Apple designed the iPad for comprehensive connectivity. The Wi-Fi + 3G model begins at $629 for the 16 gigabyte edition. Users who want to keep connected to the Web will pay $14.99 monthly at minimum, up to $29.99 for an unlimited data plan.
With the way Chief Operating Officer Tim Cook defended AT&T
Of all the carriers, Deutsche Telekom's
That's also bad news for Verizon
How to play it
For as much as I've made out of shorting the entire telecom industry, I'd be remiss if I didn't admit that AT&T is an interesting play on the iPad.
This week's earnings report makes clear that the former Ms. Bell has every intention of moving feature phone customers up-market to either the iPhone or some other data-consuming device. Fixed-fee data plans -- precisely the sort you can buy with the iPad -- could yield healthy profits, so long as AT&T's network is up for the task of delivering a tsunami of bits.
Do you agree? Disagree? Make your voice heard using the comment box below, then check out the rest of our series on how the iPad could change the world.
Fool contributor Tim Beyers is a member of the Rule Breakers stock-picking team. He had stock and options positions in Apple and a stock position in Google at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Twitter as @milehighfool. The Motley Fool is also on Twitter as @TheMotleyFool. The Fool's disclosure policy likes that ensemble on you. Well done.