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Sprint gambling $20 billion on iPhone deal?

The Wall Street Journal is reporting that Sprint has landed a huge $20 billion deal with Apple to purchase roughly 30 million iPhone units over the next four years.

Mr. Hesse told the board the carrier would have to agree to purchase at least 30.5 million iPhones over the next four years—a commitment of $20 billion at current rates—whether or not it could find people to buy them, according to people familiar with the matter. In order to keep the price people pay for the phone low and competitive with rivals, Sprint would be subsidizing the cost of each phone to the tune of about $500, which would take a long time to recoup even at the high monthly fees iPhone users pay.

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75% Chance iPhone Remains AT&T Exclusive iPhone Carrier in 2010

Credit Suisse Research analyst Jonathan Chaplin thinks we can expect Apple's iPhone to remain exclusive to AT&T for an additional 12-18 months, long past some people's expectations (and recent rumors). Not only will it remain exclusive, Chaplin says, but the delay will have a major negative impact on Verizon, causing him to lower his rating on Big Red from "Outperform" to "Neutral" and cut his share price target from $32 to $30.

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What if iPhone 2.0 was... 3G Exclusive?!

There's been some chatter here, and in the blogsphere in general, that the iPhone 3G isn't a compelling enough upgrade for current iPhone users. 3G speed is nice, but not everyone has it in their area. GPS rocks, but Google cell and Skyhook WiFi triangulation is good enough for a lot of location services. And the flush headset jack? Already bought an adapter. So aside from some internals, like rejiggered sensor arrays, better speaker quality, and more radio-friendly plastic back, some just don't feel like the iPhone 3G brought enough new stuff!

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