> so you tell me we are getting the WHOLE story about IPhone
> sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> real numbers roll in this weekend - apple  and china unicom share
> price tell the real news

> so you tell me we are getting the WHOLE story about IPhone
> sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> real numbers roll in this weekend - apple  and china unicom share
> price tell the real news

> What official numbers will be released then?

> The China Unicom announcement was puzzling to me. It was either a
> mistake, or they simply f'ed up by announcing a number that was
> ridiculously low. The strange thing is that it was written like a
> proclamation of success. Weird.

> In any case, there will be several million iPhones sold in the first
> 3-6 months for China Unicom, regardless of how the first weekend went.
> It may involve discounting and whatever by China Unicom, but it is
> doubtful to affect Apple.

> Then, the 3GS with WiFi comes in the next round, which creates another
> slingshot for demand.

> On Nov 6, 2:06 pm, 2toetv <2to...@gmail.com> wrote:

> > so you tell me we are getting the WHOLE story about IPhone
> > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > real numbers roll in this weekend - apple  and china unicom share
> > price tell the real news- Hide quoted text -

> - Show quoted text -

> The 5000 number is OBVIOUSLY a mistake. Whoever believes that is a
> MORON. Apple will reach 300 in NO TIME

> On Nov 6, 9:06 pm, 2toetv <2to...@gmail.com> wrote:

> > so you tell me we are getting the WHOLE story about IPhone
> > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > real numbers roll in this weekend - apple  and china unicom share
> > price tell the real news- Hide quoted text -

> - Show quoted text -

> What makes you think that people in China wants an Iphone? You can
> argue that people in the US will pay premium for an iphone, because it
> is perceived to be better than other products out in the market. Can
> you really say the same for China, where people consider Wal-Mart
> expensive?

> Someone mentioned in another discussion that the Wifi is not
> important, because of the speed of Unicom's 3G. This is not true,
> because 99% of the people in China do not have contracts. They pay per
> use. The more they use Unicom's 3G network, the more they have to pay.
> Wifi enables them to surf the internet without paying.

> Iphones are selling for $800 to $1000 in China. Have you any idea what
> the average income in China is? The average income for China in towns
> and cities are $3561 per year. You can forget about the 1 billion plus
> people. The only ones you can consider are the ones living in the
> urban areas. Even the average salary in Beijing is $5,679 per year.
> The Iphone would cost 1/6 of their total annual income. Somehow, you
> still think that this phone will be successful?

> The people who can afford and wanted an iphone have already gotten
> theirs in Hong Kong. I don't doubt the 5000 units opening figure.

> On Nov 6, 7:04 am, TimboM <tjmo...@gmail.com> wrote:

> > What official numbers will be released then?

> > The China Unicom announcement was puzzling to me. It was either a
> > mistake, or they simply f'ed up by announcing a number that was
> > ridiculously low. The strange thing is that it was written like a
> > proclamation of success. Weird.

> > In any case, there will be several million iPhones sold in the first
> > 3-6 months for China Unicom, regardless of how the first weekend went.
> > It may involve discounting and whatever by China Unicom, but it is
> > doubtful to affect Apple.

> > Then, the 3GS with WiFi comes in the next round, which creates another
> > slingshot for demand.

> > On Nov 6, 2:06 pm, 2toetv <2to...@gmail.com> wrote:

> > > so you tell me we are getting the WHOLE story about IPhone
> > > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > > real numbers roll in this weekend - apple  and china unicom share
> > > price tell the real news- Hide quoted text -

> > - Show quoted text -

> I think you may have a blind spot Trance_Emotion (no offense meant.)
> Perhaps you are a little too familiar with China?
> It's irrelevant that the average annual income in China is $3500.
> Apple sells from a position in the higher margin portion of the market
> and then seeps into lower margin areas as appropriate. This is how
> they have always worked. This is why Apple with 1/2 the total revenue
> of Dell makes 2x times the Net Income of Dell.
> there are about 350,000 millionaires in China. I'm guessing there are
> tens of million people who make $100,000 or more in China and many
> more who make $75,000 or more. Chinese tend to be frugal, but does
> Wallmart seem too expensive to them? I don't think so.
> Apple doesn't need to sell to everyone to make a lot of money in
> China, just a small percentage. As their reputation and understanding
> grows, they will identify other profitable areas with a lower price
> point that they can move into.

> On Nov 6, 11:17 am, Trance_Emotion <tranc3mot...@gmail.com> wrote:

> > What makes you think that people in China wants an Iphone? You can
> > argue that people in the US will pay premium for an iphone, because it
> > is perceived to be better than other products out in the market. Can
> > you really say the same for China, where people consider Wal-Mart
> > expensive?

> > Someone mentioned in another discussion that the Wifi is not
> > important, because of the speed of Unicom's 3G. This is not true,
> > because 99% of the people in China do not have contracts. They pay per
> > use. The more they use Unicom's 3G network, the more they have to pay.
> > Wifi enables them to surf the internet without paying.

> > Iphones are selling for $800 to $1000 in China. Have you any idea what
> > the average income in China is? The average income for China in towns
> > and cities are $3561 per year. You can forget about the 1 billion plus
> > people. The only ones you can consider are the ones living in the
> > urban areas. Even the average salary in Beijing is $5,679 per year.
> > The Iphone would cost 1/6 of their total annual income. Somehow, you
> > still think that this phone will be successful?

> > The people who can afford and wanted an iphone have already gotten
> > theirs in Hong Kong. I don't doubt the 5000 units opening figure.

> > On Nov 6, 7:04 am, TimboM <tjmo...@gmail.com> wrote:

> > > What official numbers will be released then?

> > > The China Unicom announcement was puzzling to me. It was either a
> > > mistake, or they simply f'ed up by announcing a number that was
> > > ridiculously low. The strange thing is that it was written like a
> > > proclamation of success. Weird.

> > > In any case, there will be several million iPhones sold in the first
> > > 3-6 months for China Unicom, regardless of how the first weekend went.
> > > It may involve discounting and whatever by China Unicom, but it is
> > > doubtful to affect Apple.

> > > Then, the 3GS with WiFi comes in the next round, which creates another
> > > slingshot for demand.

> > > On Nov 6, 2:06 pm, 2toetv <2to...@gmail.com> wrote:

> > > > so you tell me we are getting the WHOLE story about IPhone
> > > > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > > > real numbers roll in this weekend - apple  and china unicom share
> > > > price tell the real news- Hide quoted text -

> > > - Show quoted text -- Hide quoted text -

> - Show quoted text -

> This is where you and I would disagree. You are assuming that 10
> million people makes around $100,000 and many more makes $75,000.

> From different sources, the top .02% of the people in China are
> millionaires. The problem is, only around 2.5 million people make
> above 150,000 RMB (or $22,000 USD). The report below shows that the
> number of households in China with an income in excess of Rmb 120,000
> ($18,000 USD) in 2009 is with some confidence estimated to be 4.4
> million.  I understand that Apple only needs to sell to a very small
> portion of the population. Are you sure that portion exists? And yes,
> people do think that Wal-Mart is expensive.

> This is a link on the distribution of income in China. Below is a
> chart.http://www.global-dem.com/blog/2009/10/how-many-high-income-household...

> On Nov 6, 10:38 am, JPW <johnpwatk...@gmail.com> wrote:

> > I think you may have a blind spot Trance_Emotion (no offense meant.)
> > Perhaps you are a little too familiar with China?
> > It's irrelevant that the average annual income in China is $3500.
> > Apple sells from a position in the higher margin portion of the market
> > and then seeps into lower margin areas as appropriate. This is how
> > they have always worked. This is why Apple with 1/2 the total revenue
> > of Dell makes 2x times the Net Income of Dell.
> > there are about 350,000 millionaires in China. I'm guessing there are
> > tens of million people who make $100,000 or more in China and many
> > more who make $75,000 or more. Chinese tend to be frugal, but does
> > Wallmart seem too expensive to them? I don't think so.
> > Apple doesn't need to sell to everyone to make a lot of money in
> > China, just a small percentage. As their reputation and understanding
> > grows, they will identify other profitable areas with a lower price
> > point that they can move into.

> > On Nov 6, 11:17 am, Trance_Emotion <tranc3mot...@gmail.com> wrote:

> > > What makes you think that people in China wants an Iphone? You can
> > > argue that people in the US will pay premium for an iphone, because it
> > > is perceived to be better than other products out in the market. Can
> > > you really say the same for China, where people consider Wal-Mart
> > > expensive?

> > > Someone mentioned in another discussion that the Wifi is not
> > > important, because of the speed of Unicom's 3G. This is not true,
> > > because 99% of the people in China do not have contracts. They pay per
> > > use. The more they use Unicom's 3G network, the more they have to pay.
> > > Wifi enables them to surf the internet without paying.

> > > Iphones are selling for $800 to $1000 in China. Have you any idea what
> > > the average income in China is? The average income for China in towns
> > > and cities are $3561 per year. You can forget about the 1 billion plus
> > > people. The only ones you can consider are the ones living in the
> > > urban areas. Even the average salary in Beijing is $5,679 per year.
> > > The Iphone would cost 1/6 of their total annual income. Somehow, you
> > > still think that this phone will be successful?

> > > The people who can afford and wanted an iphone have already gotten
> > > theirs in Hong Kong. I don't doubt the 5000 units opening figure.

> > > On Nov 6, 7:04 am, TimboM <tjmo...@gmail.com> wrote:

> > > > What official numbers will be released then?

> > > > The China Unicom announcement was puzzling to me. It was either a
> > > > mistake, or they simply f'ed up by announcing a number that was
> > > > ridiculously low. The strange thing is that it was written like a
> > > > proclamation of success. Weird.

> > > > In any case, there will be several million iPhones sold in the first
> > > > 3-6 months for China Unicom, regardless of how the first weekend went.
> > > > It may involve discounting and whatever by China Unicom, but it is
> > > > doubtful to affect Apple.

> > > > Then, the 3GS with WiFi comes in the next round, which creates another
> > > > slingshot for demand.

> > > > On Nov 6, 2:06 pm, 2toetv <2to...@gmail.com> wrote:

> > > > > so you tell me we are getting the WHOLE story about IPhone
> > > > > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > > > > real numbers roll in this weekend - apple  and china unicom share
> > > > > price tell the real news- Hide quoted text -

> > > > - Show quoted text -- Hide quoted text -

> > - Show quoted text -- Hide quoted text -

> - Show quoted text -

> This is where you and I would disagree. You are assuming that 10
> million people makes around $100,000 and many more makes $75,000.

> From different sources, the top .02% of the people in China are
> millionaires. The problem is, only around 2.5 million people make
> above 150,000 RMB (or $22,000 USD). The report below shows that the
> number of households in China with an income in excess of Rmb 120,000
> ($18,000 USD) in 2009 is with some confidence estimated to be 4.4
> million.  I understand that Apple only needs to sell to a very small
> portion of the population. Are you sure that portion exists? And yes,
> people do think that Wal-Mart is expensive.

> This is a link on the distribution of income in China. Below is a
> chart.http://www.global-dem.com/blog/2009/10/how-many-high-income-household...

> On Nov 6, 10:38 am, JPW <johnpwatk...@gmail.com> wrote:

> > I think you may have a blind spot Trance_Emotion (no offense meant.)
> > Perhaps you are a little too familiar with China?
> > It's irrelevant that the average annual income in China is $3500.
> > Apple sells from a position in the higher margin portion of the market
> > and then seeps into lower margin areas as appropriate. This is how
> > they have always worked. This is why Apple with 1/2 the total revenue
> > of Dell makes 2x times the Net Income of Dell.
> > there are about 350,000 millionaires in China. I'm guessing there are
> > tens of million people who make $100,000 or more in China and many
> > more who make $75,000 or more. Chinese tend to be frugal, but does
> > Wallmart seem too expensive to them? I don't think so.
> > Apple doesn't need to sell to everyone to make a lot of money in
> > China, just a small percentage. As their reputation and understanding
> > grows, they will identify other profitable areas with a lower price
> > point that they can move into.

> > On Nov 6, 11:17 am, Trance_Emotion <tranc3mot...@gmail.com> wrote:

> > > What makes you think that people in China wants an Iphone? You can
> > > argue that people in the US will pay premium for an iphone, because it
> > > is perceived to be better than other products out in the market. Can
> > > you really say the same for China, where people consider Wal-Mart
> > > expensive?

> > > Someone mentioned in another discussion that the Wifi is not
> > > important, because of the speed of Unicom's 3G. This is not true,
> > > because 99% of the people in China do not have contracts. They pay per
> > > use. The more they use Unicom's 3G network, the more they have to pay.
> > > Wifi enables them to surf the internet without paying.

> > > Iphones are selling for $800 to $1000 in China. Have you any idea what
> > > the average income in China is? The average income for China in towns
> > > and cities are $3561 per year. You can forget about the 1 billion plus
> > > people. The only ones you can consider are the ones living in the
> > > urban areas. Even the average salary in Beijing is $5,679 per year.
> > > The Iphone would cost 1/6 of their total annual income. Somehow, you
> > > still think that this phone will be successful?

> > > The people who can afford and wanted an iphone have already gotten
> > > theirs in Hong Kong. I don't doubt the 5000 units opening figure.

> > > On Nov 6, 7:04 am, TimboM <tjmo...@gmail.com> wrote:

> > > > What official numbers will be released then?

> > > > The China Unicom announcement was puzzling to me. It was either a
> > > > mistake, or they simply f'ed up by announcing a number that was
> > > > ridiculously low. The strange thing is that it was written like a
> > > > proclamation of success. Weird.

> > > > In any case, there will be several million iPhones sold in the first
> > > > 3-6 months for China Unicom, regardless of how the first weekend went.
> > > > It may involve discounting and whatever by China Unicom, but it is
> > > > doubtful to affect Apple.

> > > > Then, the 3GS with WiFi comes in the next round, which creates another
> > > > slingshot for demand.

> > > > On Nov 6, 2:06 pm, 2toetv <2to...@gmail.com> wrote:

> > > > > so you tell me we are getting the WHOLE story about IPhone
> > > > > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > > > > real numbers roll in this weekend - apple  and china unicom share
> > > > > price tell the real news- Hide quoted text -

> > > > - Show quoted text -- Hide quoted text -

> > - Show quoted text -

> When I was living in Beijing two years ago, the cost of things were
> surreal to me. If I were hanging out with the locals, breakfast costs
> around .50 USD, lunch was maybe $2-3 USD, and dinner would be around
> $7.

> Very interesting. I admit I was extrapolating.
> I tried to find confirming information before posting, but was unable
> good data of any kind. Thanks for the link.
> I lived in China for a few years in the early eighties, but its hard
> for a foreigner to get a clear picture of things (people always want
> to put a good face on everything.) Since then all the Chinese I tend
> to interact with are part of the educated or affluent elite. I guess
> this has misinformed me more than I thought.
> In any case, as I said Wallmart is *not* particularly expensive for
> the people i highlight, but the number of those people is much smaller
> than I had guessed.
> It would be interesting to compare the distribution curves (especially
> on the high end) of China with India.

> On Nov 6, 1:21 pm, Trance_Emotion <tranc3mot...@gmail.com> wrote:

> > This is where you and I would disagree. You are assuming that 10
> > million people makes around $100,000 and many more makes $75,000.

> > From different sources, the top .02% of the people in China are
> > millionaires. The problem is, only around 2.5 million people make
> > above 150,000 RMB (or $22,000 USD). The report below shows that the
> > number of households in China with an income in excess of Rmb 120,000
> > ($18,000 USD) in 2009 is with some confidence estimated to be 4.4
> > million.  I understand that Apple only needs to sell to a very small
> > portion of the population. Are you sure that portion exists? And yes,
> > people do think that Wal-Mart is expensive.

> > This is a link on the distribution of income in China. Below is a
> > chart.http://www.global-dem.com/blog/2009/10/how-many-high-income-household...

> > On Nov 6, 10:38 am, JPW <johnpwatk...@gmail.com> wrote:

> > > I think you may have a blind spot Trance_Emotion (no offense meant.)
> > > Perhaps you are a little too familiar with China?
> > > It's irrelevant that the average annual income in China is $3500.
> > > Apple sells from a position in the higher margin portion of the market
> > > and then seeps into lower margin areas as appropriate. This is how
> > > they have always worked. This is why Apple with 1/2 the total revenue
> > > of Dell makes 2x times the Net Income of Dell.
> > > there are about 350,000 millionaires in China. I'm guessing there are
> > > tens of million people who make $100,000 or more in China and many
> > > more who make $75,000 or more. Chinese tend to be frugal, but does
> > > Wallmart seem too expensive to them? I don't think so.
> > > Apple doesn't need to sell to everyone to make a lot of money in
> > > China, just a small percentage. As their reputation and understanding
> > > grows, they will identify other profitable areas with a lower price
> > > point that they can move into.

> > > On Nov 6, 11:17 am, Trance_Emotion <tranc3mot...@gmail.com> wrote:

> > > > What makes you think that people in China wants an Iphone? You can
> > > > argue that people in the US will pay premium for an iphone, because it
> > > > is perceived to be better than other products out in the market. Can
> > > > you really say the same for China, where people consider Wal-Mart
> > > > expensive?

> > > > Someone mentioned in another discussion that the Wifi is not
> > > > important, because of the speed of Unicom's 3G. This is not true,
> > > > because 99% of the people in China do not have contracts. They pay per
> > > > use. The more they use Unicom's 3G network, the more they have to pay.
> > > > Wifi enables them to surf the internet without paying.

> > > > Iphones are selling for $800 to $1000 in China. Have you any idea what
> > > > the average income in China is? The average income for China in towns
> > > > and cities are $3561 per year. You can forget about the 1 billion plus
> > > > people. The only ones you can consider are the ones living in the
> > > > urban areas. Even the average salary in Beijing is $5,679 per year.
> > > > The Iphone would cost 1/6 of their total annual income. Somehow, you
> > > > still think that this phone will be successful?

> > > > The people who can afford and wanted an iphone have already gotten
> > > > theirs in Hong Kong. I don't doubt the 5000 units opening figure.

> > > > On Nov 6, 7:04 am, TimboM <tjmo...@gmail.com> wrote:

> > > > > What official numbers will be released then?

> > > > > The China Unicom announcement was puzzling to me. It was either a
> > > > > mistake, or they simply f'ed up by announcing a number that was
> > > > > ridiculously low. The strange thing is that it was written like a
> > > > > proclamation of success. Weird.

> > > > > In any case, there will be several million iPhones sold in the first
> > > > > 3-6 months for China Unicom, regardless of how the first weekend went.
> > > > > It may involve discounting and whatever by China Unicom, but it is
> > > > > doubtful to affect Apple.

> > > > > Then, the 3GS with WiFi comes in the next round, which creates another
> > > > > slingshot for demand.

> > > > > On Nov 6, 2:06 pm, 2toetv <2to...@gmail.com> wrote:

> > > > > > so you tell me we are getting the WHOLE story about IPhone
> > > > > > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > > > > > real numbers roll in this weekend - apple  and china unicom share
> > > > > > price tell the real news- Hide quoted text -

> > > > > - Show quoted text -- Hide quoted text -

> > > - Show quoted text -

> so you tell me we are getting the WHOLE story about IPhone
> sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> real numbers roll in this weekend - apple  and china unicom share
> price tell the real news

> What makes you think that people in China wants an Iphone? You can
> argue that people in the US will pay premium for an iphone, because it
> is perceived to be better than other products out in the market. Can
> you really say the same for China, where people consider Wal-Mart
> expensive?

> Someone mentioned in another discussion that the Wifi is not
> important, because of the speed of Unicom's 3G. This is not true,
> because 99% of the people in China do not have contracts. They pay per
> use. The more they use Unicom's 3G network, the more they have to pay.
> Wifi enables them to surf the internet without paying.

> Iphones are selling for $800 to $1000 in China. Have you any idea what
> the average income in China is? The average income for China in towns
> and cities are $3561 per year. You can forget about the 1 billion plus
> people. The only ones you can consider are the ones living in the
> urban areas. Even the average salary in Beijing is $5,679 per year.
> The Iphone would cost 1/6 of their total annual income. Somehow, you
> still think that this phone will be successful?

> The people who can afford and wanted an iphone have already gotten
> theirs in Hong Kong. I don't doubt the 5000 units opening figure.

> On Nov 6, 7:04 am, TimboM <tjmo...@gmail.com> wrote:

> > What official numbers will be released then?

> > The China Unicom announcement was puzzling to me. It was either a
> > mistake, or they simply f'ed up by announcing a number that was
> > ridiculously low. The strange thing is that it was written like a
> > proclamation of success. Weird.

> > In any case, there will be several million iPhones sold in the first
> > 3-6 months for China Unicom, regardless of how the first weekend went.
> > It may involve discounting and whatever by China Unicom, but it is
> > doubtful to affect Apple.

> > Then, the 3GS with WiFi comes in the next round, which creates another
> > slingshot for demand.

> > On Nov 6, 2:06 pm, 2toetv <2to...@gmail.com> wrote:

> > > so you tell me we are getting the WHOLE story about IPhone
> > > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > > real numbers roll in this weekend - apple  and china unicom share
> > > price tell the real news- Hide quoted text -

> > - Show quoted text -

> China Unicom sells other handsets, so maybe those other handsets are
> doing well.  It may have nothing to do with iPhones.  Either way, it's
> been said that ChiPhone sales are already figured into Apple's share
> price, so it wouldn't make much of a difference.  Apple is going to
> have to sell a total of 10 million iPhones just to hold the share
> price above $200.  Amazon's Kindle may be outselling the iPhone
> because their stock is on a tear.

> On Nov 6, 8:06 am, 2toetv <2to...@gmail.com> wrote:

> > so you tell me we are getting the WHOLE story about IPhone
> > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > real numbers roll in this weekend - apple  and china unicom share
> > price tell the real news

> By the way, Trance_Emotion,
> There is definitely something wrong with that graph. Their overall
> conclusions may well be accurate, but the graph is hard to parse.
> The axes are not properly labeled and clearly its not a proper
> distribution curve, the number on the curves don't add up properly.
> The article claims 4.43 million households with incomes of 120,000 RMB
> or more, but the graph clearly shows only 4 or 5 thousand. Also the
> distribution curve shows (by my estimate) only about 500,000
> households total -- off by at least a factor of 500 I would guess.
> Perhaps they have moved a decimal?
> Not sure what is going on, but I think they need hire some new people
> over at Global Demographics Ltd.

> On Nov 6, 3:06 pm, JPW <johnpwatk...@gmail.com> wrote:

> > Very interesting. I admit I was extrapolating.
> > I tried to find confirming information before posting, but was unable
> > good data of any kind. Thanks for the link.
> > I lived in China for a few years in the early eighties, but its hard
> > for a foreigner to get a clear picture of things (people always want
> > to put a good face on everything.) Since then all the Chinese I tend
> > to interact with are part of the educated or affluent elite. I guess
> > this has misinformed me more than I thought.
> > In any case, as I said Wallmart is *not* particularly expensive for
> > the people i highlight, but the number of those people is much smaller
> > than I had guessed.
> > It would be interesting to compare the distribution curves (especially
> > on the high end) of China with India.

> > On Nov 6, 1:21 pm, Trance_Emotion <tranc3mot...@gmail.com> wrote:

> > > This is where you and I would disagree. You are assuming that 10
> > > million people makes around $100,000 and many more makes $75,000.

> > > From different sources, the top .02% of the people in China are
> > > millionaires. The problem is, only around 2.5 million people make
> > > above 150,000 RMB (or $22,000 USD). The report below shows that the
> > > number of households in China with an income in excess of Rmb 120,000
> > > ($18,000 USD) in 2009 is with some confidence estimated to be 4.4
> > > million.  I understand that Apple only needs to sell to a very small
> > > portion of the population. Are you sure that portion exists? And yes,
> > > people do think that Wal-Mart is expensive.

> > > This is a link on the distribution of income in China. Below is a
> > > chart.http://www.global-dem.com/blog/2009/10/how-many-high-income-household...

> > > On Nov 6, 10:38 am, JPW <johnpwatk...@gmail.com> wrote:

> > > > I think you may have a blind spot Trance_Emotion (no offense meant.)
> > > > Perhaps you are a little too familiar with China?
> > > > It's irrelevant that the average annual income in China is $3500.
> > > > Apple sells from a position in the higher margin portion of the market
> > > > and then seeps into lower margin areas as appropriate. This is how
> > > > they have always worked. This is why Apple with 1/2 the total revenue
> > > > of Dell makes 2x times the Net Income of Dell.
> > > > there are about 350,000 millionaires in China. I'm guessing there are
> > > > tens of million people who make $100,000 or more in China and many
> > > > more who make $75,000 or more. Chinese tend to be frugal, but does
> > > > Wallmart seem too expensive to them? I don't think so.
> > > > Apple doesn't need to sell to everyone to make a lot of money in
> > > > China, just a small percentage. As their reputation and understanding
> > > > grows, they will identify other profitable areas with a lower price
> > > > point that they can move into.

> > > > On Nov 6, 11:17 am, Trance_Emotion <tranc3mot...@gmail.com> wrote:

> > > > > What makes you think that people in China wants an Iphone? You can
> > > > > argue that people in the US will pay premium for an iphone, because it
> > > > > is perceived to be better than other products out in the market. Can
> > > > > you really say the same for China, where people consider Wal-Mart
> > > > > expensive?

> > > > > Someone mentioned in another discussion that the Wifi is not
> > > > > important, because of the speed of Unicom's 3G. This is not true,
> > > > > because 99% of the people in China do not have contracts. They pay per
> > > > > use. The more they use Unicom's 3G network, the more they have to pay.
> > > > > Wifi enables them to surf the internet without paying.

> > > > > Iphones are selling for $800 to $1000 in China. Have you any idea what
> > > > > the average income in China is? The average income for China in towns
> > > > > and cities are $3561 per year. You can forget about the 1 billion plus
> > > > > people. The only ones you can consider are the ones living in the
> > > > > urban areas. Even the average salary in Beijing is $5,679 per year.
> > > > > The Iphone would cost 1/6 of their total annual income. Somehow, you
> > > > > still think that this phone will be successful?

> > > > > The people who can afford and wanted an iphone have already gotten
> > > > > theirs in Hong Kong. I don't doubt the 5000 units opening figure.

> > > > > On Nov 6, 7:04 am, TimboM <tjmo...@gmail.com> wrote:

> > > > > > What official numbers will be released then?

> > > > > > The China Unicom announcement was puzzling to me. It was either a
> > > > > > mistake, or they simply f'ed up by announcing a number that was
> > > > > > ridiculously low. The strange thing is that it was written like a
> > > > > > proclamation of success. Weird.

> > > > > > In any case, there will be several million iPhones sold in the first
> > > > > > 3-6 months for China Unicom, regardless of how the first weekend went.
> > > > > > It may involve discounting and whatever by China Unicom, but it is
> > > > > > doubtful to affect Apple.

> > > > > > Then, the 3GS with WiFi comes in the next round, which creates another
> > > > > > slingshot for demand.

> > > > > > On Nov 6, 2:06 pm, 2toetv <2to...@gmail.com> wrote:

> > > > > > > so you tell me we are getting the WHOLE story about IPhone
> > > > > > > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > > > > > > real numbers roll in this weekend - apple  and china unicom share
> > > > > > > price tell the real news- Hide quoted text -

> > > > > > - Show quoted text -- Hide quoted text -

> > > > - Show quoted text -

> China Unicom sells other handsets, so maybe those other handsets are
> doing well.  It may have nothing to do with iPhones.  Either way, it's
> been said that ChiPhone sales are already figured into Apple's share
> price, so it wouldn't make much of a difference.  Apple is going to
> have to sell a total of 10 million iPhones just to hold the share
> price above $200.  Amazon's Kindle may be outselling the iPhone
> because their stock is on a tear.

> On Nov 6, 8:06 am, 2toetv <2to...@gmail.com> wrote:

> > so you tell me we are getting the WHOLE story about IPhone
> > sales ......NO WAY ...... hedge fund/murdock media MISLEADING until
> > real numbers roll in this weekend - apple  and china unicom share
> > price tell the real news