FORTUNE -- In a note to clients Wednesday, Morgan Stanley's Katy Huberty, just back from China, reports on "feedback" from Asian carriers and suppliers that she views as positive for Apple (AAPL).
She makes several points: (I quote)
That last point may be particularly significant as it suggests that a contract with the last major Chinese iPhone holdout -- China Mobile (CHL), the world's largest carrier with more than 700 million subscribers -- could be signed before the end of the year.
Separately, Taiwan's DigiTimes reported Tuesday that China Mobile was expected to start an open-bid competition process as early as mid-May to procure equipment for 200,000 TD-LTE base stations for installation in 100 Chinese cities.
Consumer protection? Negative marketing? Negotiating ploy? Payback? Squeeze?
FORTUNE -- The drumbeat hasn't stopped.
Not only has China's Central TV been running regular follow ups to its March 15 expose on Apple's (AAPL) iPhone repair policies, but on Thursday People's Daily -- the Communist Party's official propaganda organ -- attacked the company for the fourth day in a row, devoting half a page to negative articles.
"One reported on a patent infringement suit lodged against Apple MOREPhilip Elmer-DeWitt - Mar 28, 2013 2:17 PM ET
Topeka's Brian White is sticking with $888. Bernstein's Toni Sacconaghi is still at $725.
FORTUNE -- After a string of analysts dropping their price targets in lockstep with Apple's (AAPL) falling shares, it's refreshing to hear from a couple of guys who haven't lowered their targets. Or at least not lately.
Bernstein's Toni Sacconaghi ($725, down from $800 last December) weighed in Tuesday with his views on the much-rumored Apple iWatch. He's MOREPhilip Elmer-DeWitt - Mar 19, 2013 12:53 PM ET
But can Apple make a cheap phone that isn't, in Tim Cook's words, "a crappy product"?
FORTUNE -- Adding to the growing literature of sell-side analysts who think the answer to Apple's (AAPL) market valuation woes (down 35% since September) is a low-cost iPhone, Morgan Stanley's Katy Huberty has looked at China, the world's largest smartphone market, and done the math.
She made several points in a note to clients Tuesday that MOREPhilip Elmer-DeWitt - Feb 19, 2013 7:19 AM ET
Piper Jaffray's chief Apple enthusiast comes to the defense of the embattled stock
FORTUNE -- With Apple's (AAPL) shares off more than 6% Wednesday, there was no shortage of theories about what was driving all the selling. We highlighted one -- Apple's failure to issue a special dividend -- earlier today. In a note to clients a few hours later, Piper Jaffray's Gene Munster addressed four more:
Digitimes Article Appears To Be MOREPhilip Elmer-DeWitt - Dec 5, 2012 2:59 PM ET
If you're the world's largest company - with nearly $600 billion in market value - getting bigger is a tough challenge. But if Apple can learn how to charm the world's largest population, the possibilities are limitless.
By Bill Powell, editor-at-large
FORTUNE -- Tim Cook, Apple's reserved and soft-spoken CEO, has a tendency to wax euphoric about the China market and his company's place in it.
When asked last year by an MOREFortune Editors - Oct 11, 2012 5:00 AM ET
Having missed the boat last quarter, Wall Street is taking a second look at China
FORTUNE -- I can count on one hand the number of Wall Street analysts whose estimates of Apple's (AAPL) iPhone sales last quarter came within 2 million units of the correct answer (35.1 million).
Most of them were so distracted by the predictable fall-off in Verizon (VZ) and AT&T (T) activations after Christmas that they missed the significance of MOREPhilip Elmer-DeWitt - Apr 30, 2012 11:00 AM ET
He didn't fly to Beijing just to pose with shoppers at an Apple Store
Thanks to a quick-thinking customer who spotted him, snapped a couple photos and posted them on Sina Weibo, a Chinese microblogging site, we learned Monday that Apple (AAPL) CEO Tim Cook was in Beijing, at least for a few hours.
Leaving aside the iconography of an Apple CEO setting foot in the world's largest market for iOS devices, MOREPhilip Elmer-DeWitt - Mar 26, 2012 2:44 PM ET
Sales of the CDMA version began Friday at China Telecom's 2,850 retail outlets
If China Unicom (CHU) is the AT&T of China, having enjoyed an 18-month monopoly as Apple's (AAPL) only official iPhone carrier in the world's largest mobile phone market, then China Telecom (CHA) just became its Verizon.
The carrier began taking orders for the iPhone 4S a week ago, and by the time doors opened Friday at China Telecom's 2,850 retail MOREPhilip Elmer-DeWitt - Mar 9, 2012 5:18 AM ET
China Telecom, the country's No. 3 carrier and No.1 Wi-Fi provider, gets the iPhone
"We've been very, very focused on China," Apple (AAPL) CEO Tim Cook told the audience at last week's Goldman Sachs technology conference.
One result of that focus became clear on Monday, when China Telecom (CHA), China's No. 3 mobile carrier and No. 1 Wi-Fi and fixed-line provider (total subscribers: 216 million), announced that it will begin taking iPhone 4S preorders next MOREPhilip Elmer-DeWitt - Feb 21, 2012 7:00 AM ET
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