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

To: pyslent who wrote (162975)	12/15/2013 8:24:59 PM
From: MGV	Read Replies (2) \| Respond to of 213173

Details have leaked about the huge (and apparently unmet) volume commitments that Verizon and Sprint have made with Apple. Unsubstantiated rumors. Verizon Wireless, which is also part-owned by Verizon Communications,VZ -0.60% hasn't disclosed the terms of its Apple deal. But Moffett Research points to a footnote in Vodafone's filings detailing the division's commitments to purchase equipment from companies such as Apple. .... While not all commitments relate to iPhones ... http://online.wsj.com/news/articles/SB10001424127887324694904578602030343942560 What isn't a rumor is that over half of Verizon's smartphone activations last Q were iPhones. .... 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. That probably is a safe assumption on a wildly speculative number. At the same time, upgrading half of CM's existing off-network iPhone owners and adding only 10% of their 175 million broadband network subscribers would amount to 37.5 million iPhone sales in the 1st full year. Who needs a commitment to sell even 25%, let alone 50% with CM?