Necessarily bad.
It is risky.
We are talking about the upside.
Apple has gained access to the biggest wireless carrier in the world, 700 million subscribers.
That can only be good for business.
At the same time, it is important to look at the risks involved in terms of apple's image.
I am not sure that people have necessarily thought this through.
Apple has made very strong and passionate morally based commitments to its american customers about their data, never being exposed to the government.
Tim cook recently said that employees would have to be carted out in a box.
Even in the face of nsa requests.
The key question that will arise in china is, can apple make the same promise to its chinese customers?
China mobile is state-owned.
You negotiate with china mobile and you all should negotiate -- when google went into china, there were questions about the whole do no evil and how they would sell this to the google brand.
Are there similarities?
Yes.
This is not an apple-specific problem.
Apple, being the industry leader and having a special logo which is an important part of the margins, it is more vulnerable than others.
That is why we have seen tim cook on other potential ethical scandals, with 2012 and 2013, he has been quick to make a passionate defense for apple.
He knows that apple doesn't suffer from bad reviews.
It suffers from scandals.
He has jumped up to defend the moral principle of privacy in the west.
We at no already -- we nknow that apple has taken down apps that discuss tibet from the app store.
Ultimately i think people will see that if there is two faces of apple, one for the west and one for the east, that is going to be a potential pr nightmare for apple.
It is not going to be fatal.
It is something to bear in mind.
Talking about where politics and possibly even government influence and espionage meet business, let's take a brief look at a in dash at at&t not bidding for vodafone.
Do you sense that this is anything to do with the eight nsa scandal?
It is probably purely business focus.
We have seen that t-mobile and verizon had bumper courses in the u.s. and have recruited many new customers.
They are now competing on price, especially t-mobile.
What it shows first and foremost is that there is nowhere to go as an american carrier right now.
You need to look abroad and look at acquisitions.
Does that make it a good thing for vodafone?
It ultimately raises the question for vodafone customers.
It will be a new concept to be owned by at&t, an american company, when we know that our privacy is not treated the same way as u.k. citizens.
Our data doesn't have the same protections.
Another dimension.
Thank you very much for joining us.
That will do it for "on the move ." stay with bloomberg television.
Guy johnson is up with "the pulse" coming up in just moments.
We will stick it short -- we will take a short break here.
This text has been automatically generated. It may not be 100% accurate.
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