The carriers have to finance the handsets they sell and when it is the higher priced Apple iPhones there is a rapid draw of the carrier's cash hurting its profitability for the quarter. This happens with every carrier and they make it back plus more over the full length of the higher cost contracts that the users sign. The bigger the hit the more they sold and the more they had to finance. This is the first fact of increased sales in the largest market in China.
This is a positive, not a negative. Each of the domestic carrier's has learned that, in the short run they forego profits to obtain massive long-term profits. This is a result of having to take the up-front hit on phone subsidies paid to Apple. They make it all back, and then some, as the monthly payments mature.
Yes, it is a positive. All the FUD is screaming that the iPhone sales are flat. However, they were big enough to pull over 9% of China Mobile's profits for the quarter. Ignore the BS. Once again, it is another, "If we could have made more we would have sold more" for the quarter.
Also, the Mac Pro still has a 3 to 5 week lead time on the shipping. Is there any other PC manufacturer with a 3 to 5 week lead time in any country? TIM COOK, MAKE THEM FASTER PLEASE!!!