Apple Tankwatch Message Board

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Technology Stocks : Apple Tankwatch

AAPL 259.35

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Jan 9 9:30 AM EST

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From: rnsmth	4/4/2011 8:16:23 AM
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Some have made of big deal of misrepresenting the ComScore data. Here is the truth, straight from a ComScore senior analyst. UPDATE FROM ComScore senior analyst Mark Donovan: "I wanted to point out that the data we report in our mobile benchmark releases is based on a 3mo moving average, so events that happen in a single month—like the launch of iPhone on Verizon—will tend to be a bit muted in this view. The release noted that the Verizon iPhone was the most acquired handset in February. While we don't release model-level data publicly, our data show that more than 1 million Verizon subscribers owned an iPhone by the end of February." (emphasis ours). So, I estimate that in Apple's 2nd fiscal quarter somewhere between 2 million and 2.5 million Verizon iPhones were sold. A good start to what will be a solid seller for Verizon. I would also remind phandroids that if the Android phones had such a great total user experience and ecosystem, Verizon would not have needed the iPhone and would not be paying Apple over $400 subsidy for each iPhone they sell.

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