Comments on: AT&T shows thinking on new iPhone subsidy

By: geo, desmoine,ia

geo, desmoine,ia — Sun, 25 May 2008 19:55:51 +0000

From roughlydrafted.com:

The Street needs to create disappointment related to Apple, and the way to do that is to pretend that everyone expected a million phones to sell on opening weekend, and to create expectations that every phone is netting Apple a $700 windfall.

In a video segment produced by the Street, Moritz pats himself on the back for uncovering this new information, without citing any sources.

Because he quite obviously falsified the revisionism that feigned disappointment about Apple’s initial iPhone sales, it is that much easier to dismiss his current ”research“ as guesswork designed to serve the needs of paid-to-say mobile flack-master Entner.

The really comical flaw in the kickback scandal is that Moritz and other proponents frame the deal between Apple and AT&T as an unprecedented event. Moritz cited a ”money manager who is long Apple“ as saying ”This is unheard of. No one has this plugged this into their models.“

Hint hint, Street believers: plug this into your models so you can be disappointed! It’s okay because we’re all long on Apple and are hoping for the best. It comes from the most credible of whispering ghost informers.

By: att, atlanta

att, atlanta — Sat, 24 May 2008 18:43:00 +0000

with the iphone, you will be able to overwrite your contract, after completeion of 6 months of your contract we will allow you to upgrade,but not at the full discount price, by the way, if one looses his iphone, goes and buys another, when they activate the new iphone, it signs them up for another 2 years, i work for att

By: sean Bartlett tn

sean Bartlett tn — Sat, 24 May 2008 01:30:46 +0000

I was thinking. If you bought a iphone just a few months ago will AT&T really let you sign another contrack to get Money of the next iPhone I talked to a guy up at AT&T and he said you half to atleast be 16 months into your contrack to get a phone for a discount. So it got me thinking there’s not one iPhone user who is 16 months in to it so will that mean if you want to up grade then your just out of luck and will half to pay full price or will AT&T make it ok for iPhone people to upgrade?

By: bob, gales ferry ct

bob, gales ferry ct — Sat, 24 May 2008 01:06:39 +0000

You don’t have Apple’s success in mind. You’d like to see Apple either make less, cheapen the brand, or set the stock up for a disappointment-dip.

By: marinello2003

marinello2003 — Fri, 23 May 2008 21:38:13 +0000

I hope they do this, as I would love to upgrade from my existing iPhone to the latest 3G version. http://stocksbuyorsell.com

By: Scott, Minneapolis, MN

Scott, Minneapolis, MN — Fri, 23 May 2008 20:21:58 +0000

Earl – I’m failing to see how this article/speculation drives down the stock price? AT&T subsidizing the iPhone is a good thing for Apple. They’re still getting the same carrier payments, but the phone has just become cheaper to the consumer…

By: Patrick, Denver CO

Patrick, Denver CO — Fri, 23 May 2008 19:11:49 +0000

Moritz remains the sole ‘analyst’ predicting an AT&T subsidy. Either he’s very good, or – as history has shown – he is completely off track.

I hope he’s right, but his Apple track record is pretty terrible.

By: Joel, Minneapolis, MN

Joel, Minneapolis, MN — Fri, 23 May 2008 18:53:27 +0000

I fail to see the downside for Apple if any of the above statement are true or false.

“False” and the market chalks it up to the rumour mill.

“True” and the stock jumps.

Thinking that the market will move off of a short blurb like this? I think your tin-foil hat is getting a little tight.

By: Dave, Cleveland, Ohio

Dave, Cleveland, Ohio — Fri, 23 May 2008 18:35:44 +0000

Spoken like a true moron “earl”.

By: earl, shreveport, la

earl, shreveport, la — Fri, 23 May 2008 16:11:51 +0000

Screw Moritz A lying piece of s**t. Floats hopeful rumours to drive the stockprice down. Working AGAINST Apple shareholders in collusion with Cramer.