Re: [Apple Gets $831 for Every iPhone Sold Thanks to AT&T Payments]

[David Farber <dave () farber net>]

Begin forwarded message:

From: Newmedia () aol com
Date: October 29, 2007 4:18:08 PM EDT
To: dave () farber net
Subject: Re: [IP] [Apple Gets $831 for Every iPhone Sold Thanks to  
AT&T Payments]

Dave:

You might want to STOP this before it gets too far -- NO ONE actually  
knows what the arrangement between Apple and AT&T really is so this  
is NOT an accurate report.

One Wall Street analyst came up with this number from reading the  
September AAPL financials and making MANY guesses.  He got lots of  
attention -- which was probably the intended result.

Neither AT&T nor Apple have commented.  It was the first reported  
quarter and there are lots of unanswered issues still to be  
resolved.  Perhaps it's best to hold off jumping to WILD conclusions  
at this point?

Mark Stahlman
New York City



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