Posts Tagged ‘ DT ’

Verizon and Apple at loggerheads?

August 23, 2010
By Philip Elmer-DeWitt
Verizon and Apple at loggerheads?

"Important details still being ironed out," writes analyst. Could T-Mobile and Sprint be next? Apple (AAPL) needs another carrier to maintain the iPhone's current rate of growth in the U.S., says Kaufman Bros.'s Shaw Wu in a note to clients Monday, but it doesn't necessarily have to be Verizon (VZ). According to Wu, Apple's...
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First day sales: 1.5 million iPhone 4s?

June 25, 2010
By Philip Elmer-DeWitt
First day sales: 1.5 million iPhone 4s?

According to one analyst, Apple has blown past all previous launch-day records "Guessing launch day iPhone sales," writes Oppenheimer's Yair Reiner in a note to clients issued Friday, 'has become something of a national sport, a bit like guessing whether Punxsutawney Phil will see his shadow." But that doesn't stop him from playing the...
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An iPhone for T-Mobile?

June 10, 2010
By Philip Elmer-DeWitt
An iPhone for T-Mobile?

T-Mobile, not Verizon, will be the next carrier to get Apple's smartphone, says an analyst Like most analysts, Kaufman Bros. Shaw Wu believes Apple (AAPL) will eventually end its exclusive relationship with AT&T (T) and give the iPhone to other U.S. carriers -- by 2011, most likely, and perhaps as early as this fall....
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5 ways of looking at AT&T's rate card

June 4, 2010
By Philip Elmer-DeWitt
5 ways of looking at AT&T's rate card

An attack on the bandwidth hogs? A price cut for the rest of us? Something else entirely? It's been four days since AT&T (T) announced the wireless pricing changes that go into effect on Monday June 7, and opinions about what they mean vary widely. The responses we've seen fall into five basic categories....
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The failure of mobile music downloads

May 19, 2010
By Philip Elmer-DeWitt
The failure of mobile music downloads

The carriers' combined market share shrank to 4.9% last year as Apple solidified its lead Songs streamed directly to cellphones, once touted as the next big thing in digital music, failed to take off and is now rapidly losing ground to Apple's (AAPL) iTunes Store. That's the conclusion of a survey in the May...
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AT&T dropping more calls than ever

May 5, 2010
By Philip Elmer-DeWitt
AT&T dropping more calls than ever

Three times as many as Verizon, according to a consumer survey released Tuesday AT&T (T) announced in January that it was spending $2 billion this year to improve its much maligned cellular network. But you wouldn't know it from the survey of smartphone customers released Tuesday by ChangeWave Research, the consumer polling division of...
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How callers rate the carriers

March 9, 2010
By Philip Elmer-DeWitt
How callers rate the carriers

Verizon leads the pack. AT&T is No. 2. T-Mobile and Sprint bring up the rear There's bad news for Apple (AAPL) and not such great news for Palm (PALM) in a BrandIndex consumer survey published Tuesday by YouGov. Both firms originally tied their cellphones to exclusive U.S. carriers — AT&T and Sprint, respectively — neither...
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iPhone gross profit margin nears 60%

March 2, 2010
By Philip Elmer-DeWitt
iPhone gross profit margin nears 60%

An analyst takes a close look at Apple's margins and finds the Street's consensus lacking Bernstein Research's Toni Sacconaghi gets a lot of attention from critics when he shortchanges Apple (AAPL). (See, for example, The case of the missing iPhones.) When he comes to praise Cupertino? Not so much. Case in point: The largely unnoticed 13-page report...
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Norway halts Apple iPad pre-orders

February 10, 2010
By Philip Elmer-DeWitt
Norway halts Apple iPad pre-orders

Signs of "crazy interest" in Steve Jobs' tablet computer in Scandinavia, Europe and AsiaCould enthusiasm for the iPad be even greater overseas than it is in the U.S.? Exhibit A: Two Apple (AAPL) resellers in Norway have been overwhelmed by eager buyers whose pre-orders exceeded expected supply in less than a week. "It's been a crazy...
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Apple announcement: What to expect at today's event

January 26, 2010
By Philip Elmer-DeWitt
Apple announcement: What to expect at today's event

The tech world turns its attention to San Francisco to see what Steve Jobs has up his sleeveThe Yerba Buena Center for the Arts was buzzing Tuesday afternoon with black-shirted Apple staffers hauling in electronics, heavy-set security  guys guarding the perimeter, TV satellite trucks jockeying for position and workers on a crane plastering the...
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