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Latest Shaw Wu Report on CDMA iPhone: 2012?

For American users, the long-rumored Verizon CDMA iPhone is starting to look like the famous unicorn. Or the white iPhone. Or anything else that Apple never shipped. And indeed, reports from well-known Wall Street “analysts” don’t help, either.

Shaw Wu, a guy who has a history for being wrong about Apple (see here and here), is now claiming that Apple is indeed working on a CDMA iPhone with Verizon (oh really?) but that the whole project might slide to 2012 if Apple decided to team up with Sprint and T-Mobile instead. Oh, but they could also wait for LTE to become a more used technology and skip the whole CDMA thing. Oh, but they’re also in talks with Verizon about a SVDO iPhone (voice and data at the same time). This note has been issued to investors. To me, he sounds pretty confused.

Straight from AppleInsider:

“Shaw Wu with Kaufman Bros. issued a note to investors on Monday, in which he said he expects Apple to expand the iPhone to another carrier in the U.S. next year.”


“The current front-runner is Verizon, which is said to be in talks with Apple for a “SVDO” iPhone which would allow both voice and data at the same time, something not possible with a traditional CDMA phone on Verizon’s network.”


“While Wu believes that the iPhone will eventually come to Verizon, that could happen as late as 2012, he said, if Apple decided instead to go another route: both T-Mobile and Sprint.”

…but will eventually come to Verizon.

“While Apple and Verizon are said to be eying SVDO for the iPhone for now, the companies are said to be viewing that option as an interim device until a full-fledged long-term evolution (LTE) 4G phone debuts in a few years.”

Or, LTE.

Basically, the guy “doesn’t know jack about Apple”. It’s just the same story all over again.

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