Did iPad Data Deal Extend AT&T’s iPhone Exclusivity?

There’s an interesting theory being floated today by Broadpoint AmTech research analyst Brian Marshall: By agreeing to offer “breakthrough” 3G prepaid data plans for Apple’s iPad, AT&T won an exclusive on the device and extension of its iPhone exclusivity agreement.

iPad: King of All Media?

When Apple’s iPad arrives at market Saturday, it will have access to all manner of content: Millions of songs; thousands of movies; and eBooks, magazines and newspapers from a growing list of publishers. After the jump, a handy table from Broadpoint.AmTech analyst Brian Marshall breaking out providers of the latter.

Voices

Google’s Little Fiber Experiment Could Cost Over $1 Billion

The surprise announcement that Google is going to experiment with installing ultra fast optical fiber-based broadband Internet access to up to 500,000 people has some very real potential economic consequences.

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Apple: Eight Reasons to Buy the Stock Here

Apple sure did have a nice run in 2009, with a 150% run-up off the March low. So can the stock move up from here? Oh, yes it can, according to Broadpoint.Amtech vice chairman Richard Prati. In a note to clients today, Prati wrote that the stock is likely to hit new highs throughout 2010, despite the recent its current level near its all-time high.

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Could Asian Players Buy Take-Two Interactive?

Could the U.S. video game companies be acquisition targets for their Asian rivals? Broadpoint.AmTech analyst Brian Schachter raised that question in a research report Friday, asserting that there is excess capital at many Asian video game companies, particularly in China.

QOTD

“If the new management team cannot fix user engagement, most of the other initiatives will not mean much. The company has laid out a strategy to focus on ‘niche-at-scale’ content and advertising. We are simply not believers in this strategy, and we do not give the company credit for it working.”

– Broadpoint AmTech analyst Benjamin Schachter isn’t convinced that the new AOL is any better than the old one.

AOL Now Aol.

Broadpoint AmTech Analyst Would Like His Verizon iPhone NOW, Please

June 2010. That’s when AT&T’s iPhone exclusivity contract with Apple expires–according to Broadpoint AmTech analyst Brian Marshall, anyway. In an interview with Bloomberg, Marshall said once again that he believes Apple will bring the iPhone to Verizon in the second half of 2010.
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600,000 Droids Deployed in 2009?

Verizon, though it refuses to divulge sales numbers for Motorola’s new Droid handset, says it has been “very pleased” with demand for the device so far. And no wonder: According to Mark McKechnie of Broadpoint AmTech, Verizon is on track to sell 600,000 Droids during the fourth quarter of 2009.
droideye

Droid Invasion

Layoffs Begin at AOL