iPhone and Mobile Telecom in the Pacific Rim
Posted in Beijing, China, China Telecom, Investment, iPhone in Asia on Feb 8th, 2010
Update: February 8, 2010: Thanks to a recent regulatory filing (SEC 13F), China’s sovereign wealth fund China Investment Corporation (CIC) provided a rare glimpse into its U.S. listed assets ($9.63 billion). CIC holdings includes a nominal position in Apple, Inc. [...]
Posted in Apple, China, iPhone in Asia, iPhone in Japan, iPhone in S.Korea on Jan 25th, 2010
Here are a few excerpts from today’s (Jan 25, 2010) Apple (AAPL) Q1 2010 earnings conference call (full transcript via Seeking Alpha):
Benjamin Reitzes – Barclays Capital
With regard to the iPhone could you talk a little bit more about China and in particular did that meet your expectations in the quarter? How is that looking into [...]
Posted in iPhone, iPhone in Asia on Dec 18th, 2009
Philip Elmer-DeWitt who writes Apple 2.0 for CNN/Fortune, has a post today covering the global distribution of iPhone and iPod Touch. Elmer-DeWitt cites a report by Piper Jaffray technology analyst Gene Munster, who projects that Apple will have sold 78 million iPhones and iPod Touches worldwide by the end of January.
Now that we have an [...]
Posted in iPhone in Asia on Dec 12th, 2009
December 16, 2009: iPhone launched in Guam on December 11 without the fanfare in more populace markets. Yet the enthusiasm for iPhone in the tiny island nation is strong. Japan-based DoCoMo quickly sold out of their iPhone allocations in Guam and is awaiting resupply. The second carrier in Guam, GTA, has also [...]
Posted in Apple, China, China Netcom, China Unicom, iPhone in Asia on Dec 6th, 2009
If you search for #iPhone #China on Twitter, you’ll find hundreds of tweets reinforcing the falsehood that Apple (AAPL) has sold only 5 iPhones in China. This pathetic little number comes from articles reporting the first 2 weeks of iPhone sales on the new China Unicom iPhone portal on Taobao.com. Yes, only a handful the “official” [...]
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