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Technology Stocks : Apple Tankwatch -- Ignore unavailable to you. Want to Upgrade?


To: sylvester80 who wrote (11503)10/21/2011 6:50:23 PM
From: pyslent  Read Replies (2) | Respond to of 32692
 
"LTE Score card: you said 90% of Verizon smartphones are 3G... it turns out you were WRONG..."

I never said that. I said 90% of Verizon's *phones* were 3G (and it's true-- 9.3 million total phones sold in Q3, 700 K of which were 4G).

"in Q3 the number was down to 75%"

WRONG. Even if you only consider smartphones, 87.5% were 3G. Try to keep up-- of the 1.4 million LTE devices sold in Q3, only half were phones. The other half were "internet enabled devices" (tablets, wifi hotspots, dongles, etc). In other words, after launching in March selling 130k LTE phones a week (1 phone), they are limping along 60 months later selling 54K LTE phones a week (60% decline despite 500% more phone models).

seekingalpha.com

"in Q4 it will be even lower with the Nexus Prime and Droid Razr, both 4G LTE phones. I will not be surprised if the number does not drop to 60-65%...."

Good luck with that prediction.