It took Apple and AT&T 74 days to sell the first million iPhones back in 2007. This year it took just three. No wonder AT&T is crowing about first-day sales. In an all-hands memo to employees this week, the carrier, which sold “hundreds of thousands” of iPhones during its pre-order process, said first-day sales of the 3GS were off the charts. The memo, after the jump.
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According to some lines of code secreted away within webOS, Palm has at least one more handset in the pipeline–the so-called Eos (codename: Pixie). And while no one seems to know when it will arrive at market, there’s speculation today that we’ll see it by November, right in time for the winter holidays.
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Palm’s market cap is currently $1.95 billion. A year ago it hovered around $400 million. Amazing when you think about it, really. On the promise of the Pre and the company’s new WebOS operating system alone, Palm has added more than $1.5 billion to its market cap.
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“iPhone 3G S Available at AT&T Tomorrow.” That’s the title of the press release that just landed in my inbox–even as the lines form in New York City and Tokyo. Never hurts to state the obvious, I suppose.
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The outcry over the $200 premium some existing iPhone 3G users must pay to upgrade to the iPhone 3G S has caused AT&T to think better of the move. The carrier this morning extended the 3G S’s so called “standard upgrade” prices of $199 (16GB) and $299 (32GB) to existing subscribers who would have otherwise qualified for those lower prices on or before the end of September.
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10 am PDT, 1 pm EDT.
That’s when Apple is expected to roll out iPhone 3.0, an update that will bring a number of long-anticipated features to the iconic device. Among them a phone-wide Spotlight Search, push notifications and the long-overdue cut, copy and paste.
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Apple’s new iPhone 3G S is en route to many of those who preordered it last week following its debut at the company’s Worldwide Developers Conference. Apple began issuing shipping notifications and tracking numbers to some customers over the weekend.
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So what’s next? iPhone OS 3.0, obviously. Its new features: cut, copy and paste, which works across apps and undo support via shake. Also, Landscape view and keyboard for all main applications — mail, messages, etc. MMS support has been added as well. But it’s carrier-dependent. In the states, for example, AT&T won’t be supporting it until late summer (audience groans).
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With AT&T’s iPhone exclusivity deal set to expire in mid-2010, Apple has a big decision to make: Extend that deal or abandon it and sign on Verizon as a second carrier partner. In a note to clients today, Bernstein Research analyst Toni Sacconaghi considers the implications of both choices and concludes that the latter is the best option for Apple.
Why? A deal with Verizon could more than double U.S. iPhone sales in the near term.
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AT&T has beaten out some 30 telecommunications carriers and private equity groups to buy the wireless spectrum and other assets that rival Verizon Communications was required to divest as a condition of its recent acquisition of Alltel Wireless. The company said this weekend that it will pay $2.35 billion in cash to buy licenses, network assets and some 1.5 million wireless subscribers across 18 states, mostly in rural areas.
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It’s almost as if Sprint Nextel’s postpaid customers can hardly wait for their contracts to expire so they can jump to another carrier. The troubled wireless carrier lost more than one million postpaids in the first quarter of 2009 amid fierce competition from rivals AT&T and Verizon Wireless.
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Looks like AT&T and Cablevision’s decision to offer free WiFi to their subscribers has gotten a competitive rise out of Verizon, which just a few months ago was dismissing such efforts as “marketing stunts.”
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