@sameer_singh17 I hope it's based off more than man-on-the-street news stories. Remember Japan...
@sameer_singh17 not even that is most important. The most important factor for Apple in China is the strength of their brand
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@monkbent We'll see soon enough. There are some indications that a majority of iPhone sales in greater China come from HK, not carriers. -
@sameer_singh17 all that matters this year is if the brand still has enough cache to draw rich CM subscribers -
@monkbent Which is why I modeled modest growth, not a decline. CM will certainly help, but need to understand income profile. -
@sameer_singh17@monkbent Because of the unclear pent-up demand, I can't be sure if any initial sales if CM is added will "distort" the#s -
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