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To: MGV who wrote (162973)12/15/2013 3:44:05 PM
From: pyslent  Read Replies (1) | Respond to of 213173
 
The rationale for the conservatism is well known. China is a different market.

Indeed. Details have leaked about the huge (and apparently unmet) volume commitments that Verizon and Sprint have made with Apple. What details have leaked about the China Mobile negotiations were that China Mobile was NOT going to agree to half their smartphones be iPhones-- without handicapping who won in that negotiation, any projection on Mobile's iPhone sales (and their commitment to iPhone sales) is pure guesswork.