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To: zax who wrote (147373)12/26/2012 10:51:08 AM
From: puborectalis  Respond to of 213172
 
Analyst: China Mobile Needs an Apple Shot

By Aabha Rathee | More Articles
December 26, 2012


China Mobile’s ( NYSE:CHL) 3G subscriber growth is suffering because of a lack of deal with Apple’s ( NASDAQ:AAPL) iPhone, according to an analysis by Topeka Capital’s Brian White.

What Does China’s Wireless Market Look Like?

White found that even though China Mobile, the world’s largest carrier, has a total of 707.3 million subscribers, or 64 percent of the market in China, it only has 82.4 million 3G customers, or 37 percent of the country’s 3G users. Tellingly, the share has fallen from 41 percent a year ago. By comparison, both China Telecom ( NYSE:CHA) and China Unicom ( NYSE:CHU), which carry the iPhone, saw their 3G subscriptions double year-over-year.

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“China Mobile is the only major carrier in China that does not have a relationship with Apple to sell the iPhone,” White wrote in his note, according to Apple Insider. “We still expect Apple and China Mobile to announce an agreement for the iPhone in 2013.”

What is in Store for the Future?

The total number of 3G subscribers in China reached 222 million in November, up 88 percent year-over-year, pointing at the fact that the country remains a vital market for companies like Apple and Google ( NASDAQ:GOOG).

White also predicted that 3G subscriptions in China would reach 230 million just by the end of this year on the back of the iPhone 5 launch and grow to between 325 million and 350 million by the end of 2013. In 2011, China only had 127.5 million 3G subscribers, showing just how rapid the growth has been.



To: zax who wrote (147373)12/26/2012 11:13:41 AM
From: Cogito6 Recommendations  Read Replies (1) | Respond to of 213172
 
Thats seems an odd way of rationalizing paying more and getting (much) less. You are again over thinking this (or is it just rationalizing?).

Zax, I'm looking at the situation as an investor. This is an investor's forum.

Nor does the inclusion of a free doodad make the Lumia 920 itself any more desirable to the general public, as slow sales of the device demonstrate.

As for the missing applications, there have been many reviews which have pointed them out. Some of those reviews have been posted right here on this thread. If I cared more perhaps I'd dig them up for you. But I don't, so I won't.

For well over a year, if not two, you have been predicting that Windows Phone would take the market by storm. It hasn't happened. Not even close. IPhone sales, meanwhile, have continued to grow, both in terms of unit numbers and as a percentage of the market.



To: zax who wrote (147373)12/26/2012 12:52:24 PM
From: pyslent3 Recommendations  Respond to of 213172
 
I'm still waiting on the list of "critical" applications that you said are missing... I'd really like to know the terrible sacrifices I'm making to enjoy the defining smartphone of its generation.

Different strokes for different folks. The built in functionality is all I need in windows phone. I have 3 apps on my windows phone that I use regularly, if that. On my iPad (and my new mini), it's literally hundreds. Not sure how well most of those would translate to an iPhone sized screen, though. Personally, I'm pretty happy with this combination: ipad when I need serious computing, windows phone when I want a quick, glance-and-go mobile device. You know, get in, get out, get on with my life.