“In a piece I published yesterday at Seeking Alpha, I laid out two different forecasts for 2011 iPhone sales,” Andy Zaky writes for Seeking Alpha. “One scenario is based on the assumption that the iPhone 5 is unveiled and launched for sale in June, and the other scenario is based on the assumption that the iPhone 5 released for sale in September.
“The current overwhelming consensus suggests that the iPhone will in fact be delayed until September, but just in case Apple (AAPL) decides to pull off a surprise launch at the worldwide developers conference held in June, it’s wise to lay out two different forecasts until we know for sure,” Zaky writes. “I should point out, however, there is some evidence that may suggest an iPhone launch is coming in June.”
Zaky writes, “As I pointed out in yesterday’s article, the iPhone delay could cost Apple more than $4.5 billion in revenue during in its fiscal Q4, which will be to the benefit of one or more quarters in fiscal 2012.”
Read more in the full article here.