Analyst: Apple well-positioned to avoid Christmas inventory crunch

Apple Online Store“It’s not just a cliché: Apple really does think different,” Elizabeth Woyke reports for Forbes. “The latest example: supply chain smarts. Though a number of analysts expect inventory problems to depress holiday sales of gadgets, Apple is believed to have insulated itself from such problems.”

“At issue is a dearth of electrical components and zealous inventory management policies, which industry insiders say will limit supplies of smartphones, MP3 players, game consoles and televisions this holiday season,” Woyke reports. “The shortage is anticipated to pinch retailers and manufacturers’ revenues and frustrate consumers who may not be able to buy hot devices.”

Woyke reports, “As a vendor of wildly popular, high-end consumer gadgets, Apple would seem to be particularly vulnerable. But experts say the company will have plentiful inventory thanks to its careful forecasts. ‘Apple is doing fine,’ says Jason Busch, the founder and Managing Director of advisory firm Azul Partners. Busch thinks Apple will avoid a holiday inventory crunch for three reasons: The first factor is smart forecasts… [2nd] is its heft… [and 3rd is] Apple’s focus on portable gadgets.”

Read more in the full article here.

[Thanks to MacDailyNews Reader “James W.” for the heads up.]

32 Comments

  1. Mark,
    You have to be delusional… or clueless (or both)
    One, ubuntu is not equivilant to OS X funcitonality wise, not even close. Second; ubuntu runs like a pig on netbooks.
    You can’t even run hulu at standard def. for crying out loud.
    You can run one of the super fast ultra light (ram based) Debian variant’s (ubuntu is also based on deb) like Puppy where you can actually run hulu fullscreen at 30fps (without stuttering) but it will run the processor at a constant ~100% duty to do it, So… it #1 it typically overheats if the ambient temp is above 72° and #2 sucks the batteries dry fairly quickly. A netbook running ubuntu can’t even keep up with an iPad performance wise, much less a macbook running OS X (they aren’t even in the same league)

    An old german saying for you and your $290 netbook:
    If you want clean fresh oats expect to pay a fair price, on the other hand if you are willing to accept them after they have been through the horse, the price will be considerably less. ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />

  2. Mark,
    You have to be delusional… or clueless (or both)
    One, ubuntu is not equivilant to OS X funcitonality wise, not even close. Second; ubuntu runs like a pig on netbooks.
    You can’t even run hulu at standard def. for crying out loud.
    You can run one of the super fast ultra light (ram based) Debian variant’s (ubuntu is also based on deb) like Puppy where you can actually run hulu fullscreen at 30fps (without stuttering) but it will run the processor at a constant ~100% duty to do it, So… it #1 it typically overheats if the ambient temp is above 72° and #2 sucks the batteries dry fairly quickly. A netbook running ubuntu can’t even keep up with an iPad performance wise, much less a macbook running OS X (they aren’t even in the same league)

    An old german saying for you and your $290 netbook:
    If you want clean fresh oats expect to pay a fair price, on the other hand if you are willing to accept them after they have been through the horse, the price will be considerably less. ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />

  3. Apple didn’t get hit by the recession. Suppliers cooled off production, and are now behind the market. Apple probably kept some of the going. That and strategic purchases mean Apple gets to keep producing gear while others fight over supply.

  4. Apple didn’t get hit by the recession. Suppliers cooled off production, and are now behind the market. Apple probably kept some of the going. That and strategic purchases mean Apple gets to keep producing gear while others fight over supply.

  5. @ disposableidentity;

    Exactly, which is why Apple contracted with Samsung for their supply of flash memory ahead of time, not only does it ensure a supply ahead of the market, but the advance paid helps keep your supplier’s head above water so they will be there with the capacity to fulfill your order – AND happier and more eager to supply your NEXT order after your payment for the last one hits their bank!

  6. @ disposableidentity;

    Exactly, which is why Apple contracted with Samsung for their supply of flash memory ahead of time, not only does it ensure a supply ahead of the market, but the advance paid helps keep your supplier’s head above water so they will be there with the capacity to fulfill your order – AND happier and more eager to supply your NEXT order after your payment for the last one hits their bank!

  7. Akshat Jain
    “Puppy is based on Ubuntu”

    Nope, there is a “flavor” (sub distro packaging) called “lucid puppy” that is partially based (and can use the ubuntu package manager), but puppy is based directly on Debian Linux. Which is what Ubuntu is ALSO based on, so they are in effect siblings. (though very different)
    The speed difference between a lightweight (and RAM based) debian distro like puppy (even lucid) and Ubuntu is huge, simply installing Ubuntu on a net-book will yield a device (as I stated) that can’t even run hulu at standard def.

    Here is the latest lucid puppy announcement (if you are interested) http://puppylinuxnews.org/releases/lucid-puppy-51-is-released/

  8. Akshat Jain
    “Puppy is based on Ubuntu”

    Nope, there is a “flavor” (sub distro packaging) called “lucid puppy” that is partially based (and can use the ubuntu package manager), but puppy is based directly on Debian Linux. Which is what Ubuntu is ALSO based on, so they are in effect siblings. (though very different)
    The speed difference between a lightweight (and RAM based) debian distro like puppy (even lucid) and Ubuntu is huge, simply installing Ubuntu on a net-book will yield a device (as I stated) that can’t even run hulu at standard def.

    Here is the latest lucid puppy announcement (if you are interested) http://puppylinuxnews.org/releases/lucid-puppy-51-is-released/

  9. @Uncle Fester’s cousin

    “A netbook running ubuntu can’t even keep up with an iPad performance wise.”

    You must have had a bad install or something, 10.04 LTS runs pretty fine for a netbook on my machine. Nearly “OS X like” in use as well.

    The iPad is a bit faster in appearance because of Apple’s A4 and iOS graphic tweaks than a $290 netbook, but then again it also costs twice as much. Also the iPad comes minus: keyboard, USB ports, monitor stand, camera, decent storage, self updating, etc. which I wouldn’t trade out for a tiny bit more speed. The risk factor for loss, damage, theft is also higher on iPads.

    Despite what Steve Jobs says, the iPad really doesn’t compete with netbooks on any level, it’s just Apple’s version of a “netbook” or low cost computer.

    Apple’s marketing on that is to get netbook type people into a Apple Store and try to up sell them. The $500 iPad is rather pitiful in storage capacity, purposely designed to be that way so lead people to spend closer to $1000 Apple intended to get people to spend all along.

    iPad people will be spending money to turn their iPads into laptops, just like laptop people spend money to turn their laptops into desktops.

    My opinion is Ubuntu (with Firefox, OpenOffice) is good for secure, non-commercial software basic netbook type needs but once you need more power like a laptop or commercial software it’s better to just buy a $2000-$4000 MacBook Pro with a huge hard drive (7,200 RPM) and plenty of RAM/ extended warranty to begin with and be done with it. One can always run Windows 7 in a virtual machine if need be.

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