I think that one of the reasons for the exclusive relationship were the critical changes jobs was able to force in ATT's offering approach and its relationsip w/the handset maker. Appl was the first co to force the telecoms to offer a fresh approach to the consumer. An offering to all carriers would not have allowed that -- Verizon had already balked. Jobs force a paradigm shift. The loss of revenue from unlocked phones is unfortunate, but there are many more innings to this game.
Research in Motion Downgraded by Longtime Bull [View article]
APPL seems to be going down in sympathy with RIMM which is surprising. It is expected that the 3-G i Phone would be comming out in June 08 or so. The fact that RIMM will not beat them to the street with a 3-G divice seems to be good news for APPL --
Cellphone Showdown: Meet the GPhone [View article]
Apple's AT&T Deal Is Costly [View article]
Research in Motion Downgraded by Longtime Bull [View article]