AT&T Inc. (T)

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  • commenter
    KenC
    Sep 12 01:14 PM
    Apple's 3G iPhone: Q4 Sales Estimates Are Encouraging [view article]
    I would think having 1 M iPhones in the channel should help as well. If you think about it, the runrate is about 1M a month, and Apple usually keeps about 4 to 6 weeks of inventory on hand, so that means 1M in the channel, and that's counted as sold. Reply
  • commenter
    Brewer
    Sep 12 11:50 AM
    Apple's 3G iPhone: Q4 Sales Estimates Are Encouraging [view article]
    Apple gave iPod touch (or nano--but that is a dumb choice over the touch) to all education buyers this fall. This I believe will make for a jaw dropping number of Macs sold this quarter to go along with all the cash from iPhones. Apple already has about 60% share of all computers costing over $1000, which is a pretty incredible statistic in and of itself. Reply
  • commenter
    mollytjm
    Sep 12 10:35 AM
    Apple's 3G iPhone: Q4 Sales Estimates Are Encouraging [view article]
    i agree! intelligent article! the king of prussia apple store is still the busiest retail space in the enormous mall and the at & t store is also busy. apple opens 3 new U.S. stores tomorrow and they remain the most profitable retail space in the country.

    so i think with this $ pouring in they will be more aggressive in pricing as time goes on. students now think either a Mac or a Dell...but Dell usually only wins because of pricing. (because people don't realize they need to buy virus protection and they also haven't experienced the pain of poor tech support)

    Apple already gives students price breaks, a free printer and often an ipod nano, so even a $100 price reduction might make a huge difference in how many students then buy a Mac. this year will show a huge increase in % of the market.

     Reply
  • commenter
    michiganjake
    Sep 12 07:07 AM
    Apple's 3G iPhone: Q4 Sales Estimates Are Encouraging [view article]
    Nice to see a writer use some data for a change. Great article! Reply
  • commenter
    squawk
    Sep 12 05:39 AM
    Are Text Messaging Prices the Biggest Wireless Issue? [view article]
    Agree with Senator's request. 100% increase is ridiculous. Costs to deliver SMS should be going down, not up. It is clear that per text message pricing is going up to slowly push subscribers onto a "volume discount" prepaid plan.

    $30/mo is a lot to ask a subscriber who does not use text messaging as a means to communicate, nor subscribes to a frequent alert system. Notwithstanding that subscriber is likely to get a few alerts per month, which amount does not substantiate subscribing to a prepaid text message plan. Instead the sub is "squeezed" a few bucks for essentially a service is worth 1/10 of what is charged.

    Bottom line, it is clear the carriers want all subscribers to subscribe to a prepaid SMS plan, figuring by "slowing" increasing the price per message, will force unwilling subs onto such a prepaid plan.

    All this, IMHO, is analogous to how cable companies keep on adding channels that customers do not want to program packages to substantiate ever increasing prices for cable (or satellite), and to build their cable-owned channels that would not make a dime but for market ownership of the distribution channel.

    My question to Senator Kohl, why limit your request to the wireless carriers? Why not ask the MSOs the same thing? Why be "penny-wise & dollar foolish?"     Reply
  • commenter
    sleepy
    Sep 12 04:53 AM
    Apple's 3G iPhone: Q4 Sales Estimates Are Encouraging [view article]
    The market share figures are just that: share of total browsing, not absolute iPhone browsing level. The spike/volatility in share during August is likely due to a fall in general browsing from PC's during Olympics, vacation time & labor day in favour of watching TV or having fun. Level iPhone browsing and falling general browsing creates a peak in share.

    It's almost as though Apple has deliberately issued BBY with demo units from early production runs to conceal the run rate data that IMEI numbers initially revealed. In fact I wouldn't be surprised if Apple obfuscated this IMEI covert information channel in future.     Reply
  • commenter
    jmmx
    Sep 12 04:51 AM
    Apple's 3G iPhone: Q4 Sales Estimates Are Encouraging [view article]
    It would be nice if we could get a handle on apps/unit.

    The 100 M apps sold in 60 days is mind boggling! Of course some are sold to Touch owners, and some to existing owners. But I bet that we could quantify some kind of average apps bought in first 10 days or 30 days after purchase.     Reply
  • commenter
    jhazel
    Sep 12 04:34 AM
    Apple's 3G iPhone: Q4 Sales Estimates Are Encouraging [view article]
    The folks over at the MacObserver / Apple Financial Discussion boards have compiled an interesting spreadsheet that is tracking (loosely) iPhone 3G sales based on IMEI and Serial Number data. Estimates have sales coming in around 6 million units as of 8/17 and a quarterly projection that pushes 10 million units.

    The spreadsheet: spreadsheets.google.co...

    The discussion forum: www.macobserver.com/fo...     Reply
  • commenter
    User 260559
    Sep 12 04:26 AM
    Apple's 3G iPhone: Q4 Sales Estimates Are Encouraging [view article]
    "There is cannibalization of 2.5G iPhones from upgrades. Original iPhones that become inactive from new 3G purchases won’t increase market share measurements. Of course, some legacy iPhones are sold or passed on".

    There won't be any cannibalisation-effect... tough everyone who made an upgrade will be able to sell the 2G iPhone for a good price.
    I made an upgrade 4 days ago i was able to sell my old one for 330 € altough i purchased it for 399€ 10 months ago.Not bad,uhhh?     Reply
  • commenter
    DeanB
    Sep 11 05:34 PM
    My Website
    Are Text Messaging Prices the Biggest Wireless Issue? [view article]
    Mobile operators around the world are trying to maintain their overall SMS revenues by playing with bundling, pricing elasticity and so forth. Volumes are going up, but (on average) prices are coming down. They are trying to encourage users to adopt large bundles (with a cheap "per message" rate but better revenue visibility) by increasing one-off message prices.

    That said, some of the US carriers' pricing seems egregiously high when compared to prices of 1c or less in some countries in Asia which use essentially the same type of infrastructure.

    There is a fine line between "value-based pricing", where the user willingly pays a premium for a service they really like - and "resentment-based pricing", where the user feels extorted, but pays anyway as it's a "must have" service. Resentment-based pricing leads to spectacular churn rates at a later date, when credible competition appears. It also leads to regulatory pressure if customers feel ripped-off.

    From a European analyst's perspective, some of the North American carriers are now seriously miscalibrating the value/resentment balance on SMS pricing.     Reply
  • commenter
    Stiletto
    Sep 11 04:51 PM
    Are Text Messaging Prices the Biggest Wireless Issue? [view article]
    Why should any private, non-regulated enterprise be expected to disclose their marginal revenues, marginal costs, fixed costs, usage factors, customer behaviors, etc.? Why? Who are you to ask these companies to disclose proprietary information?

    The end-user price for messaging has gone up for a couple different reasons: a) it's increasingly popular, demand is hot (why not charge whatever you can?); and b) carriers prefer 'predictable' revenues in the form of flat-rate plans (and would prefer to avoid 'metered' billing).

    Your $30 'add-on' to support five phones sounds like a pretty good deal; stop complaining

    And to Senator Herb Kohl: you've obviously forgotten that every single member of the US Congress (House & Senate) receives a totally free smart device with unlimited voice & data usage, graciously provided by all the major carriers - thank you very much; stop the grand-standing and re-direct your attention to much-much-much more pressing issues.     Reply
  • commenter
    kyndyll
    Sep 11 09:58 AM
    Are Text Messaging Prices the Biggest Wireless Issue? [view article]
    Unfortunately, rate plans aren't going down. Quite the opposite. Even incentives to sign for 1 (or more) year deals have been scaled back. Text messaging pricing is nothing but a naked money grab. Reply
  • commenter
    just love it
    Sep 10 07:11 PM
    AT&T Makes Whole House DVRs Available [view article]
    I love u verse also!!!! Cheaper then cable and more reliable then dish!!!!Its a great service!!!!! All Digital, what's not to like!!!! Reply
  • commenter
    Nextel
    Accessories
    Sep 10 06:23 PM
    My Website
    Are Text Messaging Prices the Biggest Wireless Issue? [view article]
    rate plans keep going down, wireless companies need to recoup this loss of revenue. its as simple as that Reply
  • commenter
    jasphoto
    Sep 10 03:14 PM
    My Website
    AT&T Makes Whole House DVRs Available [view article]
    You've been able to do this on any Cable service using TiVo for a long time Plus you can watch it on a PC- And they still can't match Tivo and it's Wishlist Feature Reply
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