1.3 million).
The only reason why AT&T beat Verizon is because AT&T has 800K prepaid customers (most of them are Tracfone customers) net additions.
Out of the 1.9 million iphone activations, only 40% of that comes from new customers. Therefore 750K out of the 2.1 million net adds comes from the iphone.
AT&T's growth has been much greater than Verizon's. Why do you think Verizon is buying Alltel? Because they have fallen too far behind in subscriber growth. Just look at the numbers Teno showed. Those numbers are correct. Verizon has fallen way behind. It's taking that purchase to just move a few percentage points ahead, with no guarantee they will stay ahead.
Your numbers are wrong. AT&T had a 2.1 million net subscriber growth in this quarter.
I'll quote:
-2.1 million fourth-quarter net gain in wireless subscribers to reach 77.0 million in service, up 7.0 million over the past year -4.3 million iPhone 3G devices activated in the second half of 2008, including 1.9 million in the fourth quarter. Approximately 40 percent of iPhone activations were for customers new to AT&T. iPhone 3G continues to deliver high-value subscribers with significantly higher ARPU (average monthly revenues per subscriber) and lower churn than AT&T’s postpaid subscriber average
It's 40% of iPhone subscribers who are new. This is a figure that we always knew, because its always been reported that about 40 to 50% per quarter of the iPhone subscribers were from somewhere else.
But overall growth was 2.1 million, and 7 million for the year.
http://www.mobiletechnews.com/info/2...28/151014.html
Bringing the iPhone could put Verizon in a conundrum. Would they continue separate charges for navigation, media, visual voice mail for all its other phones. While the iPhone has one price for all these services.
These things can be worked out. Business is business. If Verizon looks at AT&T's numbers, they may be willing to offer special iPhone deals like most other cell companies have been doing. It's that low churn, and the high monthly rates that can do it.
I disagree with you on this.
The only way for AT&T to beat Verizon is through the MASSIVE prepaid customer net adds --- which has NOTHING to do with the iphone. The fact that AT&T was also selling the iphone --- was a coincidence.
The DELTA between AT&T and Verizon is 800K in prepaid net adds this quarter --- what has that have to do with the iphone. And the delta for the last 1.5 years since the iphone's launch has been like that.
I agree with you that AT&T is going to catch up to Verizon sooner or later --- but that's because Verizon doesn't care about quantity in customers. Therefore they never went after the prepaid subscriber base.
Just look at the numbers. You're not doing that. You're making assumptions about a number presented here, and then doing incorrect things with it. The numbers are clear. The iPhone counted for almost 40% of AT&T's new subscribers last year. Earlier the numbers were over 60%, thought that has dropped to about 30%+
And Verizon will take anyone they can get. They haven't been kicking out the basic plan customers either.
I disagree with you on this.
The only way for AT&T to beat Verizon is through the MASSIVE prepaid customer net adds --- which has NOTHING to do with the iphone. The fact that AT&T was also selling the iphone --- was a coincidence.
The DELTA between AT&T and Verizon is 800K in prepaid net adds this quarter --- what has that have to do with the iphone. And the delta for the last 1.5 years since the iphone's launch has been like that.
I agree with you that AT&T is going to catch up to Verizon sooner or later --- but that's because Verizon doesn't care about quantity in customers. Therefore they never went after the prepaid subscriber base.
AT&T's growth has been much greater than Verizon's. Why do you think Verizon is buying Alltel? Because they have fallen too far behind in subscriber growth. Just look at the numbers Teno showed. Those numbers are correct. Verizon has fallen way behind. It's taking that purchase to just move a few percentage points ahead, with no guarantee they will stay ahead.
Your numbers are wrong. AT&T had a 2.1 million net subscriber growth in this quarter.
Verizon bought Alltel because the price was right (the second time around). Alltel put itself for sale and Verizon didn't bite the first time. Private equity bought Alltel and faced financing difficulties so they had to sell it to Verizon.
I never said that AT&T didn't have 2.1 million net subscriber growth. I said that AT&T had 1.3 million postpaid net adds and 800K prepaid net adds. Verizon had about 1.3 million postpaid net adds (before Verizon divested about 100K subscribers as part of FCC deal with the previous merger agreement).
So what does the 800K in delta (which is all prepaid subscribers) have ANYTHING to do with the iphone.
Just look at the numbers. You're not doing that. You're making assumptions about a number presented here, and then doing incorrect things with it. The numbers are clear. The iPhone counted for almost 40% of AT&T's new subscribers last year. Earlier the numbers were over 60%, thought that has dropped to about 30%+
And Verizon will take anyone they can get. They haven't been kicking out the basic plan customers either.
No --- you are making assumptions and you cannot even read the actual sentence of their statement. It said "Approximately 40 percent of iPhone activations were for customers new to AT&T." 40% of 1.9 million iphone activations = 750K new AT&T customers.
In Q4 2007, AT&T activated 900K iphones of which 40% are new AT&T customers (which is 360K new customers). In that quarter, AT&T had 2.7 million total net adds --- therefore the iphone contributed 13% of the growth in net adds.
It DOESN'T say that "approximately 40 percent of all net adds were from iphone sales".
It has always been 40% of all iphone activations being new AT&T customers --- since the first generation of iphone.
Verizon bought Alltel because the price was right (the second time around). Alltel put itself for sale and Verizon didn't bite the first time. Private equity bought Alltel and faced financing difficulties so they had to sell it to Verizon.
I never said that AT&T didn't have 2.1 million net subscriber growth. I said that AT&T had 1.3 million postpaid net adds and 800K prepaid net adds. Verizon had about 1.3 million postpaid net adds (before Verizon divested about 100K subscribers as part of FCC deal with the previous merger agreement).
So what does the 800K in delta (which is all prepaid subscribers) have ANYTHING to do with the iphone.
Because the iPhone was a large part of net adds, which is all that matters.
And anyone could have bought Alltel, but it was Verizon that thought they needed them.
No --- you are making assumptions and you cannot even read the actual sentence of their statement. It said "Approximately 40 percent of iPhone activations were for customers new to AT&T." 40% of 1.9 million iphone activations = 750K new AT&T customers.
In Q4 2007, AT&T activated 900K iphones of which 40% are new AT&T customers (which is 360K new customers). In that quarter, AT&T had 2.7 million total net adds --- therefore the iphone contributed 13% of the growth in net adds.
It DOESN'T say that "approximately 40 percent of all net adds were from iphone sales".
It has always been 40% of all iphone activations being new AT&T customers --- since the first generation of iphone.
You're talking about 2007, and I'm talking about 2008. The quarter before, when the 3G first came out, the percentage was higher, as were the overall numbers, though, unlike most times, I can't find those numbers right now.
Even if 40% was normal, that's a very high number.
From June 2007 to now ATT has signed over 7 million iPhone subscribers. From April 2007 until now, ATT has grown a 5 million subscriber lead over Verizon. I think the iPhone has something to do with it.
40% of 7 million iphone activations were new AT&T customers. But AT&T also have higher churn rates, so more people are leaving AT&T than leaving Verizon.
The delta has always been about prepaid. It's been pretty much a tie in terms of pospaid net adds for the last few quarters now.
You're talking about 2007, and I'm talking about 2008. The quarter before, when the 3G first came out, the percentage was higher, as were the overall numbers, though, unlike most times, I can't find those numbers right now.
Even if 40% was normal, that's a very high number.
It has ALWAYS been 40% --- since day one. Q3 2008 --- is also 40%.
http://seekingalpha.com/article/1011...script?page=-1