"Besides the financial implications, we believe the prevalence of unlocked iPhones presents a significant strategic dilemma to Apple," Bernstein Research analyst Toni Sacconaghi wrote.
Although many analysts had previously estimated the number of iPhones operating on "unauthorized" networks at around 20%, if these new figures are accurate it's closer to 30%. That means in order to reach the amount of revenue originally expected for the 10 million iPods Apple has consistently projected they'll sell by the end of this year they might have to sell closer to 12 million.











