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

To: Moonray who wrote (147826)	1/8/2013 10:49:56 AM
From: Kelly G.	Respond to of 213174

Last quarter, Apple reported selling 26.91 million iPhone units and AT&T said it sold 4.7 million iPhone units. That means AT&T accounts for about 17.47 percent of total iPhone sales. Also, the 4.7 million iPhones were about 77 percent of AT&T's total smartphone sales of 6.1 million units last quarter. This doesn't look at a year over year number. Too bad. The year over year number may be more helpful. But, if the extrapolation is short but close, I would be encouraged since, as we discussed here before, the ramp up for the iPhone 5 and introductions was at a much faster pace than the previous year.

To: Moonray who wrote (147826)	1/8/2013 11:02:47 AM
From: slacker711	7 Recommendations Read Replies (2) \| Respond to of 213174

Last quarter, Apple reported selling 26.91 million iPhone units and AT&T said it sold 4.7 million iPhone units. That means AT&T accounts for about 17.47 percent of total iPhone sales. Also, the 4.7 million iPhones were about 77 percent of AT&T's total smartphone sales of 6.1 million units last quarter. If AT&T still accounts for 17.47 percent (or so) of all iPhone sales, that means a best-case sales number of 7.7 million iPhones in the most recent quarter would equate to sales of just 44.1 million units for Apple. This is a terrible analysis. The odds are extremely high that AT&T is going to be a smaller percentage of iPhone sales in the 4th quarter than the 3rd because of the huge number of iPhone 5 launches that took place in the December quarter. I would also wager that AT&T had the highest availability of iPhone 5 units in the September quarter among the initial launch carriers. AT&T is the most saturated smartphone carrier in the world. The fact that they showed 7% YoY growth in a non-launch quarter that was one week shorter than last year is a good thing. Slacker