Apple is reportedly making CDMA iPhones for some carrier. But that carrier doesn’t appear to be Verizon Wireless.
On Wednesday, Susquehanna Financial Group Jeffrey Fidacaro said in a research note:
In line with expectations for an early CY11 launch of a CDMA iPhone, our checks indicate that 1QFY11 (December) CDMA iPhone production estimates are currently at 3 mln (unchanged from last month), putting total iPhone production (3 GS, iPhone 4, CDMA iPhone) at 21 mln-22 mln (up 5% from 20 mln-21 mln units previously). The slight increase is indicative of continued demand for iPhone 4 and increased distribution.
The natural assumption is that the iPhone would go to Verizon.
And then Verizon CEO Ivan Seidenberg spoke at the Goldman Sachs conference Thursday morning.
The key highlights from Seidenberg’s talk via AP and the Wall Street Journal:
Sure doesn’t sound like Verizon is plotting an iPhone launch. That leaves Sprint as a natural carrier for the iPhone in the U.S. A 4G WiMax iPhone could be pretty powerful.
[Thanks: http://www.zdnet.com]
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