Comments on: Morgan Stanley: iPhone Market Share Would Double Without Exclusivity

By: Mercato Mobile USA: chi vende di più? [Mobile Market]

Mercato Mobile USA: chi vende di più? [Mobile Market] — Tue, 07 Dec 2010 10:07:34 +0000

[...] del prodotto di Google su Apple nelle classifiche di vendita. Basti ricordare a cosa è successo l’anno scorso in Francia: la fine dell’exclusivity deal con Orange ha fatto aumentare le vendite di iPhone del [...]

By: Apple COO: Leave AT&T Alone… | John Paczkowski | Digital Daily | AllThingsD

Tue, 26 Jan 2010 11:29:45 +0000

[...] unreasonable predictions given issues with AT&T’s network and the simple fact that adding Verizon would more than double the iPhone’s addressable market. But perhaps a bit over-eager — particularly in light of Apple COO Tim Cook’s remarks about [...]

By: Apple falls down the rabbit hole and emerges smartphone leader in 2010? | AppManifesto Insights

Wed, 16 Dec 2009 11:08:36 +0000

[...] YoY. Unit shipments will get a further kick as they drop exclusive operator deals. According to Morgan Stanley, “in the top six iPhone markets that are still exclusive…(Apple) sales could more than [...]

By: Apple Has Sold 30,000 iPhones So Far in China

Apple Has Sold 30,000 iPhones So Far in China — Fri, 13 Nov 2009 15:01:00 +0000

[...] Even if Apple can’t keep growing sales significantly through China, it need only wait until its exclusivity agreements are over to keep its sales on the up and up. [...]

By: Why the End of AT&T’s iPhone Exclusivity Would Be Good for Apple

Why the End of AT&T’s iPhone Exclusivity Would Be Good for Apple — Sat, 10 Oct 2009 00:07:06 +0000

[...] Morgan Stanley analyst Kathryn Huberty noted in a recent research report, the iPhone’s market share grew 136 percent in France when it was offered on multiple carriers. iPhone sales in the U.S. would double if Apple ended its exclusive contract with AT&T, she [...]

By: Analysts to Apple: Dump Exclusivity, Double iPhone Sales | Ringtones For Mobiles Latest News and Deals

Wed, 07 Oct 2009 21:55:51 +0000

[...] this is one prediction on which she isn’t alone. A Bernstein Research analyst recently projected the same doubled iPhone adoption with Verizon’s addition, noting that Verizon’s subscriber base is larger than [...]

By: Fred Hamranhansenhansen

Fred Hamranhansenhansen — Sat, 03 Oct 2009 01:17:37 +0000

> I’m a Verizon customer
> – they do have a great
> network, but a horrible
> selection of phones

The reason they have a horrible selection of phones is they don’t support GSM. Verizon is in a little ghetto of their own making, and people complain that the iPhone won’t run on Verizon as if it’s Apple’s fault.

Verizon looks big if you only look at the US. But if you look globally, Verizon is one of the very worst carriers. Their network is proprietary and their business model is antiquated. They look good only because AT&T is so new, newer than the iPhone, in spite of the name.

By: Fred Hamranhansenhansen

Fred Hamranhansenhansen — Sat, 03 Oct 2009 01:09:19 +0000

> What part of Verizon uses CDMA
> and not GSM do these (so-called)
> analysts fail to understand?

If an analysis about iPhone carriers in the U.S. doesn’t specifically address this issue then it is completely useless. It may be practical for Apple to create a CDMA phone or not, but you have to factor that in. It’s a much bigger undertaking than is appreciated. Blackberry and Nokia make multiple versions of each phone, but they also don’t have application platforms.

You could also do an analysis that if Apple invented the flying car they would get 100% of the flying car market within a year. Still might not be the best idea for Apple to try and do it.

By: Health News » Morgan Stanley: iPhone Market Share…

Health News » Morgan Stanley: iPhone Market Share… — Fri, 02 Oct 2009 18:11:46 +0000

[...] posted here: Morgan Stanley: iPhone Market Share… Share and [...]

By: Health News » Morgan Stanley: iPhone Market Share Would Double Without Exclusivity

Fri, 02 Oct 2009 18:00:53 +0000

[...] the original post here: Morgan Stanley: iPhone Market Share Would Double Without Exclusivity Share and [...]

By: Danny Miller

Danny Miller — Fri, 02 Oct 2009 17:28:09 +0000

Ken brings up a great point – one that explains why consumers hate the carriers – their shortsightedness. Verizon doesn’t have a snowball’s chance of creating a better online experience for their customers ala the iPhone App Store, and no developer in his right mind wants to waste time creating apps for Verizon anyway. Fingers crossed that Verizon does the smart thing and ponies up enough cash to do a deal with Apple as soon as deal with AT&T expires (I’m a Verizon customer – they do have a great network, but a horrible selection of phones).

By: Ken Cheng

Ken Cheng — Fri, 02 Oct 2009 17:13:47 +0000

I’m sure the analysts know that the iPhone would need a CDMA radio to work on Verizon. And, we know that Apple would not likely create a separate iPhone, unless, there were some financial guarantees, like a minimum 3M units ordered. The Chinese market is an example of this. Now, Verizon would likely be a big enough market to justify a separate iPhone, so what’s the problem?

The problem is that Verizon would want an iCripple. It’s very doubtful that Verizon would allow the iPhone to run around their VCast store, or any of their other ways they nickel and dime their customers.

By: Michael Massetti

Michael Massetti — Fri, 02 Oct 2009 15:29:43 +0000

I would buy 4 of the top end 3GS 32GB phones the day Verizon announce they are selling iPhones!!

By: Dave Barnes

Dave Barnes — Fri, 02 Oct 2009 15:19:22 +0000

What part of Verizon uses CDMA and not GSM do these (so-called) analysts fail to understand?

By: TechKive » Blog Archive » Morgan Stanley: iPhone Market Share Would Double Without Exclusivity [Digital Daily]

Fri, 02 Oct 2009 14:56:05 +0000

[...] reading here: Morgan Stanley: iPhone Market Share Would Double Without Exclusivity [Digital Daily] Share and [...]