In this podcast, Yankee Group’s device expert Andy Castonguay argues that while device manufacturers and mobile carriers share in the rewards of exclusive handset arrangements, the bulk of the risk is borne by the carrier: “great for Apple, terrible for AT&T.”

Josh Martin, Josh Holbrook, and Jeffrey Breen join Andy in this discussion of carrier subsidies and consumer buying trends in the context of the current economic downturn.

OEMs win, carriers lose podcast (mp3 / 10.5MB / 11:24)