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Technology Stocks : Apple Inc.
AAPL 273.67+0.5%Dec 19 9:30 AM EST
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To: Road Walker who wrote (133823)5/17/2012 7:57:24 PM
From: Cogito1 Recommendation  Read Replies (1) of 213177
 
What power does Apple have?
They have the single best selling smartphone lineup in the world, which every carrier's customers demand, and which those customers have shown a willingness to go elsewhere to get. That's a pretty good bargaining chip.

It's not even so much a matter of Apple driving a hard bargain with the carriers. It's their customers.

If the subsidies for all phones are reduced, then iPhones will cost incrementally more, upfront. But so will every other phone. Will upgrade cycles slow down, as the carriers want? Probably, but how much that affects Apple will depend, in part, on how compelling each new iPhone upgrade is. Since the cycle already depends on that, I don't see what there is to be so worried about.
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