Apple shares were down sharply in early trading Wednesday.
FORTUNE -- "Around" Dec. 18 was when China Mobile (CHL) and Apple (AAPL) were to announce their iPhone distribution deal, according to the Wall Street Journal.
But it's not happening -- at least not on Dec. 18. By 2 p.m. Wednesday, Apple's shares had fallen $16.19 (3%). They recovered to close at $550.77, down $4.22 (0.76%) for the day.
According to Reuters and the New York MOREPhilip Elmer-DeWitt - Dec 18, 2013 8:19 AM ET
Last week, Bernstein's Toni Sacconaghi put Apple's incremental sales at 15 million.
FORTUNE -- This week's burning question among Apple (AAPL) analysts is this:
If and when China Mobile (CHL) begins selling iPhones to its 759 million subscribers, how many will it sell in the first year?
Everybody's got numbers, but the two most persuasive estimates I've seen came from Bernstein's Toni Sacconaghi and Morgan Stanley's Katy Huberty, who each took the time to show his or MOREPhilip Elmer-DeWitt - Dec 16, 2013 10:22 AM ET
Faster speeds are coming to China next week.
By Scott Cendrowski, writer
FORTUNE -- Forget the breathless coverage of China Mobile offering the iPhone for a moment. Yes, it's huge news for China's biggest wireless carrier and Apple (AAPL) -- and we've heard plenty to the point. But the real game changer for China is another mobile milestone that's nearly as imminent: the rollout of the faster wireless network standard 4G.
People MOREDec 13, 2013 12:18 PM ET
In six hours Thursday, the visitor counter on this website grew by more than 14,500.
FORTUNE -- Some time before midnight in New York (1 p.m. Beijing), China Mobile's (CHL) Beijing reservation website switched to attached image, strongly suggesting that the world's largest mobile carrier -- with more than 750 million subscribers -- was getting ready to offer Apple's (AAPL) iPhone 5S for sale.
"Something worth waiting for," reads the banner, according MOREPhilip Elmer-DeWitt - Dec 12, 2013 6:28 AM ET
If so, why has the carrier's website since dropped any mention of Apple's smartphones?
FORTUNE -- Remember Groundhog Day, the 1993 comedy starring Bill Murray as a self-centered TV weatherman who gets stuck in a time loop and must repeat the same hated assignment again and again until he finally gets it right -- and wins Andie MacDowell's heart?
Investors who have been watching Apple's (AAPL) courtship of the world's largest mobile MOREPhilip Elmer-DeWitt - Dec 9, 2013 7:52 AM ET
Cites a single unnamed source "familiar with the situation."
FORTUNE -- Is this the news Apple (AAPL) investors have been waiting so many years to hear?
WSJ: Apple, China Mobile Sign Deal to Offer iPhone
Without an official announcement or independent verification it's hard to say. The fact that it comes from the Wall Street Journal speaks well for the report. The fact that it hangs on a single, unnamed source... not so MOREPhilip Elmer-DeWitt - Dec 4, 2013 9:45 PM ET
A subsidiary's reservation website briefly went live Monday night, came back Wednesday.
FORTUNE -- The attached screen grab comes from a website registered by a subsidiary of China Mobile Limited (CHL) in Suzhou, a city of 5 million just west of Shanghai.
The site went live late Monday local time, and began reserving appointments for customers interested in buying the iPhone 5S or iPhone 5C.
UPDATE: A China Mobile spokesman told CNN's Beijing MOREPhilip Elmer-DeWitt - Dec 2, 2013 11:26 PM ET
The world's largest carrier is recruiting "pioneers" for a 4G pilot project that starts Dec. 18.
FORTUNE -- If you're looking to signs that China Mobile (CHL) is getting set to start offering its 740 million subscribers iPhones -- and what Apple (AAPL) investor isn't? -- the carrier's website has been offering some strong hints. Take, for example, the attached promo that shows China Mobile customers communicating with a variety of MOREPhilip Elmer-DeWitt - Nov 22, 2013 8:34 AM ET
One step closer to an iPhone deal with the world's largest mobile carrier.
FORTUNE -- The key word in the job posting above -- spotted Wednesday by Bloomberg's Edmond Lococo on Apple's (AAPL) Chinese website -- is the unpronounceable bit of jargon highlighted in blue.
TD-SCDMA, for Time Division Synchronous Code Division Multiple Access, is the communications protocol used by China Mobile (CHL) -- and only China Mobile -- to send signals to and from MOREPhilip Elmer-DeWitt - Oct 9, 2013 4:25 PM ET
Two cards in particular: A deal with China Mobile and Passbook shopping with Touch ID.
FORTUNE -- "Not a 'no,' but rather a 'not yet.'"
That's how the Yankee Group's Carl Howe described the fact that there was no mention Tuesday of what would have been the biggest deal in Apple's (AAPL) big iPhone press event: An agreement with China Mobile (CHL), the world's largest mobile phone carrier (and Apple's biggest holdout), MOREPhilip Elmer-DeWitt - Sep 10, 2013 5:37 PM ET
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