“In his latest note to investors, Gene Munster, senior research analyst with Piper Jaffray, takes on 14 ‘unanswered questions’ that surround Apple,” Neil Hughes reports for AppleInsider. “They address the company’s financial guidance, the iPhone, iTunes, iPods and Apple retail stores. One prediction suggests Apple would add new iPhone carriers in the U.S. with the debut of a new product in the summer of 2010.”
Hughes reports, “‘For various reasons the company moved from an exclusive relationship with French wireless carrier Orange to a multi-carrier model,’ Munster said. ‘In France, the company now enjoys dramatically higher market share (in the 40 percent range vs. about 15 percent in ROW) than in countries with exclusive carrier agreements (such as AT&T in the U.S. where the iPhone has market share in the mid-teens). We believe Apple is seeing the increased unit sell-through more than offset the slightly (~10 percent) deteriorated economics per unit involved in non-exclusive agreements.'”
In addition, “Munster believes that Apple will eventually offer a monthly subscription offer for TV shows on iTunes. At a cost of $30 to $40 a month, he said the company could offer unlimited access to content from network and cable providers. If the Cupertino, Calif., company were to offer a subscription model, he believes it would replace a consumer’s cable bill,” Hughes reports.
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