Pegatron [Technology] will also start shipping a CDMA version of the iPhone 4 to Apple in the fourth quarter and is currently using its plants in Shanghai, China to produce the products, the sources noted. The company is also working on gaining orders for MacBooks and iPads from Apple, added the sources.
This comes just in advance of June 24 Taiwan Stock Exchange listing, so forgive me if I take it with a huge grain of salt.
Again, there's certainly a CMDA iPhone 4 in the Cupertino labs, but AT&T exclusivity has to run out and Verizon has to give up control to Apple and make the deal -- which means it could happen at any time, or in a long time. And again, we expect it -- and will believe it -- only when Apple announces it. Same goes for iPhone 4 on Sprint, or Chinese CDMA.
We now return you to your regularly scheduled GSM/UTMS day...