Is something big coming?  Report: Almost no Apple products currently in European pipeline

“It took us some [time to get a handle on] everything, but it seems that there are [very little stock] of any Apple products in Europe! It [has] never happened before: networks between the European distributors for Apple and the local AppleCenters are almost empty. Beside some eMacs and PowerBooks, there [are] no stocks from the Powermac G5 to the Mac mini, the same for the iBook and the of course the iPod. Knowing that the Chinese New-Year is not in September, that usually [product stocks] are high after an Apple Event such as the Paris AppleExpo, and that September is the end of a financial quarter, one can seriously ask what’s going on… In the past Apple has never [renewed] its entire products portfolio at once,” MacBidouille reports.

Full article here.

40 Comments

  1. Looks like I got first post again. Whew!

    There is a more logical explaination – it’s the end of Apple’s fiscal year.

    With analysts giving or taking away hudreds of millions of dollars worth of equity in AAPL for a single penny of quarterly earnings meeting or beating a target, AAPL is keenly aware that they must do EVERYTHING right to keep the stock at a PE of near-40.

    So, by constraining the product supply chain at the end of the last month in the last quarter of the fiscal year, Apple gets to state (accurately) a lower $ of goods in warehouses, which makes the numers (accurately) looks even better.

    If come the first week of October supply doesn’t get far looser we should revisit the “new product line” theory.

    MDN word: feed

  2. Eric24601 can´t read Deutch.
    Ach du lieber = oh my goodness.

    This all just sounds like somebody took the eye off the ball. (Too many people working on ipod stuff???) Or a problem with all the apple retailers and apple…plus how would the guy know? What´s his source of info?

    Amazon Germany has no waiting, 24 hour delivery for Power macs, same with macmini. iMacs are 1-2 day delivery.
    What pipeline delivery problem??? Amazon has no laptops, but they haven´t sold them in a long time.

    In Germany there are so few places where one can get an Apple computer who would notice???

  3. Me’s right – if the numbers are still low in ten-fourteen days, then maybe. Unless of course there is an announcement between now and then.

    Anybody remember about four years ago when the stock tanked? That was because they let their inventories get too high and Wall Street gave AAPL a spanking. My ass still hurts from that one.

  4. I still say that Steve was intentionally being ultra conservative when he announced the June 2006 date for the first Intel Macs. He’s going to surprise everyone by releasing the first ones months ahead of that date. My bet is on January or February of 2006, with a formal announcement at MWSF.

  5. Quote from “me”: “There is a more logical explaination – it’s the end of Apple’s fiscal year.

    With analysts giving or taking away hudreds of millions of dollars worth of equity in AAPL for a single penny of quarterly earnings meeting or beating a target, AAPL is keenly aware that they must do EVERYTHING right to keep the stock at a PE of near-40.

    So, by constraining the product supply chain at the end of the last month in the last quarter of the fiscal year, Apple gets to state (accurately) a lower $ of goods in warehouses, which makes the numers (accurately) looks even better.

    If come the first week of October supply doesn’t get far looser we should revisit the “new product line” theory.”

    Firstly the report clearly states that stock at this time is usually very high so this obviously isn’t something apple does at the end of every fiscal year.

    Secondly it seems to me that apple doesn’t play the “Let’s make our stock price as high as possible every single day” game. They have over 6 billion in cash and don’t need the equity immediately. I’m not saying they don’t want a higher stock price, but the games of reducing inventory just for earnings reports produce price bumps, not long term increases. Apple has shown that they are content to wait and let the price grow steadily by their consistent pattern of under estimating thier sales and earnings. In every conference call they estimate selling a few more ipods than they did the previous quarter and selling a few more macs when they know, as does every analyst on wall street, that they will most likely blow those numbers out of the water. If they were looking for immediate equity they would be more realistic about estimates and allow the stock price to jump up quickly.

    I’m not saying I honestly believe apple is updating the entire line at once. It has never happened before and it would require a tremendous amount of resources: engineering, cash and marketing. Then again apple has probably had those resources to spare recently. CPU hardware updates have been slow for a while now (years if you consider how aggressive they used to be). We’ve already been over the $6+ Billion in cash and there have been no new ads recently and expo paris was pretty dissapointing. The ipod nano was a good surprise but I hope apple isn’t dumb enough to be moving considerable amounts of computer engineering power to ipod, and the marketing on it hasn’t been extraordinary. This means that apple computer engineering and marketing have either been sitting around being bored for the last few months (or years in the case of CPU engineers) or they have been cooking up something enormous.

    Then again what enormous thing could they do? What could be so big that they have no stock of ANYTHING? A major platform shift? Wait they already announced that and its not happening for another 10 months. We have good reasons to doubt that the intel switch could pulled out of a hat earlier than expected. Apple has issued several reports saying they are on track for next summer and some major app developers such as Adobe are complaining that porting isn’t as easy as Steve would have us believe. Apple would never, never, never make the switch without all their professional software staples like photoshop ready to rock on intel. They can’t afford to lose professional sales or marketshare.

    Is apple good enough to lie straight to our face, then confirm the lies AND get other software vendors to slip in some untruths? Then they would have to keep this underwraps, which is possible for small projects but if they are doing the switch early thousands of employees would have to know about it. I doubt even steve can misdirect us so much, and I can’t think of anything other reason for an intentional purposeful stock clearence. I gotta go back to thinking this isn’t anything meaningful but I wish it was.

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