While appearing on Bloomberg News on Friday, Broadpoint AmTech analyst Brian Marshall explained why Apple, “the greatest technology firm on the planet,” will add Verizon as a U.S. carrier in 2010
• AT&T Mobility’s U.S. iPhone exclusive deal expires in June 2010.
• Apple’s per iPhone US$450 subsidy from AT&T will drop to $300 per iPhone when exclusivity ends.
• 4% of AT&T subscribers have Apple iPhones, but they consume roughly 40% of the network’s bandwidth.
• Moving to a multiple-carrier model by adding Verizon to AT&T could generate 14 million additional iPhone sales in 2011.
In addition, Marshall discussed the importance of iPhone in China, why Microsoft’s launch of Windows 7 doesn’t negatively affect – and just might boost – Mac sales, and more:
Direct link via YouTube here.
[Attribution: Fortune. Thanks to MacDailyNews Readers “Dale E.” and “James W.” for the heads up.]