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.
Go with Sprint. Go with T-Mobile. Go with somebody. I’m tired of dropped calls and “no service” on my iPhone. I actually use it as a phone too!
Sprint would be fine with me.
Sprint would be fine with me.
…. It would be a blessing in desquise!
…. It would be a blessing in desquise!
Underestimating T-Mobile… i think 5% of the 60+million subscribers would be conservative. 10% is very possible… Sprint will have to wait as long as Verizon. Apple WILL be on VZs network in the future. When? Who knows… I think once the iPhone saturates the other U.S. carriers, starting with all compatible GSM, then it can add Verizon to the mix.
Underestimating T-Mobile… i think 5% of the 60+million subscribers would be conservative. 10% is very possible… Sprint will have to wait as long as Verizon. Apple WILL be on VZs network in the future. When? Who knows… I think once the iPhone saturates the other U.S. carriers, starting with all compatible GSM, then it can add Verizon to the mix.
Quite frankly, given the recent rhetoric from Verizon, I think Apple should focus on the other carriers. Sprint is a CDMA option, and T-Mobile is the other GSM option.
For me, I travel overseas quite a bit and need the GSM version. I don’t anticipate leaving AT&T for that primary reason. Would I like better service from them? Of course. But for me they will continue to be the best of the available options unless T-Mobile joins the iPhone game.
Quite frankly, given the recent rhetoric from Verizon, I think Apple should focus on the other carriers. Sprint is a CDMA option, and T-Mobile is the other GSM option.
For me, I travel overseas quite a bit and need the GSM version. I don’t anticipate leaving AT&T for that primary reason. Would I like better service from them? Of course. But for me they will continue to be the best of the available options unless T-Mobile joins the iPhone game.