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Technology Stocks : Apple Inc.

AAPL 270.82

-1.0%

Dec 22 3:59 PM EST

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To: Keith Feral who wrote (126194)	2/23/2012 9:47:55 PM
From: slacker711	Read Replies (1) of 213177

Nokia and Samsung are each selling north of 70 million cell phones per quarter. The main difference between Nokia or Samsung vs Apple is that Apple only has contracts with 30% of the global wireless companies. The main difference is that Nokia and Samsung have average selling prices about a fifth of Apple's ASP's. The market for $600 handsets is substantial but it isnt anywhere near as large as the 1.6 billion unit cellphone market. Personally, I wouldn't be shocked if iPhone 5 doesn't come out until 2013. LTE networks are only available in handful of markets in the US right now. It doesn't make any sense to sell the iPhone 5 before the LTE networks cover the majority of US markets. Plus, it gives wireless carriers more time to recoup the costs of their iPhone 4S handsets. LTE is a done deal. It is the only way that Qualcomm's guidance of 1/3 of their chips being LTE enabled by the end of 2012 makes any sense. Slacker

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