The market generally underestimated the impact of Verizon on iPhone. Would assume same thing happens with China Mobile.
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@monkbent question is unit sales vs. 5C price. You have MS saying $450 is one huge game changer in China. Others saying $450 is non-event. -
@SammyWalrusIV out of curiosity, what do you think subsidized 5C price will be? $99 or free? -
@monkbent gut says $99.
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@monkbent consensus has very little confidence in iPad and iPhone unit sales. So many variables at play. Heck even EPS is low confidence. -
@SammyWalrusIV free would be massive, but it's always dangerous to go there given the long-term erosion it could do to your brand... -
@monkbent@SammyWalrusIV it would only be "free" in a few markets, rest of world on contract entry level iPhones are normally not free.
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@monkbent@SammyWalrusIV Then Why was$APPL up yesterday, on Chins invitations? (Which boosted China Mobile speculation.) -
@PiersonBro@monkbent people buy/sell stock for many reasons. Not big believer that one rumor is responsible for entire move. -
@SammyWalrusIV@monkbent That’s probably true. *Files away for future reference.*
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