I'm sure Samsung has some 4g phones that they too can sell to China
China Mobile will carry a version of the 5c and 5s. These phones will work on 3g and 4g networks. Best of both worlds.
Sentiment: Strong Buy
What will China Mobile pay for each iPhone? Did they get the discount they were pushing for? What level of unit sales commitment did they make? How much did they commit to spending on advertising to promote the iPhone in China?
Are you saying to buy China Mobile ? Or rather, buy AAPL ?
I prefer Apple, but you can play both.