“Add Morgan Stanley’s Kathryn Huberty to the list of analysts calling for Apple to broaden the iPhone’s distribution by ending carrier exclusivity deals. In a research note issued this morning, Huberty — noting that the iPhone’s market share grew 136 percent in France when Apple switched to multicarrier agreements there — said iPhone sales could more than double if the company took a similar tack in other countries,” John Paczkowski reports for AllThingsD.
“Huberty claims as well that if Apple were to end its exclusivity deal with AT&T and add Verizon as a second carrier, its share of U.S. market would more than double, rising to 12.2 percent from 4.9 percent today,” Paczkowski reports.
Full article here.
MacDailyNews Take: Unfortunately, Huberty has proven to be a horrid Apple analyst, so whatever she spouts about AAPL, positive or negative, should be taken with a truckload of salt. And, oh, by the way, minor point: Apple’s iPhone doesn’t even work on Verizon’s network. Apple would first have to create another iPhone (CDMA) version specifically for Verizon in order for Huberty’s claims to even have a chance of coming true. We won’t even get into how much the iPhone would cost upfront with lower per unit AT&T subsidies that would surely come about without exclusivity.