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.
http://gigaom.com/2010/02/04/att-seen-keeping-the-iphone-through-2011-analyst/
Thursday, February 4, 2010
AT&T Seen Keeping iPhone Exclusivity Until 2012
Gary Kim was cited as a global "Power Mobile Influencer" by Forbes, ranked second in the world for coverage of the mobile business, and as a "top 10" telecom analyst. He is a member of Mensa, the international organization for people with IQs in the top two percent.
Subscribe to:
Post Comments (Atom)
Are GPUs Essentially a Subscription?
Are graphics processing units more akin to a subscription than “capital investment?” Think about your own smartphone purchases. Yes, it is ...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
No comments:
Post a Comment