I'm sure that Jobsy and his crew aren't quite freaking out, but they're probably not feeling quite as comfortable about their "one carrier" policy for the iPhone as they once did. Based on some recent research, around 27% of devices in the wild have been unlocked and are being used on carriers other than AT&T.
It's a serious issue that Apple will be thinking about, since it represents not just customer dissatisfaction with the model, but an erosion of their ecosystem for delivering and commercialising services behind their "walled garden", which in turn ultimately affects stock prices and revenue forecasts.
For example, Mr Sacconaghi said, if Apple hit its sales goal of 10 million iPhones by the end of the 2008 financial year but 30 per cent of those didn't result in any carrier payments, then its revenue and profit would be $500 million and 37 cents per share lower than expected.
The next 12-18 months will be very interesting for the current iPhone sales model, IMO.


For those of you that may remember back to when