Thursday, February 4, 2010

AT&T Seen Keeping iPhone Exclusivity Until 2012

AT&T will likely keep its exclusive hold on the iPhone for the next 12-18 months, rather than ending its exclusivity in mid-2010, says Jonathan Chaplin of Credit Suisse.""

"We believe there is a 75 percent probability that AT&T keeps exclusivity in 2010," says Chaplin.
"We conclude that there is only a 50 percent probability" that AT&T loses its exclusivity agreement at the end of 2010.

Chaplin also believes AT&T can afford to compensate Apple at a rate high enough that Apple could reasonably conclude it has essentially nothing to gain by allowing Verizon or other carriers to sell the iPhone.

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