In the light of recent over the top ATT-BlackBerry announcement event introducing new BlackBerry 9800 smart phone it got me thinking. Why is ATT so eager to be attaching it’s name to BlackBerry? I know they have BlackBerries on their network for a long time, but I do not have a memory of joint ATT-RIMM event.
I am thinking what good general would do at this point? There is growing competition from me-toos as they are all catching up with touch screens. Not that they are better, just only touch phones available on certain networks. I am thinking the moment the ATT relationship is more hindrance than benefit, good business would look for ways to expand the business. There are waste territories out there that allow competition to grow only because Apple is not participating in them. The ATT-RIMM event got me convinced that both ATT and Apple already know that expansion is coming. Apple will stay good partner with ATT as they need them subsidize cost of the iPhone. But they know that at this point not adding new networks would be counterproductive.

Disclosure: I long on AAPL with various AAPL options