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 Inc.
AAPL 270.37-0.4%Oct 31 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
Recommended by:
Doren
Stock Puppy
Zen Dollar Round
To: Zen Dollar Round who wrote (213028)9/16/2024 3:07:42 PM
From: NAG13 Recommendations  Read Replies (2) of 213172
 
ZDR,

I saw these reports on PED30. Last year the new iPhone was very constricted in supply. This year, everybody says that Apple suppliers have orders saying that they are going to build more. So, even though the wait times are lower than last year, the supply may be greater. Kuo reported on this himself. I was waiting to see if any of the banks that had good credit card data on Apple sales in the past would talk about demand for the new phones. With some of the softness of the recent economic data, the reports of lower sales could be correct. But there are also weather related issues in China which also may be affecting sales in the short term. I guess we will have to see who is correct here. From memory, Kuo's crystal ball hasn't been great lately, if it ever was. I think he was correct for 1 year but much less so on other years.

As to the report on foldable phones, no one is selling a ton of these. And they are much more expensive than the regular phones. Unless the price comes down, I don't see anyone selling a ton of these. The Huawei trifold sells for close to 3K as the base price if I am not mistaken. I think Apple will sell foldable when it makes sense for them.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News