Análisis finaciero de Verizon indica que no necesitan el iphone en sus planes.

BITS BLOG. Verizon's Results Show It Doesn't Need the iPhone. By Saul Hansell April 27, 2009, 4:20 pm Verizon's financial results, released Monday, underscore a point I made last week: AT&T needs the iPhone more than Verizon does, so it has more incentive to outbid its rival to keep the exclusive deal. Verizon is certainly playing it cool. In a conference call with analysts on Monday, Dennis Strigl, Verizon's chief operating officer, responded noncommittally to a USA Today report about talks with Apple. "We're always open to discussions with any supplier," he said, according to ZDNet. "We have no announcements to make relative to Apple today. Historically we haven't been dependent on any one device." And indeed, the company's wireless division is doing just fine. It added a net 1.3 million customers in the first quarter. It added 1.0 million customers, when you deduct business lines and prepaid accounts. By contrast, AT&T added a net 1.2 million wireless accounts in the quarter, of which 875,000 were consumer postpaid. Of those, 640,000 were iPhone users who didn't already have AT&T accounts. iphone. In other words, Verizon is growing faster without the iPhone than AT&T is growing with it. And new iPhone users represent three-quarters of AT&T's net new accounts. Verizon probably does have a significant interest in dragging on negotiations as long as possible. Not only does that have the potential to frustrate AT&T, but it also gives Verizon the most opportunity to assess the appeal in the market of the Palm Pre and the next crop of phones using Google's Android and Microsoft's Windows Mobile operating system. If the market for smartphones continues to be wide open, with innovation coming from a lot of corners, Verizon doesn't need to bid up to win the iPhone. Indeed, the better other smartphones are, the lower the iPhone's value will be to AT&T as well. On the other hand, if consumers start to form a distinct preference for Apple's vision of handheld computing and communication, as they did for its iPod media player, the value of the iPhone soars. Another unanswerable question is the regulatory environment once the cellphone companies switch over to their new fourth-generation networks. Then it will be technically possible for a single phone to switch from AT&T to Verizon or vice versa. Whether the government will allow companies to cut exclusive deals then is not clear. Abrir "Post" en sitio web del NYT. Copyright by the New York Times 2008

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