The other piece of news investors seemed to have glossed over this week is it appears that the new iPhones will be now be available via NTT Docomo (NTT) in Japan. This is a significant positive. NTT has less subscribers (60mm) than China Mobile. However, its subscriber base has a much higher per capita income and approximately a quarter of this subscriber base is already using 4G phones. Finally, Japan is Apple's biggest foreign market already with some ~$2.5B of quarterly sales.