When is good news for AT&T also bad news? When they finally start to catch up to Verizon, but it's all because of Apple's iPhone:
Verizon Draws Even With AT&T
AT&T should be jumping with joy; they are finally catching up to Verizon in the number of cell phone subscribers. The problem is, almost all of AT&T's sales growth for the last few years has been thanks to Apple's iPhone. And AT&T is about to lose iPhone exclusivity, after spending years doing everything it can to piss off iPhone users.
Verizon's less that thrilling summer shows that the Droid has been almost a total bust as a competitor for the iPhone. And that's not good news for AT&T, because it means they are more dependent than ever on Apple. Moreover, it means it's clearly critical that Verizon makes a deal with Apple to get the iPhone, and Apple will be able to demand the best terms. Not good news for either company.
Saturday, October 23, 2010
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