wild cards is iPhone mix. I noticed that Verizon said that about 1/2 of the new phones were 5's. That would not be good for Cirrus if all were like this. I think ATT said most of the new phones were 5's. But I think some of this gets uncovered today.
"Verizon also announced that the iPhone 5 accounted for about half of the iPhones activated in the quarter, which suggests strong sales for the iPhone 4S and iPhone 4."
That is a quote from one place that this is what they stated.
"With nearly two-thirds of new smartphone activations at Verizon, it was the best performance yet for the iPhone on the largest carrier in the U.S."
This is the other one. Now, this is why there is so much uncertainity. In one place they report one way in another another. We had the same problem with the so called cuts in screen. The real number was 60% and then they started reporting about 1/2 which is true but not honest and totally different in meaning.
I should have posted both.
Sorry, but today this all gets cleared up. I think that the number is closer to 75% 5's.