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

To: iggyl who wrote (147587)	1/4/2013 6:03:31 AM
From: pyslent	Respond to of 213176

“We think China Mobile could be starting to ‘need’ the iPhone more, since it has seen its 3G market share erode Like Slacker recently posted, China Mobile seems to be losing the high end customers, but I don't understand their response. By launching the Lumia 920 for essential free with contract, they seem to be offering Nokia an iPhone-like subsidy (>$400). Strikes me as cutting off their nose to spite the face, if their resistance to a deal with Apple all along was the level of subsidy. The gamble works out if the Lumia takes off and they have an exclusive on their hands, but why not do it alongside an iPhone deal and take the risk out of it?

To: iggyl who wrote (147587)	1/20/2013 11:01:07 PM
From: slacker711	4 Recommendations Read Replies (1) \| Respond to of 213176

Some weird numbers from China. For the first time ever, China Mobile appears to have added less subs than China Unicom during December. chinamobileltd.com chinaunicom.com.hk China Mobile added roughly 3 million subs which is down from the 5.5 million or so that they were averaging in the first half of the year and throughout 2011. The odd part is that China Unicom didnt seem to get a subscriber boost but saw sub growth (3.1 million) in line with previous months. China Telecom has yet to report their numbers but it would be odd if they saw a huge jump in net adds while not seeing something similar at China Unicom. Regardless, expect to read quite a few stories wondering what is wrong with China Mobile. I am not sure if the iPhone actually caused the drop in net adds at CM, but regardless, weakness at CM is positive for Apple. Slacker