“What’s more, they’re now forecasting shipments of 8-10 million iPads in calendar 2010, considerably more than prior expectations of 5+ million,” Paczkowski reports.
Full article here.
Philip Elmer-DeWitt reports for Fortune, “Huberty is sticking with her sales estimate of 6+ million iPads in 2010. The Street’s consensus, she says, is closer to 3-4 million.”
“Each incremental one million iPads shipped, by her calculation, equates to earnings increases of roughly $0.25 EPS,” Elmer-DeWitt reports.
Full article here.
Kathy has been wrong everytime!
as always, kathy is clueless. $250? that’s a trailing ex-cash P/E of 14, forward P/E of 12. for a growth stock? ridiculous.
for reference amzn has a trailing p/E of 66
boy, has she changed her tune….
She has no tune. She only speaks through her rear end.
wow. that’s aggressive.
Apple only sells about 12 million Macs per year.
They already sold out of the entry level. Many people are holding off for more memory and / or the 3G features. We saw that in the sales of the iPhone. If Apple only sells “8-10 million iPads” it is because they couldn’t get any more made!
How many Windows PC Netbooks did they sell last year? Who would buy one of those old school spyware virus riddled when they could get an iPad?
Sounds like she’s in the ballpark on the 2010 iPad number.
It’s like, I don’t even know you, Katy.
Wait.. oh yeah, never mind.