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Technology Stocks : Apple Inc.

AAPL 273.23

-0.5%

12:36 PM EST

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To: slacker711 who wrote (149060)	1/24/2013 12:23:02 PM
From: Keith Feral	Read Replies (1) of 213176

T Mobile could be just around the corner for an iPhone launch in April. They would be good for an extra 2 or 3 million iPhones per quarter going into June quarter. With all the concern on the March quarter at $43 billion, that still leaves them with a good result. After June, replacement cycles for the iPhone 4S begin to kick in which should help iPhone 5 sales over the second half. That will end almost a 2 year lockout for everyone that has to wait around for the upgrades. If Apple has new iPhones in place by June or July this year, they can avoid the summer letdown to other vendors like Samsung. I don't think that people want to hear about Apple's supply chain problems slowing down sales through the December quarter this year, so it would behoove Apple to do a new iPhone launch before September this year.

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