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Technology Stocks : Apple Inc.
AAPL 276.41+2.6%3:59 PM EST
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To: Lizzie Tudor who wrote (56161)8/23/2006 12:54:49 AM
From: Lizzie Tudor  Read Replies (2) of 213185
 
Today the macbooks are up to 3-5 days in the store again. They were 1-2 yesterday along with the iMacs which are 1-2 days.

The new mac pros and the Macbook Pros are 24 hrs.

I have seen a few macbook batteries available today, for the first time. This is pretty significant as there have been NO batteries available since initial ship (because they were filling full system orders, certainly).

But I maintain that whatever the forecast was for the macbooks and now imacs was too low, maybe significantly. We know apple's forecast was 2.5million macs for 1H 2006 which was seen as extremely agressive once- but they almost made it. THe original timeframe for macbooks "on allocation" was through June. The reality is they continue to be on allocation to this day although they are not labelled as such.

Since the mac pros are readily available I believe most of the unexpected demand is coming from switchers and not apple's traditional base. Of course these people are waiting on Adobe anyway.
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