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jfmezei
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join:2007-01-03
Pointe-Claire, QC
kudos:22
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·ELECTRONICBOX

reply to Crypto_Bug

Re: FAIL

An exclusive deal with AT&T may not be so stupid after all.

If this deal lasts more than a year or two, it would eliminate the costs of developping a legacy CDMA version of its phone for Verizon/Sprint. Canada is no longer a market for new CDMA phones as Bell/Telus are moving their customer base to GSM/HSPA,

Verizon will soon be starting the migration of its customer base to LTE, so its demand for CDMA phones will drop very abruptly once this happens.

So this excusive deal with AT&T may be a convenient excuse to justify its decision to not develop a CDMA version of that handset, having judged the CDMA market to be dying soon enough.

An exclusive with AT&T also means that RIM (like Apple) doesn't have to add yet another frequency (1700) to support T-Mobile and the couple of new entrants in Canada. (This allows them to focus on worldwide frequencies which represent a far greater market potential than the whole USA market.)

The lack of new CDMA handsets will help nudge Sprint to announce the inevitable decision to move to LTE.

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