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Technology Stocks : Apple Inc.

AAPL 278.28

+0.1%

Dec 12 9:30 AM EST

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To: iggyl who wrote (147587)	1/4/2013 6:03:31 AM
From: pyslent	of 213176

“We think China Mobile could be starting to ‘need’ the iPhone more, since it has seen its 3G market share erode Like Slacker recently posted, China Mobile seems to be losing the high end customers, but I don't understand their response. By launching the Lumia 920 for essential free with contract, they seem to be offering Nokia an iPhone-like subsidy (>$400). Strikes me as cutting off their nose to spite the face, if their resistance to a deal with Apple all along was the level of subsidy. The gamble works out if the Lumia takes off and they have an exclusive on their hands, but why not do it alongside an iPhone deal and take the risk out of it?

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