“In conjunction with its ‘uncarrier’ strategy with lower monthly service-plan fees, T-Mobile USA announced it will start carrying the iPhone on April 12,” Shaw Wu, Sterne Agee Leach analyst, writes for Barron’s.
“We view this as positive as it allows Apple to gain market share in the U.S. with an additional 42 million subscribers. We also believe this should help Apple’s June-quarter outlook, which most expect to be very conservative due to weak build plan data ahead of new iPhone refreshes,” Wu writes. “We continue to see Apple as a second-half story with several catalysts.”
Wu writes, “While T-Mobile has lost customers, its core customer base remains loyal to its lower-cost and unlimited data plans. We believe this will help Apple capture incremental customers and strengthen its position against Google (GOOG) Android, which got its start on T-Mobile.”
Read more in the full article here.
MacDailyNews Take: It will be interesting to see how well T-Mobile USA does with their new pricing scheme combined with finally being able to offer Apple’s iPhone.
MacDailyNews Note: 40,000! Whew!