“Close to half of Apple iPhone users in the United States would be ‘very interested’ in switching to Verizon Wireless from AT&T, according to Deloitte,” Ronald Weisenstein writes for Seeking Alpha.
MacDailyNews Note: Not only that, but a recent Morpace Omnibus study (July 15-20) found that nearly a third of consumers are very likely or somewhat likely to purchase an iPhone if it is made available to Verizon and that Verizon iPhone intenders come primarily from current Verizon customers. Read more here.
Weisenstein continues, “While AT&T CEO Randall Stephenson instinctively played down the report, it’s hard to ignore such a staggering number. Even if less than a quarter of iPhone users switched to Verizon, the impact could easily have a material effect on AT&T’s earnings. It’s fairly clear that a new iPhone carrier would force a number of adjustments on AT&T’s part.”
“What many commentators are ignoring, however, is the adjustments that Verizon would need to make,” Weisenstein writes. “If a significant number of data-sucking devices – like the iPhone – start hopping onto Verizon’s network, it could experience the same downtime problems that AT&T did years ago.”
Full article here.
[Thanks to MacDailyNews Reader "Fred Mertz" for the heads up.]