Rumor: Apple May Switch From AT&T to Verizon as Official iPhone Carrier

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Date: Wednesday, October 28th, 2009, 08:51
Category: iPhone, News, Rumor

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Should Apple end its exclusive carrier agreement with AT&T next year, it will likely mark the end of its estimated US$450 carrier subsidy for the iPhone, a new analysis has forecast.

Per AppleInsider, analyst Brian Marshall with Broadpoint.AmTech said that the “sweetheart” carrier subsidy provided by AT&T for the iPhone would not be attainable with Verizon. According to Marshall’s note to investors, the analyst believes that the iPhone will be added to the Verizon network in the second half of 2010, but not without consequences.

A non-exclusive iPhone, Marshall forecast, would command roughly a US$300 carrier subsidy. But he believes that any losses would be made up in volume, as Verizon is predicted to sell roughly 14 million iPhones in the 2011 calendar year. With an average selling price of around US$500, which would account for another US$7 billion in revenue for Apple.

“While AAPL started off with exclusive arrangements in 2007 with the original iPhone launch, the company has since migrated towards multiple carriers per region,” the note said. “In our view, diverse carrier support is a key element to driving global penetration of the iPhone (from ~3% share today of the total handset market). Therefore, we believe the chances are high the iPhone will find its way onto the VZ network in 2H10.”

Marshall’s assumption of 14 million Verizon iPhones is based on the performance Apple has had on AT&T’s network. Within six quarters of the iPhone’s launch, the handset has become 4% of AT&T’s postpaid subscriber base.

In the September quarter, the iPhone was said to represent more than 90% of AT&T’s total postpaid additions — an increase from 57% from a year earlier, and 33% in September 2007. It is based on the strength of the iPhone that AT&T has posted subscriber gains on market leader Verizon, adding 2 million customers last quarter to Verizon’s 1.2 million.

AT&T activated a record 3.2 million iPhones last quarter, of which nearly 40% were customers new to the wireless carrier. But CEO Ralph de la Vega also predicted that the iPhone will not remain exclusive to AT&T forever, though he believes his company’s portfolio will remain strong after the device jumps to other carriers.

Mozilla Releases Firefox 3.5.4 Update

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Date: Wednesday, October 28th, 2009, 07:09
Category: Software

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Early Thursday, Mozilla.org released version 3.5.4 of its Firefox web browser.
The new version, a 17.7 megabyte download, sports the following fixes and changes:
- Fixed several security issues.
- Fixed several stability issues.
- Added the ability to re-submit crash reports (bug 378528).
- After using Clear Recent History some SSL sites would not load all images and styles without pressing reload (see bug 480619).

Firefox 3.5.4 is available in more than 70 different languages and requires a G3, G4, G5 or Intel-based Mac, Mac OS X 10.4 or later and 128MB of RAM to install and run.

If you’ve snagged the new version and have any feedback to offer about it, let us know in the comments.