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To: sylvester80 who wrote (1971)	2/6/2011 12:35:23 PM
From: iggyl	1 Recommendation Read Replies (1) \| Respond to of 3170

Quit dodging. Post the Samsung Galaxy sell through Nazi clown boy or get lost.

To: sylvester80 who wrote (1971)	2/6/2011 1:14:59 PM
From: pyslent	1 Recommendation Read Replies (1) \| Respond to of 3170

That says that actual iCRAP SOLD units were actually some 2.4 MILLION to 3.7 MILLION LESS than reported... instead of the SHIPPED to stores numbers that Apple used... That's been debunked. You know that analysis is wrong, why did you repost it? Yet another black mark on your credibility. You're a liar and a hypocrite. And an idiot to boot if you think anyone here still takes you seriously.

To: sylvester80 who wrote (1971)	2/6/2011 1:20:16 PM
From: iggyl	2 Recommendations Respond to of 3170

Btw debunking your BS and Joe Wick who is almost as screwed up and notorious an Apple hater as you. From the comment section of the article in BetaNews youcsited that Wick never got back to but offered some lame BS like you would. Now come up with Samsung Galaxy sell through numbers or get lost Nazi clown boy. hawkeye52241 Jan 31, 2011 - 6:12 PM edited No no no! The Strategy Analytics analysis was not correct. Why? ipad launched in April so it's channel buildout was in the spring and summer. Samsung launched in Q4 so their buildout was in Q4. Simple as that! For the slower among us: Apple gave you the answer in their call. ' During Apple's fiscal 2011 Q2 earnings call earlier this month, executives revealed that the quarter ended with 4-6 weeks of iPad inventory, UP about 525,000 units.' The metric that matters is 525,000. They had starting inventory (ipads in channel but shipped in the prior 6 months). They ADDED 525,000 to the channel. The shipped a total of 7.3 million. Of that 7.3 million, 525,000 were ADDED to channel. Thus the number sold to customers was 7.3 - 0.5 M = 6.8 million. Assume Samsung has the same inventory in the channel, then their sales could be as little as 10k. If they have have a smaller inventory (1.5 million then their sales were maybe 500k. I suspect 'quite small' is somewhere between 10 and 500k. So Apple may have 0.5/6.8 market share (93%), and probably more - not 75%. I agree we should compare Apples with Apples - that is why analysis companies do need to be careful when comparing just launched products that are filling the channel with ones that have already filled their channel. And shame on Samsung for trumpeting 1 and 2 million milestones when they kew most was going to inventory at retailers. At least Apple knew their sales were true in the spring because there was no inventory! Score: 4 \|Post Reply joewilcox Jan 31, 2011 - 10:40 PM edited @hawkeye52241 Please see my response to @FalKirk. I do agree that Apple built up its inventory over a longer time. Based on my experience covering smartphones, looking at Apple shipments and stated weeks in inventory and comparing to actual sales out of the channel that Gartner tabulates, my interpretation is correct. However, I'll ask an analyst and update the post if necessary. Regardless, both companies released shipments into the channel, which is what Strategy Analytics measured. That's a fair comparison. But the only accurate measure can be sales out of the channel; we seem to agree there. Score: 0 \|Post Reply hawkeye52241 Feb 1, 2011 - 12:59 PM I still do not agree with your arithmetic. If Apple 'sell' 7.3M, some goes to consumers and some goes to inventory. What they have in weeks of TOTAL inventory at the end of the quarter is completely irrelevant to the 'sell through'. What matters is CHANGE in inventory. I am sorry to be confrontational but this is extremely basic accounting. It is embedded in everything including tax returns. Samsung just launched Tab so their change in inventory is going to be much larger than Apple's. Apple has a total inventory of maybe 2-3M units. If Samsung's inventory is that big then their net sell through could be minuscule. I feel like a broken record on this but would appreciate a correction. You are not comparing apples with apples when you compare a just launched product with one that has already filled it's channel.