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Technology Stocks : Apple Inc.

AAPL 280.55

-1.3%

11:58 AM EST

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To: MGV who wrote (162986)	12/16/2013 1:13:15 AM
From: pyslent	Read Replies (1) of 213173

"Over 1/2 of all smartphone activations in Apple's seasonally slowest quarter were iPhones. " Not to put too fine a point to it, but who cares? As impressive as this fact is, what do you imagine is the significance to this discussion? Do you believe it to preclude the existence of a volume commitment clause, or tell you something about its magnitude? What does TMobile's 15% iPhone share in the same time frame tell you about their volume commitment, if anything? There is evidence that both Sprint and VZ had agreed to volume commitments that cleverly align their interests with Apple's. This counteracts the natural disincentive that comes from Apple demanding the industry's highest subsidy (careful, I'm speaking in absolute dollar amounts, not percentages). I view the volume commitments as a good thing-- i said so at the time. Message 28029673 Maybe you disagree that Apple ever had the clout to push something like this down the throats of the carriers, but remember, this was a time when the iPhone was doubling sales every year, with no end in sight.

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