SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Tankwatch
AAPL 259.35+0.1%Jan 9 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: sylvester80 who wrote (9805)10/21/2011 9:08:59 AM
From: pyslent  Read Replies (2) of 32692
 
LTE scorecard

We are almost at the end of Q3 and Verizon added since Q2 a boat load of new cities and millions more people are able to access 4G LTE... so it would not be unreasonable to think that the growth has gone up from 135%. In any case, I'll use 135% growth from Q2 to Q3 so we have 2.82M for Q3.

At the time our MVA (most valuable asset) wrote this, I responded with:

The "growth" numbers you cite from Q1 to Q2 are artificial and largely reflect the fact that the first LTE handset launched with 2 weeks left in Q1 in spectacular fashion, as you well know. So the Q2 numbers actually exhibit negative growth on a weekly run rate basis (130k per week in Q1 vs. a max of 92k per week in Q2, and even that's assuming no dongles sold). So if you are projecting 2.8 million phones in Q3, I'll take the under. I'd even spot you a million and guess < 1.8 million.

Today Verizon announced that it sold 1.4 million LTE devices in Q3, up from 1.2 million in Q2. In contrast, big Red sold 5.6 smartphones, the vast majority of which were 3G. The rumors of the death of 3G have been greatly exaggerated. Cumulative total of VZ LTE sales now stands at 3.1 million, probably 800 K of which were non phones.

I once predicted that LTE won't come to the mass market until Apple brings it to the mass market. Look for it mid2012.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News