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To: slacker711 who wrote (147831)1/8/2013 11:46:17 AM
From: pyslent2 Recommendations  Read Replies (2) | Respond to of 213176
 
If AT&T still accounts for 17.47 percent (or so) of all iPhone sales, that means a best-case sales number
of 7.7 million iPhones in the most recent quarter would equate to sales of just 44.1 million units for Apple.

Besides your criticisms, Slacker, 7.7 million is actually the WORST case scenario, not the best case. AT&T specifically said they sold a record number of iPhones, and last Q4 2011 had them activating 7.6 million.



To: slacker711 who wrote (147831)1/8/2013 4:36:05 PM
From: slacker7114 Recommendations  Read Replies (2) | Respond to of 213176
 
Some numbers from Verizon....

www22.verizon.com

- 2.1 million net adds. An all-time high.

- 85% of handset sales were smartphones. This is up from 79% last quarter and from 70% in Q4 last year.

Assuming that total handset sales were flat at approximately 11 million (likely conservative) so that would mean that smartphones sales were up from 7.7 million to 9.35 million.

Slacker


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