Those numbers demonstrate that 50% of of AAPL revenues (if I understand the chart) are derived from Americas and Greater China, where, at the moment, NOK has paltry revenues.
Please feel free to correct me, as may be your wont, but it seems to me that AAPL's 50% in those 2 markets is at risk to NOK if VZ/NOK rumours hold up and if the preferential ChinaNOK network deals pan out in 2013.
Looks like NOK has an unusually huge opportunity in these 2 markets in 2013 with its Lumia product lineup complimented by its, as yet unannounced new additions to its lineup, to gain significant marketshare in these 2 markets, which, if so, could see NOK outperform most analyst 2013 estimates!
I just don`t get why analysts don`t see this the way I see it (and c24)..but that`s what makes a market...and that`s what provides huge returns to those who see, ahead of the analyst curves, what is likely to transpire, rather than relying on what analysts tell us has transpired! |
