SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Apple Tankwatch
AAPL 270.98-0.3%Jan 2 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Cogito who wrote (14022)12/21/2011 6:18:19 PM
From: pyslent  Read Replies (2) of 32692
 
Allen, I think you need to nip this weaseling in the bud right here:

Is the bet about shipments (the revenue generating number that Apple reports) or sell-through?

If sell-through, you would have to agree a priori what will be considered the authority on sell through. Either agree on a research house, or agree on a formula of Apple reported shipments minus the increase in channel inventory reported on the call.

Personally, I believe that 30 million in shipments would be pretty darn impressive, but 30 million in sell-through would be astronomical. That would be going out on quite a limb.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News