“‘In particular, the velocity at which Apple will distribute the product globally was a positive surprise to us,’ said ISI Group’s Brian Marshall, in a note to clients he wrote shortly after leaving the much-anticipated introduction of the product in San Francisco,” Melloy reports. “‘Overall the iPhone 5 announcement was in-line with previews, though we think the phone is launching at more carriers and sooner than many investors expected,’ wrote Peter Misek, an analyst with Jefferies. ‘We believe the launch schedule implies that supply constraints are not as bad as some feared.'”
Melloy reports, “The iPhone 5 is ‘the largest consumer product launch in history,’ said Gene Munster of Piper Jaffray. ‘We are raising our September iPhone estimates from 22 million to 27.2 million units given the confirmation of the iPhone 5 launch on September 21.'”
Read more in the full article here.
MacDailyNews Take: We knew they were going to eat up Apple’s aggressive rollout schedule. Records will be set that will be difficult to equal, much less exceed. “iPhone 5S” — yuck, that’s horrible to read; they’ll never use it — “iPhone 6” had better have a 20+ country simultaneous launch while also being capable of morphing into a personal helicopter.
[Thanks to MacDailyNews Reader “Lynn Weiler” for the heads up.]