“‘This 16.8 percent is higher than AT&T subscriber’s 14.6 percent extreme interest in the current AT&T iPhone,’ Huberty elaborates, ‘and well above the overall iPhone extreme interest of 7.5 percent,’” Paczkowski reports. “Assuming Verizon does add the iPhone to its smartphone lineup and that most of its subscribers who said they were ‘very likely’ to purchase the device do so over a two-year period, Huberty figures Verizon stands to sell about seven million to eight million iPhones annually.”
“Interestingly, Huberty’s forecast for Phone demand at Verizon does not assume sizable subscriber losses at AT&T. In her view, the end of the carrier’s iPhone-exclusivity deal won’t be the blow some observers claim. AT&T and Apple will obviously remain partners, she says,” Paczkowski reports. “In markets where the iPhone has gone from single-carrier to multiple-carrier distribution–France, for example–the carrier that lost exclusivity hasn’t suffered much at all.”
Paczkowski reports, “One final point: Huberty sees Apple shares hitting $400 sometime in 2011.”
Full article, with more info and charts, here.
[Thanks to MacDailyNews Readers "Fred Mertz" and "Andrew W." for the heads up.]
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