China Mobile signs deal with Apple, will launch iPhone 5s, 5c in January

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Comments

  • Reply 81 of 101

    BOOM.

  • Reply 82 of 101
    jpmia wrote: »
    Not a day trader, i went thru the high of last year to the ridiculous low of this year.

    The high of last year was an aberration. Look at a 10-year growth chart and this is obvious.
  • Reply 83 of 101
    Quote:

    Originally Posted by Rogifan View Post



    AAPL is up about 2.5% premarket. Yawn. If this was Google or Amazon stock would be up 10%. image

    Yep! I completely agree with you. Add Netflix to that list. Though, I will take 3% up, that is right now there. I was afraid that market would take it down for one reason or another. Apple gets judged by completely different book on street. I am surprised all the anal-yst haven't suggested that to increase the Apple Stock value, Apple should break up into different companies! But, I wouldn't be surprised that you will start seeing those kind of suggestion coming up next year.

  • Reply 84 of 101
    herbapouherbapou Posts: 2,228member
    Quote:

    Originally Posted by island hermit View Post

     

     

    I think a short squeeze would only happen if it was found that China Mobile had committed to 100 million phones for each of the next three years.

     

    You can't tell me that this deal wasn't expected to some degree by the analysts. Some of this news was already factored into the share price. The stock only went down 2% when it was learned that somebody jumped the gun. I think that if the analysts thought that the deal was actually dead then the stock would be well below $500 by now.

     

    There will be a bump up in the next week but I think the really healthy push will be when q1 is announced alongside a forecast that CM sales have been better than anticipated and will be maintained as such over the next two quarters.


     

     

    My bet is too many people expects CM to be priced in and some even expects a sell the news.  When this doesnt happens the short will get nervous and start covering.  If we get a squeeze watch the price action in the last hour of trading today or during the day tomorrow.

     

    So far the shorts are holding, no squeeze yet.

  • Reply 85 of 101
    Wondering what is the quota of iPhone that China Mobile must sell.
    gatorguy wrote: »
    That should keep the investors happy for a bit. Could add a nice chunk'a change to Apple coffers. It may have taken longer than hoped but now that' the deal is in the can Apple's market share there can only go up and probably fast.
  • Reply 86 of 101
    Good deal for Apple but most Chinese cannot afford iPhone. Chinese have already built their own version of iPhone and it is available to Chinese for about $30. http://po.st/0Obhgs
  • Reply 87 of 101
    piglip wrote: »
    Good deal for Apple but most Chinese cannot afford iPhone. Chinese have already built their own version of iPhone and it is available to Chinese for about $30.

    You're right. "Most" Chinese, not "all" Chinese. There are many nouveau riche Chinese who can and will buy Apple products. These might be the same folks who have houses in the US and China, who send their kids abroad to study and they will probably retire in New Zealand or Australia.
  • Reply 88 of 101
    jungmarkjungmark Posts: 6,926member
    piglip wrote: »
    Good deal for Apple but most Chinese cannot afford iPhone. Chinese have already built their own version of iPhone and it is available to Chinese for about $30.

    But those who can afford them in China probably out number those who can in the US.
  • Reply 89 of 101
    piglip wrote: »
    Good deal for Apple but most Chinese cannot afford iPhone.

    The iPhone is already on 2 of the major national carriers in China.

    So what’s wrong with adding the 3rd national carrier?

    More carriers is never a bad thing.
  • Reply 90 of 101
    Quote:

    Originally Posted by jungmark View Post





    But those who can afford them in China probably out number those who can in the US.

     

    Lots of new millionaires in China:

    http://www.usatoday.com/story/money/business/2013/09/15/countries-most-billionaires/2811571/

     

    Lots of billionaires in China also:

    http://en.wikipedia.org/wiki/List_of_countries_by_the_number_of_US_dollar_billionaires

  • Reply 91 of 101
    jungmarkjungmark Posts: 6,926member

    And within a few years, the ones who can afford iPhones in China will out number the entire pop of the US.
  • Reply 92 of 101
    Quote:
    Originally Posted by jungmark View Post





    And within a few years, the ones who can afford iPhones in China will out number the entire pop of the US.

     

    Correct. It's a good market to be in. Most growth for US companies is happening outside the US right now.

  • Reply 93 of 101

    So how long before we see a Communist Party hammer and sickle symbol next to the Apple logo, like GM/Cadillac did by sponsoring the propaganda film, "The Great Achievement of Founding a Party," dedicated to the 90th birthday of Chinese Communist Party?  :no:

     

    http://chinaautoweb.com/2011/01/hall-of-shame-2010/

     

  • Reply 94 of 101
    Quote:

    Originally Posted by Rogifan View Post

     

    And I predict the stock will barely move tomorrow.


    Guess we know whose stock tips to avoid from here on in.

  • Reply 95 of 101
    Quote:
    Originally Posted by Rogifan View Post

     

    And I predict the stock will barely move tomorrow.


     

    mhm. up 21 points on the day. so much for barely moving.

     

    you should apply for an analyst job! <img class=" src="http://forums-files.appleinsider.com/images/smilies//lol.gif" /> 

     

    [edit] then I read your further post grousing about the "mere 2.5%" bump pre-market (and making an impossible supposition regarding google/amazon)... were you just trying to cover for the above prediction? :P

     

    Apple bumped 21 points today. To 570. On the potential alone. Up from what, mid-300's a year ago? I'll take that. With no grousing whatsoever.

     

    Is anyone predicting $1,000/share come the end of calendar Q1? Maybe. Unless CM sales fall way short of the inevitably overblown analyst expectations...

  • Reply 96 of 101
    Quote:

    Originally Posted by castcore View Post



    If jobs were alive, this deal would have been done in 1971

     

     

    yep. jobs has entered the omnipotent & rarified realm of chuck norris et al.

  • Reply 97 of 101
    Quote:

    Originally Posted by WisdomSeed View Post

     

    That is a big effen deal. Chinese New Year is a monster holiday, like Christmas on steroids.


     

    If anyone was wondering why there have been so few "gold" iPhones available.... no doubt they've been stocking them up for this launch.

  • Reply 98 of 101
    Quote:
    Originally Posted by tribalogical View Post

     

     

    mhm. up 21 points on the day. so much for barely moving.

     

    you should apply for an analyst job! <img class=" src="http://forums-files.appleinsider.com/images/smilies//lol.gif" /> 

     

    [edit] then I read your further post grousing about the "mere 2.5%" bump pre-market (and making an impossible supposition regarding google/amazon)... were you just trying to cover for the above prediction? :P

     

    Apple bumped 21 points today. To 570. On the potential alone. Up from what, mid-300's a year ago? I'll take that. With no grousing whatsoever.

     

    Is anyone predicting $1,000/share come the end of calendar Q1? Maybe. Unless CM sales fall way short of the inevitably overblown analyst expectations...


     

    Will Apple go above $700 by the end of the 2nd fiscal quarter? Hard to say but, in my opinion, Apple will have to be able to supply CM (and the rest of China) with the amount of 5s iPhones that they need. It seems that Apple is going flat out now, so that might be tricky. If Apple was hoping that the 5c was going to cover a lot of territory in China, well, in my opinion, I just don't think it's what the Chinese people want, at least in the quantities that would really make a difference to Apple's s/p. The 5c will become a distant 4th or 5th place finisher at best. Not exactly what Apple needs to cover extra ground to increase sales in China. Unless, of course, Apple wants to keep the s/p exactly where it is now. Diversifying the lineup with a larger iPhone might be a better proposition than the 5c, at least for the Chinese/Asian market. Not sure about a larger iPad. Also, as someone else said (maybe you), Apple has to introduce yet another line that becomes a spectacular hit. That alone would see the s/p rise $150 - $200.

  • Reply 99 of 101
    jungmarkjungmark Posts: 6,926member
    So how long before we see a Communist Party hammer and sickle symbol next to the Apple logo, like GM/Cadillac did by sponsoring the propaganda film, "The Great Achievement of Founding a Party," dedicated to the 90th birthday of Chinese Communist Party?  :no:

    http://chinaautoweb.com/2011/01/hall-of-shame-2010/

    <img alt="" class="lightbox-enabled" data-id="36480" data-type="61" src="http://forums.appleinsider.com/content/type/61/id/36480/width/350/height/700/flags/LL" style="; width: 350px; height: 233px">

    Never. Apple never sold its soul. In addition, Apple doesn't even authorize ads showing an idevice and a competitor.
  • Reply 100 of 101

    I think this is good news all round, although copies and knockoffs will stil be around.

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