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Technology Stocks : Apple Inc.
AAPL 255.48-1.1%3:59 PM EST
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To: Road Walker who wrote (134758)6/4/2012 5:54:51 PM
From: Cogito  Read Replies (1) of 213182
 
Is Apple Testing the Waters for an Unsubsidized iPhone Push?

There may be more to Apple’s new deal with Leap Wireless than meets the eye. Apple could be using Leap through its Cricket Wireless brand as a guinea pig carrier to test if American consumers are ready to pay full price for their iPhones, according to BTIG analyst Walter Piecyk. If that’s the case, the implications could be enormous: Apple could shed the mortal coil of the operators and start selling its iconic smartphone directly to consumers.
I think people are making a mistaken assumption in looking at the deal with Leap Wireless if they don't think Leap is subsidizing the phones. Obviously, they are picking up less of the tab than the other carriers, but I don't see any reason to believe that Apple has agreed to sell iPhones to them for less than the other carriers are paying. It's highly unlikely that they would do that, as it would piss off their many long-term partners.
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