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Technology Stocks : Apple Inc.
AAPL 273.67+0.5%Dec 19 9:30 AM EST
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To: Cogito who wrote (133827)5/18/2012 4:08:37 AM
From: Road Walker  Read Replies (1) of 213177
 
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.

Since the subsidy is outsized on the iPhone, it might be the only one where the subsidy is reduced. Or it might be reduced much more. In either case the iPhone becomes more expensive than the competition, which generally means lower sales. That the bear case. And if T and V act at the same time, there are not a lot of places that most people will go.

None of this jibes with the current retail reduction in iPhone prices BTW.
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