“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?
Hey Chuklz, Verizon can kiss their big fat dumb ass. What a bunch of dumb shites.
My question is about T-mobile, are they getting it or not? If I had to choose between AT&T or Verizon, it will be AT&T. My preference is to stay with T-Mobile and I wouldn’t care if i had to use an older version. An old iPhone is better than no iPhone.
My question is about T-mobile, are they getting it or not? If I had to choose between AT&T or Verizon, it will be AT&T. My preference is to stay with T-Mobile and I wouldn’t care if i had to use an older version. An old iPhone is better than no iPhone.
@Chuklz
Move your nose.indeed
@Chuklz
Move your nose.indeed
@MDN take:
I totally disagree with you on your take, MDN, that Apple might relent to Verizon demands pre-loading their V-cast store for the legacy iPhone models. How is that not adding to iOS fragmentation that many Apple fans constantly accuse/make fun of Android platform?
But more seriously, it would tarnish iPhone brand name, as well as Apple’s. We like Apple because often the company would not surrender their products to ‘crap’ at the price of popularity. It’s what differentiates Apple from most, and that to me is the message of ‘Think different.’
I say no to Verizon, and move on. Just release an unlocked iPhone LTE etc. that anyone can purchase and activate at any carrier. That’s a better future, and I believe Apple has achieved the brand recognition/lust enough to make that a reality at will.
@MDN take:
I totally disagree with you on your take, MDN, that Apple might relent to Verizon demands pre-loading their V-cast store for the legacy iPhone models. How is that not adding to iOS fragmentation that many Apple fans constantly accuse/make fun of Android platform?
But more seriously, it would tarnish iPhone brand name, as well as Apple’s. We like Apple because often the company would not surrender their products to ‘crap’ at the price of popularity. It’s what differentiates Apple from most, and that to me is the message of ‘Think different.’
I say no to Verizon, and move on. Just release an unlocked iPhone LTE etc. that anyone can purchase and activate at any carrier. That’s a better future, and I believe Apple has achieved the brand recognition/lust enough to make that a reality at will.
Whether or not the VZ iPhone lags AT&T, there IS a bigger questions here folks….
WHERE IS THE DAMN WHITE iPHONE!
Sorry for shouting folks, but when is Jobs going to keep his word!
Oh, and will AT&T allow for tethering right from the start the way they do say a Blackberry?!
Whether or not the VZ iPhone lags AT&T, there IS a bigger questions here folks….
WHERE IS THE DAMN WHITE iPHONE!
Sorry for shouting folks, but when is Jobs going to keep his word!
Oh, and will AT&T allow for tethering right from the start the way they do say a Blackberry?!
Sorry, still raving over white iPhone…
That should be Oh, and will “VERIZON” allow for tethering right from the start…
Sorry, still raving over white iPhone…
That should be Oh, and will “VERIZON” allow for tethering right from the start…
WHERE IS THE DAMN WHITE iPHONE!
…Dreaming of a white Christmas…?
WHERE IS THE DAMN WHITE iPHONE!
…Dreaming of a white Christmas…?
Suppose Apple, with its buying power, asked Qualcomm to build a custom all-band radio. Then, based on carrier activation, the relevant radio would be activated in software (probably from within iTunes).
This might be more cost and supply effective, than say, multiple iPhone derivatives in North America.
Suppose Apple, with its buying power, asked Qualcomm to build a custom all-band radio. Then, based on carrier activation, the relevant radio would be activated in software (probably from within iTunes).
This might be more cost and supply effective, than say, multiple iPhone derivatives in North America.
If Blackberry can make a “World Phone,” Apple can too.
If Blackberry can make a “World Phone,” Apple can too.
sorry, but more misinfo. Verizon will not be carrying the iPhone over TDMA. Possible over LTE but not in the first quarter of next year and maybe not for over a year. Apple is happy with ATT right now. Sorry Verizon fans.
sorry, but more misinfo. Verizon will not be carrying the iPhone over TDMA. Possible over LTE but not in the first quarter of next year and maybe not for over a year. Apple is happy with ATT right now. Sorry Verizon fans.
Everybody is in a froth about these daily Verizon rumors. For Pete’s sake, Verizon will screw up so badly they will not be selling any iPhones. Ignore the rumors.
Everybody is in a froth about these daily Verizon rumors. For Pete’s sake, Verizon will screw up so badly they will not be selling any iPhones. Ignore the rumors.
@critic
“The bigger issue is whether Verizon is still demanding a cut of content sales (apps, ringtones, music downloads, etc.) That is still BS.”
I don’t think Verizon is in any position to demand anything from Apple. I think they’ll have to take whatever they’re given if they want the iPhone.
@critic
“The bigger issue is whether Verizon is still demanding a cut of content sales (apps, ringtones, music downloads, etc.) That is still BS.”
I don’t think Verizon is in any position to demand anything from Apple. I think they’ll have to take whatever they’re given if they want the iPhone.
Aside from a few million Americans and about half of a billion Chinese, who gives a fcuk about a CDMA phone?
Aside from a few million Americans and about half of a billion Chinese, who gives a fcuk about a CDMA phone?