FORTUNE -- In the silly season before Apple's (AAPL) quarterly earnings report, the stock is especially sensitive to rumors coming out of the company's Asian supply supply chain. So with fiscal Q3 earnings due in exactly two weeks, what are we hearing?
Meanwhile, Wall Street seems to have missed the lead that Wedge Partner's Blair buried in his fourth bullet point:
"China Mobile iPhone Launch in 2H: We expect one of the versions of the plastic-backed low-end iPhones to be a TD-SCDMA targeted at China Mobile. We anticipate this handset will launch in CYQ4 and believe initial production for the China Mobile model to be in the 10 million unit range for the first 30-60 days of TD-SCDMA production. China mobile currently has 730 million subscribers and represents the single biggest untapped carrier opportunity for Apple."
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