AT&T to retain ‘new iPhone model exclusives’ while Verizon iPhones versions lag 6-12 months behind?

“Apple stock is overdue to catch up to the fundamentals,” Jason Schwarz writes for SeekingAlpha. “We maintain our $330 price target for the aftermath of the earnings report at which time we will seriously consider taking profits and moving most of the Apple allocation into 2012 LEAPS. This earnings report is a rare opportunity to own short term options because the risk/reward is in our favor. Not only do we expect Apple to announce that they have sold every iPhone and iPad that they could produce, but we also anticipate the market will begin to price in the Verizon/China Mobile iPhone that is rumored to arrive in Q1 2011.”

We believe the rumors to be true for a variety of reasons:
• Apple wants to take some strain off of the AT&T network
• Apple wants to compete more directly with Google’s Android
• Apple needs to spread out the manufacturing burden.

Schwarz writes, “Most are speculating that a move to Verizon means the end of Apple’s exclusivity deal with AT&T but we hear that Apple might give AT&T exclusive rights to the new versions of iPhone while the Verizon release date lags 6 months or even one year behind. It will all depend on how quickly the new manufacturing partners can ramp production.”

Read more in the full article here.

MacDailyNews Take: This idea of Verizon iPhone versions lagging AT&T’s perhaps lends more credence to rumors of an early 2011 launch of iPhone 5. Verizon would get iPhone in the form of iPhone 4 CDMA while AT&T gets iPhone 5 exclusivity? Apple allows Verizon to tart up iPhone with V Cast and some other crap, but VZ never gets the flagship iPhone models because of it? Top-of-the-line iPhones are reserved for carriers who act like the dumb pipes they are, while carriers with delusions of grandeur get older iPhones that they’re allowed to muck up to some degree?

60 Comments

  1. I don’t think that Verizon pre-loading an iOS vcast app (or other apps) should be that much of a problem, as long as they can be deleted.

    The bigger issue is whether Verizon is still demanding a cut of content sales (apps, ringtones, music downloads, etc.) That is still BS.

  2. I don’t think that Verizon pre-loading an iOS vcast app (or other apps) should be that much of a problem, as long as they can be deleted.

    The bigger issue is whether Verizon is still demanding a cut of content sales (apps, ringtones, music downloads, etc.) That is still BS.

  3. If it’s just a pre-loaded app, I can deal with it (by never touching the damn thing or deleting it).

    As for Verizon being a version behind, I couldn’t care less. I just want an iPhone and will live happily with that situation compared to the complete iPhone vacuum I live in now.

  4. If it’s just a pre-loaded app, I can deal with it (by never touching the damn thing or deleting it).

    As for Verizon being a version behind, I couldn’t care less. I just want an iPhone and will live happily with that situation compared to the complete iPhone vacuum I live in now.

  5. “We maintain our $330 price target for the aftermath of the earnings report at which time we will seriously consider taking profits”…

    C’mon Jason, for a guy who usually makes sense you’re really testing the limits of common snese here…

    You mean you’ll take profits this early and leave the Xmas quarter on the table when anyone knows that Apple’ next quarter will be it’s biggest ever and a record for all retail sales worldwide?!

    You gotta e kidding…I say your trying to set the minset for a selloff after a blockbuster quarter that no one believed Apple’s guidance on, so that you can knock Apple down and get in lower for a huge payday after the holiday season- BS.

    And just remember… What will keep a selloff at bay after the mas quarter is the new multicarrier math that will make Apple’ following weak quarter into a huge one too.

    Apples on atear that will take it to the moon, the manipulators have burned the candle at both ends.

  6. “We maintain our $330 price target for the aftermath of the earnings report at which time we will seriously consider taking profits”…

    C’mon Jason, for a guy who usually makes sense you’re really testing the limits of common snese here…

    You mean you’ll take profits this early and leave the Xmas quarter on the table when anyone knows that Apple’ next quarter will be it’s biggest ever and a record for all retail sales worldwide?!

    You gotta e kidding…I say your trying to set the minset for a selloff after a blockbuster quarter that no one believed Apple’s guidance on, so that you can knock Apple down and get in lower for a huge payday after the holiday season- BS.

    And just remember… What will keep a selloff at bay after the mas quarter is the new multicarrier math that will make Apple’ following weak quarter into a huge one too.

    Apples on atear that will take it to the moon, the manipulators have burned the candle at both ends.

  7. “We maintain our $330 price target for the aftermath of the earnings report at which time we will seriously consider taking profits”…

    C’mon Jason, for a guy who usually makes sense you’re really testing the limits of common sense here…

    You mean you’ll take profits this early and leave the Xmas quarter on the table when anyone knows that Apple’ next quarter will be it’s biggest ever and a record for all retail sales worldwide?!

    You gotta be kidding…I say you’re trying to set the mindset here, for a selloff after a blockbuster quarter that no one believed Apple’s guidance on, so that you can knock Apple down and get in lower after the selloff, for a huge payday after the holiday season- BS.

    And just remember… What will keep a selloff at bay after the Xmas quarter, is the new multi carrier deal and following math that will make Apple’s following, typically weak quarter into a huge one too.

    Apple’s on a tear that will take it to the moon, the manipulators have burned the candle at both ends.

  8. “We maintain our $330 price target for the aftermath of the earnings report at which time we will seriously consider taking profits”…

    C’mon Jason, for a guy who usually makes sense you’re really testing the limits of common sense here…

    You mean you’ll take profits this early and leave the Xmas quarter on the table when anyone knows that Apple’ next quarter will be it’s biggest ever and a record for all retail sales worldwide?!

    You gotta be kidding…I say you’re trying to set the mindset here, for a selloff after a blockbuster quarter that no one believed Apple’s guidance on, so that you can knock Apple down and get in lower after the selloff, for a huge payday after the holiday season- BS.

    And just remember… What will keep a selloff at bay after the Xmas quarter, is the new multi carrier deal and following math that will make Apple’s following, typically weak quarter into a huge one too.

    Apple’s on a tear that will take it to the moon, the manipulators have burned the candle at both ends.

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