According to Henry Blodget, AT&T may be willing to see the end of their exclusive deal with Apple to support the iPhone, as the traffic is “Crushing AT&T’s Cell Network”:
- Performance issues will likely hasten the end of AT&T’s exclusive on the iPhone (which is scheduled to end next year anyway). At this point, it would actually be in AT&T’s interest to spread the network demand around.
- AT&T will have to spend a lot of money and rush to upgrade the network before its reputation gets any worse (a third of people who don’t buy iPhones don’t buy them because of AT&T)
- This is GREAT news for the future of the mobile web: Now that the iPhone has created a compelling mobile online experience, mobile usage is finally exploding. This is already leading to the growth of a whole new industry based on mobile apps and gadgets.
- This is great news for the iPhone: If people are willing to put up with performance this lousy, it shows how much they love their iPhones.