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To: Cogito who wrote (133813)5/17/2012 6:20:12 PM
From: Lahcim Leinad  Read Replies (2) | Respond to of 213177
 
I can see how AT&T would be able to negotiate with the likes of Nokia, RIM, Samsung, HTC, and LG. What's not clear is what their bargaining stance would be with Apple. Are they going to say, "If you don't accept lower subsidies, we won't carry your phone?" I don't think so.
Why not? What is their incentive not to search for alternatives? They sure have some today, which they did not have when they last negotiated with Apple.

You know, like the Windows phones they are pushing in all their AT&T store displays, and are feverishly training all their staff to sell, instead of the iPhone, thanks to Softie's deep pockets, gunning for the iPhone:

AT&T mobile chief: Windows 8 can boost Windows Phone | ZDNet



To: Cogito who wrote (133813)5/17/2012 6:52:08 PM
From: Road Walker  Read Replies (1) | Respond to of 213177
 
I can see how AT&T would be able to negotiate with the likes of Nokia, RIM, Samsung, HTC, and LG. What's not clear is what their bargaining stance would be with Apple. Are they going to say, "If you don't accept lower subsidies, we won't carry your phone?" I don't think so.

Instead of charging $199, they raise the price to $299, or $399, there by cutting the subsidy. Does V follow suit? Maybe.