 N3OGHYo Soy Col. "Bat" GuanoPremium
join:2003-11-11
Philly burbs
kudos:1 | reply to fAcEtIOUs
Re: Apple... I've said this here before. The CDMA iPhone all ready exists.
If Jobs went to Verizon first, then you know there was an initial CDMA version of the iPhone.
Love 'em or hate 'em, Apple is a company that has vision, and almost never fails to see the big picture. Every time the GSM iPhone has been updated, I guarantee a CDMA version was developed along the way. I have no doubt that the current incarnation of the iPhone has all ready been subjected to CDMA testing and is a finished product.
Verizon told Apple to take a hike because Apple wanted such a big piece of the pie. The iPhone, while still a phenomenal product simply does not have the exclusivity it once had. Products like the Pre and the Storm are direct and viable competitors.
Apple is pissed at Apple for not investing in back haul capacity. Apple all ready got their POUNDS of flesh from AT&T.
AT&T's exclusive contract for the iPhone ends in 2010. Apple will provide the CDMA iPhone through Verizon and maybe even Sprint some time next year.
Apple will get less of AT&T's pie due to the end of the exclusivity, and Verizon will get the deal they originally wanted from Apple.
Apple knows they've reached market saturation keeping AT&T as the exclusive carrier. To sell more iPhones, they need to branch out.
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Petty people are disproportionably corrupted by petty power… |
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| Very Well Put. I can't believe so many people don't believe us. |
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 en102Canadian, eh?
join:2001-01-26
Valencia, CA | reply to N3OGH
Difference between 'development' and manufacturing is HUGE.
I don't doubt that a prototype CDMA existed.
Manufacturing, licensing, etc. costs are what kept iPhone GSM based.
89% of the world is GSM based (and growing) vs 9% CDMA (and not growing)
Back at the time of the original iPhone, it was probably around 75% GSM based, 22% CDMA based.
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Canada = Hollywood North |
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| reply to N3OGH
The iPhone is not US only product. Apple is looking at a worldwide market, and most of the world use GSM. Apple might go Verizon when they moved to LTE though, but definitely not CDMA. |
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openbox9
join:2004-01-26
Alexandria, VA
kudos:2 | reply to en102
I doubt the manufacturing hurdle is too great for Apple to easily overcome. Manufacturing costs may rise a little to sustain two product lines, but given Apple's margins, I don't think it's too much to absorb. |
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| reply to en102
It’s no where near a 89 to 9 split. Where did you get those numbers? |
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| reply to pika2000
America is a long way from a nation wide LTE network, it’s going to be 2014 before we even have spotty coverage and 2020 before that network replaces GSM completely. Apple is going to have to eat higher manufacturing cost to gain market share. There is close to 150 million CDMA users in the US alone and they’re not going away anytime soon. |
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 GbcueAlmost P.E.Premium
join:2001-09-30
Santa Rosa, CA
kudos:8
 ·AT&T U-Verse
| said by SHABAZZ:America is a long way from a nation wide LTE network, it’s going to be 2014 before we even have spotty coverage and 2020 before that network replaces GSM completely. Apple is going to have to eat higher manufacturing cost to gain market share. There is close to 150 million CDMA users in the US alone and they’re not going away anytime soon. Really, half the entire population of the US?
Verizon (87.7m subs). Sprint (48.8). 136.5m, not even close to 150m subs.
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| said by Gbcue:said by SHABAZZ:America is a long way from a nation wide LTE network, it’s going to be 2014 before we even have spotty coverage and 2020 before that network replaces GSM completely. Apple is going to have to eat higher manufacturing cost to gain market share. There is close to 150 million CDMA users in the US alone and they’re not going away anytime soon. Really, half the entire population of the US? Verizon (87.7m subs). Sprint (48.8). 136.5m, not even close to 150m subs. 136.5m is only 13.5 million away from 150m. |
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| reply to N3OGH
There are problems with CDMA/EVDO though. The big one is that you can't use the data network and voice at the same time. This is a limitation that does not affect AT&T and their 3G network. |
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| reply to fifty nine
Throw in MetroPCS, Cricket/Leap, and all the other small, regional, and/or rural CDMA operators.
You get the remainder pretty easily. |
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| reply to jdb8167
They can already overcome this limitation. It is built into the CDMA Rev A. spec. The problem is that the carriers didn't put equipment in place to support this feature. So, from a realistic perspective it's the same as if they never added the feature but it is available. |
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| reply to pika2000
said by pika2000:The iPhone is not US only product. Apple is looking at a worldwide market, and most of the world use GSM. Apple might go Verizon when they moved to LTE though, but definitely not CDMA. It is my understanding that T-mobile in Germany was the iPhone distributer exclusively. With these problems with at&t and the iPhone here, I wonder how T-Mobile is making out over there with the iPhone?
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| reply to Gbcue
Yep, there seems to be around one mobile device for every individual in America. The thing that inflates this number is the fact that they’re a lot of people with more than one phone. My job provides me with a phone and I have one myself as well. There are a lot of people in that same boat. And they’re more than two CDMA carriers in the US. Cricket, MetroPCS, Tracfone, and US Cellular all come to mind. America doesn’t always follow Europe’s lead. We tend to let the consumers decide what to go with. And on a side note new wireless growth is going to come from Africa, China and India in the future because the US and Europe is so saturated already. |
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fiberguyMy views are my own.Premium
join:2005-05-20
kudos:3 | reply to pika2000
said by pika2000:The iPhone is not US only product. Apple is looking at a worldwide market, and most of the world use GSM. Apple might go Verizon when they moved to LTE though, but definitely not CDMA. What are you talking about? Apple had job postings for DCMA developers for the iPhone sometime late last year..
apple, if you know much about them, doesn't like to air their business too loudly - for a reason.
The CMDA market, in this country, where they can actually make some money on the phone, is not small potatoes. Even Verizon, moving to LTE, will not see a sharp drop in their current CDMA customers for up to 2 years. 2 years is the average life of a contract. In two years time, you're going to still make millions on iPhones in a CDMA environment. Sprint would LIKELY take on to the iPhone as well knowing damn well it would stop customer bleed as well as there are customers leaving simply for the iPhone and not other reasons.
I don't pretend, like many do here, that I know all the facts.. reason being is that no one really knows the facts that lie ahead.. the point is, many people's assertions of "knowing" is driven largely by persona hatred of one company to another.
The bottom line is, it's all about the numbers.. and as far as I see it, the numbers (in addition to the news of AT&T not playing to apple's standards - which we know are high) is what WILL ultimately drive the iPhone to the CDMA markets.
While GSM is in fact used by more than none world wide, apple still is a domestic company and makes a crap load of money at home.
And to who ever said that production costs would be high to run both lines doesn't know anything about production costs... chips are made and cramped into the little shell of the phone. It won't make the cost "rise" as was stated.. |
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fiberguyMy views are my own.Premium
join:2005-05-20
kudos:3 | reply to Gbcue
Ummm... really? yes.. your thinking is skewed when it comes to numbers of lines vs. population. I'm one person and I have a sprint phone and an iPhone. Someone in my home has a Sprint phone AND a Sprint phone.. his Comcast line is ran by Sprint as well. His boss carries two company phones AND a personal phone..
Its NOT uncommon for someone to have more than one phone in their hand be it by choice OR by reason of employment.
... care to do your math again? |
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 tiger72SexaT duorPPremium
join:2001-03-28
Saint Louis, MO
kudos:1 | reply to bobgwen
their network isn't having the issues that ATT is having. Of course, i've seen reports that they're not making much money off the iPhone either. |
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