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Technology Stocks : Smartphones: Symbian, Microsoft, RIM, Apple, and Others

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To: sylvester80 who wrote (1448)	8/15/2012 9:07:22 AM
From: Eric L	1 Recommendation Read Replies (1) of 1647

Apple's Q2 sell-in v. sell through ... Syl, << Could that be correct? >> Yes it could. << Where did the extra 2.61 mil come from? >> From Apples Q1 sell-in unsold to end users, including built and shipped goods in transit at quarter end. Bear a few things in mind. Apple's (or Nokia's or other OEMs that report units sold into channels as opposed to OEMs like Samsung, HTC, RIM at all that no longer do) sell-in is an actual publicly reported number of sales of billed shipments from the company's books for each quarterly fiscal period. It includes goods in transit and it is subject to audit. Channel inventory reported by the OEM is calculated from the current order book or channel check at quarter end and is an estimate. OTOH Gartner's sell through estimates of units sold from channels to end user is an estimate and they adjust in one quarter what they may have over/underestimated in a prior quarter based on further channel checking. Of the two numbers the reported sell-in number of units sold-in by those that report them is the more accurate even though Gartner's estimates are generally regarded as being quite credible. Cheers, - Eric -

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