AT&T now counts more than 2.5 million iPhone users among its ranks. Also, analysts at Piper Jaffray give a 60 percent chance of Macs at WWDC; the New York Times has developed a new version of its Times Reader for the Mac; and a plunge in Apple stock value on Thursday was triggered by fears of an iPhone delay.
AT&T can now lay claim to more than 2.5 million active iPhone subscribers, the carrier's chief financial officer Rick Lindner revealed Thursday.
Historically shy on details, the company also notes that the typical iPhone user on its network spends about $100 per month for service. This compares closely to fees spent for the BlackBerry Curve, he says, but nets AT&T more up front: where an iPhone sells for as much as $499, the Curve can be had for as little as $99 in the right conditions, Lindner says.
He notes, however, that pricing for an expected next-generation iPhone hasn't been set.
Piper: 60 percent shot at MacBook redesigns for WWDC
The 3G iPhone isn't the only likely star for WWDC, according to an investors' note from Piper Jaffray.
Senior analyst Gene Munster estimates that redesigned MacBooks, revealed first by AppleInsider, stand a 60 percent chance of an introduction at the developer conference in June. Those odds increase to 80 percent for a launch before the end of the summer, he adds.
The age of the systems' designs, combined with the looming education season, are both cited as support for the prediction.
In addition to Mac forecasts, Munster also echoes the most recent rumors and calls for a 3G iPhone announced at WWDC with availability by mid-June.
New York Times offers Times Reader for Mac
Readers interested in browsing the New York Times' back catalog from their Macs while offline now have access to a beta client of Times Reader for the platform.
The beta is free to try but requires the installation of Microsoft's cross-platform Silverlight plug-in; the final version is expected to require a paid Times subscription.
Brief Apple stock dive triggered by 3G delay rumor
If Apple's shareholders were wondering why their stock value plunged on Thursday, they may be surprised at the nature of the drop, according to a claim by Barron's.
Trader sources allege that the frantic sell-off was due to "rumors of a rumor" of a delay in the release of a 3G iPhone; shareholders were reacting to delays for a device that isn't confirmed yet, the report indicates.
Apple stocks promptly bounced back on Friday.
188 Comments
It took 4.75 months for AT&T to get 500K iphone activations.
Extrapolate the numbers --- since Verizon launched the LG Voyager in mid Nov 2007, Verizon (which gets to keep all its Voyager customers becuase it's a CDMA phone) has outsold AT&T's iphone activation number.
Any hint of a Mac mini update at WWDC? I really want it to be then, since I'm buying one later that month. I don't want it to come in August like last year - I'm buying it in late June after my exams asa kind of celebration of freedom
Trader sources allege that the frantic sell-off was due to "rumors of a rumor" of a delay in the release of a 3G iPhone; shareholders were reacting to delays for a device that isn't confirmed yet, the report indicates.
Scott Moritz strikes again? Or some of his old buddies like Jim "the Gamer" Kramer that are still at thestreet[Walkers].com?
You keep making this comparison which does not compare. Verizon does not sell the Voyager for $499, I doubt Verizon averages $100 per contract from it.
You keep making this comparison which does not compare. Verizon does not sell the Voyager for $499, Verizon does not average $100 per contract from it.
It does compare --- because AT&T's CFO is hinting at iphone subsidies in the future.
http://techland.blogs.fortune.cnn.co...phone-subsidy/
I can also say that even those iphone numbers were caused by the $200 price drop within 100 days of the launch.
Secondly --- Verizon Wireless' ARPU is higher than AT&T Wireless. More subscribers at Verizon Wireless are taking the $99 unlimited voice minute plans. VZW can get more money from LG Voyager users having the Get It Now deck so they can buy Guitar Hero game for $12 or get a daily VZ Navigator usage for $3.
That's the whole point, isn't it? Verizon charges $200 for a "iphone killer" and AT&T is hinting to drop the price of the iphone v2 to similar price levels.