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  • Apple's iPhone Gets a Foot in China's Door with China Unicom [View article]
    @Constable Odo: You seem to fall into the same trap that many do when looking at the Chinese market. You extrapolate a common or even dominant behavior (that they all buy the 'really cheap stuff that the Chinese seem to favor'), which distracts you from the fact that Apple doesn't attempt to serve these customers anywhere. It's not their strategy. Even if 10% of 700 million mobile customers consider iPhone, and only 30% of that 10% buy one - well just run the numbers.

    I agree with Mr. Butterfield on several counts. First, the media and analysts have been sleeping, which implies to me that the market hasn't begun to value this launch (ie that the stock price is still undervalued). Second, 14 million iPhones sounds like a reasonable number to me as well.

    Also agree with Brian Marshall. This was exactly why Phil Schiller mentioned the 200% growth (from 25 million users to 75 million) of OS X since the introduction of iPhone and iPod Touch. What Apple is doing is using the elegance of their handheld operating system, to sway users to completely convert to Mac. Works for me.
    Aug 30 14:29 pm |Rating: +1 -1 |Link to Comment
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