Analysts at RBC Capital think a stunning 14 million--not just 10 million--new Apple iPhone units will be sold in 2008.If so, it will be clear why higher-bandwidth mobile networks are needed. What isn't so clear yet is the precise impact all those new devices might have on access bandwidth.
RBC estimates that 70 percent of those 14 million units will be sold to first-time iPhone buyers. In all likelihood, that means 9.8 million new users who will disrupt traditional usage patterns.
But AT&T executives say they are confident they understand the dimensions of new demand, based on the 2G iPhone users they already are supporting. If not, they'll have time to adjust, says Ralph De La Vega, AT&T Wireless CEO.
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