Looming for investors: Apple’s launch of the CDMA/Verizon iPhone

“Now that the hotly awaited jobs report is behind us — albeit somewhat disappointingly — we’re left to wonder what investors have to look forward to, in terms of market moving events,” Matt Phillips blogs for The Wall Street Journal.

“Short answer: not much before the end of the year, unless you enjoy listening to the squabbling coming out of Washington over the potential for full or partial extension of the Bush-era tax cuts,” Phillips writes.

“But building far off in the distance is rumbling related one of the most beloved stocks on the street,” Phillips writes. “The launch of the CDMA iPhone.”

Phillips cover three recent analysts notes on the subject from Citigroup’s Russ Gardner, Pacific Crest’s Andy Hargreaves, and Canaccord Genuity’s T. Michael Walkley here.

MacDailyNews Take: Such a launch, if and when it happens, will affect fortunes far and wide – and well beyond those of Apple Inc. First to feel the pain will be handset assemblers who’ve slipped the Android noose around their necks. Next up, as contracts elapse, will be any U.S. carrier who’s left out of the iPhone mix.

[Thanks to MacDailyNews Readers “Fred Mertz” and “James W.” for the heads up.]


  1. Phil make it sounds like the release of Verizon iPhone is an absolute certainty. Certainly, I will not hold my breath on the hope of Verizon iPhone, it will turn you blue and kill you. ” width=”19″ height=”19″ alt=”grin” style=”border:0;” />

  2. It’s all pretty much built in the price of AAPL. What, it’s going to be a surprise to the world when the iPhone is available with other carriers after the beginning of 2011? Some upside but it won’t spike. Apple’s advertising isn’t exactly hot but Google’s is ( funny how that isn’t reported on MDN). Fact. Fanboy reporting!

  3. AAPL is going to take a huge hit come next event if they don’t introduce a CDMA iPhone. All these analyst have set a huge objective for Apple to achieve and will take the stock down by giving bad info that is not known to be true. Analyst have not been able to guess what apple is doing for many years.

    I won’t hold my breath on a Verizon iPhone, don’t say the iPad paved the way, lots of stores sell the iPad now, not just Verizon. I for one will have to keep my on that stock price thanks to dumbass analyst. As this was one of my safest investments in the past 4 years. Now we have more people trying to manipulate the market again like that asshole Cramer on mad money who openly admits manipulation of stocks.

  4. They’re definitely making a CDMA phone, but could this mean a carrier besides Verizon? Because I heard Verizon is happy w/ Droid, and refuses to release phones without Vcast, which Jobs would never allow.

    So maybe a wider rollout to other networks like Sprint and TMobile would really piss off Verizon and would be awesome to see Verizon lose market share because of their stupid Vcast

  5. Idiots, if it wasn’t going to happen, Apple would have said the Verizon iPhone was bullshit months ago just to protect their stock prices.

    Apple has squashed bullshit rumors before, they didn’t this time. Use your heads for something more than just keeping your ears apart.

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