Obviously, not everyone is on the cluetrain…
Credit Suisse analyst Jonathan Chaplin :
“Our analysis suggests that Apple will eventually sell the device at all carriers; however, there is a much greater probability that AT&T keeps exclusivity for another 12-18 months than investors realize,” he writes. “We think this has profound impacts for Apple, the carriers and the other handset OEMs.”
The iPhone on Verizon: The April Fool’s Joke That Works Every Day.
(footnote: Sorry about the graphic but I could not bear putting up the world’s worst logo).
A loose translation:
France Telecom CEO Didier Lombard:
Remember that at Christmas, 77% of telephones with a fixed-rate tariff that Orange sold were iPhones! It’s amazing. I cannot say why so many other mobile telephone manufacturers have fallen so far behind and have been unable to catch-up.
I am still trying to get my head around this data point. Is it an anomaly? Is France unique or is this a Christmas-only phenomenon? Other data points also showed that iPhone is phenomenally popular in France, but this is unheard of. Would broad availability in the US also lead to >50% market share of all phones sold? Could the possibility of runaway, iPod-like, Apple monopoly of the sector be contemplated? Anecdotally, I also observed a large number of iPhones while in Terminal 3 at Heathrow.