Reading the tea leaves, he senses a thaw between Apple and giant China Mobile
Ticonderoga Securities' Brian White, fresh from an October trip to China, writes that the buzz surrounding the iPhone 4 and iPad there is stronger than ever.
"Clearly," he writes, "China is catching 'Apple fever.'"
He cites conversations with China Unicom (CHU), Apple's (AAPL) exclusive partner and the second largest carrier (162 million subscribers) in the world's largest mobile phone MOREPhilip Elmer-DeWitt - Nov 18, 2010 1:36 PM ET
When growth is graphed against P/E ratio, Apple is literally off the charts
Asymco's Horace Dediu, an independent analyst with a knack for generating eye-opening charts (see here and here), has done it again.
This time he examines the question of whether Apple's (AAPL) shares are over-valued.
The stock has certainly had a good run. At more than $290 a share Apple is now, as Dediu puts it, nearly the most valuable company MOREPhilip Elmer-DeWitt - Sep 27, 2010 4:15 AM ET
Apple is stepping up its product releases in the world's largest mobile market
China's Caixin Media group reported Monday that China Unicom (CHU) has won the right to sell the iPad -- both the Wi-Fi and the 3G versions -- in China. No date for the product's release was given.
The report follows news that China Unicom will be selling the iPhone 4 in early September, less than three months after that MOREPhilip Elmer-DeWitt - Aug 17, 2010 7:17 AM ET
The world's largest cellphone carrier also wanted the iPhone, but hasn't got it yet
China Mobile (CHL) chairman Wang Jianzhou told shareholders Wednesday that the company is interested in selling Apple's (AAPL) iPad in China, according to a Reuters report.
Apple announced last week that its tablet computer is coming to Hong Kong and Singapore in July, but hasn't revealed plans for selling it in mainland China.
Wang's remarks, made at China Mobile's MOREPhilip Elmer-DeWitt - May 12, 2010 5:05 AM ET
Apple airs its first Chinese-language ads as reports of retailer intimidation emerge
Supplementing print advertisements like the one at right, the first Apple-produced iPhone ads appeared on Chinese TV over the weekend.
They come on the heels of the device's somewhat sluggish start last month in the world's largest mobile phone market (more than 720 million subscribers).
Apple's (AAPL) local carrier, China Unicom (CHU), reported signing up only 5,000 new subscribers in the MOREPhilip Elmer-DeWitt - Nov 22, 2009 3:18 PM ET
[UPDATE: Dan Butterfield of iPhonAsia.com has slogged through the Mandarin in the press release and clarified some issues. See below.]
After a series of leaks last week to the Chinese business press -- including Xinhua, the Communist government's official news agency -- China Unicom (CHU) on Monday finally released some hard news about when and for how much it plans to begin selling Apple's (AAPL) iPhone in China
But not much news.
"When" MOREPhilip Elmer-DeWitt - Sep 28, 2009 5:36 AM ET
China Unicom announced Friday that it had struck a deal with Apple (AAPL) to bring the iPhone to the world's largest cellphone market.
The announcement ends months of speculation and represents a coup for China Unicom, the country's No. 2 carrier with more than 140 million subscribers. Apple's negotiations with giant China Mobile (nearly 500 million subscribers) broke down earlier this year.
"We believe China Unicom's high-speed mobile broadband network, coupled with MOREPhilip Elmer-DeWitt - Aug 28, 2009 6:21 AM ET
The PC maker widely rumored to be pursuing a phone for Chinese market. Is that a smart call?
Will Dell (DELL) be able to get a smartphone off the ground in China?
The mobile world is abuzz once again over rumors that the No. 2 PC maker has plans to do just that. According to a Techcrunch report and an article on Chinese news portal 163.com, Dell may soon offer an "oPhone" MOREJessi Hempel, writer - Aug 12, 2009 11:25 AM ET
UPDATE: China Unicom, as promised, launched its 3G service in 55 cities Sunday -- with plans to expand to 284 cities by the end of September -- but there was nothing in Chinese press accounts about its negotiations with Apple to carry the iPhone.
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For months, Apple (AAPL) watchers -- counting the days until Cupertino finally brings the iPhone to mainland China -- have had their eye MOREPhilip Elmer-DeWitt - May 16, 2009 7:25 AM ET
Has Apple switched horses in China?
That's the thrust of a pair of news reports out of Beijing this week that suggest a deal to carry the iPhone in China could be reached as early as May 17.
The first report, published Monday by Interfax-China, offered a recap of the sticking points that seem to have scuttled negotiations between Apple (AAPL), which is desperately seeking a partner in the world's largest MOREPhilip Elmer-DeWitt - Feb 13, 2009 5:20 AM ET
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