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Technology Stocks : Apple Inc.

AAPL 280.65

-1.2%

Dec 4 3:59 PM EST

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pyslent

To: MGV who wrote (162986)	12/15/2013 10:02:44 PM
From: slacker711	1 Recommendation of 213173

My point is that your threshold for believing something to be true is ridiculously high. It isnt fact but the jump in purchase commitments just before the release of the iPhone also is more than "unsubstantiated rumors". Apple had enormous leverage in that deal with VZ and exploited it. I think that they were able to do something similar with Docomo. It is an open question whether they were able to do something similar with CM. The company is in a much better position than they were last year when their TD-SCDMA network was floundering. They have been gaining share in 3G all year and will be the only 4G provider for quite a while. That commitment matters. Both CU and CT were able to drop their subsidies on the iPhone pretty substantially over the last year. We can hope that Apple was able to extract better terms from CM to force a price war, but it is definitely a big variable in any iPhone unit projection over the next year. Slacker

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