On the other hand, do you think Apple would just walk away from getting a few million customers out of that 60-million addicted to iOS, if it doesn't get what it wants? Tomorrow: "Apple stock prices drop on docomo deal impasse"? lulzNTT DoCoMo to worried about name branding and their APPS as opposed to $$$$$$$$$$. As their profits go down they'll learn like every other company.
Quit thinking how Apple is completely innocent and how NTT is ebil. Both companies have their reasons to play hardball. Both have a lot to lose by refusing to compromise and broker a deal.
Now, if I'm a short-seller, I'd want Apple to either not deal with them, or be forced to install carrier bloatware. Either outcome is ripe for a selling (read: profit) opportunity.