3G iPhone Hurts T-Mobile and VZW Most
In my last posting, I said VZW made a huge strategic mistake by passing on the iPhone According to today’s UBS TelMeDaily, last Friday UBS’ equipment group interviewed 328 customers lined up to buy the iPhone, including 222 people in the UK and 106 in the US. Of the US iPhone buyers, 40% were new to AT&T. Of those, 41% came from T-Mobile, 37% from VZW and 20% from Sprint. While the sample size is very small, if these figures hold up, I have to wonder if VZW still believes they made the right decision passing on the iPhone. BTW, some believe that Apple may have gone to VZW only as a stalking horse when all along, they wanted a GSM-based device, which in the US meant AT&T, at the time the largest US operator. Given their worldwide iPhone rollout on other GSM operators, the stalking horse theory rings true.
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