Shaw Wu, chief Apple watcher at Kaufman Bros., punched up a fresh note on the potential for an iPhone at Verizon, calling the Verizon iPhone ‘closer to reality,'” Matt Phillips blogs for The Wall Street Journal.
Here are a couple of his more interesting thoughts:
• Apple is back in the driver’s seat with a record 14.1 million iPhone shipments in the September quarter helping AT&T gain share against [Verizon] over the last two quarters as Android starts to lose some of its luster (at least at VZ).
• VZ does not want iPhone, the hottest selling smart phone, available on T-Mobile USA and/or Sprint and may be willing to pay for exclusivity to itself and AT&T.
Read more in the full article here.
[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]