Tim Horan, a telecommunications analyst at Oppenheimer & Co is predicting that Apple’s iPhone will be available on all US carriers over the next 18 months.
According to Tim, this change in strategy in the US will help Apple sell two or three times more iPhones. The strategy of multiple carriers is already paying rich dividends in the UK.
Tim Horan writes:
“We believe AT&T’s iPhone exclusivity arrangement with Apple will be expiring by mid-2010.
For wireless carriers, customers are demanding the device and they need to remain competitive.”
Horan goes on to add:
"With the addition of more carriers, iPhone sales in the U.S. will increase by 15 million to 25 million units annually. The device will put pressure on mobile-phone company margins because of higher subsidy costs. Adding the iPhone would also likely boost carriers’ capital spending on network upgrades by as much as $3 billion to support increases in data usage."
If Horan’s prediction turns out to be accurate, which carrier would you prefer?