Friday, June 19, 2009

iPhone AT&T conspiracy theory

The recent behavior of AT&T regarding the upgrade from iPhone 3G to 3GS may shed light on how long we have to wait for a second iPhone carrier in the U.S.

No one outside of AT&T and Apple know for sure the duration of AT&T's exclusivity. In August of last year USAToday said the contract lasts until 2010 .

My thought is that if the exclusive contract ran out at the end of 2009 or by June of 2010 then AT&T would be behaving differently right now. Instead of telling people whoose contracts expire in a year to get lost for a year they would be rolling out the red carpet to extend their contract for another 2 or 3 years.

Eventually the exclusive deal will end and an early sign of that day will be AT&T offering current customers a deal to extend their contract. AT&T's current behavior signals that the exclusivity is here for at least a couple more years.
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