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

To: pyslent who wrote (162994)	12/16/2013 1:48:10 PM
From: MGV	Read Replies (1) \| Respond to of 213173

Not to put too fine a point to it, but who cares? As impressive as this fact is, what do you imagine is the significance to this discussion? Do you believe it to preclude the existence of a volume commitment clause, or tell you something about its magnitude? What does TMobile's 15% iPhone share in the same time frame tell you about their volume commitment, if anything? All of the media accounts of the Vodaphone report footnote were cast as FUD. An example was the WSJ account that compared the iPhone to ARod, aging athlete that has outstayed his value, leaving the "team" with a ton of sunk costs. The entire report was another example of media manufactured garbage that had been pervasive from Q3 2012 until recently. That message was flawed imv. The evidence of the flawed comparison began as early as the 9 million unit opening weekend. The evidence has continued. I'm not bullish on Apple based on volume commitments, real or imagined. NTT Docomo didn't do a 180 in iPhone sales because of volume commitments, it did it because of the brand and the product. The majority of the smartphones Verizon is activating are iPhones. It isn't because of commitments. You keep citing T-Mobile iPhone activations in Q3. The activations were lower in Q3 after the launch in Q2 and before the new versions were launched very late in Q3. I expect the activation numbers will be materially higher this quarter. I suspect there was a spike in Q2 when the iPhone became available directly with T-Mobile that cleared the deck for Q3, particularly with the visibility of the imminent new version launches.