Piper Jaffray: Lack of alternate U.S. carriers impacting iPhone sales

InvisibleSHIELD.  Scratch Proof your iPhone 4!Fortune’s Phillip Elmer-Dewitt reports on “a survey released Wednesday by Piper Jaffray’s Gene Munster” of “258 cell phone users in downtown Minneapolis.”

MacDailyNews Take: So this is what 258 random people in downtown Minneapolis think, just to be crystal clear.

• Antenna problem: 177 respondents, or 69%, indicated that they were aware of iPhone 4 quality issues. Of those who are aware of the antenna issues, 20% indicated that they impacted their purchase decision.

• Verizon problem: The lack of an iPhone on Verizon is holding sales back by about three times more than the antenna issue.

• Worst case scenario: “In order to quantify a worst-case scenario, we estimate that 40% of all iPhone sales are domestic (was 38% in the June quarter). We are modeling for Apple to sell 11m iPhones in the Sept. quarter, implying about 4.4m domestic sales.

Full article, with the complete survey results, here.

MacDailyNews Take: All cellphones attenuate. There is no “Antenna problem.” It was a smear campaign. FUD. Anyone who didn’t buy an iPhone 4 for that “reason” got manipulated by Apple’s inferior competitors and anti-Apple media types, including some who seem to have perpetuated the story out of misplaced “revenge.” The good news is that 80% of 258 cellphone-using downtown Minneapolitans aren’t gullible saps.

And, no, P.E.D., nothing in your report backs up the headline under which it runs. “Impacted” isn’t the same as “stopped.” Maybe they thought about it for more than 2 seconds, realized it was bullshit, and went to get themselves the best pocket computer, sorry “smartphone,” ever created.

As for the “Verizon problem,” iPhone will be on multiple carriers in the U.S. soon enough. Maybe even on Verizon.


  1. If there are any extra iPhone 4s down there not being sold, send them up here to Canada. It is nearly impossible to get one here. The flagship store in Toronto has been without any for two days now. And when they have a few the line up winds around the mall! We need more.

  2. Tell whoever can’t get one to move if it’s that important. It’s a sample folks. What # would make you happy in the sample size.
    Apparently Stevo didn’t think vzw folks would ever be ready(them ans their network) so he signed on with ATT for what look to be as long a marriage as the 10 yr war.
    Come on Steve… Nobody signs on that long. Put out the frickin vzw and the rest of the gsm carriers.
    (FYI I’ve had AT&T since it was Cingular, but doesn’t mean that I can’t empathize)

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