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Technology Stocks : Apple Inc.

AAPL 268.42

-0.5%

Nov 7 9:30 AM EST

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To: XoFruitCake who wrote (132543)	4/30/2012 11:37:26 AM
From: Keith Feral	Read Replies (1) of 213172

I agree with the point that China Mobile would add another 30% to China demand, not another 2 to 3 fold increase. That being said, the 5 fold increase in Asia sales from last year could easily double over the next year as Apple adds more carriers. There are a lot of big telecom carriers in Asia that are waiting around for the iPhone 5S. Apple is still only in front of a disproportionately low number of telecom carriers relative to Nokia and Samsung - 29% vs 70%. If that's the case, Apple can grow from 35 to 50 million iPhones per quarter pretty easily by the December quarter. I don't expect they will be topping 35 million units for the next 2 quarters, which is probably the outer limit of their current production for now. However, that gives them time to line up their manufacturing for the next push higher come October. I'm looking to get back into my Apple shares later this week on any market weakness. First week of May still vulnerable to "sell in May and go away".

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