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Apple Inc. Message Board

  • no.poverty no.poverty Sep 13, 2013 11:33 AM Flag

    Y r smart INVESTORS buying more apple 2 day go 2 CHL site &read why Yahoo wont let reprint through

    Mellisa is bound and determined to keep her Ring 3 Mrs Blue Lum N Abner Jot Em Down Store crank telephone
    We are trying to get this information through her Gestapo Censors. The article on CHL's site begins "We believe the disappointment in Apple is likely to be temporary. Bigger drivers of the company's future earnings and revenue growth are still on the horizon and the stock is likely to move higher once these events occur. First and foremost is a long rumored deal with China Mobile (CHL) that will give Apple access to the company's ~740mm subscribers. Obviously this would have a huge positive impact on the company's ability to sell tens of millions of additional iPhones in the Middle Kingdom.

    There are a couple of reasons to believe this deal is going to get done in the very near future.

    Lost in the disappointment on the iPhone unveiling this week was news that the company has received a license for its phones to operate on China Mobile's 3G and 4G networks from the country's Telecom Equipment Certification Center. This is significant pre requisite for selling phones to China Mobile's huge subscriber base.
    In addition, the Wall Street Journal recently ran a piece stating Apple has asked Foxconn, its contract manufacturing partner, to add China Mobile to the list of carriers slated to receive a new low-cost iPhone.
    Given these items and other data an Apple/China Mobile partnership seems very near.

    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.

116.60+0.65(+0.56%)Oct 21 4:00 PMEDT