Analyst: Japan disaster hasn’t ‘meaningfully impacted’ Apple’s iPad 2 supply

“Analyst Gene Munster with Piper Jaffray said in a note to investors on Friday that he believes demand for the iPad 2 will continue to outstrip supply into the June 2011 quarter,” Neil Hughes reports for AppleInsider.

“He said the recent earthquake and tsunami in Japan will play a part in limited supplies, but not one as great as was originally feared,” Munster wrote. ‘”‘Apple recently reduced US iPad 2 lead times, which suggests the situation in Japan has not meaningfully impacted iPad 2 supply. We believe the most critical suppliers are back up and running following the earthquake and the impact to supply will be modest.’

Hughes reports, “Munster said that both iPad 2 and iPhone 4 supply could be impacted with delays of one to two weeks.”

Read more in the full article here.

[Thanks to MacDailyNews Readers “Brawndo Drinker” and “Lynn W.” for the heads up.]

Related article:
Piper analyst Gene Munster: Don’t expect long lines for iPad 2 – March 8, 2011


  1. Is it “as great as was originally feared” or HOPED! You could tell if was BS because they couldn’t point to the irreplaceable part coming from the factory that was ONLY located in the damaged part of Japan that had no other source on the planet to replace it. They skirted around so they would have something to write about until someone took the time to research the parts food chain.

    And again, there is nothing the more than $60,000,000,000.00 in the bank can’t solve or buy out the full rights to.

    1. The only thing I fear as an Apple shareholder is the g-damn FUD these analysts and bloggers toss about so recklessly. What’s even worse is those jackass investors that start dumping Apple stock on response to these half-assed informers. These type of people controlling Apple’s share price by rampant speculation is something I find very discomforting.

      Apple is sitting at the top of the food chain when it comes to component sourcing and early stockpiling, so one might think that lesser companies would be the ones to suffer component shortages. But it’s always being reported that Apple will incur the largest setbacks. Just like when the economy was poor and the analysts insisted that Apple would be the first to fail yet it turned out just the opposite and Apple thrived better than all of them. These crystal-ball using FUDsters should be taken out a horse-whipped for the harm they cause Apple shareholders.

  2. If after the stock was pummeled and down 7% in the week before on guano FUD you played the options market the profits where spectacular. A bet that the stuock wouldn’t go down further this week was good for a doubler. Just a willingness to bet that AAPL would close up 3% on the week was enough to triple your money. When you realize the profit potential for the not weak of heart, sometimes called pros but really just those risking others people’s money on the downside but profiting handsomely on the upside, yuu realize why there is such a market for guano spreading.

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