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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Kelly G. who wrote (133861)	5/18/2012 5:44:54 PM
From: Road Walker	Read Replies (2) \| Respond to of 213177

Not likely to do so but I think that Apple has the upper hand here. If they didn't, they never would have been able to arrange the lucrative deals they have in the first place. It's always about who owns the consumer; always. Two competing thoughts: 1. Apple has the best marketing, the best product and the best ecosystem. They drive consumers to their products and they stick them. 2. The carriers collect the money, which is a huge, own the consumer, advantage. Never underestimate the stickyness of the payment relationship. Try to take off your Apple hat and look at it from the perspective of the carriers. They're getting beat up in the financial press and by their stockholders for ceding (their rightful????) profits to Apple. They are being mocked, fairly or not. In business there is an magic moment where the consumer pulls out the wallet and pays $xx for a product. But all along the retail and brand and manufacturing and component and raw material and transportation and labor supply chains there are competing interests fighting for every 1/10th of a cent of that purchase. Up line. Everybody is negotiating with everybody every day. All for a pittance of each consumer dollar spent at that magic moment. It's what makes or breaks companies everyday. Does Apple or the carrier own the consumer more? Thats the game. It's a fun game when you win and a miserable game when you lose. But It looks like "game on" between the carriers and Apple.

To: Kelly G. who wrote (133861)	5/19/2012 12:11:53 AM
From: XoFruitCake	1 Recommendation Read Replies (2) \| Respond to of 213177

Rumor was that there was an iPhone 5 phone almost ready to go when the iPhone 4S was released Apple started the production run for Ipad 3 on Jan 1 and launched it in mid March. Depending on how many territories Apple wants to cover at launch, they may need 3 months or more production before they can launch Iphone5. I think the 4 inches screen shipment is the first real rumor that we hear about Iphone 5 production. So it would seems mid-late August is the earliest Iphone 5 launch days.