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Technology Stocks : Apple Inc.
AAPL 260.21+0.3%Jan 12 3:59 PM EST
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To: slacker711 who wrote (165077)1/30/2014 3:49:40 PM
From: MGV2 Recommendations

Recommended By
CHRIS LINELL
HerbVic

  Read Replies (2) of 213182
 
We dont have a concrete number for competitors ...


Exactly. They not only don't break out sell-through vs. sell-in, some of them don't even break out category sales. They leave it to their hired hand "market share" consultants ("Strategy Analytics") to "estimate."

The upshot is that no one knows how many sales their competitors had. For example, if the market is estimated to grow x% and all their competitors in their market (ie high end tablets) stuffed the channel, no one knows what the market dynamics are. With all the estimating and guessing required by the lack of transparency on sales, no one knows the growth rate of the entire tablet market let alone Apple's high-end market. Apple might be better off doing the same and avoiding all the armchair analysts focusing on inaccurate minutiae.
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