AT&T (T) announced the availability of three new Windows Phone 8 smartphones. Beginning Nov. 9, AT&T will offer the Nokia (NOK) Lumia 920 for $99.99 and the Nokia Lumia 820 for $49.99. Also, AT&T will carry the Windows Phone 8X by HTC, including an exclusive version of the Windows Phone 8X by HTC in California Blue and Limelight yellow.
Sentiment: Strong Buy
Microsoft wants guarantee this time around that WP8 will gain market share in the U.S. this time around. After all Windows flavored - Mobile, 6.5, 7 have not really had much impact. I hoping WP8 sale beats analyst estimates 1.5 million for now to end of the year! Nokia should sell much more the stupid pundit's estimates of 500K.
Nokia will do well with the Lumia phones. BUT how well will they do if they don't include one of the largest US carrieres, Verizon in the top of the line Lumia phone, the 9xx. The 822 is fine, but is not the 9xx. Not having this phone out in time for the holidays is a mistake in my opinion. It will cost Nokia and Verizon. Customers will switch over to AT &T to get the phone they want, or will just get something else in its place. Many are too impatient to wait around and will pick up a second choice. Hoping for a speedier release of the 922....
The exclusive deal is only for six months, I see it as a good game plan, so did Apple when they were exclusive on AT&T. Being highly subsidized at $99 and hands down the best WP will surely help AT&T steal market share. Just wait Microsoft 1.8 billion dollar ad campaign is just getting started. Microsoft as with the XBOX will be willing to take a heavy hit to ensure their products are accepted, to wager against W8 at this point is a long shot. This ecosystem adds 400 million PC's per year, people should want tablets and phones that use the same Kernal / highly compatible across the board.
Nokia isn't limited to offer one type of phone every two years like Apple, when WP8 takes off who’s to say Nokia wont add to Verizons line up? I'm sure the ramp of product is under control not to flood the market in case of slow acceptance. I will say Nokia informing the industry early last quarter that WP7 would not be upgradable to WP8 killed their product line instantly, and was the cause for such poor sales numbers. This time the lumia 920 has functions others can only dream about, Its has a lot of users positively talking on the tech sites, user feedback on engadget, cnet, theverge, slashgear and other sites. The lumia will be offered to a larger market this time around including China mobile that has close to ¾ of a billion subscribers. Apple has been trying for years to get into china s market.
AT&T stores still have no demo units on display. And the posters in the front windows of their stores are still iPhone 5 posters. The HTC Titan II and Lumia 900 are the only WP phones on display, and they're still running WP7.5, not even the 7.8 update that's supposedly available. You can't update your software from the phone, only via pc. That's a drag!
"For a limited time and while supplies last, AT&T will also include a wireless charging plate – free of charge – with each purchase of a Lumia 920."
See full PR from AT&T at the bottom of the AT&T home page: "Media Newsroom"
Also gives the links to pre-order tomorrow.
Sentiment: Strong Buy
AT&T's exclusive deal is the key to funding such deep discounts, and should help sell the 920 like crazy.. Keep in mind or be aware of what Nokia's exclusive deal with Microsoft consists of.