“AT&T Inc. is about to lose its lock on the iPhone,” Yukari Iwatani Kane and Ting-I Tsai report for The Wall Street Journal. “Apple Inc. is making a version of its iPhone that Verizon Wireless will sell early next year, according to people familiar with the matter, ending an exclusive deal with AT&T and sharpening the competition with Google Inc.-based phones.”
MacDailyNews Take: If, by “sharpening the competition with,” Kane and Tsai mean “turning Google’s dream into a nightmare,” they’re right on target.
Kane and Tsai continue, “While Apple is on track to sell 40 million iPhones across the globe this year, the touchscreen handset is facing pressure in the U.S. from phones running Google’s Android software, which have been heavily promoted by Verizon Wireless, the biggest U.S. carrier by subscribers.”
MacDailyNews Take: Verizon has been running continuous Buy One, Get One (BOGO) promos on Android phones in order to “compete” with Apple’s iPhone which also has the side effect of convincing the gullible, placating those unable to think critically, and feeding the corruptible with numbers to create the falsehood, that “Android is winning.” Obviously, if this WSJ report is correct (and all indications are that this report is correct; as with this article Kane and Tsai have now made it crystal clear that Verizon is getting the iPhone; notice they’ve stopped using “Verizon-ready” as they did yesterday), then giving away an extra unit with every heavily-subsidized fake iPhone you move out the door is not a sustainable business model. Obviously.
Kane and Tsai continue, “Apple plans to begin mass producing the new iPhone by the end of the year, and it would be released in the first quarter of 2011, these people said. The phone would resemble the iPhone 4 currently sold by AT&T, but would be based on an alternative wireless technology used by Verizon, these people said… Verizon Wireless has been meeting with Apple, adding capacity and testing its networks to prepare for the heavy data load by iPhone users, according to one person familiar with the matter… Apple’s CDMA iPhone is being made by Pegatron Technology Corp., the contract manufacturing subsidiary of Taiwan’s Asustek Computer Inc., said the people briefed on the matter.”
Full article here.
MacDailyNews Take: Verizon looks to finally be getting an Apple iPhone early next year. When they do, watch the numbers when the Android BOGOs go away and Verizon customers can finally get what they really want, the real thing, Apple’s revolutionary iPhone (please see: Google’s Android nightmare: More than half of all Verizon subscribers want an Apple iPhone). This is going to be even more of a bloodbath; one that BOGO numbers will not be able to obscure.