Comments on: Apple Shares Slump As AT&T Gives Vague Details On iPhone Growth http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/ Startup and Tech News Sat, 17 May 2008 05:49:44 +0000 http://wordpress.org/?v=2.3.3 By: www.ubraniaroxy.pl » Blog Archive » Motorola’s Loss Is Apple’s Gain: That $2.1 Billion Sucking Sound Is Coming From The iPhone http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2289571 www.ubraniaroxy.pl » Blog Archive » Motorola’s Loss Is Apple’s Gain: That $2.1 Billion Sucking Sound Is Coming From The iPhone Sun, 11 May 2008 17:17:08 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2289571 [...] tapping into that rich vein of monthly subscription fees: An arrangement, by the way, that has been as good for AT&T as it has been for Apple. [Clarification: The deferred revenue is a cumulative figure since Apple [...] […] tapping into that rich vein of monthly subscription fees: An arrangement, by the way, that has been as good for AT&T as it has been for Apple. [Clarification: The deferred revenue is a cumulative figure since Apple […]

]]> By: | AT&T Profits Rose Mainly By iPhone Sales http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2285218 | AT&T Profits Rose Mainly By iPhone Sales Fri, 09 May 2008 17:14:13 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2285218 [...] http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/ [...] […] http://www.techcrunch.com/2008.....ne-growth/ […]

]]> By: AT&T Profits Rose Mainly By iPhone Sales : http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2226060 AT&T Profits Rose Mainly By iPhone Sales : Sat, 26 Apr 2008 17:58:28 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2226060 [...] http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/ [...] […] http://www.techcrunch.com/2008.....ne-growth/ […]

]]> By: AT&T Profits Rose Mainly By iPhone Sales |  http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2224355 AT&T Profits Rose Mainly By iPhone Sales |  Fri, 25 Apr 2008 20:21:39 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2224355 [...] http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/ [...] […] http://www.techcrunch.com/2008.....ne-growth/ […]

]]> By: AT&T Profits Rose Mainly By iPhone Sales | Gizmo & Gadget News http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2221996 AT&T Profits Rose Mainly By iPhone Sales | Gizmo & Gadget News Thu, 24 Apr 2008 22:42:28 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2221996 [...] http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/ [...] […] http://www.techcrunch.com/2008.....ne-growth/ […]

]]> By: AT&T Profits Rose Mainly By iPhone Sales | Gizmo Den http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2221908 AT&T Profits Rose Mainly By iPhone Sales | Gizmo Den Thu, 24 Apr 2008 21:36:41 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2221908 [...] http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/ [...] […] http://www.techcrunch.com/2008.....ne-growth/ […]

]]> By: Motorola’s Loss Is Apple’s Gain: That $2.1 Billion Sucking Sound Is Coming From The iPhone http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2221285 Motorola’s Loss Is Apple’s Gain: That $2.1 Billion Sucking Sound Is Coming From The iPhone Thu, 24 Apr 2008 16:36:59 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2221285 [...] tapping into that rich vein of monthly subscription fees: An arrangement, by the way, that has been as good for AT&T as it has been for [...] […] tapping into that rich vein of monthly subscription fees: An arrangement, by the way, that has been as good for AT&T as it has been for […]

]]> By: AT&T Profits Rose Mainly By iPhone Sales | Apple News http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2218980 AT&T Profits Rose Mainly By iPhone Sales | Apple News Wed, 23 Apr 2008 21:22:32 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2218980 [...] http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/ [...] […] http://www.techcrunch.com/2008.....ne-growth/ […]

]]> By: Urbanimpulse http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2217705 Urbanimpulse Wed, 23 Apr 2008 15:09:09 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2217705 I think AT&T numbers won't affect Apple (unofficially). Thats because there are probably equal number of unlocked iPhones going around on T-Mobile, Sprint, Verizon, Rogers, Telus and the likes. I am from Canada and four of my buddies at work have iPhones....all with Canadian service providers... I think Apple is selling tonnes of iPhones and would definitely be close enough even if they don't meet the 10 million phones target by the end of the year. I think AT&T numbers won’t affect Apple (unofficially). Thats because there are probably equal number of unlocked iPhones going around on T-Mobile, Sprint, Verizon, Rogers, Telus and the likes.

I am from Canada and four of my buddies at work have iPhones….all with Canadian service providers…

I think Apple is selling tonnes of iPhones and would definitely be close enough even if they don’t meet the 10 million phones target by the end of the year.

]]> By: Your Daddy http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2217571 Your Daddy Wed, 23 Apr 2008 14:29:15 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2217571 164.00 Already fellas - did you buy at 158 like I did??? 164.00 Already fellas - did you buy at 158 like I did???

]]> By: sajal http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2216122 sajal Wed, 23 Apr 2008 07:18:58 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2216122 Hi, I made some interesting observations about this post on my blog. Many Thanks, Hi,

I made some interesting observations about this post on my blog.

Many Thanks,

]]> By: RL http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214706 RL Tue, 22 Apr 2008 23:27:41 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214706 I must disagree with "handing the keys to Steve Jobs" thing. I think it is a very bad move for ATT. While it is great for the telco world (people pushing the ARPU higher), it underscores the fact that these customers are not really ATT customers. They are apple's. So it repositions ATT as "iPhone pipe". The problem is that there can be other pipes as soon as the exclusivity is over. As soon as there are enough knockoffs (can you spell Samsung) it is going to be back to competition on devices. this is where ATT will lose their shirt - exactly because they *are* iphone. I must disagree with “handing the keys to Steve Jobs” thing. I think it is a very bad move for ATT. While it is great for the telco world (people pushing the ARPU higher), it underscores the fact that these customers are not really ATT customers. They are apple’s. So it repositions ATT as “iPhone pipe”. The problem is that there can be other pipes as soon as the exclusivity is over. As soon as there are enough knockoffs (can you spell Samsung) it is going to be back to competition on devices. this is where ATT will lose their shirt - exactly because they *are* iphone.

]]> By: Jason http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214361 Jason Tue, 22 Apr 2008 21:42:41 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214361 I think you're seriously misreading the numbers here. From your own summary, AT&T had 5 million new subscribers. Churn doesn't matter if you're just looking at iPhone sales. So, only 20% of new subscribers had to be iPhone subscribers to hit the 1 million mark. But it gets better. Later in your summary AT&T says "40% are new to us". So, 60% of their new iPhone users are existing customers and wouldn't be in the new subscriber counts. That means less than 10% of AT&T's new subscribers had to be iPhone subscribers to hit the 1 million mark. Sure seems reasonable to me. I think you’re seriously misreading the numbers here. From your own summary, AT&T had 5 million new subscribers. Churn doesn’t matter if you’re just looking at iPhone sales. So, only 20% of new subscribers had to be iPhone subscribers to hit the 1 million mark.

But it gets better. Later in your summary AT&T says “40% are new to us”. So, 60% of their new iPhone users are existing customers and wouldn’t be in the new subscriber counts. That means less than 10% of AT&T’s new subscribers had to be iPhone subscribers to hit the 1 million mark.

Sure seems reasonable to me.

]]> By: TechCrunch Japanese アーカイブ » AT&T、iPhoneの販売詳細を明言せず、Appleは株価を下げる http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214334 TechCrunch Japanese アーカイブ » AT&T、iPhoneの販売詳細を明言せず、Appleは株価を下げる Tue, 22 Apr 2008 21:36:29 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214334 [...] ［原文へ］ [...] […] ［原文へ］ […]

]]> By: lionheart http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214318 lionheart Tue, 22 Apr 2008 21:30:49 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214318 Lack of news?. Is this article counted in the Top Bloggers ranking? Lack of news?. Is this article counted in the Top Bloggers ranking?

]]> By: Michael http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214099 Michael Tue, 22 Apr 2008 20:32:21 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214099 So whar of AT&T's numbers? What about jailbroken iPhones? With those, you can use a different provider. So whar of AT&T’s numbers? What about jailbroken iPhones? With those, you can use a different provider.

]]> By: Your Daddy http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214035 Your Daddy Tue, 22 Apr 2008 20:17:23 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214035 Dudes. WTF cares abotu ATT's numbers!? Wait till you see AAPL blow away earnings tomorrow and the stock will go up past 170 on its way to 200+ by January's Moscone show. 3G Iphone in June and Mac Airs they can't keep on the shelves. I've been byiing/selling from 128 up and got more at 159 today! These pull backs are nothing but opportunity to buy. If it drops more, I'll buy more. Dudes. WTF cares abotu ATT’s numbers!? Wait till you see AAPL blow away earnings tomorrow and the stock will go up past 170 on its way to 200+ by January’s Moscone show. 3G Iphone in June and Mac Airs they can’t keep on the shelves. I’ve been byiing/selling from 128 up and got more at 159 today! These pull backs are nothing but opportunity to buy. If it drops more, I’ll buy more.

]]> By: JerkCrunch http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214007 JerkCrunch Tue, 22 Apr 2008 20:09:47 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2214007 So, last week Apple went from $140 to $165 and you said nothing. Now it levels a bit and you create such a bad press. You Erick, are a disgrace for journalism and should be fired and fed to dingos. Btw, M$ is also going down, you have anything to say about that???? So, last week Apple went from $140 to $165 and you said nothing.
Now it levels a bit and you create such a bad press.

You Erick, are a disgrace for journalism and should be fired and fed to dingos.

Btw, M$ is also going down, you have anything to say about that????

]]> By: AnonTroll http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213915 AnonTroll Tue, 22 Apr 2008 19:44:45 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213915 Sheesh, they were up eight bucks yesterday Sheesh, they were up eight bucks yesterday

]]> By: Alex G http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213885 Alex G Tue, 22 Apr 2008 19:37:07 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213885 I have an iPhone and my monthly bill is only $65 with unlimited data plan. Not sure where you got the $100 number - is this a family plan or what? I have an iPhone and my monthly bill is only $65 with unlimited data plan. Not sure where you got the $100 number - is this a family plan or what?

]]> By: david windham http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213688 david windham Tue, 22 Apr 2008 18:54:53 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213688 Apple bottomed out at noon and on the way back up.. 22% is nothing to turn your nose up at. AT&T is lucky to have them on board. Apple bottomed out at noon and on the way back up.. 22% is nothing to turn your nose up at. AT&T is lucky to have them on board.

]]> By: Martin Edic http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213676 Martin Edic Tue, 22 Apr 2008 18:52:49 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213676 You're leaving out the unlocked numbers and the huge business people are doing bringing iPhones into Russia- estimated at hundreds of thousands. You’re leaving out the unlocked numbers and the huge business people are doing bringing iPhones into Russia- estimated at hundreds of thousands.

]]> By: smash http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213651 smash Tue, 22 Apr 2008 18:46:17 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213651 serves them right to tieing into one of the worst mobile carriers in the states. i'm glad the public held back as much as it did from signing a 2 year contract with that beats of a company. maybe it will open the eyes of Apple some. serves them right to tieing into one of the worst mobile carriers in the states.

i’m glad the public held back as much as it did from signing a 2 year contract with that beats of a company. maybe it will open the eyes of Apple some.

]]> By: John C. McClore http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213619 John C. McClore Tue, 22 Apr 2008 18:39:15 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213619 There's no way in hell I'm spending $100+ per month for cell phone bill. ATT is out of their mind. There’s no way in hell I’m spending $100+ per month for cell phone bill. ATT is out of their mind.

]]> By: Tyler Smith http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213602 Tyler Smith Tue, 22 Apr 2008 18:35:13 +0000 http://www.techcrunch.com/2008/04/22/apple-shares-slump-as-att-gives-vague-details-on-iphone-growth/#comment-2213602 Speaking of Apple: anybody notice that Apple.com is offline right now? Like "Http/1.1 Service Unavailable" down, not the "We'll be back soon" down. Speaking of Apple: anybody notice that Apple.com is offline right now? Like “Http/1.1 Service Unavailable” down, not the “We’ll be back soon” down.

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