Technology Stocks : Apple Inc.


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To: XoFruitCake who wrote (132217)4/26/2012 12:37:38 PM
From: ggamerRead Replies (1) of 153999
 
Two major customers still not priced in

Apple's ( AAPL -0.2%) Chinese sales, now 20% of its total and heavily responsible for its FQ2 beat, have gone from amounting to less than $1B/year prior to China Unicom's ( CHU) 2009 iPhone launch to currently being on a $25B+/year annual rate. This staggering growth comes even though over half of iOS sales come from a handful of wealthy urban provinces, and top carrier China Mobile ( CHL) isn't yet selling the iPhone.


Smartphones finally account for the majority of Japanese phone sales, according to comScore, as a country that has been relatively slow to abandon feature phones starts to come around. Android ( GOOG) accounted for 61.4% of Japanese smartphone users as of February, and the iPhone 34.2% - the latter is impressive given Apple ( AAPL) still lacks a deal with top carrier NTT DoCoMo ( DCM).
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Stay tuned..... go and buy back those shares :)
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