【出版时间及名称】：2010年2月美国TMT行业研究报告
        【作者】：瑞士信贷
        【文件格式】：pdf
        【页数】：60
        【目录或简介】：
Table of Contents
Who Will Get The iPhone? 3
Key Conclusions 3
Implications for the Stocks 3
Outcomes and Probability Weightings 5
Report Structure 9
A Framework for Solving the iPhone Exclusivity Problem 10
Setting the Stage: the iPhone Model 11
Reconciling Bottom-up and Top-down Sub Forecast 14
Step 1: The Cost to Apple of Exclusivity 15
Step 2: The Added Cost of CDMA 18
Step 3: The Cost to AT&T of Keeping Exclusivity 19
Scenario #1: Exclusivity Extended 24
Summary 24
Impact to AT&T 24
Impact to Apple 26
Impact to Other Carriers 26
Scenario #2: Exclusivity Ends But No CDMA iPhone 27
Impact to AT&T 27
Impact to Apple 31
Impact to Other Carriers 34
Scenario #3: Exclusivity Ends and Apple Manufactures a CDMA iPhone 35
Summary 35
Impact to AT&T 35
Impact to Apple 39
Other Carriers 42
Scenario #4: Exclusivity Ends in Mid-2011 45
Summary 45
Impact to AT&T 45
Impact to Apple 49
Other Carriers 52
Appendix 55
Apple Model- Income Statement 56
Apple Model- Segment Forecasts 57