MacDailyNews Take: All Apple missed was a stupid way to pad PC unit sales and market share numbers during a recession with little, no, or negative profit margins to show for it. A lot of work for nothing yielding a bunch of unsatisfied customers. Great business model. Apple was wise to eschew the “netbook frenzy.” Apple doesn’t make cheap junk.
Caulfield continues, “Investors are already betting iPad sales will exceed the other frenzy seen two years ago, when Apple sold 1.12 million iPhones during its first complete quarter of sales. In fact, in a little less than a year iPad unit sales are expected to exceed the estimated 3 million Kindles that have sold to date.”
MacDailyNews Take: So, now it’s 3 million Kindles (no source given)? Since November 19, 2007? That’s a flop. iPad will outsell that anemic number quicker than most people, including Caulfield seem to think.
Caulfield continues, “iPad sales estimates vary, but they’re all impressive. In a note to investors Tuesday Barclays Capital analyst Ben Reitzes estimated Apple will sell 5 million iPads during the 2010 calendar year. This includes 1.2 million units sold during the quarter ending in June, an estimate Reitzes says ‘could prove conservative.'”
MacDailyNews Take: Could prove conservative? Steve Jobs on a popsicle stick; try “will prove conservative!”
Full article here.