RBC Capital’s Mike Abramsky “is not surprised Apple and Verizon may be having trouble striking a deal,” Philip Elmer-DeWitt reports for Fortune.
P.E.D. reports, “If the two companies don’t come to terms, what does it mean? According to Abramsky… The impact of on RBC’s estimates (currently assume 55 million iPhones fiscal 2011) is ‘nominal’ … He had previously assumed 6-8 million iPhones could come from Verizon in 2011, but some of that — perhaps up to 4-5 million — could be made up by T-Mobile and Sprint.”
“Given Apple shares has been rising recently largely on its fundamentals, Abramsky doesn’t expect this development to have a major negative impact on its share price,” P.E.D. reports.
Read more in the full article here.
@MEES,
It’s either going to be 2012 before we see a Verizon iPhone (which aligns with rumors about the contract) or the Verizon iPhone will 3G/4G by having a second model that’s Verizon’s or having both GSM and CDMA radios.
Agree, Verizon sucks, ripoff artists; all carriers need to be taken down a notch or ten
Agree, Verizon sucks, ripoff artists; all carriers need to be taken down a notch or ten
Answer: MrMcLargeHuge never gets an iPhone. And what a sad world that would be.
Answer: MrMcLargeHuge never gets an iPhone. And what a sad world that would be.
It means Verizon will lose me as a customer. And I am getting very tired of waiting.
It means Verizon will lose me as a customer. And I am getting very tired of waiting.
Vzw isn’t setting records but they’re doing fine without the iPhone.
Vzw isn’t setting records but they’re doing fine without the iPhone.
Verizon does not want to be just a commodity supplier of bandwidth on a dumb pipe. They want to be media kings. Problem is, they don’t create anything. Their media and app stores are sick and pale shadows of the iTunes world they’re trying to usurp. If they are acting tough in their negotiations, it’s because they think Apple needs them more than vice versa. But the iPhone must be restricted to those carriers who agree Apple defines and owns the entire iPhone interactive experience. If Verizon finds themselves surrounded by a multitude of iPhone carriers, they may not feel so tough.
Verizon does not want to be just a commodity supplier of bandwidth on a dumb pipe. They want to be media kings. Problem is, they don’t create anything. Their media and app stores are sick and pale shadows of the iTunes world they’re trying to usurp. If they are acting tough in their negotiations, it’s because they think Apple needs them more than vice versa. But the iPhone must be restricted to those carriers who agree Apple defines and owns the entire iPhone interactive experience. If Verizon finds themselves surrounded by a multitude of iPhone carriers, they may not feel so tough.
“What if Verizon never gets Apple’s iPhone?”
Google’s Android will leap over Apple’s second place ranking in smart phone market share.
“What if Verizon never gets Apple’s iPhone?”
Google’s Android will leap over Apple’s second place ranking in smart phone market share.
“What if Verizon never gets Apple’s iPhone?”
Then as of February 2011, I will no longer be an iPhone user. Bye-bye AT&T, regardless.
“What if Verizon never gets Apple’s iPhone?”
Then as of February 2011, I will no longer be an iPhone user. Bye-bye AT&T, regardless.
Verizon who?……yawn.
Verizon who?……yawn.
What if all U.S. citizens have to pay Comcast or DirectTV or Dish Network for TV, and they dictate to you what kind of a television set you can or cannot buy to access their signals? Or your ISP tells you what brands of PC and OS you are allowed to purchase through them access the Internet through their service?
What if all U.S. citizens have to pay Comcast or DirectTV or Dish Network for TV, and they dictate to you what kind of a television set you can or cannot buy to access their signals? Or your ISP tells you what brands of PC and OS you are allowed to purchase through them access the Internet through their service?
You can have all the market share you want. It’s still proven to developers and advertisers that their product will prosper more on Apple iOS products. Those are the figures that matter my friends.
I love that picture when Steve shows the sign of Liberal Arts and Technology. What he doesn’t show is the third intersection of Wall street. meaning taking it to the bank.
Verizon can’t stand what Apple wants. It’s funny to hear the CEO say the ball is Apple’s court because i bet the background story is that Verizon gave Apple the terms and its their choosing whether to sell on the biggest network. It’s not like you’ve heard the CEO said we’ll do what it takes to bring the iPhone to our customers. No he plays the PR war making it sound like serious negotiations are going on, when in fact it’s verizon who has missed it chance over and over again.
Look if you think Apple is going to down the road of Android where all is free reign and then further down the road, Verizon wants a piece of the extra pie (i.e. App store) and put their stuff on it, forcing Apple to leave their principles and taking the iPhone away from verizon, only the customers get hurt. Apple doesn’t like pissing their customers off and I think it’s just better to stay away from that sort problem.
plus you have all the technology issues about mulitasking. Which is only true on AT&T where you can do work and talk.
And LTE folks is going to be DATA ONLY for quite sometime. Meaning Verizon will use LTE for data stream but CDMA for voice meaning still a whole different radio set for a different iPhone. Here’s a good read folks.
http://urgentcomm.com/networks_and_systems/news/voice-lte-moves-forward/
You can have all the market share you want. It’s still proven to developers and advertisers that their product will prosper more on Apple iOS products. Those are the figures that matter my friends.
I love that picture when Steve shows the sign of Liberal Arts and Technology. What he doesn’t show is the third intersection of Wall street. meaning taking it to the bank.
Verizon can’t stand what Apple wants. It’s funny to hear the CEO say the ball is Apple’s court because i bet the background story is that Verizon gave Apple the terms and its their choosing whether to sell on the biggest network. It’s not like you’ve heard the CEO said we’ll do what it takes to bring the iPhone to our customers. No he plays the PR war making it sound like serious negotiations are going on, when in fact it’s verizon who has missed it chance over and over again.
Look if you think Apple is going to down the road of Android where all is free reign and then further down the road, Verizon wants a piece of the extra pie (i.e. App store) and put their stuff on it, forcing Apple to leave their principles and taking the iPhone away from verizon, only the customers get hurt. Apple doesn’t like pissing their customers off and I think it’s just better to stay away from that sort problem.
plus you have all the technology issues about mulitasking. Which is only true on AT&T where you can do work and talk.
And LTE folks is going to be DATA ONLY for quite sometime. Meaning Verizon will use LTE for data stream but CDMA for voice meaning still a whole different radio set for a different iPhone. Here’s a good read folks.
http://urgentcomm.com/networks_and_systems/news/voice-lte-moves-forward/
@theloniousMac
You couldn’t have said it any better.
@theloniousMac
You couldn’t have said it any better.
You’re better off cannibalizing your own sales than let a competitor do it to you. Apple needs a CDMA iPhone. In the UK iPhones are everywhere because it’s available on all 5 carriers.
You’re better off cannibalizing your own sales than let a competitor do it to you. Apple needs a CDMA iPhone. In the UK iPhones are everywhere because it’s available on all 5 carriers.