"We thought that much of the interest would come from existing AT&T customers," said Yigit. "When we looked at how [interest] differed by carrier we saw relatively high numbers for T-Mobile customers -- kind of understandable when you look at the profile of T-Mobile. It's the most urban, cosmopolitan, younger, almost like fashion-forward group of cell phone users out there. They made a success out of Sidekick when nobody else was able to manage that."
According to Apple, the only way U.S. consumers will be able to get an iPhone is by signing a two-year contract with AT&T.
"If somebody says who is the biggest winner in all of this -- it's really AT&T," said Yigit. "In one relatively quick sweep of the wand they inject cool into basically an older institution."
Apple says it expects to sell 10 million iPhone in the first 18 months that it is on the market. Yigit said he's betting that between 5 and 7 million iPhones will be on the streets in the U.S. by December 2008.