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sranje
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re: Yoshida in China: Demystifying Apple’s iPhone 5 launch
sranje   12/17/2012 6:21:47 PM
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Thank you Junko, as always. And City and other "hourly analysts" will eat their words shortly (in a next few hours ;-))

junko.yoshida
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re: Yoshida in China: Demystifying Apple’s iPhone 5 launch
junko.yoshida   12/17/2012 5:56:58 PM
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I think the demand for iPhones in China is still solid. The real question is how long Apple can hang onto its current strategy of expanding its sales via the sheer power of its brand name.

rick merritt
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re: Yoshida in China: Demystifying Apple’s iPhone 5 launch
rick merritt   12/17/2012 5:11:52 PM
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It's worth noting that Citi downgraded Apple's stock on reports it is lowering iPhone 5 orders in its supply chain. So while demand may or may not be solid in China, apparently it is a bit slower than expected globally if these reports are correct.

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