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Why AT&T Should Be Ready for an iPhone Slowdown This content requires a paid GigaOM Pro subscription

  • Saturday, October 24, 2009

Despite rosy third-quarter earnings, AT&T should be prepared for its gravy train to derail.

Apple’s iPhone once again carried AT&T to a successful quarter, accounting for a record 3.2 million new activations and driving a 33.6 percent increase in mobile-data revenues year-over-year, to $3.6 billion. But I think AT&T’s ride on Apple’s gravy train is headed for a serious slowdown in the months ahead. The iPhone launched more than two years ago to rave reviews and crowded lines at the retail counter, and Apple has effectively built on its momentum [...]

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