Be careful assuming too much out of this supposed "deal", if it comes and involves Apple. The Chinese Gov't owns the telecom's as well as everything else over there, and they're not about to allow Apple, or any other foreign entity to play a huge role in any business transaction.
Why is the price on the RISE then?
oh, i forgot ..... you Koreans don't eat turrkey ..... how's 'bout a little dim-sum?
" I hate it when people throw around the 'priced in' principle, ..."
He's para-quoting CNBC. I caught this little tid-bit of clueless-ness late this morning from one of those dorks on the "Squawk on the Street" circus.
Pretty sad when a former CEO feels compelled to enter the Bloggo-sphere to beg iphone users to dump and convert to Android devices. I guess Google's BOD pressured him to do something after their multi-billion dollar debacle purchase of Motorola.
VERY classy, Mr. Schmidt. Roll around in the mud with the likes of HTC and low-end Samsung crappola. (btw ..... have you been reading over all the negative feedback you've been receiving from the blog community? Spells out some pretty definite sentiment about your silly, failed school boy antics.)
Take it easy Mr. Paranoia. There ain't no "deal" yet ...... NObody actually KNOWS anything yet. This Dec 18th event may fizzle as far as Apple is concerned. All current investment $'s have already been put in ..... a new run up will require NEW new money. I'll tell you, Apple's got alot of irons in the fire ...... it takes TIME to come to fruition. Wanna whet your appetite? Think about what an iTV will do, with Apple's ecosystem coupled with the iCloud, unique new content feeds from many new players, 3D motion and visual sensing, etc. Get the picture?
So take a Chill Pill and have another cup of coffee .....
" They would be better off discounting Samsung stuff because they would have more margin to work with ..."
This statement encapsulates the essence of your stupidity. Well done.
Because most Americans are too stuck-up to accept the work that the Mexicans do. Most immigrants are hard-working people who need to send money back to their families, which is a primary motivation for their effort. They simply pick up the work that no one else wants. (Welfare and food stamps apparently are more desirable than honest work.)
Another Korean visionary ...... with the grammar itch.
Geez ..... i wonder if i can wait for 2014? Seems like such a long way off.
I just KNOW that all those weekly options players can't wait .... the tips of their own noses are so far off that they can't see beyond them, usually........
Man, i'm "really, really" discouraged now. I thought it was bad before ....... now, i see that it's REALLY, REALLY bad.
It particularly concerns me that none of the highly regarded, top-notch bloggers such as Motley Fool, SA, and Watt St. Cheat Sheet, have nothing to say about the impending China Mobile deal. The fact that they are without comments, must mean that it probably won't happen. That REALLY has me REALLY, REALLY down .....
.... i mean, REALLY ....
" ... CHL may not be so quick to do a subsidize deal. "
You're right. And, we most likely will not learn the details of any impending deal. What has me particularly concerned is how the Chinese Gov't, being the owner of all the China telecom's, will continue to exert their control over any and every business transaction.
CM is not "gravy" to Apple ..... it's an absolute necessity for them to move into that market now with new compatible products, in the wake of CM's 4G buildout. (Unfortunately, CM ain't quite there yet, as they don't have enough base stations built, and they haven't even issued any 4G licenses yet.)
VIX ain't under 12 .... currently 12.40.
Back to school with ya, dude.
Unbelievable. Bad pump, dude ..... REALLY bad pump.
(btw ..... for any of the un-initiated readers here, forward options premiums are always higher than nearer-month premiums. But of course, this clown already knows this.)
Nice post. But, temper your enthusiasm with this quote from the last paragraph of this article:
" ... The exact terms of the deal between Apple and China Mobile are unlikely to be made public, but Bloomberg had suggested back in September that Apple may have found itself in an unusually weak bargaining position given the importance of securing this deal "
We cannot for one moment assume that Apple has any leverage here, since at any time the Chinese Gov't can (and HAS, in the past) step in to dictate terms. All telecom's are state-owned, don't forget.
In short, any ultimate CM deal will be a positive, but it may not turn out as assumed by the enthusiastic Long's.
You know, you guys really need to put all this "fundamentals" type thinking aside, or you're never going to understand the market.
If this CM thing is so imminent, why isn't any of the bureau's or commentators saying anything about it? You'd think it'd be big news to sell ad space for, yes?
(Ans: it's too early for anyone to go out on a limb for.)