| | Re: "Deals between cell phone makers and carriers come under scrutiny"
> On Jul 7, 11:41 am, nospam <nos...@nospam.invalid> wrote:
>> In article <TnM4m.5050$Jb1....@flpi144.ffdc.sbc.com>, SMS
>> <scharf.ste...@geemail.com> wrote:
>>> Apple could argue that they don't want to do a CDMA version just for the
>>> U.S. and South Korea, but they could not defend against not allowing the
>>> iPhone to be used on T-Mobile or other U.S. GSM carriers. Of course
>>> Apple would probably be thrilled if the U.S. government deemed that it's
>>> exclusivity arrangement with AT&T were not legal, since they could
>>> quickly bring out a CDMA model, as well as sell the current model on
>>> T-Mobile, adding another 150 million people to the total available
>>> market for the iPhone in the U.S..
>> why would apple be thrilled if the government forced them to make
>> products they are not interested in making?
> They are extremely interested in making those products, but they can't
> do it because of the AT&T exclusivity arrangement. If that arrangement
> is deemed to be illegal, it frees Apple from those shackles.
> Remember, Apple desperately wanted to go with Verizon for the iPhone,
> but Verizon turned them down because of Apple's demand for monthly
> revenue sharing. AT&T, desperate for new retail postpaid customers,
> went along, with the exclusivity agreement as part of the deal.
> So what kind of market is Apple missing out on? In the U.S., there are
> a lot more CDMA (135 million) users than GSM (111 million) even with
> Sprint's recent subscriber losses. Verizon subscribers are especially
> loathe to leave Verizon, if you want to know why, look at all the
> independent surveys of carrier quality, coverage, and service. Not
> even the iPhone will get Verizon subscribers to go to AT&T.
> Right now, there's a TAM of 168 million cellular subscribers in the
> U.S. (33 million on T-Mobile, 86 million on Verizon, and 49 million on
> Sprint) that can't get an iPhone and stay with their current provider.
> This is is good news for AT&T, whose subscriber growth is almost
> entirely due to the iPhone, but bad news for Apple.
> Dropping in a CDMA/EVDO radio is trivial. It's almost certainly
> already been prototyped, if not for the U.S., for South Korea.
Why do you assume that everyone does, or will, want an iPhone? If you
GAVE me one, I'd sell it and keep right on using my current phone!