“Analyst Brian White with Ticonderoga Securities is continuing his tour of the Far East, and on Monday provided investors an update on his second day in China,” Hughes reports. “Though he noted the iPad and 11-inch MacBook Air, in particular he found the iPhone 4 to be Apple’s most difficult product to purchase.”
Hughes reports, “He said wait times [for iPhone 4] are around two months and carrier China Unicom is unable to fulfill about a third of pre-orders.”
Read more in the full article here.
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What difference a day makes…
“… around two months and … unable to fulfill about a third of pre-orders.”
As I have said before, “How many will Apple sell?” is to be answered with, “How many can they get made?”
What iPad/iPhone has done in Shanghai is to wipe out complete sales floors of PCs. I was told the reason is people now prefer to use iOS devices for gaming and shopping, all without viruses and other problems. Customers have upgraded from XP directly to iPad and use their old PCs only for printing and some other stuff you can’t do with the iPad yet.
There is a good reason FoxxConn built that new factory to Chengdu in the middle of China.
No wonder they can’t get any iPads on sale in Best Buy. They just ‘Shanghaied’ the truck in Chengdu & pointed it towards Shanghai.
Apple will have to ship some inventory back to China…how ironic
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