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newyork4me

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Everything posted by newyork4me

  1. Seriously? This is elementary stuff. The G-block isn't going to be widened anyway. It's its own little obscure block outside of Sprint's other spectrum range in Chicago. Spring inherited some nice new spectrum from US Cellular that would have been enough to deploy 10x10. And a 10x10 in PCS A-F would not have affected the ability of the other devices from connecting to PCS G.
  2. This isn't true. The Samsung devices would still connect to the PCS G-block spectrum. They just wouldn't connect to the additional carriers.
  3. Yes, Chicago and St. Louis. They should have done so too...the wider carrier is more efficient, and the customers with the (crappy) Samsung phones that only support 5MHz channels are in the minority (and will only get smaller).
  4. This is probably not the answer you were looking for, but if you upgrade to an LTE phone, you'll find the network to be pretty good down there. Of course, you are probably being smart and waiting for the iPhone 6 and its likely tri-band radio...in which case, I hope it comes out soon for ya.
  5. Forgive the dumb question, but is there a reason that this problem doesn't seem to afflict Verizon subscribers? Have they done something different with their network, or does the red flavor-aid mask any of these issues?
  6. I was actually quite impressed--it exceeded my expectations by a large margin. That said, if they had just taken the 5 and added an AWS radio for Verizon I would have felt like I absolutely had to have it. I have a Galaxy Nexus, Nexus 4, Galaxy S4, and LG F3 too, but the 5S will undoubtedly be my preferred device. Not to mention, Android devices can't access my work because they are a security cesspool.
  7. Will I be able to buy that in 10 days? Last I checked, pre-orders for the G2 start October 11th for Sprint. And they said it will arrive "in time for the holidays". That's potentially months behind the iPhone release.
  8. Okay, I thankfully am going into a meeting so I can't see this anymore. But, I said "combined". That means between the two. Not that each sell 70%. It means together. If A sold 0% and B sold 90%, and each moved 10 units, combined they would be 45%. Combined. Now. Both words that I said originally and that matter. Edit: Thanks to all those who sent me PMs on HoFo. Much love to you all.
  9. Robert, An AT&T spokesman confirmed the numbers don't change much in using activations or sales. Point resolved. Again, reread what I said. I said they are *now* selling 70%. That means currently. I provided data covering the last 6 months of sales in detail. The last year is roughly the same. Also, I owe you nothing for data. You have access to all the same public info that I do, and I am not going to post the confidential info that I am privy to. You do realize I'm the same person who gave the carrier market shares, right? I've got a lot more data than the average bear. And, now you contort my statement again by saying a sustained 80% market share. I never said that either. I said 70% combined at AT&T and Verizon now. And the last 6 months of data, i.e. now, verify that. AT&T is at 80%, now. I'm done with this. I tried to be helpful in correcting misinformation for the benefit of this forum's readers--and both digiblur's and your main point of an overall trend downwards in iOS marketshare is demonstrably false (again: http://www.latimes.com/business/technology/la-fi-tn-apple-iphone-us-sales-gains-latest-quarter-20130708,0,7744078.story )--but this is ridiculous. I have wasted too much time trying to explain this already, and my billable rate is far too high for this nonsense. I hope you have a lovely rest of your day. And to all the readers who have been following this topic, I encourage you to seek out the raw data for yourselves. It truly is interesting.
  10. Robert, Please reread what I claimed. I said: Nowhere in there do I: "[E]xtrapolate what is going on inaccurately at the two largest carriers across the whole country" Claim "iPhone penetration is not above 50% nationally"; or Say the premium carriers are "going to get them to a 70% national share" I simply said that at the premium carriers, AT&T and Verizon, the iPhone is making up a combined 70% of sales. Edit: Updated: Also, should you continue to be hung up on the AT&T "activations" language: AT&T spokesman on this issue: "Doesn't change the math much". There you go.
  11. Wow. Obviously you were reading on a mobile device, because otherwise you would have clearly have seen the emoticon at the end that indicated it was a good-natured jest. The entirely factual post meant no disrespect. And, as far as I know, it's hard to troll with entirely factual posts. Next, I am still correct. You say that the Verizon article mentioned they sold ~50%. That's exactly what my numbers confirmed. 4.1 million/7.8 million= 52%. AT&T's was 80%, and combined they are nearly 70%. Exactly as I said the first time. And the second time. And now the third time. As for the AT&T numbers, AT&T interchangeably says net activations or sales for their devices. Feel free to investigate their financials and conference calls, but the numbers are spot on. Here is the Verge reporting the same 4.8 million in sales: http://www.theverge.com/2013/4/23/4253874/att-new-1-2-million-smartphone-q1-2013-financials As for cherry picking quarters---hardly. I just used the most recent two. They account for half of a year, and are also the only full ones that have the iPhone 5 in it. Additionally, my original statement was that the iPhone now makes up a combined 70% of sales at Verizon and AT&T. Such language implies currentness, and is bolstered by my use of the most recent data. If you look back over the past year, the figure only changes slightly to around 67%. And I'm not an iPhone fan. I don't care about either device one way or the other. The fact is my share claims are not outlandish, and are 100% supported by actual data. I welcome you or anyone else to show where any of the facts are incorrect. In summary, here are the plain facts: The iPhone now makes up nearly 70% of all smartphone sales at AT&T and Verizon. The iPhone made up 52% of sales at VZW and 80% of sales at AT&T for a combined total of nearly 70% last quarter The quarter prior had combined sales at 72% of all smartphones. ETA: Here is an article from now one YEAR ago detailing the iPhone's performance across carriers: http://www.mobileworldlive.com/iphone-outselling-android-at-top-three-us-carriers AT&T: 4.3 million iPhones / 5.5 million total smartphones Verizon: 3.2 million iPhones / 6.2 million total smartphones (4.3+3.2)/(5.5 + 6.2) = ~65%. Even a year ago, the iPhone was 65% of the combined premium carrier's sales. Also, you originally said they couldn't even muster 70% of all sales the month after a new product launch. I think providing two quarters [sIX (6) months] of sales data showing otherwise is more than sufficient to have fully refuted that. And as far as iOS "steadily los[ing] share over time"... http://www.latimes.com/business/technology/la-fi-tn-apple-iphone-us-sales-gains-latest-quarter-20130708,0,7744078.story Apple is up 3.5 percentage points year over year.
  12. The math adds up perfectly. There is no spin. The premium carriers, AT&T and Verizon, are moving iPhones like hotcakes. Their generally more affluent users eat them up, which is consistent with all demographic research indicating HHI users to prefer iPhones. Sprint has been moving them more slowly. T-Mobile is as well. Metro/US Cellular/many regionals could not offer the iPhone to their subscribers during these periods, and thus only could sell Androids. This is why the entire US marketshare for iPhone is around 42%, despite the premium carriers overwhelmingly selling iPhones as the smartphone of choice.
  13. Oh goodness. Stupidity is contagious. Both "analysts" are pulling the "commitment" number of $24.7 billion from a 10-K filing last year that discusses Verizon Communication's purchase commitments--not just Cellco Partnership d/b/a Verizon Wireless. Unfortunately, reading comprehension must not be a strong suit of either of them. The actual language from that section is as follows: In fact, the most recent 10-K has changed the numbers to: Regardless of the amounts--though the analysts are clearly using outdated numbers--they are classifying the entirety of all of Verizon Communication's purchase commitments as solely attributable to the Apple iPhone contract. Instead, this $29.6 (new number) for 2013 purchase commitments includes not only Apple, but Samsung, HTC, and Motorola for handsets BUT ALSO Verizon landline commitments and even marketing contracts. Sheesh. Why can't anyone get their facts right these days?!
  14. So sorry, but you are very, very wrong. The most recent quarterly results are 1Q 2013. During that quarter: AT&T sold 4.8 million iPhones and 6 million total smartphones. 80% of AT&T smartphones were iPhones. VZW sold 4.1 million iPhones and 7.2 million total smartphones. Nearly 60% of Verizon smartphones were iPhones. Combined, the two sold 8.9 million iPhones and 13.2 million smartphones. That's ~70% (68%) of all smartphone sales on AT&T and VZW as iPhones. It's an even higher percent for 4Q 2012. (72%, to be exact) The investor reports are timing out for me right now, but here are two alternative sources with the same info: http://www.wirelessweek.com/news/2013/04/t-grows-margins-despite-record-1q-smarpthone-sales http://techcrunch.com/2013/04/18/verizon-activated-4m-iphones-in-q1-2013-50-iphone-5-and-50-older-devices/ I've never had to eat crow. Please tell me how it tastes.
  15. Moffett has his facts wrong. A $23.5 billion commitment for 2013 alone would mean that VZW would need to sell around 35 million iPhones just this year, at the average sale price of just over $650 per iPhone. It should be obvious, but VZW never agreed to such a thing. That's nearly 9 million iPhones per quarter, which is roughly the total volume of smartphones that Verizon is moving. Moreover, in 2010 that volume of smartphone sales was unheard of. Digiblur is, however, no more correct in stating that the market share of iPhones is dwindling--at least in the U.S. iPhone market share has been increasing--consistently too--at all of the carriers. AT&T and Verizon now sell the iPhone at a rate of roughly 70% combined of all their smartphone sales. (and AT&T is around 80% iPhone sell-through alone).
  16. It's been fully approved by 3 out of 3. The last member had concerns about the language used regarding spectrum ownership.
  17. Ugh. Isn't a lot of New Mexico kinda, uh, 'fringe' in their thinking? I swear there must have been a free bus route from Berkeley to New Mexico at some point... {and it would have had to have been non-stop, since Arizonans are much more normal}
  18. Interestingly, Sprint spent $1.7 billion on CapEx last quarter compared to VZW's $1.9x billion. Given their relative sizes, if that doesn't show Sprint's commitment to their network, I don't know what does.
  19. Yes, it is real. And this is also not the highest usage I've ever done. However, it is on Verizon and with the 'unlimited hotspot/tethering' add. You also have no idea how many lines I have and my total monthly with them, but I can tell you that VZW is most happy to have me as a customer. Yep, VZW it is. As irev has already asked, is there a reason you don't try to assume an unlimited plan for your personal hotspot usage?
  20. So, I tried to post the full marketshare numbers, but I think my posts were eaten by my iPad when I tried to edit them. Anyway, you can get the top 50 marketshare numbers by just googling for "Number of VZW subscribers (and other carriers) per market". I published this year's numbers back in June elsewhere on the interwebs.
  21. Here is the remainder of the top 50 (it didn't all fit in one screenshot): Notice OKC numbers!
  22. Here are the market share numbers for the 4 main carriers that I posted back in June on another forum (http://www.howardforums.com/showthread.php/1766584) VZW: AT&T: Sprint: T-Mobile
  23. Verizon opted not to use RRUs because they were concerned about reliability. Their long term durability from exposure to elements, natural disasters, etc., has not been proven sufficiently for VZW to stake their "most reliable network" reputation on it. One minor clarification, the VZW iPhone 5 does not support AWS.
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