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


To: pyslent who wrote (148658)1/21/2013 11:45:52 AM
From: slacker711  Respond to of 213176
 
I would have thought the big IPhone month would have affected the 3G mix more, if anything.

I agree. China Mobile definitely lost share but it is because the total market shrank. Perhaps they "scrubbed" their sub base during the last few months and that caused the net add drop? If the share loss is real, I think it will be good for Apple, but I think we'll need another month or two of confirmation of the trend.

Here are all of the numbers with China Telecom included.

reuters.com

Looking back, it is hard to see any sort of bump in 3G/net adds when the 4S launched in the 1st quarter of last year.

Slacker