“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,” Philip Elmer-DeWitt reports for Fortune. “‘Clearly,’ he writes, ‘China is catching ‘Apple fever.””
P.E.D. reports, “He quotes a report in Thursday’s Chengdu Chinese Commercial News that mentions a newly signed ‘cooperation agreement’ between Apple and China Mobile (CHL) — the global giant of mobile phone carriers with roughly 815 million mobile subscribers. The nature of this agreement is unclear, but White recalls earlier reports that ten China Mobile stores in the Beijing area were offering a SIM card-cutting service that trims SIMs to fit the iPhone 4’s miniature slot.”
Read more in the full article here.
[Thanks to MacDailyNews Reader “David E.” for the heads up.]