Analyst sees 9 million Apple iPhones on Verizon in 2011

Invisible Shield for Apple iPhone 4!“Amid long-running and persistent rumors of a Verizon iPhone, one analyst has bravely stepped forward to put a date on the device’s market debut,” John Paczkowski reports for AllThingsD. “Barclays Capital analyst James Ratcliffe says we’ll see it in early 2011 and he’s sure enough in his prediction that he’s building it into his forecasts for AT&T and Verizon.”

“Says Ratcliffe, ‘Channel checks by our communications equipment and semiconductor research partners give us greater confidence that Verizon will get an iPhone in early 2011, and we are now incorporating that belief into our models for AT&T and Verizon,'” Paczkowski reports.

“Interestingly, Ratcliffe doesn’t see the end of AT&T’s iPhone-exclusivity deal with Apple heralding a subscriber exodus at the carrier,” Paczkowski reports. “While he acknowledges perception issues with AT&T’s network quality will inevitably drive some customers to flee to Verizon, he believes that many will stay put. All told, he expects approximately 500,000 to 1 million ‘switchers’ — a relatively small portion of the 9 million iPhones he says Verizon will activate in 2011.”

Much more in the full article here.

MacDailyNews Take: Think twice before signing a long-term contract on that fake iPhone now, ya hear?

[Thanks to MacDailyNews Reader “JES42” for the heads up.]

36 Comments

  1. when will the rumors stop?!?!?!?!

    this is getting annoying. It’s like verizon is planting these rumors to hesitate detractors or hijack apple’s iPhone launch. Not going to happen till 2012 if the five year contract is true. Don’t forget AT&T;has lawyers that are good too and at this point, by the time lawyers are done fighting to get out or hold on, the contract will be up.

  2. I, too, was happy to leave Verizon after 15 years of hell to move to superior service on AT&T;. I wonder if the Verizon phone will come with its own special services and lousy customer support? They don’ t meet the Apple standards I’ve come to assume since my own first Mac in 1984.

  3. My previous experience with Verizon was so bad that they offered to let me out of my contract with no termination fee. (And I live about 1/2 mile from the nearest Verizon tower.)

    My 2nd biggest complaint with them was that nearly every month I had to call them to get some bogus charge removed from my bill. In my opinion Verizon is run by a bunch of thieves.

  4. What’s wrong with Sprint? They didn’t make fun of the iPhone in their ads; they even used an iPhone as an example in their WiFi base station commercial. Apple should work with them. Plus, they have good pricing, compared to AT&T;.

  5. I just can’t believe that an analyst a Barclay’s is saying this. This is just conjecture on top of rumors.

    I know everyone can have an opinion, but when you are a stock analyst, what you say can influence the market. Spreading these rumors I feel is borderline illegal when you are in a position to influence the market.

    Shame on Barclays.

  6. Yes, I too had horror stories with Verizon. I had to pay to get out of my contract, and worth every penny! I got so tired of being nickle and dimed on everything. Functionality on the phone was completely disabled. And customer support was crap. I am not going back. Ever.

  7. Most telcos suck – whether ATT or VZ or Sprint or whoever. But you folks keep missing the POINT–so I’ll repeat (ad nauseam):–> MANY folks CANNOT use ATT because they do not have COVERAGE in THEIR AREA–me being one of them.

    It is not a matter of one carrier being better than another. Frankly, CHuck-E-Cheez could be the carrier for all I care–as LONG as they have coverage in my area–which ATT does NOT..

  8. So how many Verizon iPhones did he predict for 2010? Or 2009?

    There won’t be any mass exodus from ATT because people have 2 year contracts. They may switch later, but very few will terminate their contracts early and pay the fee to do so.

    ATT will sell plenty of iPhones after Verizon gets it, as will Verizon. Plus, Verizon is not the heaven on earth people think it is. Verizon will have problems just like ATT has had, because Verizon has never had a device that uses data so ravenously as the iPhone and it’s users do. Verizon will underestimate Apple and iPhone users as well.

  9. @Bizlaw,

    But every year, there are millions of ATT iPhone customers whose contracts are due to expire. Those who purchased iPhones from two or three years ago, for example, and never bought another. There is potential for a mass exodus every summer.

    Also let’s remember that the average iPhone customer has deep pockets and a high demand for satisfaction. Those who have come to detest their experience with ATT and are still under contract will happily pay the ETF and flee to Verizon. I would be one of them if I was with ATT under contract.

    Finally, Verizon is far more prepared for the iPhone than ATT ever was. They will not experience the same problems. Their 3G network, despite howls of CDMA EV-DO being “outdated tech” by some ATT apologists around here, was far more mature and widespread than ATT from day one and they never stop improving and expanding coverage even today. Also, within the next couple years they’ll have 4G LTE ready in most cities and suburbs, and a 4G iPhone (which will certainly still have 3G EV-DO support as a fallback) will help alleviate the pressure from iPhone customers as they begin piling up on the network.

    You will not see Verizon brought to its knees, they don’t underestimate anything when it comes to their network.

  10. MDN, you are getting to be a complete jerk.

    First, you have NO evidence that Verizon is really getting the iPhone. After two years of your passing rumors along, it’s pretty clear neither you nor anyone has any inside source. If Gizmodo hadn’t stolen the iPhone 4, you would have known nothing about that. You obviously base ALL of your reports and analysis on other secondary and tertiary sources. Your own analysis consists of “ATT sucks”, “Microsoft sucks”, “Google sucks”, and “Adobe sucks.” Of course, the latter is a correct assessment.

    Second, almost everyone bought their ATT iPhone 4’s on a subsidized contract. The iPhone 4 (current version) will not work on Verizon, so what choice is there? Buy a unsubsidized version?

    Third, you have NO evidence that Verizon can handle 9 million iPhones. In fact, there is evidence that they cannot handle it, but you are incapable of balanced presentations.

    Fourth, your hatred of ATT is palpable. What? Did they deny you a press pass? Did they think your credit sucks and force you to put down a deposit? Did they fire you once for being a lazy ass? Tell truth MDN. The fact is that Verizon is just as hated in many areas as ATT. Verizon’s customer service is downright rude. AND, here in Southern California, as opposed to your mom’s basement in West Bumfuck, TX, Verizon has spotty service. There is a county line in Socal, just at the Ventura/SB border, where Verizon has never fixed the handoff as you move between the two counties, which relates back to the 1990’s when SB county was GTE territory and south of SB was Airtouch. Nine years after that merger, the handoff rarely happens. That’s just one of many stories, including, much of the 5 is uncovered from east LA through the Southern Central Valley.

    MDN, you ought to just quit. You are nothing but an Apple Fan Boy with no critical thinking skills. This site use to be great, a good place to learn about rumors. You used to be critical. You used to support ATT. You are just a loser.

Leave a Reply

Your email address will not be published. Required fields are marked *

This site uses Akismet to reduce spam. Learn how your comment data is processed.