More analysts say Apple and AT&T will extend exclusivity through 2011This article contains unofficial information.
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.
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