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  1. AT&T is mega worried about Vz getting iphone – to the point where they’ve loaded up big time on tons of windows phone and the just announced 20 more phones where tons are android phones. issue is not AT&T losing tons of their existing iphone base but rather their go-forward iphone sales will be hammered big time.

  2. Over the past 12 months, T + 12% tot return and VZ + 29%. VZ really started to outperform from mid June when the talk started about them getting iPhone.

    I don’t think T will fall just because VZ gets the phone.

  3. m4l:

    1. I’m not afraid of you (anymore). Sorry.

    B. The date was selected by a Committee of 4, of which I am but 1 member.

    Third, I would never pick a gathering that I didn’t think you could attend. Believe me, there are others who . . .

  4. DH, quite different when it’s pre-announcing a release date with their existing partner AT&T and another when it’s via Vz who is not yet an official iphone partner. I’m willing to have a friendly wager with you (1 Manhattan at the next time we meet at a bar) that Vz iphone is among the new products rumored to be coming out in late Jan. the other rumored new products are new Macs and new Ipad with camera

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