Mostapasta: "AT&T announced on Wednesday that it activated 4.7 million iPhones in the third quarter of 2012"

Jeramy41: I suppose this is good news given the pre-market (for right now) pop?

jamesinvest: So AT&T and VZ total = 5.8 mil iphones? isnt that bad news?

madbcolumbus: VZ sold 3.1 million + AT&T 4.7 = 7.8 million. That's not bad taking into consideration that everyone was holding out for the iPhone 5.

dartboardinvesting: Better than not bad. Last 2 Qs VZ+T accounted for ~22-24% of all iPhone sales. If that held, then AAPL on pace for 33 mil this CTL.

dartboardinvesting: Obviously can't draw a straight line from there. int'l sales and inventory buildup would have to stay the same as well, but still positive.

Internal Source: Here in Europe the 4 and 4S selling well, according to stores anecdotally. iP5 "too expensive" for many, and supply 4+ weeks leadtime.