I do find @asymco's theory of iPhone as network salesman compelling, but it doesn't account for NTT Docomo's behavior in particular.
@asymco refusing to carry iPhone till now. I wrote up my thinking last April here:http://stratechery.com/2013/why-do-carriers-subsidize-the-iphone/ …
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@monkbent DoCoMo preferred to control the service market itself. Apple's approach is to force sharing of serv. revenues with device. -
@asymco Agree. My point is that for some carriers, usually the leading ones, buyer preference drives iPhone subsidies, not network salesman
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@monkbent Verizon didn’t resist iPhone for years they got it as soon as AT&T’s exclusive ran out, which meant a mid year upgrade to iPhone 4 -
@Kn1ne they were offered the iPhone first and turned it down for control reasons -
@monkbent that’s true, AT&T went in blind without seeing the phone. Once it was on the market though Verizon got it as soon as they could.
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