Is T-Mobile getting iPhone 4?  5?

  • Posted: 23 April 2011 09:20 PM

    Boy Genius is breaking a story with photos of an iPhone running T-Mobile 3G bands.  Or is it an iPhone 5 in sheep’s clothing?  Read here at this BGR link.

         
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    Posted: 23 April 2011 10:05 PM #1

    It’s rockin’ the A5 chip.

         
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    Posted: 23 April 2011 10:19 PM #2

    Well as someone who Ahem is still rocking a 1st Gen working quite happily on T-Mo this would make me very Happy! Course T-Mo may be in the process of being acquired by the Death Star anyway, unless a miracle occurs and the FCC opposes it…

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  • Posted: 24 April 2011 01:04 AM #3

    The official T-Mobile statement on the AT&T acquisition says the company’s customers will not be getting the iPhone prior to the AT&T coming to a close.

    The deal will close within a year and there’s no reason Apple wouldn’t be testing the iPhone on a variety of networks especially one to be acquired by AT&T.

         
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    Posted: 24 April 2011 01:13 AM #4

    T-Mobile’s 3G band is the exact same one AT&T will forcibly move all of T-Mo’s customers off of if the merger goes through.  It might not be right away, but why would you want a “limited edition” iPhone that…uh…doesn’t work on 3G because AT&T changed things up?

    http://www.dailytech.com/TMobile+3G+Phones+Will+Require+Replacement+After+ATT+Merger/article21198.htm

    Yes, Apple could have a “world phone” or something that seamlessly switches to AT&T’s 3G bands when T-Mo’s 3G goes kaput.  That doesn’t sound like Apple’s style.  That leaves iPhone 4G.  Bets seem to be on not this year.

    So…I’m thinkin’ no.

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    Posted: 25 April 2011 12:27 AM #5

    I wouldn’t get _that_ excited. 

    Let’s assume VeriPhone 5 is 2x as popular as VeriPhone 4 just to get some half-reasonable imaginary baseline numbers.

    2.2 million VeriPhone activations in 50 days x 1.5 factor for conservatism to forecast a full-quarter total x 2 popularity factor for iPhone 5 = 6.6 million iPhone 5s.  Note that T-Mo is just about 1/3 the size of a Verizon or AT&T though.  So, 2-3 million extra buyers from T-Mobile in a quarter for an iPhone 5 launch (yes, I think the range is a little conservative) is a big deal, but, it’s “only” $1.5-2B or so on top of a $40B or so holiday quarter.  I don’t mean to downplay any T-Mo numbers, but they need to be put in perspective.  Of course, that assumes a T-Mobile iPhone makes sense in light of the merger and the planned termination of the 3G band.  The only way around it is for iPhone 5 to be a multi-band 4G phone.

    A T-Mobile iPhone would be great, but there’s more than enough carriers out there right now for iPhone 5 to have competition-shattering sales numbers.

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    Posted: 25 April 2011 12:45 AM #6

    You know what I mean.  wink  It IS huge, but it’s not on the same scale as VeriPhone 5 or SK Telecom.

    If iPhone 5 has 4G, I’ll give some credence to T-Mo iPhone rumors.  Otherwise, I just cannot see Apple wanting to sell T-Mobile users a phone that could be involved in a rough 3G transition if an AT&T merger goes through.

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  • Posted: 25 April 2011 12:58 AM #7

    adamthompson3232 - 25 April 2011 03:42 AM
    Mav - 25 April 2011 03:27 AM

    I wouldn’t get _that_ excited. 

    Let’s assume VeriPhone 5 is 2x as popular as VeriPhone 4 just to get some half-reasonable imaginary baseline numbers.

    2.2 million VeriPhone activations in 50 days x 1.5 factor for conservatism to forecast a full-quarter total x 2 popularity factor for iPhone 5 = 6.6 million iPhone 5s.  Note that T-Mo is just about 1/3 the size of a Verizon or AT&T though.  So, 2-3 million extra buyers from T-Mobile in a quarter for an iPhone 5 launch (yes, I think the range is a little conservative) is a big deal, but, it’s “only” $1.5-2B or so on top of a $40B or so holiday quarter.  I don’t mean to downplay any T-Mo numbers, but they need to be put in perspective.  Of course, that assumes a T-Mobile iPhone makes sense in light of the merger and the planned termination of the 3G band.  The only way around it is for iPhone 5 to be a multi-band 4G phone.

    A T-Mobile iPhone would be great, but there’s more than enough carriers out there right now for iPhone 5 to have competition-shattering sales numbers.

    $2B in incremental revenue and $1.2B or so in incremental gross profit is huge. I am positioning accordingly to capitalize on a $40B+ holiday quarter.

    at, a $40 billion December quarter is already in my estimates. T-Mobile customers will get the iPhone following the AT&T acquisition.

    There are two words that matter when it comes to new iPhone providers: China Mobile

    Don’t worry about T-Mobile customers or when the get access to the iPhone.

         
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    Posted: 25 April 2011 01:05 AM #8

    Here’s hoping China Mobile starts stocking the iPhone this year.  Heck, at iPhone 5 launch!

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