" I dont think you can half heartedly say that I want to lower subsidies. It will have to be a major bet. Is the most successful wireless company in the country going to make that bet?"
TMobile have been offering both options for about a year: subsidized phones with normal rate plans or buy/bring-your-own-phone with cheaper-than-industry-standard plans. I haven't heard much about the uptake, but from TMobile's subscriber performance, it's not exactly taking the world by a storm. With this plan, TMobile is in a unique position since it's by far the cheapest place to park an unlocked iPhone (albeit EDGE only).
I don't see it benefiting the carrier to have to eliminate subsidies. The alternative is to compete for subs tooth-and-nail with rate plans, and that's just a race to the bottom.
Eliminate is probably not on the table (?). Reduce or, worse, equalize may be.
I've always said "Equalize" subsidies between handsets is the greatest risk in Apple's iPhone business, especially "equalizing" to zero subsidy. There's a lot of saber rattling now, but in then end, $1700 in contract revenue is well worth the $400 aqcuisition cost. Granted, it better to spend only $200 if you can get the same subscriber, but carriers can't claim that the subsidy-subscriber model is broken until their multibillion-dollar networks are full and oversubscribed.
But, to be fair, you don't really need Apple to put a vote of confidence behind the idea of a foldable, near-indestructible mobile display. That sounds cool enough on its own.Some analysts have taken the attention-grabbing stance that Samsung's faith in the flexible OLED displays must surely come from some interest from Apple, mooting that we could see bendable, posable iPhones and iPads in the years to come.
there won't be much to move the stock very far in either direction from here
Possibly. Right now the 50 day moving average is 589ish. 100 days is 525ish and 200 days is 456ish.. I am going to watching next week trading actions to see if it will test the 100 day ma. If it does and successfully bounce off the MA, we have a shot of moving back to 589ish area.. If it does not hold, we can easily head to the 456 area.. I don't believe in this MA theory but seems like enough big money managers do and make it a self fullfilling scenario. I actually like the mobile DRAM news that drive Samsung stock price down today. I thought it is a good move for Apple to show Samsung who is the king and probably get a better deal in the dram pricing that will help this Q and next Q's earning (or may be those DRAM go to Iphone 5?).