“Pali Capital Research analyst Walter Piecyk this morning reports that his store checks show the company’s rate of Pre sales at Sprint stores slowed last week from 50,000 to 60,000 the week prior to just 40,000,” Tiernan Ray reports for Barron’s.
“Piecyk offers the view that this is not because of a slowdown in supply, but rather that demand is adequately matching supply,” Ray reports.
Full article here.
MacDailyNews Take: 40,000 per week x 52 weeks = 2.08 million units per year. In other, more harrowing, words for Palm: At current rates, and very generously assuming no further falloff in demand, Palm will sell fewer Pre units in its entire first year than the number of iPhone 3GS units that Apple has already sold in under 2 weeks.*
No wonder Apple has all the mobile app developers.
*And, we’re not even counting iPhone 3G units.
You know the beautiful thing: June 29, 2009, is the two-year anniversary of the first shipment of the iPhone. Not one of those people will still be using an iPhone a month later. – Palm-backer Roger McNamee, Elevation Partners – March 05, 2009