 MattAll noise, no signal.Premium
join:2003-07-20
Jamestown, NC
kudos:12 | Good for Apple and Verizon - and AT&T This is a good move for all parties. AT&T is taking a beating and can't upgrade fast enough so a sudden efflux of users to Verizon would improve the service for everyone on the network.
Verizon has shown that they are more willing to spend capex on upgrades and has stated numerous times that they believe the network is what retains customers. I think they are much better equipped to handle the load, especially with the OTA efficiencies CDMA has compared to GSM and I'm sure they've learned from AT&T's mistakes.
For Apple, they effectively double their potential customer base which they need, because the sales growth of the iPhone isn't keeping pace and will likely level off next year. Introducing a new iPhone will not only cause a huge percentage of AT&T customers to upgrade, but Apple will have a fresh base of 89 million customers to sell the iPhone to. If they achieve a modest 15% penetration rate on Verizon's network, that's an additional 13 million iPhones!
If you don't own AAPL, buy it now. If you think the explosion of iPhone sales over the last two years was mind boggling, just wait until the year the phone is released on the two largest carriers in the US ... at the same time.
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 N3OGHYo Soy Col. "Bat" GuanoPremium
join:2003-11-11
Philly burbs
kudos:1
1 edit | I will probably keep my Storm with new BB OS 5.0, but I agree the next step for Apple is to bring out a CDMA iPhone and explore new markets. Lots of people who would not leave Verizon will jizz over an iPhone on VZ. They'll sell a shit load of them. AAPL and VZ both know it.
I agree, it might not be a bad time to make a move on AAPL. I see another dip in the market before the unwashed masses get wind of this particular move. Nothing particular to AAPL, just a profit taking opportunity in particular.
Next time AAPL takes a dip, I think I'll grab a few shares. When the iPhone hits VZ, both AAPL and VZ are going to be good for a nice day trade pop....
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Petty people are disproportionably corrupted by petty power… |
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Reviews:
 ·WOW Internet and..
| reply to Matt
The same thing will happen to VZW as it happened to ATT. You'll get too many users putting too much demand on the network and what will happen? Network will crash and or slow down just like ATT's.
VZ is not the answer to Apple's problem. Getting rid of 1 provider and offering the phone to all would be the answer. That way it spreads the usage over all networks and everyone can get it regardless of who offers coverage in that area. |
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| reply to Matt
quote:
Verizon has shown that they are more willing to spend capex on upgrades and has stated numerous times that they believe the network is what retains customers. I think they are much better equipped to handle the load, especially with the OTA efficiencies CDMA has compared to GSM and I'm sure they've learned from AT&T's mistakes.
AT&T spends just as much as Verizon in network upgrades. They just don't brainwash you like Verizon does. Look at the financials and press releases.
What's killing AT&T is the upgrade from Analog -> TDMA -> GSM -> 3G requires pretty much a rebuild of the infrastructure. That takes time and money. I think they got caught with their pants down with the iPhone. Few expected it to take off like it has.
Verizon had it a little easier as the upgrade from Analog -> CDMA -> 3G was pretty much the same network for them.
Hate to Pi$$ on the Verizon fanbois but here's a huge reason you won't see this on a CDMA carrier until the 4G networks come out. You can't talk and surf the web at the same time... That means no streaming and getting a phone call, no checking Google maps while in a call, etc. That's a huge selling point.
quote:
If they achieve a modest 15% penetration rate on Verizon's network, that's an additional 13 million iPhones!
That's assuming Verizon's network can handle the huge influx of phones, and the even larger amount of data that iPhone users consume. I've seen the VZW network begin to buckle (circa 2004 in both Central PA and N. NJ) when they were adding ~ 2 million a quarter. I could only imagine what 3 million/quarter would do..... |
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MattAll noise, no signal.Premium
join:2003-07-20
Jamestown, NC
kudos:12 | reply to hottboiinnc
said by hottboiinnc:The same thing will happen to VZW as it happened to ATT. You'll get too many users putting too much demand on the network and what will happen? Network will crash and or slow down just like ATT's. I strongly disagree. Strongly. Even in the face of record profits and roughly 50% of all iPhone users dissatisfied with service, AT&T's 2009 capital expenditure for network upgrades for the first half of the year was $7.4 billion, yet Verizon's was $8.1 billion. So even with no capacity issues, Verizon is spending more to keep their network upgraded.
AT&T and Verizon couldn't have a more opposite approach to running a wireless network. Verizon has the benefit of learning from AT&T's mistakes, the benefit of CDMA being more efficient with available spectrum, the benefit of the backhaul upgrades they're putting in place for LTE, and the benefit of a higher capex dedicated to network upgrades.
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 jsz0Premium
join:2008-01-23
Jewett City, CT | reply to itguy05
These days CDMA/EV-DO devices can interrupt their data to get an incoming call which is definitely an improvement over the past where a data connection would simply send your incoming call to voicemail. I would agree though that lack of simultaneous data/voice is a major drawback especially for a phone that can multi-task or do wifi tethering. It makes most of that functionality far less appealing. I'm not sure it's a limitation most people are familiar with either |
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 en102Canadian, eh?
join:2001-01-26
Valencia, CA | reply to Matt
I think its good news for Apple, good news for AT&T subscribers (maybe this will light some fire under AT&T to fix their 3G coverage and network). People will have a choice. Personally, I didn't think Apple would do it until they had an LTE chipset, but in general, I'm glad they did it early.
I wonder how many AT&T / Sprint / T-Mobile customers will move to VZW ?
For me, this might be good... less people clogging up the service I have on AT&T.
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en102Canadian, eh?
join:2001-01-26
Valencia, CA | reply to jsz0
SVDO (and enhancement to EVDO for simultaneous EVDO + 1x voice) does exist.
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Canada = Hollywood North |
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NeosumPremium
join:2000-06-03
Oakland, CA | reply to itguy05
iPhone users are heavy data users and speed is a huge factor. Hopefully, verizon's 3g speeds will be faster than 1.4mbps. Some people will switch to verizon if apple does come out with an iPhone for them, but some will also remain with ATT. For this reason, verizon won't experience the impact that ATT did during the launch of the iPhone 3g. This works better for us though, both networks will be less congested. |
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bn1221
join:2009-04-29
Cortland, NY | reply to jsz0
These days CDMA/EV-DO devices can interrupt their data to get an incoming call which is definitely an improvement over the past where a data connection would simply send your incoming call to voicemail. I would agree though that lack of simultaneous data/voice is a major drawback especially for a phone that can multi-task or do wifi tethering. It makes most of that functionality far less appealing. I'm not sure it's a limitation most people are familiar with either\
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I dont know about all phones but the BB 8330 can run voice over 1x RTT and data over EVDO so I can talk on my phone and email comes in. I cannot (yet) tether my phone and have streaming data while on the phone though. |
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Reviews:
·WOW Internet and..
| reply to Matt
ATT's network was pretty much fine as well until iPhone was put out on it. Then it pretty much crashed. the same will happen to VZW. Why? because all the iCrap fans will flack to them just to say "yah i have VZW now and an iPhone" "look at my new iPhone from VZW" The apple fanboys will follow and the same thing will happen unless the phone is given to all. And really it doesn't make since to make a new phone now for VZW and in return in 1 year build a completely new phone for the LTE network. |
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