“iPad yields should improve dramatically throughout the year even if the launch starts out capacity constrained,” Barclays Capital analyst Ben Reitzes wrote in a research note to clients today. “These developments support upside to consensus forecasts for the iPad, should demand materialize like we think it can. We estimate Apple will sell almost 5 million iPads for CY10; including 1.2 million in the June quarter – which could prove conservative.”
“Also, we have increased confidence that Apple will make a big splash this summer with a new iPhone form factor,” Reitzes wrote. “We believe that the new model will launch with considerable fanfare and expect unit expectations to rise in turn.”
Full article here.
MacDailyNews Take: Both of Reitzes’ iPad unit sales predictions, 1.2 million for the June quarter and “almost 5 million” for calendar 2010, are too low.
[Thanks to MacDailyNews Reader “Fred Mertz” for the heads up.]
Another idiot jumping on the Apple predictions bandwagon.
Trying to act cool, and with it for investors.
Advice: STFU.
I’m sick of these morons short-selling AAPL and it’s products.
They know nothing about this company and why it’s better than their beloved MS who continues to spiral downward.
Looks like Apple investors are finally starting to shut out the Hedge funds and their bought analists.
They’re all betting on selloff the stock the day the iPad hits the market…
It would be so sweet if no one sold except those hoping to start a selling trend.
All Apple shareholders should be united and NOT sell into the shorting attempt, thereby causing the short sellers huge losses that would certainly linger and maybe free Apple of these monkeys.
Where do I sign for that agreement??
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Mindset
@Me in LA:
“These developments support upside to consensus forecasts for the iPad.”
“…we have increased confidence that Apple will make a big splash this summer..”.
We estimate Apple will sell almost 5 million iPads for CY10; including 1.2 million in the June quarter – which could prove conservative.
Exactly how is this “short selling” Apple? For a supposed objective prediction, this is about as positive as it gets.
“Both of Reitzes’ iPad unit sales predictions, 1.2 million for the June quarter and “almost 5 million” for calendar 2010, are too low.”
My personal research indicates 1.8 million iPads sold through the June quarter, and 8.5 million through calendar 2010.
This is based on actual iPhone sales during its first nine months, and surveys and private sources indicating that iPad interest is running between 30% and 50% above initial iPhone interest.
I should add that research firms are predicting a 20% increase in computer sales during calendar 2010, led by net books.
A very sizable portion of iPad interest is from those planning to buy an iPad in lieu of a net book.
The iPad is lighter (by 50%), and much faster than any net book, with a App ecosystem that does not exist for net books. I expect about 60% of iPad sales to go to current Windows users.
8M to 10m iPads in CY10. I’m an analyst, damnit!
Go King Mei – I vote you analyst of the year
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I put in for an average of 1M ipads per month – 10 M CY10.
It seems that they will have very close to 1M before 3 Apr. Maybe even more. Then things will slack off just a little, but at the same time other countries will b coming online, plus the 3G models.
The timing is perfect. In Apr – July the early adopters will get them and by the time school buying starts in August, everybody will have seen them, and everybody and their dog will want one.
IMHO
@ jaundiced,
If you read my post, you’d see. These are the same bozos that have been talking trash about AAPL for years, now jumping on the AAPL bandwagon. Screw them.
Just like politicians – I won’t say whores because whores are honest about what they do – politicians go which ever way the wind blows.
As go analysts. Sorry if that wasn’t clear.
I have three scenarios, bear, nuetral, and bull. Bear is apple at 120-180, nuetral at 180-240, and bull 240-500. I won’t tell you which is more probable ’cause ‘m just an analyst making millions a year.
@Me:
True; I haven’t read an analyst’s report yet that would result in my buying anything they recommended.