…AT&T is willing to pay higher than the typical smartphone subsidy of $200 because of its “faith in the iPhone’s ability to attract new subs and increase ARPU [average revenue per user].” ….. AT&T is paying Apple an additional $100 for each subscriber it signs up in the Apple Store.
Reiner says AT&T is willing to pay higher than the typical smartphone subsidy of $200 because of its "faith in the iPhone's ability to attract new subs and increase ARPU [average revenue per user]." He also says…
The $1.2 billion market size falls under Munsters Agrressive Case? scenario in which there are 85 million iPhone and iPod Touch users through the end of next year, 95 percent of whom would need to actively use the store. Still, given that Apple has the device available in six countries right now but will have it in some 70 countries by next year
More interesting is Apple’s position on the store. Jobs said earlier this year that the company never intended to make money off of the App Store, as Digital Daily reminds us. Yet, even under Munster’s “Conservative…
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“Piper Jaffray analyst Gene Munster summarized the flood of recent iPhone deals in a note to clients on Friday,” Philip Elmer-DeWitt blogs for Fortune.
Anyone even a bit concerned that part of Apple's ability to keep quality high is linked to demand being below a certain threshold? Here's my thinking. Corporations are basically amoral, neither good nor evil, rather its the people who…
Is “resistance futile” or has Forrester lost touch with reality?
The hesitation to bet the bank on Vista was illustrated by a different Forrester report last month. Then, the research firm touted polls that surveyed 50,000 corporate users throughout 2007. The results, said Forrester, showed that Windows XP…
Over the past month, major anti-spam vendors have had to apply scrutiny to Gmail in a way they haven’t had to before, and the result is reduced delivery performance and sometimes outright blocking of Gmail.
After we learned of mail being greatly slowed by MessageLabs' corporate filtering service, we contacted them to see what's up. A support analyst with MessageLabs, a major provider of software-as-a-service anti-spam…
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Investment bank Piper Jaffray is out with a bullish research note on Apple today predicting a diversification of the iPhone line into a multi-tiered family of handsets that will combine for sales of 45 million units next year.
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