The Silicon Valley / San Jose Business Journal reports, “Analysts reported Thursday that Apple Inc. could sell a lot more of its iPhone 3GS if it could keep up with the global demand for the devices.”
MacDailyNews Take: Define “a lot.”
The Silicon Valley / San Jose Business Journal reports, “‘Our checks indicate that worldwide demand for the iPhone 3GS is outstripping supply,’ wrote Piper Jaffray analyst Gene Munster in a preview of Apple’s Monday earnings announcement.”
“Munster’s report cited checks done by PJC Wireless analyst Mike Walkley in the first two months of the first most recent quarter that showed retail shortages for the iPhone 3GS,” The Silicon Valley / San Jose Business Journal reports.
Full article here.
[Thanks to MacDailyNews Readers “JES42” and “Jersey_Trader” for the heads up.]
Bloodbath, or rounding error? You decide…
Nothing like stating the obvious lol
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Today’s word:
Hotcakes
As in: Selling like hotcakes!
So, based on the reporting we’ve seen so far since 2007, it’s either:
“Apple can’t possibly sell that many iPhones! They’re doomed!”
or
“Apple can’t keep up with the sky-high demand for iPhones! They’re doomed!”
And I’m pretty sure we’d have heard about significant iPhone shortages taking place.
Rogers, in Canada, is back-ordered 3 to 4 weeks. Has been for several months.
I was in a meeting yesterday with five othe people in cancun, blew me away all of us have iPhones !! And it has only been on sale for about a year and only 3G,
at last i succeeded here in denmark… ordered 2 iPhones 3GS 16 GB… i’ve been trying to order some since june – every time they were sold out… and i need to order another 7 very soon.
bad supply.
and yes. we’re a big family…
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Is this the pump or the dump? Stupid analysts. And their media stooges, too.
@Famous
Gene Munster in particular, and Piper Jaffrey generally, don’t strike me as stooge analysts. Yes, there are plenty out there, but he’s not one of them.
Wow, and Nokia just reported 850million lost “because of the world economics!!!” imagine that.
@Troy
yea, but they have 38 percent of the market, hahahahaha
Same thing here in Sweden. Zero phones in the stores. If you order one you have to wait minimum 10 days.
I doubt that most people who want to buy an iPhone, when being told a store is out of stock for a few days, will walk over to the Sprint store and buy a Pre.
Oh wait . . . most people in the world can’t buy a Pre.
Yup. Same here in Germany. Backorder for several Weeks.
Apple miscalculates iPhone demand and loses millions of dollars in potential sales. That’s not too surprising. Apple commonly fails to recognize the obvious and prepare for the intuitively obvious eventuality. What shall we call it? Hubris? Ignorance? Laxity? All of the above?
Unlike the “fake” demand for those knockoffs, this one is for real folks.
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Yes, apple often mis-judges it’s demand. It is so hard to predict the bi-polar personality and shopping habits for the stockholm sydrome PC suffers.
Just so hard!
When the 3G became available in NL, the average wait initially was between 1 and 2 months. It stayed like that for the first 4-5 months, and only after about half a year one would be able to go to the store and pick one up, or have to wait for less than a week.
When the 3GS was here, the average wait initially again was about a month, and is by now rather close to 2 months.
For all the friends that I know, and that want to switch to a 3GS, none got theirs in less than a month.
The guys in our local shop told me a couple of times that “they order as much as they can, and they’re getting more and more in – but the waiting list just keeps on going up, simply too much demand.”
This thing is selling like hotcakes with maple syrup dripping from them…
You wrote, “Yes, apple often mis-judges it’s demand. It is so hard to predict the bi-polar personality and shopping habits for the stockholm sydrome PC suffers.”
It’s obvious that, given Apple’s miniscule 5% world market share, that OS X isn’t that much better than Windows to seduce PC users to Apple. Apple continues to suffer the legacy of Lisa’s dismal performance. Some things never seem to change at Apple.
“that OS X isn’t that much better than Windows to seduce PC users to Apple.”
Wrong, wrong, wrong. Breaking a monopolized market, that is allowed by the Gov to exist is nearly impossible to overcome. You don’t know your history, so kindly keep quiet so you won’t look so foolish and naive.
Gene Munster is one of the most respectable analysts, because he actually does some real work. He sends people to check retail channels, who then count sales of particular devices over a period of time. He (and his people) calls physical stores all over (US and world) and asks for inventory status and waiting times. He then looks at all that data and analyses it.
Apple’s problem cannot be possibly called hubris, ignorance or laxity. Sales of iPhone have broken ALL sales records for consumer devices, and by far. It would have been way too arrogant for any company to expect to totally annihilate a market segment with their first ever device, even if that company is Apple. They had plenty of devices ready, but just couldn’t possibly expect that even more people were going to buy them. Remember, we’re in a worst recession since the Great Depression, and iPhones cost at least $200, plus $80 per month (in the US, taxes included). That’s a lot of money for many people. Apparently, even with the recession, it’s still worth it to all those wanting to get the device.
True to a point.
The fact that Apple is a single company that develops it’s hardware, software, and related gear- not excluding the server side.
It controls it software to the Apple relates hardware. I think five percent of the world market is quite impressive. Considering it is a debt free company, with 28 plus billion in the wings and not including the bet’em down in two years iPhone market share exploding. Plus it’s reveneue growing.
Oh, then there the iPod family that beat down even Microsoft and has the worlds leading on line music store. The iPod hardware is still rolling over the mightest foe and the phone is starting to suck the wind out of even the largest producers.
For one company with a five percent market in OS, hardware that is more innovative than it’s competors.
Hey, I will take that company with five percent and growing in the limited market it wants to compete in.
Now that take one step further and let Apple go to the inexpensive side and watch the PC world fold like the Borg in Star Trek. Because Apple is 7 of 9 with all the curves it need to seduce the population.
Hell, Dell wanted OS X- just to name a few. Not to mention those fighting legally to put it on there PC hardware.
Curves baby!!! Now don’t hate!
I WOULD like an iphone but i can’t afford it! for now…
Apple is 7 of 9… now that’s my kind of geek talk!
The pathetic ignorance that you display is a sad commentary of the general lack of knowledge displayed by Apple fanbois. Any historian worth his salt knows that Apple’s release of Lisa, and its subsequent commercial failure, tarnished Apple’s image while MS surged ahead in sales. Apple has been struggling from this mega-disaster ever since.
Steve Jobs’ hubris was the prime factor in this debacle and has been textbook example of how greed and ignorance can lead to years of economic shame and degredation. Maybe Apple and jobs learned their lesson. maybe not. While we all make mistakes, when Apple does it it is done on a grander scale.