Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: slacker711 who wrote (148783)	1/22/2013 6:02:34 PM
From: pyslent	Read Replies (1) \| Respond to of 213182

"Their share at VZ is north of 60% and likely near 80% at AT&T. " Despite this, Android still has 45% market share in the US from dominating the prepaid market. Thinking out loud here, but if Apple did release a $300 model overseas, the US carriers would cry foul for not getting it as a lower subsidy offering. There might be some benefit to Apple streamlining their product offerings to a $200 high end model ($650 before subsidy) and a free low end model ($300 before subsidy), eliminating the current 4/4S line. It would actually push the mix towards the high end since the $200 model and the free model would presumably be more differentiated in the post-paid market. The mix at Verizon, for instance, only needs to go from 50% iPhone 5 to 75% iPhone 5 for ASP to come out the same. Elsewhere, the $300 iPhone would represent greenfield business.