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From: Keith Feral	10/4/2011 7:02:51 PM
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blogs.barrons.com Apple will be selling a lot more phones with the free 3GS. ASP's should decline to $575. I think that will create some trading flow back and forth til we get closer to earnings for last quarter. ATT is getting a competive advantage over Sprint and VZ since they can offer the free 3GS phones. ATT and VZ will both have an advantage over Sprint with the $99 iPhone 4. Sprint will sell a lot of iPhones to existing customers, but I can't see them bringing in new customers with the 4GS. They have 1 key selling point which is the $10 unlimited data plan. The only way Sprint gains an edge if they have something nobody else gets like the 4G iPhone 5 to compete with all their other 4G models from Samsung and HTC. They are still the lowest in the pecking order at this point. The only way they can pull ahead is with a new 4G iPhone. That's entirely up to Sprint's strategic decision to push the iPhone 5 with 4G Wimax or wait til they upgrade Wimax to LTE like everyone else. At this point, the iPhone 4S will keep them from becoming more irrelevant. But, today's news does very little to take advantage of their 4G network. They come out slightly behind on the news, but maybe better off for not making a suicide bet on the iPhone 5 - yet. I'd love to see them give it a try!

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