Jim, from Rodg's assessment (at Ragingbull) on iMac sales this
quarter:
"Whoa, even though you have to factor in 3 months' worth of pre-orders and pent up demand, the 360K number is still huge. Figure that the number represents only 5 weeks worth of production, almost entirely from the Sacramento plant (I seem to remember production starting 7/22nd), then add another 4 weeks of production (admitedly on a shorter work week) at all 3 plants to get total production for the quarter.
The staged release date strategy is brilliant, in that it guarantees a relatively steady global demand, even if demand tapers off after release in each individual country. Eric may have to raise that 320,000 unit Q3 estimate to around 700,000."
We probably know that Apple is growing in terms of revenue, net and
units sales this quarter. I absolutely admit your and Alomex's
emphasis on "growth". Internet stocks are good example. Fortunately,
AAPL is on the way back to growing track. I'll be not surprised that
we will have year-to-year growth this quarter judged from Rodg's as
well as CBS articles. It'll be even stronger next quarter for iMac
will meet Christmas busy consumer season.
Well, you're probably right about yesterday's dip in part due to that
article, however, most of investors literally focused on those who were
severely beaten in recent days and speculated on INTC,GE,CitiCorp and ORCL.
After all, AAPL can only be qualified as intermediate size of stock
usually not be noticed in days like yesterday.
Phil |
