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To: pyslent who wrote (145999)	12/6/2012 8:56:32 AM
From: slacker711	Read Replies (2) \| Respond to of 213176

FWIW, AT&T's new full year guidance of 26 million smartphones only allows for 9.3 million in Q4, which would be essentially flat from last years' 9.4 million. I find the timing of the raised guidance interesting. They had an opportunity to either reiterate or raise guidance at the last earnings call if they were either surprised by the early iPhone 5 launch or impressed with its launch volume, and they did not. Is the updated guidance not related to iPhone, then? Or are inventory levels coming into balance earlier than expected? I would guess that issues around supply visibility may have precluded them increasing their smartphone forecast in October. That may have covered multiple models considering Qualcomm's issues, but with AT&T, the big driver would nearly have to be the iPhone. So the question is whether AT&T really expects December to be down versus last year or whether they are being conservative due to the fiscal cliff or some other issue. If you care to share, I am curious about your projections about Q4 iPhone sales... Slacker

To: pyslent who wrote (145999)	12/6/2012 10:52:49 AM
From: Doren	Respond to of 213176

I don't keep up with the carriers. Question for those and a possible comment. > AT&T's new full year guidance of 26 million smartphones only allows for 9.3 million in Q4, which would be essentially flat from last years' 9.4 million. Is it possible this has nothing to do with iPhones and everything to do with people hating ATT and either chosing Verizon or one of the other carriers?