More analysts say Apple and AT&T will extend exclusivity through 2011

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More analysts say Apple and AT&T will extend exclusivity through 2011
Last week, we reported that Credit Suisse analyst Jonathon Chaplin was telling his clients that Apple was going to extend its exclusivity deal with the iPhone with AT&T through 2011. Today, two more Wall Street stock jocks told their clients the same thing. Vijay Jayant, an analyst with Barclay's Capital, noted how Apple had AT&T's back during the great commercial wars of 2009 with Verizon. And after Apple made AT&T the initial provider of 3G for the iPad, it would appear that any tears in the relationship between the two companies has been repaired. Jayant told clients, ""(The) launch of Apple's iPad on AT&T's network is a vote ofconfidence in AT&T's network by the equipment maker. While iPad sales are unlikely to materially impact wireless revenuesin the short term, selecting AT&T to launch its second majorcommunications product reflects Apple's bias for the global GSMplatform and the prospects of AT&T's network capability. Moreover,it could suggest the iPhone exclusivity may continue, at least throughthe end of 2010."

Pacific Crest analyst Steve Clement agreed with all of the above arguments, and added that the carrier's decision to increase capital expenditures this year could be a sign that AT&T will be increasing bandwidth capacity to make sure that it can keep up with the growing sales of the iPhone as an AT&T exclusive in the U.S. Additionally, AT&T's guidance to analysts for second half wireless profit margins did not rise as would be the case if AT&T were to lose the iPhone exclusivity in the second half of 2010.

Barclay's estimates that the iPhone is 47% of AT&T's smartphone base which means that the Apple touchscreen device represents a lot of cash for the operator and is a very important part of the carrier's business. And while Barclay's and Credit Suisse both feel that keeping the iPhone exclusivity is a coup for AT&T allowing them to use the cash flow to fix the network problems that have haunted it, both see other U.S. carriers offering the handset possibly as soon as 2011.

Apple iPhone 3GS Specifications | Review

source: AppleInsider



1. Mateo8326

Posts: 472; Member since: Jul 15, 2009

Please this stuff is getting old now long live the Xperia X10 lol

4. macron2000

Posts: 81; Member since: Sep 07, 2009

Yeah, but at nearly $700 bucks???? Big chance/bucks to take/spend on an Xperiment lol...Perhaps once the bugs have been worked out. I'm still recovering from November of 2008, also known as "The BB Storm."

13. Mateo8326

Posts: 472; Member since: Jul 15, 2009

yeah i'm still getting it $642 whoop whoop but not til the end of the year ima wait for all the other suckers who are getting it and tell me what the bus are and let sony clean em up

2. testman22

Posts: 339; Member since: Nov 03, 2009

Yea seriously this is getting REALLY old. i don't give a crap what the analysts say. Heres my "analysis"- theyve been predicting the wrong things regarding the iphone for the past 3 years. I don't know if the cell phone media market is desperate for news or just gullible

3. Steven58

Posts: 80; Member since: Nov 25, 2009

well, i'm not waiting. over to android goeth I.

5. Kappy

Posts: 108; Member since: Dec 14, 2009

truth. I hope the Incredible launches soon!

6. kdlj

Posts: 19; Member since: Jun 23, 2009

what is the Incredible?

7. android#1

Posts: 74; Member since: Jan 12, 2010

only the best phone coming for verizon, even beats iphone by far....but nothing too special. LOL

11. baldilocks

Posts: 1540; Member since: Dec 14, 2008

We have been reading ignorant comments like this since 2007.

8. tflex

Posts: 146; Member since: Oct 24, 2008

@android#1. the Incredible? Is this another iphone killer like the voyager, Lg dare, samsung instinct, palm pre, tmobile g1, moto droid, nexus one??? Because none of those have killed the iphone. And all were aimed at competing and/or killing the iphone..

9. dorky24

Posts: 23; Member since: Apr 22, 2009

lol. not all of them were aimed to kill the iPhone. Besides, there will NEVER be an iPhone killer. The majority of iPhone users don't care for fancy phones and such. They are utilitarians. iPhone is easy to use, fun to use, and an overall pleasant experience. They're not going to switch because majority of them have never heard of/use HTC, SE, Samsung, etc. iPhone is popular due to the app store, its quality, and its functionality with iTunes. So, to say that all of these other phones aimed at killing the iPhone can be a little naive. Just because other companies want to make high end phones that are similar to the iPhone DOES NOT make it want to kill the iPhone. Its just another option for consumers to want.

10. YouLostTheGame

Posts: 441; Member since: Dec 11, 2008

Eh, there will NEVER be an iPhone killer. And the reason is due to the fact that the iPhone has now become an icon. It is the benchmark in design, ease of use, and smooth operability that every smartphone since has tried to mimic. Let's all just face it, the iPhone may not have been the first touchscreen phone out there, but it was mos def the game changer that is essentially one of the major, if not THE reason(s), why the current smartphone market looks like it does today. Now, all that being said, I'll be curious to see what happens in June in regards to iPhone announcements, but I won't be devastated if the iPhone isn't released on other carriers in the U.S. And the reason is solely because of Android. I'll admit, with the release of the G1, I was wary about the OS, but as it's come along, and some truly GREAT phones have been released running the OS, I'll be more than happy to give it a go. After all, I'm still plodding along on the horrible BB Storm, so as far as I can see it, the only place I have to go is up! ;)

12. tflex

Posts: 146; Member since: Oct 24, 2008

I already know this. Hence i used the words and/or in my post. I was being sarcastic because theres always some genius who has a post about a phone thats far better than the iphone which is fine to have an opinion. But some people hype these phones as iphone killers and thats where they go wrong. And from the sounds of it, From what Android#1 stated in his post, it sounds as if he's hyping up this phone called the "Incredible" to be the next best thing thats wayyy better than the iphone and other phones as well.

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