Apple (AAPL) just smashed quarterly expectations as iPhone sales doubled and the company generated its highest revenue quarter.
Yes, it could get way, way better. Tim Moran with Oppenheimer & Co. believes that the iPhone will reach all major U.S. wireless carriers in 2010. It's as if Apple hasn't sold enough iPhones already. That number could be punched up in a huge way if Moran is correct.
It makes sense -- Apple has accomplished handset sales in the U.S. with one product (several updated versions, of course) and one carrier, completely changing the landscape of what most consumers think a cutting-edge wireless phone is. If Apple were to unleash an iPhone for all the other carriers besides AT&T (T), it could add to its $40 billion cash hoard significantly.
What will be interesting if this is true: will additional carriers have an "iPhone-only" calling and wireless data plan? AT&T's iPhone plan is significantly higher than the calling and data plans from other carriers with cutting-edge smartphone units. Would Verizon Wireless, for example, give the iPhone the same access to calling plans as devices like the Motorola (MOT) Droid (running Google's Android operating system)? If so, Apple's calling plan parity across wireless carriers could send sales launching into into space. They're already in the stratosphere.
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