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


To: zax who wrote (24180)12/17/2012 1:31:41 PM
From: puborectalis  Respond to of 32692
 
cnbc.com

And now we have these China numbers.

The iPhone's China sales are staggeringly important. At the rate Apple has been growing in China, Asia Pacific is likely to be its biggest market (topping the Americas) in the next couple years.

If the iPhone 5 can still pull a big launch in China, it suggests that Apple's brand still has plenty of cachet there. If Apple's brand still has cachet, iPad sales probably won't be bad, either. Combine that with what we know of Apple CEO Tim Cook, and the cautious tone he struck less than two months ago about his ability to ramp up iPhone 5 supply quickly, and the latest iPhone numbers look significant.

Significant enough that, with a few extra iPhone sales,favorable mix toward higher-end iPads and the help of a few flying reindeer, it seems possible that Apple might deliver a bit of upside for Christmas.