When Verizon iPhone doubles Apple’s market share, analysts will choke on their words

Apple Online Store“Almost no one is going to buy a Verizon iPhone unless they’re already using an iPhone, claim pundits who are clearly high on something,” Beatweek Magazine writes.

“Here’s what’s actually going to happen: Verizon customers, who’ve been stubbornly holding for the iPhone for as long as it’s existed, will line up in droves, literally, on the first day the Verizon iPhone is available,” Beatweek writes. “AT&T customers, who’ve been using the iPhone going back to 2007, will mostly stay put. With Verizon about as large as AT&T, it’s easily conceivable that the arrival of the iPhone on the other side of that impenetrable cellular wall will result in the iPhone seeing its U.S. marketshare double by the time it fully saturates itself among Verizon customers, leaving analysts who are predicting the converse to choke on their own words.”

Beatweek writes, “In the mean time, with what little time is left before the Verizon iPhone rolls, it’s worth analyzing why the analysts have got it so wrong.”

Full article here.

Also from Beatweek: Get a tent: Verizon iPhone 4 store lineups to dominate early 2011 tech

MacDailyNews Take: A useful reminder that, with most people adverse to paying significant early termination fees, it will take two years for all of Verizon’s customers to roll out of their contracts and upgrade to new iPhones (unless Verizon offers some sort of early iPhone upgrade deal to their customers).

[Thanks to MacDailyNews Readers “Dan K.” and “Brian A.” for the heads up.]

46 Comments

  1. It almost seems like a central commitee is writing memos to used as talking point by these analysts.

    Their conjectures are baseless since in europe and asia, an increase in number of carriers has shown no drop in iphone sales with the carrier that lost its exclusivity. this is nothing more than WS being WS. Of course the analyst appears bullish because he raised his estimates but he knows that the main emphasis by the media whores will be taht VZ iphone is no big deal. Goggle green dollars at work. such is the sad state of journalism.

  2. I will gladly pay the early termination fee to get out of ATT hell. I run a business. Lost calls cost me money and make me look bad. Now when I drop calls I laugh it off like the rest of the iPhone users in the US, When Verizon phones come out ATT iPhone owners will be seen as willing victims of a poorly run corporation – kind of like Dell Computer or General Motors owners are seen now. It will take a week or so before word gets out that the dropped call issue on Verizon does not exist. When that news gets out you will see ATT customers switching en mass.

  3. Even if droves of ATT users defect to Verizon, they will have to fork out another $199 or $299 to buy a Verizon-compatible phone. And what will they do with their otherwise useless ATT phone? Sell it on eBay…where it will find a buyer who will then use it on the ATT or other compatible network (in the US or elsewhere).

    Those “old” ATT phones will find new owners, not go in a drawer or in the trash like those giveaway dumb phones of yore. There is no loss in phone market share whatsoever for Apple, and the effect on ATT is far, far less than wankers are predicting.

  4. I have an iPhone with AT&T , and a line on verizon’s network , as well …
    I use the iPhone mainly for data ( unlimited ) , and the verizon line for talk ..

    The iPhone at times , is a little slow in sending media messages , but all in all, ok.
    The verizon line – I’ve had a few dropped calls , and a few calls that were garbled .

    Both companies have their shortcomings ! I do enjoy being able to talk at times
    With the iPhone while surfing the web ! Not sure if the iPhone on verizon will be
    Capable , and it’s a big convenience in my opinion …..

  5. Not true. I don’t have an iPhone because the rest of my family due to business is on Verison with a multiple phone business plan. As soon as Apple offers Verison as a choice, I’m FINALLY getting an iPhone!

  6. My guess is there are going to be a whole lot of people that are going to end up with two iPhones.

    kids; prepare yourselves for your free iPhone 4! Daddy aint gonna pay the bill tho, you gone hadda get a J.O.B.

  7. In the Boston area and it seems a day doesn’t go by where I have don’t have a dropped call on AT&T. I’m “over it” with them. Any contract with AT&T is irrelevant. I’ll pay to get out and switch back to Verizon and sell my old AT&T iPhone 4. There’s a good resale market for iPhones and I expect I’ll get back most of any cancellation fee. Having a reliable network is more important. I’m sure in the parts of the country where AT&T still has issues people will be jumping ship in droves.

  8. Well, the argument about load and which is better-coverage varies. Wireless is moving to GSM. So, any advantage Verzion is said to have ends. They will have the same system. If your cover is better under CDMA, expect spoty coverage as they change out the equipment. Have to install more sites or be wed to CDMA for a while. Hope the 700 Mh will get the signal there to make up for the systems limitations.
    All said, ATT has the future network built-expect LTE (2011) and Verizon is built LTE ready now. Except that the current system is slated for a tear down. Hope you like ATT’s system.

    It coming to VERZION now. Complain about it, it will be what you have. Just hope they have learned enough from ATT and Europe to keep there problems down.

  9. Oh great! No we have to hear a rumor how the Verizon rumor will play out?

    Regardless… I’m a long time Verizon customer. VERY happily. And I willmbe on line should this rumor # whatever, finally transpire. C’mon Steve, make it so.

  10. http://www.engadget.com/2007/09/21/verizon-dumps-cdma-for-gsm-based-lte-in-4g-networks/

    Verizon dumps CDMA for GSM-based LTE in 4G networks

    By Chris Ziegler posted Sep 21st 2007 12:28PM

    Just a few months removed from rumors that Vodafone would offload its stake in Verizon Wireless altogether, the two networks have announced that they’ll share a common selection for their fourth-generation data networks: Long-Term Evolution. Endorsed by the 3GPP as the official way to burn wireless rubber in the next few years, LTE is a progression of GSM’s UMTS platform, making it an ironic choice for CDMA stalwart Verizon and a huge blow for the CDMA Development Group’s competing UMB standard. It seems that the unusual move was influenced by the fact that the sister networks — two of the world’s largest — should probably enjoy some semblance of technological synergy if they’re going to carry on their blissful matrimony for the foreseeable future, with Verizon CEO Ivan Seidenberg saying the company has been looking for “stability” in the relationship. Whatever the case, don’t throw away that brand spanking new VX8550 or anything rash like that — the companies aren’t looking to roll anything out for another three or four years.

  11. Hey Tt you better get the Aa together- So complain about ATT lousy system and it is coming to a VERZION neighborhood soon!

    http://tech.blorge.com/Structure: /2007/12/01/verizon-going-4g-lte-gsm-starting-in-2008-and-what-it-means-for-you/

    Vodafone CEO Arun Sarin said it would happen, and it looks like it finally will. Verizon will start the switch from 3G CDMA/EV-DO to 4G GSM/LTE in 2008, but what does it mean for the customer?

    For those unfamiliar with the acronyms I just used, CDMA and EV-DO are the wireless technologies Verizon uses for its network in the US. This is unlike much of the rest of the world, which uses GSM. GSM is a much more open standard that allows customers to easily switch services and phones. GSM phones use SIM cards, small cards that tell the phone what service and number to use, and they can easily be inserted into any GSM phone. CDMA phones must be registered with the network in order to operate and can only be activated with the specific service it was designed for (Sprint phones are also CDMA but they can’t be moved to Verizon’s network and vice versa).

    With Verizon moving to LTE, a GSM technology, it will allow Verizon’s incredibly reliable and speedy network to work with most GSM phones (read: iPhone is a GSM phone) available. Verizon’s phone lineup is much weaker than what’s available from other companies, and that will no longer be a problem if Verizon switches to a GSM technology.

    It only gets better. LTE is a super fast technology allowing for download and upload speeds never before available in the US through a wireless carrier.

    Furthermore, Verizon is aiming to open the netwok to devices not traditionally connected through a wireless service provider. Devices like video game consoles, refrigerators, and cars may one day have an always-on speedy data connection through a cellular service provider.

    The transition to LTE should be completed by 2013, and it is unknown when Vodafone will start the same transition.

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