FORTUNE -- Is this the news Apple (AAPL) investors have been waiting so many years to hear?
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 much.
Still, for the record, if Apple has indeed signed an iPhone distribution agreement with China Mobile (CHL), it's a big deal.
As of October, the world's largest mobile carrier had 759 million subscribers, a base of potential customers more than twice the size of all the U.S. carriers combined.
In pre-market trading Thursday, Apple's shares briefly touched $577.38, $12.38 (2.2%) above Wednesday's close.
UPDATE: Apple had no comment. A China Mobile spokeswoman told Reuters that a deal had not been reached, and that the two companies were still negotiating.
But who would have guessed that the old iPad Mini would come in second?
FORTUNE -- There are several curious findings in Localytics' attached chart comparing the post-Black Friday/Cyber Monday presence of various devices on its analytics network with their presence the previous week.
That Apple's (AAPL) new iPad Air grew the most (51%) is not terribly surprising. But who would have guessed that...
Gains for the much maligned iPhone 5C (up 26%) would MOREPhilip Elmer-DeWitt - Dec 4, 2013 10:38 AM 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
In 4 days of holiday shopping, 83% of mobile sales were made via iOS, 17% via Android.
FORTUNE -- By the time Horace Dediu posted the attached chart on his Asymco.com site, the IBM (IBM) Digital Analytics Benchmark data on which it was based had already been updated. But the broad picture hasn't changed. Over the four-day weekend, Thursday through Sunday:
Online holiday shopping (desktop and mobile) in the U.S. was up 14.5% MOREPhilip Elmer-DeWitt - Dec 2, 2013 11:14 AM ET
NetApplications' November report shows steady gains by Android's Jelly Bean version 4.1.
FORTUNE -- Tim Cook likes to trot out Net Applications' monthly reports to show that although Apple's (AAPL) iOS ceded market share this year to Google's (GOOG) Android in terms of devices sold, it continues to dominate the Web in terms of devices used -- i.e. connected to the Internet and generating the online sales and ad revenues that MOREPhilip Elmer-DeWitt - Dec 1, 2013 7:20 AM ET
If the Japanese love the iPhone now, could they have hated it in 2009?
FORTUNE -- The most salient fact about Brian X. Chen's Why the Japanese Hate the iPhone, written for Wired.com in early 2009, nearly three years before Chen joined the New York Times, is that the editor's note responding to Chen's excoriation in AppleInsider is longer (at 751 words) than the original (678 words).
Daniel Eran Dilger, who wrote the MOREPhilip Elmer-DeWitt - Nov 28, 2013 12:12 PM ET
300,000 Foxconn employees working 24/7 assemble 500,000 iPhone 5S's per day.
FORTUNE -- Foxconn made headlines last week when it announced plans to build a $30 million factory in Pennsylvania that will create 300 American jobs within two years.
To put that in perspective, consider the stats the Wall Street Journal's Lorraine Luk rattled off Wednesday in her report on how Foxconn managed to shorten wait times for (AAPL) iPhone 5S from MOREPhilip Elmer-DeWitt - Nov 27, 2013 11:17 AM ET
Google frontman Eric Schmidt offers iPhone users an early Christmas present.
FORTUNE -- On Monday, Google (GOOG) chairman Eric Schmidt posted a guide for switching to an Android phone from an Apple (AAPL) iPhone. "Many of my iPhone friends are converting to Android," he began, laying out the procedure in 873 words and 17 steps (not counting five verifications).
By Tuesday morning his post had been forwarded 1,856 times and gathered 3,929 MOREPhilip Elmer-DeWitt - Nov 26, 2013 8:08 AM ET
According to Reuters, a miniature iPhone-compatible hearing aid will arrive by March 2014.
FORTUNE -- The report out of Reuters' Copenhagen bureau that moved on the wires Sunday was mostly about how Denmark's earpiece industry, which makes half the world's hearing aids, has targeted the aging baby boomer market.
But buried in the story are some details that could be of interest to Apple (AAPL) watchers.
According to Reuters, Apple has collaborated with GN Store MOREPhilip Elmer-DeWitt - Nov 25, 2013 7:24 AM 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
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