bryanz

AT&T: Apple iPhone, Broadband Boost Target Price

I don't think T-Mo will be as hard hit as many people think because a large number of subscribers enjoy T-Mo because it's CHEAP. 1000 minutes for $40 at T-Mo vs 450 minutes for $40 at AT&T? I would think that most people that are drawn to value-per-minute idea will be hesitant to switch simply because there's an iPod that can answer phone calls at another carrier, and one that costs $500 in addition to a 2-year agreement.

I'm not saying the iPhone won't be a big sucess for AAPL. I'm sure it will. But I feel the analyst is getting the net new additions number wrong. How many people in the US that have the disposable income to drop $500 on a cell phone don't already have one?