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02-10-2010, 11:03 AM #1
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.
02-10-2010, 11:07 AM #2
Not that I would leave AT&T but I would like the competition of Verizon's iPhone
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02-10-2010, 11:19 AM #3
that whole exclusivity rumor was laid to rest the minute the ipad had ATT network packages. AT&T isn't stupid, they will do what they have to do. Remember years ago, they went down because they let the rest of the technology surpass them......but they eventually bounced back and bought everyone out. Happens once and it's a lesson learned....they will correct network problems and keep Apple happy.
02-10-2010, 11:39 AM #4
With them staying with AT&T, I suspect a better chance of a subsidized price for the iPad in the future - similar to what happened with the iPhone.
However, in the future when there is a Verizon model, the competition should breed demands from both AT&T and Verizon customers for more innovation and changes.#eli7e revived me
02-10-2010, 11:41 AM #5
That's a punch in the throat. Monopolies are never good for the consumer. Bring on the competition I say.
02-10-2010, 11:46 AM #6
Good news for this iPhone user. So far I have been very pleased with the AT&T service and connection. With AT&T announcement they will introduce 4G next year along with the 3.5G coming this year makes me a happy camper
02-10-2010, 11:46 AM #7
I love how all these organizations ***** that it's no fair that the iPhone is only available for at&t yet the motorolla droid is only on verizon, the sidekick is exclusive to tmobile...you don't hear people ******** about that.The iPhone only being on at&t is just a case of jelousy, nothing more.
02-10-2010, 12:20 PM #8
I'm using "3.5G" right now and 4G is looking at 2012 for AT&T but I'm sick of AT&T and since unlocks are harder idk if the iPhone will stay in my future
02-10-2010, 12:25 PM #9
^^ Also proves the iphone is the best their is!
02-10-2010, 12:33 PM #10
02-10-2010, 01:06 PM #11
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02-10-2010, 01:30 PM #13
I enjoy my iPhone on AT&T and have great service, including tethering , but will gladly welcome a VZW iPhone so we can get better plans/rates.
Last edited by NSXrebel; 02-10-2010 at 01:30 PM. Reason: Automerged Doublepost
02-10-2010, 01:42 PM #14
02-10-2010, 01:44 PM #15I work for at&t mobility
I do sales for at&t. I sell these things all day every day. Im hoping at&t will be exclusive for many more years. Although it'll prolly only be this year they keep exclusivity. at&t is investing over 18 BILLION dollars this year into their network. Only 5 BILLION was needed to be spent in order to "keep up" with Verizon. At&t will be coming stronger than ever with the new 4G. No other US Cell Carrier can compete.
02-10-2010, 02:09 PM #16
I get 5+ dropped calls a day here in Portland (and yes, it's at&t's network because each time, I'm talking to my wife who shares the family plan with me)
I would drop at&t in a heartbeat once they announce the iPhone on another American carrier - and I guess I'm willing to wait another 2-3 years...I can't leave my iPhone for that long.
02-10-2010, 02:30 PM #17
02-10-2010, 02:51 PM #18
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02-10-2010, 03:26 PM #20
If verizon got the iPhone and or ipad there'd be forums coming up everywhere complaining they suck just like what's happening with AT&T right now. So I think ending the deal between the 2 would be alright for both. But if not, I'm happy because I actually like AT&T