Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: pyslent who wrote (148722)	1/22/2013 10:19:26 AM
From: slacker711	5 Recommendations Read Replies (3) \| Respond to of 213182

Verizon cant be happy. They are doing everything they can to promote their LTE handsets and the 4/4S grab 1/3 of their smartphone business. Management made a point to talk about increasing competition among the ecosystems driving down subsidies in the future. The question is whether these results are reflective of demand at other operators. The few operators that publish sales rankings all showed the various 5 models outselling the 4/4S, but these are from places like Japan, Finland, and Sweden so they may not be reflective of global demand either. Personally though, I can live with the reduced ASP's if it drives the kind of share gain that we saw at Verizon. Those 4/4S buyers are very likely to be upgraders in future years. Slacker

To: pyslent who wrote (148722)	1/22/2013 12:17:22 PM
From: Win-Lose-Draw	Read Replies (2) \| Respond to of 213182

"Huge number from Verizon. 6.2 million, but less than half were the 5." I would not have expected that, even though it was the obvious explanation for the numbers we were seeing. Guess we should expect a hit on ASP going forward. This is getting interesting indeed...it was posited on this board as a possible explanation for what we've been seeing...and it is consistent with the general lack of advancement in iOS (new software drives new hardware)...