Seeking Alpha
  • Tom Shaughnessy
    Whats the worth of the iPhone 5C if the China Mobile deal is not closed? Its a couple has to be together $AAPL
    9/11/13
    Reply (20)
    • jamesingram32: given that there is a contract for aapl from Aug 30th to Feb, I think the deal will happen soon. There must be last minute brinkmanship
      9/11/13
    • Energysystems: Gotta be about the subsidies. $CHL shouldn't give in on them.
      9/11/13
    • Tom Shaughnessy: Honestly, due to Apple's non innovation (have to leak idea of a deal to cover prods), $CHL has the upper hand at the negotiating table now.
      9/11/13
    • Energysystems: I agree. There customer base already puts them in the superior position in negotiations, throw in average "new" products? Not good.
      9/11/13
    • Tom Shaughnessy: Not at all, I may write about this, also Chinese people don't "want" Apple's products like we do, the brand power is not equal at all...
      9/11/13
    • Hillbilly Stock Star: 5C ok for college students, seniors, etc imo. Chicks dig iPhone colors!
      9/11/13
    • jamesingram32: have to agree. There should have been a CHL deal this week, hence the licence. The negotioations have stalled big time.
      9/12/13
    • jamesingram32: I would imagine this would form part of the ichan/cook supper discussions this month!
      9/12/13
    • Tom Shaughnessy: I am in college and I can guarantee that the iPhone 5C will not outsell the galaxy line from pure observation, no innovation.
      9/13/13
    • Tom Shaughnessy: Carl Icahn is just there to profit from PPS rise from Buybacks or increased dividends, CHL is now in the big chair at the negotiating table
      9/13/13
    • Zhang Fei: "CHL is now in the big chair at the negotiating table" The only reason any negotiations are even necessary is the fact that AAPL insists on
      9/13/13
    • Zhang Fei: carriers giving Iphones a leg up on the competition, such that Iphone prices are subsidized by non-Iphones and carriers commit to large
      9/13/13
    • Zhang Fei: minimum purchases of Iphones. If it were not for these impositions, CHL would have been selling Iphones a long time ago. The danger for
      9/13/13
    • Zhang Fei: investors is that when Iphone popularity wanes, AAPL's profits will be hit by the double whammy of reduced volumes and sharply reduced
      9/13/13
    • Zhang Fei: margins as purchase contracts are renegotiated without the onerous terms currently dictated by AAPL.
      9/13/13
    • Zhang Fei: AAPL cannot cave in to CHL's demand for industry standard terms because what CHL gets will be demanded by VZ, T, DCM and so on. This is
      9/13/13
    • Zhang Fei: presumably why getting CHL to sign on the dotted line is so difficult - CHL is unwilling to sign away its firstborn, but AAPL insists on
      9/13/13
    • Zhang Fei: it because the alternative is to have all of its other contracts renegotiated.
      9/13/13
    • Zhang Fei: The prospect of BAU contracts being negotiated for for Iphones at some point in time could mean profits back in the $10b a year range, which
      9/13/13
    • Zhang Fei: is excellent for any consumer electronics manufacturer, but not the basis for $400b in market cap.
      9/13/13