“Ticonderoga Securities’ Brian White, back from his recent China tour, reports in a note to clients Monday that the iPhone 4 is sold out for two months at Apple Stores, authorized resellers and China Unicom,” Philip Elmer-DeWitt reports for Fortune. “‘In fact,’ he writes, ‘we estimate China Unicom has been unable to fulfill approximately one-third of the iPhone 4 orders due to shortages.'”
P.E.D. reports, “‘We continue to believe,’ White concludes, ‘that China remains in the early stages of catching ‘Apple fever.””
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MacDailyNews Take: What Steve Jobs has constructed is moving like a tremendous machine! (Now, quick, make more iPhones!)