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  • Wall Street: AT&T to Keep iPhone/iPad Exclusivity


    AT&T has long been the cause of complaints, fairly or unfairly, about the performance of its network. The rumors that Apple would be adding a second carrier this year were met with some excitement, even to the point that a Verizon announcement was expected at the iPad unveiling last month. When such an announcement didn't come - and, in fact, Apple announced a deal with AT&T to provide WiFi and 3G services to the iPad - those rumors took a serious hit. Now, a financial analysts are saying they expect Apple to not only stay with AT&T, but that the exclusive deal might even be extended at least a year.

    Vijay Jayant, an analyst with Barclays Capital issued a report on AT&T today which was covered by AppleInsider. He wrote that the financial markets are feeling bullish on AT&T after the iPad announcement, writing that the "launch of Apple's iPad on AT&T's network is a vote of confidence in AT&T's network by the equipment maker." He said that Apple's choice of AT&T to carry its "second major communications product reflects Apple's bias for the global GSM platform."

    Similarly, an analyst told Andy Patrizio of Internet News that Apple was unlikely to roll out a separate iPhone or iPad model for Verizon's CDMA network. Instead, according to this analyst, Apple would continue to focus instead on the GSM-based UMTS 3G system currently in use on the iPhone and iPad until AT&T and Verizon both roll out 4G/LTE technology, which should happen over the next three years or so.

    And Pacific Crest analyst Steve Clement is saying that the iPad deal is a sign "the tone from Apple is improving," with Steve Jobs and other top Apple execs publicly supporting AT&T. Clement says that most people on Wall Street are banking on AT&T keeping iPhone and iPad exclusivity at least for the rest of this year. He also noted that AT&T's plan to spend more money on its network in 2010 is an indication that the carrier is expecting to keep exclusivity and wants to build the capacity to support it.

    Credit Suisse, furthermore, predicted last week that there is a 75 percent chance AT&T will remain the exclusive carrier of the iPhone in the US. in 2010, though the iPhone would inevitably be available on multiple carriers.

    Unlike tech writers, financial analysts are paid large sums of money by people with even larger sums of money to get this stuff right. Obviously, nobody but Apple and AT&T execs really know what the future will hold, but the fact that the Wall Street types are saying pretty much the same thing at this point is a strong sign that AT&T is going to hang on to exclusivity for at least a bit longer.
    This article was originally published in forum thread: Wall Street: AT&T to Keep iPhone/iPad Exclusivity started by Paul Daniel Ash View original post
    Comments 36 Comments
    1. MikeT674's Avatar
      MikeT674 -
      i suspect apple wants the iphone to stay a global phone, their not gonna make a cdma iphone for a while. and after all the verizon bashing att's network you think jobs is happy with verizon?
    1. mikerlx's Avatar
      mikerlx -
      I am going to AT&T once my tmobile is up. I would love to be able update my iPhone for the first time without worrying about unlock and for that freedom I could take a break without a jailbreak.
    1. matthew1111's Avatar
      matthew1111 -
      Wow. I predict AT&T's network is going to die. Completely.
      1. iPhone.
      2. Tethering.
      3. iPad.
      4. Regular Cell Phones.
      5. Other
    1. billmilo's Avatar
      billmilo -
      Apple

      Quote Originally Posted by mikerlx View Post
      I am going to AT&T once my tmobile is up. I would love to be able update my iPhone for the first time without worrying about unlock and for that freedom I could take a break without a jailbreak.

      As an att costumer: what freedom?
    1. brotherbond007's Avatar
      brotherbond007 -
      Nice at&t rules the world!!!moohahahaha boohahahaha
    1. mikerlx's Avatar
      mikerlx -
      ^^Freedom to update firmware on the iphone without fear of loosing unlocking and baseband changes and stuff. if i were on att i could do these things without locking my phone up.
    1. billmilo's Avatar
      billmilo -
      Quote Originally Posted by mikerlx View Post
      ^^Freedom to update firmware on the iphone without fear of loosing unlocking and baseband changes and stuff. if i were on att i could do these things without locking my phone up.
      i have the same fears.
    1. mckaytayl0r's Avatar
      mckaytayl0r -
      ^^^^^

      then just get a factory unlocked phone...you'd still be saving money even after paying the price for it....have you seen the cost of AT&T plans???
    1. Bluprint's Avatar
      Bluprint -
      Quote Originally Posted by NSXrebel View Post
      it doesn't make sense to release an iPhone/iPad on a technology that's on its way out. Once VZW goes to 4G/LTE, then they will get the iPhone and iPad.
      true.
    1. Happy Noodle Boy's Avatar
      Happy Noodle Boy -
      Quote Originally Posted by mckaytayl0r View Post
      ^^^^^

      then just get a factory unlocked phone...you'd still be saving money even after paying the price for it....have you seen the cost of AT&T plans???
      They're not that bad. In fact, aren't they just about the same when compared to verizon? Both have basic plans that are $39.99, unlimited texting is $20 in both, data is $30 in both. AT&T has rollover (on all plans) while Verizon has Friends & Family on 2nd tier plans.

      I personally love AT&T. If anything I would love if they made a "data first, mins maybe" plan where I get less minutes but get unlimited data. I'm literally burning through rollover minutes that are expriring every month because I really don't make that many calls outside AT&T.

      EDIT: I'm reading the plans from both AT&T's and VZW's web-site, they're the exact same thing. Only difference I'm seeing is that AT&T has 5 family plans (550/700/1400/2100/unl) vs VZWs 4 plans (they don't have a 550 option). Unlimited texting for families is $30 on both carriers and additional lines cost the same on both, so please explain to me how AT&T is more expensive because I'm not seeing it. At all.
    1. Nickaroni22's Avatar
      Nickaroni22 -
      I'm happy with my AT&T service, and of course my iPhone. I like the fact other carriers envy the iPhone so much! Verizon cries to much, I have 3G where and live, but Verizon is not. So long live the iPhone & AT&T!!!!
    1. southfrisco's Avatar
      southfrisco -
      Some of you still don't get it. LTE is for data. Verizon is still keeping CDMA for voice and the iPhone is still a "phone." Even if Apple decides to use Verizon in 2012 they will still need two different models with LTE and GSM for ATT and LTE and CDMA for Verizon if it ever comes to the Verizon network. Or a chip that can switch between GSM and CDMA (lets just see if the carriers will allow this).

      Early 2009, Verizon Wireless CTO Tony Melone spoke about LTE conversion...

      "Verizon’s CDMA/1xRTT network is very stable for voice services and will remain in place until 2018 or even 2020. The EV-DO network will have a much shorter life span with its current 3G technology being replaced quickly by LTE."

      No mention of GSM so it looks like those rumors of Verizon Wireless moving to GSM on the way to LTE are indeed false.


      Verizon Wireless to accelerate LTE, keep CDMA and lower data prices Boy Genius Report
    1. Happy Noodle Boy's Avatar
      Happy Noodle Boy -
      Holy crap I just realized something. Ever since the iPad was announced I was wondering "why the hell would they go with a Micro SIM for the 3G models?". I mean, the iPad isn't really hurting in size, but there's one device that is...

      Next iPhone's going to be using this Micro SIM as well, count on it. Only approved carriers will be selling these micro SIMs as a physical way to prevent unlocking. T-Mobile did announce they were bringing Micro SIMs as well (US anyways) but that was last month and I've yet to see anything about it.
    1. one918's Avatar
      one918 -
      The iPhone only being on at&t is just a case of jelousy, nothing more.
      Not necessarily. Not when At&t can't provide service when I'm in an urban area of So. Cal. I would go with At&t if they could provide me with service for the Iphone. But instead I wait patiently for them to roll out their Mircocell which has been in a trial phase for the better part of a year???

      C'mon At&t get your *&@#$ togeher already and release the thing. Maybe you could make some more money from those of us who need the microcell to get service....are ready and willing to pay for it. Enough said!
    1. rhekt's Avatar
      rhekt -
      we'll only be using at&t's network with the 3G models. and that will only be when we're using the 3G aspect of the devise VS> just connecting via WIFI. whats the big deal?
    1. CaptainChaos's Avatar
      CaptainChaos -
      Most devices sold will be wifi anyways so most people that do buy the iPad could care less about AT&T.