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Analyst: 17% of Verizon Customers Waiting for iPhone

some people have mentioned that Verizon/Sprint will probably get it in late summer/fall in order for Apple to give AT&T the revenue for the first few months of the release. If that's the case, I hope AT&T lowers its prices when the new iPhone first comes out. However, I don't think that will be the case, although it would be smart. If they lowered plan prices when it comes out in June I would buy it from AT&T but if they keep it up around $90/month for the basically minimum package I'll hold out. i don't know how AT&T would know Verizon and Sprint's plan prices that far ahead in order to compete with them, but it would be nice. I can dream right? :)
 
Apple isn't stupid, so heres what I think may happen just to suck in more people.

Iphone will be on verizon but if them and sprint are announced on june 7 it may pose a problem, Jobs may say new iphone going to ATT and not even mention anything about the exclusivity contract or anything related to any other carriers, then a month or 2 months later out of nowhere come out and say tis going to other carriers.

Doing this would make people think its not going to verizon, then out o nowhere release it and then bam out of nowhere, this could be labeled as a postiive or negative but I view it as a positive for apple

knowing apple this is probably what will happen
 
NikolaTesla&You said:
It has a hybrid IC chip (WCDMA & GSM), but the iPhone OS does not support the protocol without jail-breaking.
Click to expand...
What on earth are you talking about?

WCDMA is 3G (UMTS). In short... the protocol AT&T runs on for 3G voice and data.

I'm still can't stop laughing at the jailbreak comment.

Here's some light reading for you... they're wiki articles, so you should be able to understand them.

http://en.wikipedia.org/wiki/GSM
http://en.wikipedia.org/wiki/W-CDMA_(UMTS)
 
*LTD* said:
Create and sustain demand?
Click to expand...

I see the whole create demand argument, but not the sustain it. Eventually the iPhone customer base within AT&T will be saturated and all Apple will get are the upgrades with a few additional smartphone converters.

To truly sustain demand in the US, they will eventually need a new customer base.

rwilliams said:
I would imagine that money is better than demand. Bill collectors don't accept demand as payment.
Click to expand...

+1

kdarling said:
Historically speaking for the iPhone, these "will you buy one" surveys have so far been off by a factor of two once sales actually began.

People will often say they want something, but cannot buy it.

So it's a better prediction that 8-10% of Verizon users would buy an iPhone, which is also more in line with what happened on AT&T.

Or at least those users would've gotten an iPhone last year. Now we have to subtract out many or most of those who've already gotten a subsidized Android phone and are committed for a while. Plus those who really want to stay with Android. (Especially if Verizon and HTC drop out a nice Android slate as a complementary device.)

(For a few years I was a number one proponent of the idea that Apple could sell ten million right away to Verizon users. Now I think Apple has waited too long.)
Click to expand...

But 8-10% still works out with her prediction of 8 million a year. Verizon has 88 million subscribers.
 
617arg said:
that's nothing. 100% of current iPhone owners I know are waiting for iPhone on Verizon. AT&T is that bad here in NY.........
Click to expand...

Haha, you took the words right outta my mouth. They should show the number of people that want Verizon who are currently stuck with AT&T lol.
 
It boggles my mind that people post so much crap without researching first.

Consultant said:
Too bad those people don't realize Verizon doesn't have 40x the data capacity as it has now to sustain the data demand of iPhone users.
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WRONG - http://www.billingworld.com/news/briefs/verizon-wireless-sprint-data-traffic-att.html

nikhsub1 said:
This is not a dig but I am genuinely interested; can Verizon's network do simultaneous voice + data? If not, do not want. I must have both together as my business depends on my phone (ATT is pretty good in Los Angeles) so if I'm checking email or surfing I can't have the call immediately go to voice mail.
Click to expand...

WRONG - Your call will come through while you are surfing. The data will be paused.

Consultant said:
Nope, because most their phones don't really use a lot of data, and they only have a fraction of smartphones as AT&T.
Click to expand...

WRONG - (See above) Plus, Verizon and Sprint had fast 3G networks long before AT&T did. So a lot of companies had 3G data cards for their users that needed them. Both Sprint and Verizon have tons of experience with large data users. I'd even go so far as to say that this is why AT&T wasn't prepared for the iPhone. They didn't have the experience with large data users before the iPhone. On top of that, the iPhone uses FAR less data than data card users with laptops do.

Old Smuggler said:
well they can wait
it ain't gonna happen for a whille

Verizon is a joke
they bought an old dying network suitable mainly for voice
they probably bought all the Dell computer towers sittin down at the goodwill to run it too
Click to expand...

WRONG - GSM started in 1990. CDMA started in 1995. Regardless, both have since upgraded their technologies. Sprint and Verizon had superior data services well before AT&T did. AT&T having faster data speeds is a very recent occurence. Regardless, Verizon and Sprint are now poised to leapfrog AT&T with their respective 4G networks.

NikolaTesla&You said:
I've been waiting 4-5 years for a Verizon (WCDMA) iPhone. Although I was not surveyed, I'm definitely in that 17%.
Click to expand...

WRONG - W-CDMA is a standard the GSMA adopted (CDMA minus the expensive licensing fees from Qualcomm...and some other tech changes). It's not Verizon's standard which is CDMA (ala Qualcomm).

fabsgwu said:
I wonder how many ATT customers are waiting for the Verizon iPhone, too.
Click to expand...

Good point, this would further bolster the 8 million projected by the analyst.

NikolaTesla&You said:
It has a hybrid IC chip (WCDMA & GSM), but the iPhone OS does not support the protocol without jail-breaking.
Click to expand...

Wrong - W-CDMA is a GSM adopted spec. This is AT&T's current standard.
 
I just hope Verizon cuts the deal before I figure out that a basic phone and an iPod Touch is good enough and I don't need to pay Verizon $30/month for a data plan :)
 
Geckotek said:
WRONG - http://www.billingworld.com/news/briefs/verizon-wireless-sprint-data-traffic-att.html
Click to expand...

Each of them carried 16billion more megabytes than AT&T. That is certainly alot of traffic. Most of it was on 3G laptop connections which are priced much higher than iPhone Data plans at $59 and capped at 5G before incurring a per byte charge.

It will be interesting to see if economics allow Sprint or Verizon to maintain those levels under an iPhone flat rate plan. I think Sprint would be more likely to survive than Verizon. The report costs more than I am willing to spend to get the detailed numbers, but it is safe to assume if you drop the more expensive laptop users AT&T does more data than either of them. So they are more experienced in operating higher volume 3G networks, but they are also doing it under a much different cost structure.


Summary of the ABI report your Blog post was based on
 
im sticking with at&t, i like it and it works perfectly. I cant wait to watch verizon's network get stuffed up. Everyone will be complaining just like they are with at&t.
 
wovel said:
Each of them carried 16billion more megabytes than AT&T. That is certainly alot of traffic. Most of it was on 3G laptop connections which are priced much higher than iPhone Data plans at $59 and capped at 5G before incurring a per byte charge.

It will be interesting to see if economics allow Sprint or Verizon to maintain those levels under an iPhone flat rate plan. I think Sprint would be more likely to survive than Verizon. The report costs more than I am willing to spend to get the detailed numbers, but it is safe to assume if you drop the more expensive laptop users AT&T does more data than either of them. So they are more experienced in operating higher volume 3G networks, but they are also doing it under a much different cost structure.


Summary of the ABI report your Blog post was based on
Click to expand...

I would say that the income from the data card subscribers would only bolster their ability to maintain the data network.
 
rossihvac said:
im sticking with at&t, i like it and it works perfectly. I cant wait to watch verizon's network get stuffed up. Everyone will be complaining just like they are with at&t.
Click to expand...

Apparently you didn't read the posts directly above the one you just made. Verizon has plenty of data capacity.
 
Geckotek said:
I would say that the income from the data card subscribers would only bolster their ability to maintain the data network.
Click to expand...


It is certainly possible, it kind of depends on usage patterns and wether or not introducing the iphone has a localized impact on certain areas. According to the summary anyway, Sprint and Verizon have a much broader coverage area and their users get spread out. I would assume this would continue with phones, but the usage pattern might be different. The other unknown is actual capacity. We do not know how much spare capacity either carrier has, only that they carried a lot of data.

I suppose it is all speculation.

I would love to see iPhones on every carrier. More users, more incentive for developers, more apps. I thought we just saw a confirmation from Apple or AT&T that the contract was still on till 2012.
 
wovel said:
It is certainly possible, it kind of depends on usage patterns and wether or not introducing the iphone has a localized impact on certain areas. According to the summary anyway, Sprint and Verizon have a much broader coverage area and their users get spread out. I would assume this would continue with phones, but the usage pattern might be different. The other unknown is actual capacity. We do not know how much spare capacity either carrier has, only that they carried a lot of data.

I suppose it is all speculation.

I would love to see iPhones on every carrier. More users, more incentive for developers, more apps. I thought we just saw a confirmation from Apple or AT&T that the contract was still on till 2012.
Click to expand...

True...true.

Contracts can be renegotiated. But I'm not assuming it has.
 
Geckotek said:
Apparently you didn't read the posts directly above the one you just made. Verizon has plenty of data capacity.
Click to expand...


No I read it, but I still think that all these people jumping from AT&T to verizon combined with all those android phones is going to cripple verizon at some point, I'll still be happy with AT&T no matter what
 
rossihvac said:
No I read it, but I still think that all these people jumping from AT&T to verizon combined with all those android phones is going to cripple verizon at some point, I'll still be happy with AT&T no matter what
Click to expand...

Why would it? They have the advantage of seeing what AT&T went through. You know if they get the iPhone they will already be preparing for it.
 
Geckotek said:
Why would it? They have the advantage of seeing what AT&T went through. You know if they get the iPhone they will already be preparing for it.
Click to expand...

i still think its going to happen, just because verizon says they are ready to handle the traffic doesnt mean they really can.
 
rossihvac said:
i still think its going to happen, just because verizon says they are ready to handle the traffic doesnt mean they really can.
Click to expand...

AFAIK, Verizon hasn't said they are ready. I am asserting that they are because it would take an idiot at the top to not plan ahead properly. AT&T must...wait...uh...I mean... DOH! :p
 
rossihvac said:
i still think its going to happen, just because verizon says they are ready to handle the traffic doesnt mean they really can.
Click to expand...

Verizon (and Sprint too) already handle much more 3G traffic than AT&T.

A few Iphones isn't going to amount to a hill of beans for their traffic.
 
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